File and Document Management
Paperless.io
12 min
true 235,426 left unhandled content type left unhandled content type 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 to get started, you must first create a connection between paperless io and , 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 , 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 select integrations from the dropdown menu click the create integration button enter a name for the integration click to create a new api key enter a name for the api key and select all access permissions copy the api key displayed on screen you will use this value while creating a connection in 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 https //www make com/en/register , add the paperless io module to your , 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 create a document generates a new document based on a selected template delete a document removes a specified document from your account get a template retrieves detailed information about 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 view or access search templates retrieves a complete list of templates that the user can access within their account update a document modifies the content or properties of a specified existing document watch documents triggers an event whenever a document has been fully completed templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created 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