Docupile EDRMS & Zapier Integration

Overview

Docupile now supports deep integration with Zapier, allowing users to automatically upload files from external apps.

Using Zapier, files uploaded or received in these services will be automatically pushed into your Docupile EDRMS without manual effort.

This guide explains:

  • How to generate API key
  • How to connect Docupile with Zapier
  • How to build automation (Zaps)
  • Zap examples for Gmail, Google Drive, Dropbox, OneDrive

This document is simple, step-by-step, and intended for non-technical users.

1. How Docupile – Zapier Integration Works

Zapier automates the workflow between your storage/email platforms and Docupile.

Example: A new file arrives in your Google Drive folder → Zap triggers → File automatically uploads into Docupile.

Flow Overview

  • 1. User registers/logs into Docupile.

  • 2. User clicks Upload File.

  • 3. User selects Zapier Integration option.

  • 4. User generates a Docupile API Key (used for Zapier authentication).

  • 5. User copies API key and stores it safely.

  • 6. User configures Zapier Zaps using this API Key.

  • 7. Files automatically start uploading into Docupile.

2. Generating API Key in Docupile

  • 1. Log in to Docupile web application.

  • 2. Go to Upload Files page.

  • 3. Click on Zapier Integration.

  • 4. Click Generate API Key.

  • 5. Copy the API key and store it securely.

Important Notes

  • This API key stays valid until you generate a new one.
  • If you regenerate the API key, old key stops working immediately.
  • Do not share your API key with anyone.
  • Paste this API key in all Zapier Zaps that use Docupile.

3. Using Docupile in Zapier

You will find the custom Docupile integration inside Zapier as:

App Name: EDRMS Docupile

Authentication in Zapier

Whenever Zapier asks for authentication:

Select API Key Authentication

Paste the same Docupile API key you generated earlier

After authentication, you can start building Zaps.

4. Creating Zaps (Automations)

Below are fully working Zap templates for:

Gmail

Google Drive

Dropbox

OneDrive

Use only the fields mentioned below to avoid permission or download issues.

1. Validate API Key

URL: https:///Zapier/validateApiKey

METHOD: POST

This endpoint validates the API key provided by the user for authentication.

Header Name  Type  Description
Authorization  String  Required API key for authentication
Response Error Codes
Code Type  Meaning
200 Success The API key is valid.
400 Client Error Missing or malformed headers.
401 Unauthorized Invalid or expired API key.
403 Forbidden Permission denied for this endpoint.
429 Too Many Requests Rate limit exceeded.
500 Server Error Internal error occurred.

2. Upload File

URL: https:///Zapier/UploadFile

METHOD: POST

This endpoint uploads a file into the EDRMS using a file URL.

Header Name  Type  Description
Authorization  String  Required API Key
Content-Type  String Must be application/json
JSON Body
Field Name  Type  Description
file_url String  Public file URL to upload
Response Error Codes
Code Type  Meaning
200 Success  File uploaded successfully.
400 Client Error  Missing file_url or invalid request body.
401 Unauthorized  Invalid API key.
403 Forbidden API key does not have upload permission.
404  Not Found File URL not accessible.
413 Payload Too Large File exceeds max upload size.
415 Unsupported File type is not supported.
429 Too Many Requests Rate limit exceeded.
500 Server Error  Internal upload failure