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 the DocuProx Action: Search for the “DocuProx” app in Zapier and then select Setup option, inside setup choose one of the following Action Events based on your processing requirement:
    • Process 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.

    • Submit a Job (Process Job):

      Use this option when you want to process documents asynchronously. DocuProx creates a processing job and returns a Job ID, which is used for tracking progress and retrieving results.

    • 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.

    • 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 or CSV format once the job status is completed.

  5. Configure the DocuProx Action:
    • Securely connect your account by pasting your API Key.
    • Enter the Template ID you want to use for processing
    • Map the file or image data directly from your trigger module.
    • Add Key/Value pairs if you need to change data with your document.
  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 or CSV Data.