Introducing DocuPanda's Integration with Make
Uri Merhav
2024-11-07
We're excited to announce that DocuPanda now integrates with Make! 🎉 As you may already know, DocuPanda has a rich API that empowers developers to build complex workflows. You can ingest any source of documents - printed, scanned, handwritten or otherwise, and map the results to any destination.
However, while very robust, our API leaves it to our users to build their own connectors to accounting software, databases, spreadsheets, etc. Make lets you connect data sources to over 2,000 destinations with a visual interface. This partnership will make it easier than ever to automate your document processing workflows.
What's Make?
In case you haven't heard of it, Make is a visual platform that lets you design, build, and automate anything—from simple tasks to complex workflows. With over 2,000 apps and services available, you can connect DocuPanda to your favorite tools and let the automation magic happen.
Why This Integration Is a Game-Changer
We know dealing with documents can be a pain. Manually extracting data from PDFs, invoices, or forms and then entering it into other systems can be be a critical roadblock in scaling your business operations. By integrating with Make, we're making it easy to make sure your extracted insights from a document are actionable, and can trigger real world actions like sending an email, reconciling an invoice, or updating a CRM.
Example Integrations
Here are some awesome ways you can use this integration:
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Automate Invoice Processing: Extract data from every invoice you get, whether it's an email attachment or a plain text, and map it directly to an accounting software like QuickBooks or Xero.
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Instantly Create Leads in HubSpot: Got work orders, invoices, or any other PDF documents? Turn them into deals and leads in HubSpot automatically. Keep your sales pipeline flowing without lifting a finger.
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Process Custom Forms and map to your database: Whether you're receiving loan applicataions or your very own special snowflake of a document, you can define what fields you want to extract and map your documents into a database like MySQL, Airtable, or Google Sheets.
How to Get Started
- Sign Up for DocuPanda if you haven't already.
- Connect DocuPanda to Make by heading over to the integrations section in your DocuPanda dashboard.
- Build Your Workflow: Follow along our guide and see a detailed walkthrough where we comb through Gmail, find invoices and extract their data into a Google Sheet.
- Hit run and you have an ongoing solution: Let the automation run without writing a line of code and worrying about maintaining servers, scaling, or any other technical headache.
Need a Hand?
We're here to help! If you have any questions or need assistance setting things up, don't hesitate to reach out to our support team.
We're very eager to see what you build with DocuPanda and Make. Feel free to reach out for any support in getting your Make integration up and running.