DocuPipe

docupipe is an ai powered tool that automates the creation, management, and tracking of sales documents directly from your crm integrating docupipe with make com enables automated document generation, e signature collection, and real time sales document status updates this is ai generated content based on official docupipe documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www docupipe ai/contact directly requirements to use the docupipe app in make, you must have an active account and an api key, https //www docupipe ai/?utm source=make\&utm medium=organic\&utm campaign=make listing for subscription, refer to the https //www docupipe ai/?utm source=make\&utm medium=organic\&utm campaign=make listing connect docupipe and {{product name}} to get started, you must first create a connection between docupipe and {{product name}} , allowing the two services to communicate obtain your api key in your docupipe account create the connection in make obtain your api key in your docupipe account before you create the connection in {{product name}} , you should first obtain your api key in your docupipe account to obtain your api key navigate to settings select general from the settings menu copy the api key displayed in the general section you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //docupanda readme io/reference/upload and standardize multiple create the connection in {{product name}} https //www make com/en/register , add the docupipe module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your docupipe account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page docupipe modules after connecting to the docupipe app, you can choose from a list of available modules to build your {{scenario plural lowercase}} extract data from document using a schema transform your document (pdf or scanned image) into a structured json file by defining and extracting the specific fields you need, including support for tables, handwriting, and various layouts you can also use your docupanda io dashboard to create custom extraction schemas tailored to your unique document types make an api call executes any api request to docupipe, allowing you to interact with its available endpoints as documented in the api documentation https //docs docupipe ai run a document through workflow process a document by running it through a custom workflow you have set up on the docupipe website watch new standardizations triggers when a document is successfully converted into a standardized json format, whether the document was uploaded via make com, processed through the api, or manually handled on docupanda io templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} docupipe resources you can have access to more resources related to this app on the following links https //www docupipe ai/?utm source=make\&utm medium=organic\&utm campaign=make listing https //docupanda readme io/reference/getting started with your api 1 https //www make com/en/integrations/docupanda