Data & Docs ยท CONNECTIONSubmit documents to DocuPipe, extract structured data with schemas, classify, split and merge documents, and run reviews, workflows and transformations.
Explore 61 workflow actions for DocuPipe, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Run one or more saved transformations, in the order given, on an existing standardization or on a structured document (CSV, Excel, JSON or XML).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a transformation: a rule that runs on extraction results, such as reformatting names, converting units, or adding a field calculated from other fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a class from the taxonomy of classes by providing the class ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a document that has been previously submitted to DocuPipe for processing.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete multiple documents that have been previously submitted to DocuPipe for processing.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete multiple jobs that have been submitted to DocuPipe for processing.
A repeated request may repeat the external action. Review the previous result before retrying a write.
This endpoint is used to delete multiple review object.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a schema by its id.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a standardization by providing the standardization ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete multiple standardizations at once by providing a list of standardization IDs.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a workflow by providing the workflow ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get information about your account, including the plan name, pricing regime, number of remaining credits, the number of overage credits, and the details of the upcoming invoice.
Get the status of an Excel conversion.
Access the analysis results of your submitted document using this endpoint.
Access the fine grained document parsing result.
Get a count of your documents, including the total number of documents, as well as the list of unique datasets.
Retrieve the latest transformed result stored on a structured document (CSV, Excel, JSON or XML), with the transformations that produced it.
Retrieve the details of a specific job by providing the job's ID.
Get a count of your jobs broken down by Job Type.
Get schema proposals for a document by providing the document's ID.
This endpoint is used to retrieve a review object its unique ID.
Retrieve an existing schema by providing the schema's ID.
Get the total number of schemas for the authenticated user.
Retrieve the standardization results of a document as a JSON object.
This endpoint is used to retrieve a review object by its associated standardization ID.
Get a count of your standardizations, including the total number as well as the list of unique schema names.
Retrieve the standardization results of a document as a human-readable plaintext document.
Retrieve the standardization results of a document as an XML object.
Retrieve one of your saved transformations by its ID, with its code and review.
Retrieve the latest transformed result stored on a standardization, with the transformations that produced it.
List all classes that have been defined in the taxonomy.
List all dataset names for the documents you have submitted so far.
List all documents that have been submitted to DocuPipe for processing.
Retrieve standardization and reasoning extraction results in one list.
List all jobs that have been submitted to DocuPipe for processing.
This endpoint is used to list all review objects.
List all of your schemas.
Retrieve all standardizations of documents that have been processed using a specific schema.
List your saved transformations, newest first, with their code.
This endpoint returns a list of all your workflows.
Add a new class to the taxonomy of classes, including name and description.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Classify a batch of one or multiple documents all at once by passing a list of document IDs, and an optional list of class IDs to use for classification.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Convert a document into an Excel file.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Edit an existing class's name or description.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Edit a schema by providing a schema ID and the parameters you want to edit.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Merge multiple documents into a single PDF document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Combine several standardizations into a single new standardization on a target document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new schema manually by posting a valid JSON schema.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Generate a schema based on a list of documents.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Split a document into multiple documents intelligently using AI.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Standardize a single document using the V3 agentic engine.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use this endpoint to create a workflow that triggers when a document is submitted.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Run a workflow on one or more documents.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search documents by filename or document ID using case-insensitive partial matching.
Search schemas by schema name or schema ID using case-insensitive partial matching.
Search standardizations by filename, document ID, or standardization ID using case-insensitive partial matching.
Use this endpoint to submit a document to DocuPipe for processing.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update the dataset of a list of documents by providing a list of document IDs and the new dataset name.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replace the user-supplied metadata dict on one or more existing documents.
A repeated request may repeat the external action. Review the previous result before retrying a write.
This endpoint is used to update a review object with new data or status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an existing workflow by posting the same parameters as POST /workflow/on-submit-document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in DocuPipe. A saved workflow is not a completed provider action.
