DocuProx Zapier integrationAutomate DocuProx with Zapier.
The DocuProx Zapier integration gives you 0 triggers, 5 actions and 0 searches. DocuProx never starts a Zap on its own: another app hands it a file, DocuProx pulls the data out, and the next step stores it. Works on the free plan.
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What the DocuProx Zapier integration actually does
It lets Zapier send a document or an image to DocuProx, get the structured data back, and pass it to the rest of your tools. DocuProx reads files with AI and turns them into fields. Zapier is the glue: it decides when a file goes in and where the result goes out. No copy and paste in between.
Three outcomes cover most setups. A filled row per document: a file arrives somewhere, Process Document reads it against one of your DocuProx templates, and the values go into a sheet or a CRM. Free-form extraction: when no template fits, Process Agent takes your own instructions and extraction prompt and returns what you asked for. A batch handed off in one go: Submit Job sends a ZIP of documents, then Get Job Status and Get Job Results check on it and collect the output.
Now the part the app listing skips. DocuProx has no trigger on Zapier, none at all. It cannot tell Zapier that a document was processed, so every Zap you build starts in another app (an inbox, a storage folder, a form) and calls DocuProx as an action. There is no search step either, so a Zap cannot look up an old job by name; you need its Job ID from an earlier step.
One more thing to plan for: the useful version of this Zap has three steps (source, DocuProx, destination), and that already takes a paid plan. The Zapier review goes over the plan logic in general. If you are weighing tools, the DocuProx Make integration page covers the same app on Make.
Zapier words, in one minute
Eight terms come back on this page. Here they are in plain words, once.
- Zap
- The automation you build on Zapier: one starting event, then one or more steps that run each time that event happens.
- Trigger
- The event in an app that starts the Zap. DocuProx has none, so the trigger always comes from another app.
- Action
- What the Zap does once it is running: the step that sends, writes or extracts something for you. All five DocuProx operations are actions.
- Task
- The unit Zapier bills. One action that completes successfully equals one task, and your plan is a monthly count of them.
- Polling trigger
- A trigger Zapier checks on a timer: it asks the app for new items at a set interval and keeps only what it has not seen yet.
- Instant trigger
- A trigger the app reports itself: it calls Zapier the moment the event happens, so nothing waits for the next check.
- Filter
- A step that lets the Zap continue only when the incoming data meets a condition you set, and stops it otherwise.
- Multi-step Zap
- Any Zap with more than one trigger and one action. A second action or a filter makes it one, and then you need a paid plan.
What a DocuProx Zap costs you
DocuProx is not a premium app, so it runs on the free plan. The catch is the step count.
- Premium appNo, works on Free
- Free plan100 tasks a month, two-step Zaps
- Trigger and checks0 tasks
- Each successful action1 task
The trigger never costs a task, and neither does Zapier checking for new files. Each DocuProx action that succeeds counts as one task; one that fails is not billed. The free plan gives 100 tasks a month but only two-step Zaps, so a source plus Process Document fits, while adding a Google Sheets row or a filter makes it multi-step and paid. A few actions on some apps take more than one task each. A batch flow of three DocuProx actions costs three tasks per run.
Connect DocuProx to Zapier in three steps
- 01
Open your connections
In Zapier, go to the Apps page of your account and click + Add connection. A connection is your DocuProx account linked once, then reused by every step that calls DocuProx.
- 02
Find DocuProx
Type DocuProx in the search box of the dialog, pick it from the results, then click Add connection. You need an existing DocuProx account before this step.
- 03
Sign in and grant access
Sign in to DocuProx in the tab that opens and let Zapier access the account. If the files you plan to send belong to someone else, check that you have read or write access to them first.
Your first Zap: Gmail attachments into a spreadsheet
GoalEach supplier invoice that reaches Gmail goes through DocuProx, and its extracted values become a new Google Sheets row.
- 01
Pick the starting app
Create a Zap and choose Gmail with New Attachment as the trigger. Test it: Zapier brings back the three most recent matching emails, so you work on a real file.
- 02
Add Process Document
Add DocuProx as the action, choose Process Document, select your connection, then paste the Template ID and point Image Source at the attachment from Gmail.
- 03
Test the extraction
Run the test once and read what DocuProx sends back. The values you see there are the only ones the next step can use, so note which ones you want to keep.
- 04
Write the row
Add Google Sheets with Create Spreadsheet Row and map each extracted value to a column. This third step is what makes the Zap multi-step, so a paid plan is needed here.
- 05
Publish
Test the last step, then click Publish to switch the Zap on. From then on, only attachments that arrive after publishing go through DocuProx.
The 5 DocuProx actions on Zapier
DocuProx gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.
Get Job Results
ActionIn Zapier“Retrieve the results of a completed background job in JSON or CSV format.”
Collects the output of a batch that DocuProx has finished, as JSON or as CSV, so a later step can store or forward it.
Get Job Status
ActionIn Zapier“Get the status of a submitted job.”
Asks DocuProx where a submitted batch stands and returns its current status, which you read at the test step to see the possible values.
Process Agent
ActionIn Zapier“Process a document using AI agent with custom instructions and extraction prompts.”
Passes one image or document to a DocuProx AI agent, together with instructions you write yourself. Back come the fields your extraction prompt asked for, and nothing more.
Process Document
ActionIn Zapier“Processes a document and returns extracted JSON data.”
Reads a single document against one of your DocuProx templates and returns the extracted data, ready to map into the next app.
Submit Job
ActionIn Zapier“Submit a batch job with a template ID and ZIP file.”
Sends a whole ZIP archive of documents to DocuProx as a background batch tied to one template, and gives you back a job to follow up on.
Where a DocuProx Zap breaks
Zapier links no help article to DocuProx, so the known failure points are the general ones. They hit document Zaps hard.
Most problems show up on the day you switch the Zap on, or the day someone drops a big folder into the source. Four cases to know before that happens. For a step-by-step method when a Zap stalls, see the Zapier troubleshooting guide.
Old files are ignored
A Zap only reacts to what happens after you publish it. The invoices already in your inbox will not reach DocuProx; moving that backlog is a separate job.The Zap feeds itself
If the result is written back into the folder or inbox the trigger watches, the Zap fires again on its own output and burns through your tasks fast.A bulk drop gets held
When a trigger suddenly returns a huge batch, after an import or a migration, Zapier's flood protection can hold those items back instead of sending them all to DocuProx.No double processing
On a polling trigger, Zapier remembers the items it has already seen, so the same file does not start the Zap twice and you are not billed twice for it.
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