Zapier Integration

Connect DocuProx to 5,000+ apps using Zapier. Automate data entry and document processing without writing any code.

Overview

Zapier is a leading automation platform that lets you connect DocuProx with thousands of business tools like Salesforce, HubSpot, Slack, and Google Sheets. With the DocuProx Zapier integration, you can trigger document extraction whenever a new file is uploaded to your storage or arrives in your inbox.

Setup Guide – DocuProx Integration in Zapier

  1. Obtain API Credentials: Log in to your DocuProx dashboard, go to API Settings, and copy your API Key and Template ID.
  2. Create a New Zap:Open your Zapier dashboard and click “Create Zap.”
  3. Choose a Trigger: Select the app where your documents originate (e.g., Google Drive, Webhooks, or OneDrive). Choose an appropriate trigger like “New File,” “New Attachment,” or “File Added.”
  4. Add DocuProx Action: Search for the “DocuProx” app in Zapier and select the action “Process Document”
  5. Configure the DocuProx Action:Connect your DocuProx account using your API Key Enter the Template ID you want to use for processing Map the document file from the trigger step into the input field
  6. Test and Run the Zap:Run a test using a sample document to ensure DocuProx processes the file correctly and returns structured JSON data.