--- title: DocuPipe slug: docupanda description: How to integrate DocuPipe with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_docupanda.png createdAt: 2025-12-11T23:18:46.614Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/docupanda.png" alt="DocuPipe logo" caption size="50" width="512" height="512"} | 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. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | :::hint{type="warning"} 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 [DocuPipe](https://www.docupipe.ai/contact) directly. ::: # Requirements To use the DocuPipe app in Make, you must have an active account and an API Key, [create your account on DocuPipe](https://www.docupipe.ai/?utm_source=make\&utm_medium=organic\&utm_campaign=make_listing). For subscription, refer to the [DocuPipe pricing page](https://www.docupipe.ai/?utm_source=make\&utm_medium=organic\&utm_campaign=make_listing). # Connect DocuPipe and Make To get started, you must first create a connection between DocuPipe and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your DocuPipe account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your DocuPipe account Before you create the connection in Make, you should first obtain your **API Key** in your DocuPipe account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to** Settings**. ::: :::WorkflowBlockItem Select** General** from the settings menu. ::: :::WorkflowBlockItem Copy the** API key** displayed in the** General** section. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://docupanda.readme.io/reference/upload-and-standardize-multiple) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the DocuPipe module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # DocuPipe modules After connecting to the DocuPipe app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### 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. ::: :::ExpandableHeading ### 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 ::: :::ExpandableHeading ### Run a Document through Workflow Process a document by running it through a custom workflow you have set up on the DocuPipe website. ::: :::ExpandableHeading ### 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 [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # DocuPipe resources You can have access to more resources related to this app on the following links - [DocuPipe website](https://www.docupipe.ai/?utm_source=make\&utm_medium=organic\&utm_campaign=make_listing) - [DocuPipe API documentation](https://docupanda.readme.io/reference/getting-started-with-your-api-1) - [DocuPipe page on make](https://www.make.com/en/integrations/docupanda) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::