Paperless.io
 | Paperless is a digital contract and document management platform that enables users to create, send, sign, and manage legally binding documents online. Integrating Paperless with Make.com allows automated contract creation, e-signature workflows, and document tracking within business processes. |
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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 Paperless.io directly.
Requirements
To use the Paperless.io app in Make, you must have an active account on Paperless, create your account on Paperless.io. For subscription, refer to the Paperless.io pricing page.
Connect Paperless.io and Make
To get started, you must first create a connection between Paperless.io and Make, 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 Make, 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 Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Paperless.io module to your scenario, 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 Connect an applicationConnect an application. page.
Paperless.io modules
After connecting to the Paperless.io app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Paperless.io resources
You can have access to more resources related to this app on the following links