Documotor aims for a modern, adaptable approach to automated documents. To achieve this, seamless document creation across diverse systems was a priority for us.

Here are some systems that Documotor integrates with out of the box.

Salesforce

Documotor offers an official integration with Salesforce, owned by Omnidocs, streamlining query configuration, template design, and button addition to Salesforce layout pages.

Generate documents effortlessly from Salesforce using Documotor without the need for any Apex code. Our guide will lead you through installing the Documotor managed package in Salesforce, setting up a sample query, and configuring a basic letter with Salesforce data.

Power Automate/Logic App

Azure Logic Apps, renowned for handling data pipelines in Azure, serve as a potent tool to create and execute automated workflows with minimal coding. Connect to Documotor by following this guide.

Adding a Documotor operation in Power Automate.

Electronic documents and records management system (EDRMS)

EDRMS's are used across a variety of industries, enabling caseworkers to track their case data and keep it all in one place. With Documotor, we saw an opportunity to naturally insert document creation in that workflow, making it as simple as can be. Documotor seamlessly integrates with various EDRMS's, currently supporting:

KMD WorkZone
SBSYS & SBSIP
Acadre
F2
Public 360

out of the box. The workflow starts from a system, where our adapters forward case data and trigger actions on the Documotor platform. Often, data resides across different locations, while the document template and automation logic reside in Documotor. After the call, a document is generated based on this template and saved back into the respective system.

Reach out to Omnidocs at [email protected] or to [email protected] to find out more about the above listed integrations.

Custom platform

For true flexibility, Documotor is also made to easily integrate with any system that has access to internet. To learn more, follow the Documotor API Integration Guide on creating recipes using Postman.