Optimize your teams collaboration with our DocuWare automation connector

DocuWare is an easy-to-use document management solution that converts paper and digital assets into a pool of quantifiable resources. As part of an electronic workflow, DocuWare allows you to automatically move documents around your organization.

DocuWare may be used for everything from basic storage, search, and retrieval to fully automated electronic workflows, with both on-premises and cloud based options available to a company. It works well with other business software solutions to help streamline often messy and complex workflows in finance, HR, and other departments.

About elastic.io’s DocuWare integration connector

This is a proprietary connector that enables you to share documents quickly and easily across internal and partner software systems, thus effectively integrating DocuWare with other business software applications. It was created specifically for the elastic.io platform and comes with all of the other available connectors pre-installed.

The DocuWare integrations connection is still in development, and we’re constantly adding new features to it. At the moment, it supports actions, which means you’ll use it to react to a certain event. For example, as soon as specific information of a contract (signature date or a company’s physical address) was changed in CRM, these changes are pushed to DocuWare to update the existing contract. More information regarding actions may be found on the connector’s documentation page, which can be accessed via the link above.
Triggers will be released soon, so stay tuned.

You can’t edit or enhance our DocuWare integrations connector because it’s under a proprietary license. If you require additional triggers and/or actions for your integrations, please contact our pre-sales team at ps[@]elastic.io to discuss the details.

PLEASE NOTE: In order to use the DocuWare integrations connector with your business software applications, you must first create an account on the elastic.io platform. You can sign up for a free 14-day trial.

How to add DocuWare integrations on elastic.io

As an action:

Step 1

Go to your Dashboard or Flows and click “Add new Flow” to connect DocuWare with other software applications on the elastic.io platform. When you use DocuWare as an action, that means it follows another business application in an automation flow. Given this, you’ll obviously need to start by selecting a trigger, for example, Microsoft Outlook or NetSuite, first; after that, simply choose BigCommerce from the list of available action connectors.

Step 2
Select a function you need. You can choose between making a Raw Request to call any DocuWare API endpoint using any of the GET, POST, PUT, PATCH, or DELETE values; look up DocuWare documents by specific parameters, or upload a file to DocuWare.

Step 3
Once you’ve selected a function you need, you’ll be asked to authenticate your DocuWare account. For that you’ll need to provide your username and make sure that you have necessary rights to communicate with DocuWare, your password, and of course, the URL of your DocuWare account. Our documentation provides these and other details on the authentication process with DocuWare.

Step 4
After you’ve authenticated yourself, you can proceed with the flow configuration. For example, if you’ve chosen to make raw file upload request (in other words, to upload a document to DocuWare), you will be first required to type in the method – in this particular case, GET, POST or DELETE –, and then to configure the fields such as DocuWare URL and Request headers.

After that, you’ll be able to request a sample of the records to double-check your settings, and you’ll be finished. Your DocuWare automation flow is now complete and ready to go live.

OUR TIP: The simplest approach to evaluate all available functions of the DocuWare connector is to use our Simple Trigger connector as a… well, as the name implies – a trigger. Of course, you’ll choose something more relevant in a real project, such as Quickbooks or a local database.

Popular DocuWare automation scenarios

DocuWare is a powerful cloud based document management and workflow automation solution that enables businesses to consolidate and optimize digital and paper-based assets on a single platform. DocuWare can collect data from a variety of sources and business software applications, cloud based or not. In fact, the company provides a large number of native integrations with a variety of ERP, CRM, HR, and other software systems.

These are, however, often limited to 1-to-1 integrations due to their nature. If you’re trying to automate complex business workflows that require more than two business applications, you’ll require a full-fledged middleware. If that’s the case, you’ve arrived at the right place.

Here are some of the most popular DocuWare integrations we’ve seen users build on our platform:

DocuWare and Quickbooks

To drive the digital transformation of the finance department with intelligent routing of documents and instant access to any documents from any device

DocuWare and Database

To connect external databases and use the datasets to enrich records within DocuWare

DocuWare and Salesforce

To ensure quick and easy access to data from your Salesforce while adhering to strict data security guidelines

… and many more.

Take a look at all of the business software applications and systems you can connect DocuWare with to help you digitize your paperwork, significantly improve your teams collaboration within as well as outside of your organization and eliminate security risks. Get your free 14-day demo now, no strings attached.