Integrate with a custom application or workflow

Configure an integration to trigger document task processing or value extraction. Integrations can be used to quickly set up flows with other applications.

Before you begin

• You must first add a target table to your use case before creating an integration.
• Role required: sn_docintel.admin or sn_docintel.manager

About this task

Define integration points for your Document Intelligence solution. Two integration points are provided: one to automatically create and process Document Intelligence document tasks, and one to automatically propagate the field values to another application when extraction has been completed in Document Intelligence.

Procedure

1. Navigate to All > Document Intelligence > Document Data Extraction Administration > Use Cases.
2. Select the use case for which you want to set up integration points.
3. Go to the Integrations tab and select Set up your first integration.

   If you have already defined one or more integrations and you want to add another, select New integration.

   

4. On the form, fill in the fields.

   Field	Description
   Name your Integration	Name for the integration.
   Use case	[Read only] Use case to use for the integration task.
   Where do you want to take the documents from and store the extracted data?	[Read only] Table to receive data from or send data to. Note: The target table is taken from the use case.
   What type of integrations you want to set?	Process Task or Extract Values. The Process Task type creates an integration point to automatically create and process DocIntel document tasks based on specific triggers happening in the target table. The Extract Values type creates an integration point to automatically propagate the extracted values to the target table when extraction has been completed in DocIntel (that is, when the document task status changes to Done).
   Conditions	Filters used to select certain fields to use as specific triggers for the integration. Process Task only.
   Create Flow	Select this option to create a Flow Designer flow for this integration. This option should be selected, unless you’re planning to write your own custom script to set up the integration.

5. Select Save.

Integration

The following images show two example integrations. The first image is a Process Task integration that triggers when a record needs review. The second image is an Extract Values integration that can automatically send extracted fields to the invoice table.

Figure 1. New Process Task integration

Figure 2. New Extract Values Integration

What to do next

If you selected to create a flow, finish the activation in Flow Designer.

For more information, see Building flows in Flow Designer.