n8n Integration

Automate your document processing by connecting DocuProx with n8n. Create powerful workflows that extract data and move it across your business tools.

Overview

n8n is a powerful workflow automation tool that allows you to connect DocuProx with hundreds of other applications. With the DocuProx n8n integration, you can automatically process documents from sources like Google Drive, attachments,Webhook, or Dropbox and send the structured JSON data to your CRM, database, or analytics tools.

Setup Guide – DocuProx Integration in n8n

  1. Obtain API Credentials Log in to your DocuProx dashboard, navigate to API Settings, and copy your API Key and Template ID.
  2. Create a New Workflow in n8n: Open your n8n instance and create a new workflow.
  3. Add a Trigger Node: Choose the source where your documents are stored, such as Webhook, Google Drive, Dropbox,or OneDrive, and select a trigger like “Watch Files” or “New File” to capture incoming documents.
  4. Add the DocuProx Node: Search for the “DocuProx” app in n8n and choose one of the following actions based on your processing requirement:
    • Option 1: DOCUMENT ACTIONS
      • Process a document :

        Use this action to upload and process a single document or image immediately. DocuProx extracts data based on the selected Template ID and returns structured JSON output in the same workflow execution. Best suited for real-time or synchronous processing.

      • Process with agent :

        The Process Agent module allows you to extract highly specific, customized data from your documents using custom AI prompts. To use it, simply map your document file and provide a JSON payload defining your document type and custom extraction instructions. The module will process the document and return the exact data points you requested in your prompt.

    • Option 2: Job Action

      Use this option when you want to process documents asynchronously. It provides the following sub-actions:

      • Submit a Job (Process Job): Use this action to Working with a documents and Zip(With multiple documents) and send for background processing. DocuProx creates a processing job and returns a Job ID, which is used for tracking progress and retrieving results.
      • Get Job Status (Check Status): Use this action to check the current status of a submitted job using the Job ID. Possible statuses include pending, processing, completed, or failed.
      • Get Job Result (Get Result): Use this action to retrieve the final extracted data in structured JSON format once the job status is completed.
  5. Configure the DocuProx Node:
    • Connection: Securely connect your account by pasting your API Key.
    • Template ID: Paste the Template ID you copied earlier.
    • File: Map the file (image or document) from the trigger node into the input field.
    • Static Values (Optional): Add Key/Value pairs if you need to change Static data with your document.
  6. Execute and Test the Workflow: Run the workflow with a sample document to verify that DocuProx processes the file correctly and returns structured JSON data as output.