Paperless.io

paperless is a platform for creating, sending, and managing digital documents and esignatures integrating paperless with make com allows users to automate document creation, track signature status, and streamline contract management workflows directly from their other business tools this is ai generated content based on official paperless io documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www paperless io directly requirements to use the paperless io app in make, you must have an active account on paperless, https //www paperless io for subscription, refer to the https //www paperless io connect paperless io and {{product name}} to get started, you must first create a connection between paperless io and {{product name}} , allowing the two services to communicate obtain your api key in your paperless io account create the connection in make obtain your api key in your paperless io account before you create the connection in {{product name}} , you should first obtain your api key in your paperless io account to obtain your api key navigate to the account settings in the top right corner of your paperless account click integrations from the dropdown menu click the integration erstellen button to create a new integration enter a name for the integration, for example, propstack click the button to create a new api key enter a name for your api key and select access rights for all listed options copy the api key displayed on screen 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 //help paperless io/hc/help/articles/1723554476 propstack integration create the connection in {{product name}} https //www make com/en/register , add the paperless io 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 paperless io account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page paperless io modules after connecting to the paperless io app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a document generates a new document based on a selected template delete a document permanently removes a specified document from your account get a template retrieves a specific paperless template using its unique id make an api call executes a custom api request to the connected service using your authorized credentials search documents retrieves a list of all documents that the user can access search templates retrieves a list of all templates that the user can access update a document modifies the content of a specified existing document watch documents triggers when a document has been fully signed and finalized 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}} paperless io resources you can have access to more resources related to this app on the following links https //community make com/search?q=paperless io https //www paperless io https //www paperless io/en/developer https //www make com/en/integrations/paperless io