--- title: Paperless.io slug: paperless-io description: How to integrate Paperless.io with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_paperless-io.png createdAt: 2025-12-11T15:34:10.643Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/paperless-io.png" alt="Paperless.io logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](https://www.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](https://www.paperless.io). For subscription, refer to the [Paperless.io pricing page](https://www.paperless.io). # 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. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Paperless.io account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** account settings** in the top right corner. ::: :::WorkflowBlockItem Select** Integrations** from the dropdown menu. ::: :::WorkflowBlockItem Click the** Create Integration** button. ::: :::WorkflowBlockItem Enter a name for the integration. ::: :::WorkflowBlockItem Click to create a new** API key**. ::: :::WorkflowBlockItem Enter a name for the** API key** and select** all access permissions**. ::: :::WorkflowBlockItem 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.](https://help.paperless.io/hc/help/articles/1723554476-propstack-integration) ## 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 Paperless.io 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 Paperless.io 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. # Paperless.io modules After connecting to the Paperless.io app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Document Generates a new document based on a selected template. ::: :::ExpandableHeading ### Delete a Document Removes a specified document from your account. ::: :::ExpandableHeading ### Get a Template Retrieves detailed information about a specific Paperless template using its unique ID. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to the connected service using your authorized credentials. ::: :::ExpandableHeading ### Search Documents Retrieves a list of all documents that the user can view or access. ::: :::ExpandableHeading ### Search Templates Retrieves a complete list of templates that the user can access within their account. ::: :::ExpandableHeading ### Update a Document Modifies the content or properties of a specified existing document. ::: :::ExpandableHeading ### Watch Documents Triggers an event whenever a document has been fully completed. ::: # 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. # Paperless.io resources You can have access to more resources related to this app on the following links - [Paperless.io topics on Make community](https://community.make.com/search?q=Paperless.io) - [Paperless.io website](https://www.paperless.io) - [Paperless.io API documentation](https://www.paperless.io/en/developer) - [Paperless.io page on make](https://www.make.com/en/integrations/paperless-io) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::