Select swiDOC in workflow
Pick swiDOC app in the workflow builder [4] - just one click to select the app.
Triggers can detect changes in swiDOC and run actions that can create, search or modify data inside swiDOC automatically [3] — exactly how you set them.
3 simple steps to make your swiDOC connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
Pick swiDOC app in the workflow builder [4] - just one click to select the app.
When prompted, authorize access to swiDOC in WEXTL once. swiDOC credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your swiDOC account. Approve?
Build your workflow with swiDOC yourself or with WEXTL® AI Builder. Connect swiDOC to any available integrations [5], or use HTTP node to go beyond them.
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever swiDOC app is called in workflows. That allows your developer tools automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that swiDOC supports.
The following table illustrates what fields swiDOC integration require during authorization flow inside our workflow builder [4].
Demonstration of swiDOC connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | API key from the account. Sent as a Bearer token. |
Enter a name of the other app you want to sync with swiDOC below. Click on selected app to explore integration options with swiDOC. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Select Get Document action from swiDOC - this will be a starting point in your automation. Whenever event happens in swiDOC, workflow will start [7] from Get Document node.
Search for Update Document Metadata, connect it as the next step of integration sequence. You can use filters between Get Document and Update Document Metadata, so only important data pass from Get Document to the next step. WEXTL gives you full control over the process of swiDOC automation. All parts of workflow are visible on the canvas [4].
swiDOC on WEXTL has 5 modules for creating developer tools automations. Explore swiDOC documentation for more.
Demonstration of how visual swiDOC automation [6] looks in WEXTL.
Common questions about automating swiDOC in your workflows.
List of sources used to gather information about the swiDOC integration.