What actions can I run in swiDOC?

5 actions are available, including "Get Document", "Get Document Metadata", and "Make an API Call", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

swiDOC Integrations

Compliant document archive — store a file, then retrieve the file or its metadata. Automate swiDOC deploys, issues, and webhooks into chat, tickets, or status pages.

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Get DocumentReturns a document's file content and metadata.
Get Document MetadataReturns metadata for a stored document.
Make an API CallPerforms an arbitrary authorized API call.
Update Document MetadataUpdates selected metadata on a stored document.
Upload DocumentUploads a file into the swiDOC archive.

When to use swiDOC

Common scenarios where swiDOC automation saves time and reduces manual work.

Run "Get Document" in swiDOC from any upstream event — map fields once and let the automation handle the rest.
Automate "Get Document Metadata" in swiDOC as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Layer "Make an API Call" from swiDOC with filters, transforms, and AI steps to build automations that match your exact business logic.

Frequently asked questions

Common questions about automating swiDOC in your workflows.

swiDOC has no triggers, but it provides 5 actions including "Get Document", "Get Document Metadata", and "Make an API Call". Pair them with triggers from other apps to automate swiDOC tasks.

swiDOC Integrations

When to use swiDOC

Frequently asked questions

swiDOC Integrations

When to use swiDOC

Connect swiDOC to any app in workflows

Frequently asked questions

Connect swiDOC to any app in workflows

Connect swiDOC to any app in workflows

Connect swiDOC to any app in workflows

swiDOC Integrations

swiDOC triggers and actions

When to use swiDOC

Frequently asked questions

What triggers does swiDOC support?

What actions can I run in swiDOC?

Do I need to write code to automate this?

Is the integration secure?

swiDOC Integrations

swiDOC triggers and actions

When to use swiDOC

Connect swiDOC to any app in workflows

Frequently asked questions

What triggers does swiDOC support?

What actions can I run in swiDOC?

Do I need to write code to automate this?

Is the integration secure?

Connect swiDOC to any app in workflows

Connect swiDOC to any app in workflows

Connect swiDOC to any app in workflows