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Getting Started With Paperless' Make app
Getting Started With Paperless' Make app

Learn how to connect Paperless.io to your favourite tools via Make

Jacob Engels avatar
Written by Jacob Engels
Updated over a week ago

What is Make?

Make (formerly Integromat) and Paperless.io enable you to automate your document workflows and communication between different applications and services.

Using Make allows you to connect Paperless.io to any service in Make’s list of supported apps and services, allowing you to create multi-step integrations.

When you create scenarios that watch for new data in one app or service, you can then set up triggers for Make to run in another app.

What are some of the use cases with Make?

The new Paperless.io Make integration allows you two different ways to create custom document workflows based on the apps, tools & systems you’re already using.
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It allows you to either trigger the creation and/or submission of a document after something happens on one of your apps, or do something in one of your apps after a document has been completed.

Example use cases:

  • Each time a new deal is marked “Closed Won” in Pipedrive CRM, create, personalise and dispatch a sales agreement or contract and collect legally-binding eSignatures

  • Every time a new applicant has been accepted in your HR software, send out a personalised NDA based off a template

  • Each time a document has been signed by all parties, send a Slack notification to the team and change the status in your CRM

The possibilities are endless.

What events (triggers and actions) can I use?

Below are the current available events (triggers and actions)

  • Create a Document using a template

  • Delete a Document

  • Get a Template

  • Search Documents

  • Search Templates

  • Update a Document

  • Watch a document, ie. trigger something as soon as a document gets completed, created, updated or deleted.

  • Make an API call (custom API request, you can find guides to write these in our API docs)


Make vs. Zapier

Make is quite similar to Zapier. Both platforms enable you to create custom workflows and integrations, but here are the main differences:

  • Zapier uses a conventional, list-based interface for automation, while Make works like a mind map. The user experience is therefore very different

  • Zapier offers more apps for integration than Make - about 3,000 versus about 1,000. Look to see if your favorites are available

  • It is cheaper to use Make than Zapier, but Zapier offers more versatility

How to connect your Make account

Before you begin...

Step 1: Create a Paperless connection

1. Create a new scenario. Select Paperless.io beta from the list of available modules.
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2. You'll be presented with the list of available events (triggers and actions). In this example, we'll be using the Watch Documents trigger, but you can choose whatever event you want.
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3. Before you can add a new webhook, you need to connect to Paperless via your API key. Click on Add until you're presented with the screen to select a connection. Select Paperless (not Paperless Staging) in the dropdown.

4. Add your API key. Optionally, give your connection a name you will remember.
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5. Select the events you want your webhook to be notified about. In our example, we'll create a webhook to fire when a new submission is completed.

6. Click on Save and you're ready to go.

You're ready to listen for incoming documents that are completed. If you want to find out more about webhooks, click here.

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