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DocuWare and Salesflare

docuware.com ↗

How to connect DocuWare

DocuWare operations on Make

Triggers (1)

Start a workflow when this happens

  • Receive a Webhook — Triggers when webhook receives data from DocuWare. Configure webhook also in DocuWare.

Actions (13)

Things Salesflare can make it do

  • Append a File — Appends a file to a document.
  • Convert the Index Fields to a Flat List — Converts the index data of documents to a flat list.
  • Delete a Document — Deletes a document in a file cabinet.
  • Delete a File — Deletes a file in a document.
  • Download a Document — Downloads a document (e.g., original, PDF with annotations, or PDF without annotations).
Show 8 more actions
  • Download a File — Downloads a file from a document.
  • Get Document Information — Gets all index data for a document.
  • Import to Document Tray — Imports a document to a document tray.
  • Place a Stamp — Places a stamp on a page of a document.
  • Replace a File — Replaces a file in a document.
  • Store to File Cabinet — Store a document to a file cabinet.
  • Update Index Fields — Updates the index data of a document.
  • Validation Webhook Response — Creates a response for the dialog validation.

Searches (5)

Look up existing records

  • Get Dialogs — Retrieves a list of dialogs associated with the selected file cabinet.
  • Get File Cabinets and Document Trays — Retrieves a list of all available file cabinets and document trays.
  • Get Stamps — Retrieves a list of stamps associated with the selected document tray or file cabinet.
  • Search in File Cabinet — Search for documents in a file cabinet.
  • Transfer Documents — Transfers documents between different locations.

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