Connect DocXtract integrations
Decode raw invoices, bank statements, and identity records by connecting DocXtract with Make. Linking this AI automation tool to your stack lets you parse complex PDFs into structured JSON and route tax-validated data straight to your ERP across 3,000 integration apps. Create a free account today to build your first document processing pipeline.
DocXtract
This app is supported and maintained by Make.
Triggers and actions
Developed, supported and maintained by community users.
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DocXtract
Automate your document workflows by integrating DocXtract with Make
Connect DocXtract to Make to automatically capture files, sync extracted data across your apps without code, route invoices for approval, and notify your team instantly. Eliminate manual data entry and optimize your financial workflows.
Automatic document capture across all channels
Automatically fetch incoming files from email attachments, cloud folders, or webhooks and send them straight to DocXtract for processing.
Smart conditional routing and approvals
Build custom logic to automatically send invoices over a certain dollar amount for manager approval before updating your records.
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Code-free data syncing across your apps
Pass extracted JSON data directly into your spreadsheets, databases, or accounting software without writing custom code.
Instant team notifications for processed files
Get real-time alerts in Slack or Microsoft Teams whenever a new document is parsed or requires manual review.
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What is a scenario?
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
What is a module?
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
What is mapping?
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.