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DocuProx Make integrationAutomate DocuProx with Make.
Need documents to reach DocuProx without uploading them by hand? The DocuProx Make integration gives you 1 action module, Process a Document, and no trigger. This guide connects your account and walks you through a first scenario that feeds it.
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What can the DocuProx Make integration do for you?
The DocuProx Make integration lets a Make scenario, the automation you build as a chain of modules, hand a document to DocuProx through one action called Process a Document. A module is one brick of that chain. DocuProx has no trigger in Make, so another app or a schedule starts the run.
Documents coming out of a form. When a form tool or a mailbox module picks up an attachment, the next brick can be Process a Document, so the file goes to DocuProx without anyone downloading and re-uploading it.
A backlog handled on a timer. Because DocuProx cannot start a scenario on its own, you can open the flow with another app and let Make check it on the scenario's schedule, every 15 minutes by default on a new scenario.
Results sent onward. Whatever Process a Document returns becomes a bundle, one item passed to the next module, so you can add a step after it in another app. Run the scenario once first to see what that bundle actually contains, since the documentation does not list it.
Be clear on the limits. Make's own documentation for DocuProx says it is limited, because little public information exists about the app, and it lists no fields, formats or connection prerequisites. There is no Make an API Call module either. If you are still choosing between tools, the n8n vs Make comparison lays out the criteria, the Make training covers the editor from scratch, and Make troubleshooting helps when a run fails.
How do you connect DocuProx to Make?
- 01
Add the module and open the connection
In your scenario, add the DocuProx module Process a Document, then click Create a connection. A connection is your DocuProx account linked to Make once, then reused by every DocuProx module you add later.
- 02
Name it so you recognize it
Giving the connection a name is optional, but it pays off the day you link a second DocuProx account. A label such as the team or the client it belongs to keeps you from picking the wrong one in a hurry.
- 03
Authorize and save
Follow what DocuProx asks for: either sign in and approve Make on the DocuProx page, or paste the key DocuProx gives you. Then click Save. Make's documentation does not say which of the two DocuProx uses.
Your first scenario with DocuProx
GoalWhen another app delivers a document, Make passes it to DocuProx with Process a Document.
- 01
Create the scenario
Open the Scenarios page, create a new scenario and click the big +. That first slot is where the run starts, so it belongs to the app that holds your documents.
- 02
Pick the starting app
Search for the app where documents arrive, choose its module and connect it. DocuProx has no trigger, so this other app is what tells Make that there is a new document to process.
- 03
Add Process a Document
Click the + on the right of the first module, search for DocuProx and pick Process a Document. Create the connection, then map the data from the first module into the fields Make shows.
- 04
Test with Run once
Click Run once to execute the scenario a single time. Open the bubble above each module to read the bundles it received, and check what DocuProx sent back before you build anything after it.
- 05
Schedule and switch it on
Set the schedule on the first module, every 15 minutes by default, then turn the scenario on. On the Free plan, 15 minutes is also the shortest gap allowed between two scheduled runs.
What the DocuProx module does
DocuProx gives you 1 module. For each one: what it does for you, when to reach for it, and what to watch out for.
Process a Document
ActionIn the docs onlyProcess a Document is the one action DocuProx offers in Make: judging by its name, it hands DocuProx a document from earlier in your scenario, so nobody uploads it by hand. Each document it handles costs one operation, the unit Make counts on your plan.
Need help automating DocuProx with Make?
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