Connect DocumentPro and ReadyCloud Suite

Both apps 32DocumentPro 15ReadyCloud Suite 17

• Trigger
  New Document

  Triggers when a document is uploaded.

• Action
  Add classifier

  create a new Classifier.

• Action
  Add workflow

  create a new Workflow (extraction template).

• Action
  Classify document

  classify a document inline without a saved Classifier.

• Action
  Delete classifier

  delete a Classifier.

• Action
  Delete workflow

  delete a Workflow.

• Action
  Get classifier

  fetch a single Classifier by id.

• Action
  Get document

  fetch a single document by id.

• Action
  Get workflow

  fetch a single Workflow by id.

• Action
  List classifiers

  list saved Classifiers.

• Action
  Run classifier against document

  run a saved Classifier against a document.

• Action
  Run workflow against document

  Start an extraction Workflow against a document. The run is asynchronous: it returns a request_id immediately and the extracted data arrives once the job completes.

• Action
  Update classifier

  update an existing Classifier.

• Action
  Update workflow

  update an existing Workflow.

• Action
  Upload Document

  Upload a document (PDF, JPEG, PNG or TIFF) up to 6MB so it can be classified or parsed by a workflow.

• Trigger
  New Contact

  Triggers when a new Contact is created.

• Trigger
  New Order

  Triggers when a new order is created in the selected ReadyCloud organization.

• Action
  Add order note

  Adds a note to an existing ReadyCloud order, optionally attributed to a named author.

• Action
  Add product

  Creates a product (SKU) in a ReadyCloud organization's product catalog.

• Action
  Add tag

  Adds a tag to a ReadyCloud order.

• Action
  Create Contact

  Creates a new contact in a ReadyCloud organization's directory, with optional addresses and custom fields.

• Action
  Create Member Event

  Creates a calendar event for a member of a ReadyCloud organization, with its title, times, location and alert.

• Action
  Create Order

  Creates a new order in a ReadyCloud organization, with its shipping and billing addresses, boxes, tags, notes and custom fields.

• Action
  Find boxes

  Returns every box packed for a ReadyCloud order, with dimensions, weight, shipping options, tracking number and custom fields.

• Action
  Find Contact

  Returns the contacts in a ReadyCloud organization's directory that match the email address and/or first and last name you supply.

• Action
  Find Order

  Returns the orders in a ReadyCloud organization that match a search phrase and/or filters such as order number, primary ID, PO number, customer email, tag, status or date range.

• Action
  Find products

  Returns the products in a ReadyCloud organization whose code, part number, EAN, ISBN or UPS matches the search text, or whose description contains it.

• Action
  Get contact

  Returns one contact from a ReadyCloud organization's directory, including its addresses, custom fields and optionally its notes.

• Action
  Get order

  Returns one ReadyCloud order with its billing and shipping details, addresses, boxes, tags, notes, relations and custom fields.

• Action
  Update contact

  Updates an existing contact in a ReadyCloud organization's directory. Only the details you fill in are changed.

• Action
  Update order

  Updates an existing order in a ReadyCloud organization, changing only the details you fill in, and returns the updated order.

• Action
  Update product

  Updates an existing product in a ReadyCloud organization's product catalog. Only the details you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.