Document Processing integrations on Metorial

Conveyor

Manage security reviews and automate responses to security questionnaires and RFPs. Upload and organize Trust Center documents (e.g., SOC 2 reports), manage customer access authorizations, and approve or deny access requests. Ask AI-powered security questions and receive answers from your knowledge library. Submit questionnaires for automated AI answering. Retrieve analytics on Trust Center connections, interactions, and knowledge base questions. Create and manage folders, documents, and access groups within the Trust Center portal. Listen for webhook events when users request Trust Center access.

Craftmypdf

Generate PDF documents and images (JPEG/PNG) from reusable templates and JSON data. Create PDFs synchronously or asynchronously with webhook callbacks. Merge multiple templates or PDF URLs into a single document. Add watermarks to existing PDFs. Manage PDF templates programmatically—list, create, update, and delete templates. Generate fillable PDF forms with text boxes, checkboxes, dropdowns, radio buttons, and signature fields. Configure output options including password protection, CMYK color profiles, PDF standards (PDF/A), and cloud storage integration. Create embeddable editor sessions for white-label template editing. Retrieve account details and transaction history.

Crowdin

Manage localization projects, upload source files, and coordinate multilingual translations. Create and organize translation projects (file-based or string-based), upload and manage source files and strings, add and download translations, and build translation exports. Manage translation memories, glossaries, and machine translation engines. Configure AI providers and prompts for translation workflows. Create and assign translation or proofreading tasks with deadlines and progress tracking. Upload screenshots and tag them with source strings for translator context. Generate reports on translation progress, costs, and contributor productivity. Invite and manage team members with role-based access. Retrieve translation and approval status at project, file, language, or branch level. Distribute translations via over-the-air CDN distributions. Receive webhooks for file, project, string, translation, task, and comment events. Crowdin Enterprise additionally supports workflow management, organization groups, vendors, and teams.

Curated

Manage curated email newsletters, including collecting and organizing links, creating draft issues, managing subscribers, and retrieving publication data. List and retrieve publications, create and delete draft issues with categorized content, collect and update links with metadata, subscribe and unsubscribe emails, and retrieve category configurations. Note: issues cannot be published via the API and no webhook events are available.

D 2 L Brightspace

Manage a Brightspace Learning Management System (LMS) for K–12, higher education, and corporate training. Create and manage users, courses, enrollments, and organizational structures. Handle grades, assignments, quizzes, and discussion forums. Create and organize course content modules and topics. Manage calendar events, announcements, awards, groups, sections, and learning outcomes. Submit and retrieve assignment submissions with feedback. Configure LTI tool integrations and SIS connections. Access bulk data exports for reporting and analytics. Manage ePortfolios, release conditions, checklists, notifications, and role-based permissions. Receive real-time webhook events for user activity, content interactions, grade changes, quiz submissions, enrollments, and session events.

Datocms

Create, update, publish, unpublish, and delete structured content records in a headless CMS. Manage content models, fields, and schemas programmatically. Upload, organize, and deliver media assets with optimization and tagging. Query content via a GraphQL Content Delivery API with support for drafts, localization, and real-time updates. Manage sandbox and primary environments, fork and promote environments for safe migrations. Configure build triggers to deploy to hosting providers like Vercel and Netlify. Manage roles, API tokens, collaborators, and permissions. Search published website content via built-in site search. Receive webhook notifications for record, model, upload, deployment, and environment events.

Deepimage

Enhance, upscale, and process images using AI. Upscale images up to 300 megapixels, remove or replace backgrounds, reduce noise, sharpen, and correct color and lighting. Generate new images from text prompts, perform face enhancement and face swap, edit images via natural language prompts, and apply inpainting or outpainting to extend image borders. Add watermarks and captions, resize with padding and framing, generate AI avatars and professional business photos, and apply virtual staging for real estate listings. Use presets for common workflows like e-commerce and print. Process images from connected cloud storage (AWS S3, Dropbox, Google Drive, OneDrive) and receive webhook notifications on job completion. Retrieve account details and credit balance.

Dock Labs Truvera

Create, issue, manage, and verify tamper-proof Verifiable Credentials built on W3C standards and blockchain. Manage Decentralized Identifiers (DIDs), create and enforce credential schemas, design certificate templates, and set up revocation registries. Verify credentials and presentations, create proof requests for wallet-based verification (including zero-knowledge proofs), and anchor credential hashes on the blockchain for timestamped proof of issuance. Send encrypted messages between DIDs, manage sub-accounts for enterprise data segregation, and receive webhook events for credential, DID, registry, schema, and proof lifecycle changes.

Docmosis

Generate documents by merging data with pre-uploaded templates (DOCX or ODT) to produce output in PDF, DOCX, ODT, TXT, HTML, and other formats. Upload, download, list, and delete document templates. Analyze template structure to retrieve expected field names. Deliver generated documents via direct response, email, AWS S3, or webhook. Track document generation usage with tags for reporting. Check service health and account usage quotas.

Docnify

Create, send, and manage electronic document signatures. Create documents from templates, add recipients, and send documents for signing. Monitor document lifecycle events including creation, individual recipient signatures, and full completion when all recipients have signed.

Docsautomator

Generate PDF and Google Doc documents from templates using placeholder-based data mapping. Create, read, update, delete, and duplicate document automations. List template placeholders, duplicate Google Doc templates, and trigger document generation from various data sources including Airtable, Google Sheets, and ClickUp. Manage e-signature workflows with multiple signers, track signing session status, and receive webhook notifications for signature completion or decline events. Supports sync and async generation modes, webhook callbacks, and job queue management.

Docsumo

Upload, process, and extract structured data from documents using AI-powered models. Supports invoices, bank statements, tax forms, insurance documents, and more. Retrieve extracted key-value pairs and table data, manage document review status, generate review URLs, inspect account usage and document types, retrieve bank statement analytics, manage cases and workflows, and receive webhook notifications on document status changes.

Documint

Generate customized PDF documents by merging data into pre-designed templates. Create invoices, contracts, proposals, certificates, and reports on the fly by populating dynamic tokens with custom data. List and retrieve available templates. Send documents for e-signature with support for multiple signers and signing order. Generated PDF links are available for 24 hours.

Docupilot

Automate document generation from templates by merging dynamic data into merge fields. Create, list, update, and delete document templates in formats like DOCX, PPTX, XLSX, and fillable PDF. Generate documents (PDF, DOCX, HTML, PNG) by submitting JSON data matching template tokens, with support for nested data and arrays. Organize templates into folders. Configure automatic document deliveries to destinations including Email, Google Drive, OneDrive, Dropbox, Amazon S3, Azure Blob, SFTP, and webhooks. Send generated documents for eSignature with built-in AES-compliant signing, signer field placement, reminders, and audit trails. Supports bulk document creation, content library for reusable snippets, password-protected PDFs, and auto-numbering across generated documents.

Waiverfile

Manage online waiver forms, signed waivers, and events. Retrieve signed waivers by ID or search by reference IDs to link with external booking/reservation systems. Access waiver details including signer info, participants, custom fields, and signatures. Create and update events (parties, classes, tournaments) with categories, date ranges, and participant limits. Retrieve waiver form definitions and site configuration. Subscribe to webhooks for new waivers, edited waivers, new events, and edited events.

Webflow

Manage Webflow sites, CMS content, ecommerce, and more programmatically. Create, read, update, and delete CMS collection items and collections. Manage ecommerce products, orders, and inventory. Publish sites, manage pages and components, upload and organize assets, retrieve form submissions, manage user accounts and access groups, and add custom code to sites and pages. Receive webhooks for form submissions, site publishes, page changes, ecommerce events, user account changes, and CMS item updates.

Webvizio

Create, find, update, and delete projects and tasks for visual bug tracking and website feedback. Manage comments and threaded discussions on tasks. Tasks capture visual annotations pinned to live UI elements along with automatic technical metadata including screenshots, console logs, network logs, DOM snapshots, and user action recordings. Generate AI-ready prompts and retrieve error logs, reproduction steps, and screenshots for tasks to assist AI coding tools. Synchronize projects, tasks, and comments with external systems using External IDs. Subscribe to and manage webhooks for project, task, and comment events.

Whop

Sell digital products, memberships, and subscriptions on the Whop platform. Create and manage products and pricing plans, accept payments via checkout links or embedded checkouts, and issue refunds. Manage memberships including canceling, pausing, resuming, and attaching metadata or software license keys. Create and manage promo codes with percentage or fixed-amount discounts. Automate payouts to users from ledger accounts. Handle payment disputes and resolution cases. Manage chat channels, DMs, forums, and notifications for community engagement. Create and manage courses, chapters, and lessons with student tracking. Manage leads, waitlist entries, and shipments. Access customer reviews. Build and distribute Whop apps across companies. Receive webhooks for payment, membership, entry, and setup intent events.

Winston Ai

Detect AI-generated text and images, check for plagiarism, verify factual claims, and compare texts for similarity. Submit content as plain text, file URLs, or website URLs and receive confidence scores. AI text detection returns human scores (0–100), per-sentence scoring, readability analysis, and obfuscation attack detection across 12 languages. AI image detection identifies synthetic images, deepfakes, and extracts C2PA provenance and EXIF metadata. Plagiarism detection scans text against internet sources, returning matched sources with details across 45 languages. Fact checking extracts claims from content and verifies them against trusted sources with per-claim verdicts and references. Text comparison analyzes two texts for similarity with detailed match positions.

Wix

Manage Wix-hosted websites and business solutions programmatically. Create and manage eCommerce products, inventory, carts, orders, and fulfillment. Handle bookings for appointments, classes, and courses with scheduling and availability. Create and manage events with RSVP and ticketing. Manage blog posts, forum categories, and CMS data collections. Access and update CRM contacts and site members, including roles and authentication. Configure loyalty programs, pricing plans, and subscription management. Manage restaurant menus, orders, and table reservations. Upload and organize media files. Run marketing campaigns and SEO settings. Set up automated workflows triggered by site events. Access site analytics, manage payments, and handle notifications. Account-level operations include managing sites, domains, and team members. Webhooks provide real-time events for orders, bookings, content changes, member activity, and more.

WordPress

Create, read, update, and delete WordPress posts and pages. Manage media library items, comments, categories, tags, site users, site metadata, editable site settings, content search, and WordPress.com site statistics. Supports WordPress.com hosted sites via OAuth and self-hosted WordPress sites via application passwords.

Word Online

Manage Word documents stored in OneDrive and SharePoint via Microsoft Graph. Upload, download, create, copy, move, rename, and delete Word documents. Convert documents to PDF. Share documents with view or edit permissions via links or user invitations. Retrieve version history and restore previous versions. Check in and check out documents to control editing access. Search for documents by name, content, or metadata. Generate document previews and thumbnails. Subscribe to webhook-based change notifications for file updates in drive folders.

Writer

Generate text and chat completions using Writer's Palmyra family of large language models. Create and manage Knowledge Graphs for RAG-based question answering with inline citations. Upload, list, retrieve, and delete files for use with Knowledge Graphs and agents. Analyze images via vision capabilities. Perform web searches for real-time information retrieval. Invoke no-code AI agents as microservices for text generation and research tasks. Use tool calling to integrate custom functions, Knowledge Graph queries, vision, translation, model delegation, and web search within chat conversations. Parse PDFs to extract structured content. Configure guardrails for content safety including toxic content detection and PII protection.

Youtube

Search, upload, and manage YouTube videos, playlists, channels, and live streams. Update video metadata (title, description, tags, privacy), manage captions, moderate comments, and handle subscriptions. Rate videos, set thumbnails and watermarks, report abusive content, and manage live broadcasts with chat moderation. Receive push notifications when channels upload or update videos.

Youtube Analytics

Retrieve and analyze YouTube channel and video performance data. Query custom analytics reports with dimensions like date, country, traffic source, and device type, and metrics like views, watch time, likes, subscribers, and estimated revenue. Generate channel reports, content owner reports, and ad performance reports. Create and manage analytics groups of videos, playlists, channels, or assets to retrieve aggregated data. Schedule and download bulk reporting jobs containing comprehensive daily YouTube Analytics data. Access system-managed reports for ad revenue and YouTube Premium subscription revenue. Filter and sort data by geographic, demographic, content, and playback dimensions.

Zeplin

Access and manage design projects, screens, components, and styleguides in Zeplin. Retrieve design specs, assets, code snippets, and design tokens. Create and manage notes and comments on screens. Publish screen versions with PNG/JPEG images. Manage design tokens including colors, text styles, and spacing tokens at project and styleguide levels. Access flow boards, variable collections, and connected components. Invite and remove project and styleguide members. Manage organization members and workspace settings. Receive webhooks for changes to projects, screens, components, notes, styleguides, and organization membership.

Docusign

Send, sign, and manage documents and agreements electronically. Create and track envelopes with documents and recipients, configure signing workflows (sequential and parallel), and manage templates. Embed signing and sending experiences directly within applications. Support bulk sending to large recipient lists, create self-service PowerForms, and manage clickwrap agreements. Track envelope and recipient status in real-time, download signed documents, and retrieve audit trails. Administer users, groups, and account settings. Create web forms, manage real estate transaction rooms, and configure webhooks for envelope and recipient status change notifications.

Docuseal

Create, manage, and send electronic documents for signature. Build reusable document templates from PDF, DOCX, or HTML with fillable fields (signature, text, date, initials, checkboxes, etc.). Send signing requests to one or multiple parties via email or SMS with options for sequential or parallel signing order, field pre-filling, expiration dates, two-factor authentication, and custom messaging. Retrieve submitter details, track signing progress, and download completed signed documents as PDFs. Clone, merge, and archive templates and submissions. Receive webhook notifications for form events (viewed, started, completed, declined), submission lifecycle events (created, completed, expired, archived), and template changes (created, updated).

Dpd 2

Read digital product sales data from the DPD (Digital Product Delivery) e-commerce platform. View storefronts, retrieve product catalog details, list purchases and orders, access subscriber and customer records, and verify purchase notification webhooks. Supports filtering purchases by various criteria and reactivating purchases. Primarily a read-only API for monitoring and reporting on digital product sales including e-books, software, music, videos, and keycodes.

Dotsimple

Create, schedule, publish, and manage social media posts across multiple platforms including Facebook, Instagram, LinkedIn, X/Twitter, TikTok, Pinterest, YouTube, and Mastodon. Manage connected social accounts, browse and delete media files, create and organize tags with custom colors, and retrieve account-level analytics reports. Supports platform-specific post options (e.g., TikTok privacy, YouTube visibility, Instagram post type), bulk post deletion, publishing queues, and autoresponder management.

Dromo

Import, validate, and transform spreadsheet data from CSV, Excel, TSV, and other file formats. Create and manage import schemas with custom field types and validation rules. Run headless (server-side) imports programmatically or use an embeddable widget for user-driven uploads. Retrieve cleaned import results and metadata, including row counts, filenames, and download URLs. Configure webhooks to receive notifications on import completion, review needs, or failures. Export processed data as CSV, Excel, or JSON. Apply custom data transformations and validations via hooks, and integrate with third-party services like Google Drive, OneDrive, Slack, and HubSpot.

Dynapictures

Generate customized images and PDFs from reusable templates by programmatically replacing text, images, and styling. Manage image templates, workspaces, and media library assets. Generate multipage documents and consolidated PDFs from single or multiple templates. Apply image effects, smart cropping with AI face detection, and customize chart layers. Generate AI-powered text-to-image content using Stable Diffusion, FLUX, or DALL-E. Subscribe to webhooks for new image generation events. Upload and organize image assets in per-workspace media libraries.

Encodian

Generate, manipulate, and convert documents across Word, PowerPoint, Excel, and PDF formats. Populate templates with dynamic data, merge and split PDFs, add watermarks, headers, footers, and page numbers. Convert between file formats including PDF, Word, Excel, HTML, images, and TIFF. Extract text from scanned documents and images using OCR. Extract structured data from invoices, receipts, IDs, contracts, and other document types using AI. Process images with cropping, compression, format conversion, and watermarking. Generate and scan barcodes. Automate Excel operations including find/replace and row updates. Perform text and security utilities such as AES/RSA encryption, hash generation, JWT creation, and regex operations. Create and extract ZIP archives. Process email files. Convert speech audio to text and translate files between languages.

Endorsal

Collect, manage, and display customer testimonials and reviews. Create and manage contacts for review request campaigns. Send automated review requests via email and SMS through AutoRequest campaigns. Create, retrieve, update, and delete testimonials with star ratings, tags, and customer details. Import reviews from external platforms like Google, Facebook, Yelp, and Tripadvisor. Generate pre-filled SuperLinks to reduce friction in the review process. List and monitor widget configurations for embedding social proof on websites. Track campaign delivery stats including open and click rates. React to new testimonial submissions via webhook events.

Esignaturesio

Create, send, and manage legally binding electronic signature contracts via templates. Define signers with configurable signing order, delivery methods (email/SMS), and multi-factor authentication (SMS, email, photo ID). Build and manage contract templates with dynamic placeholder fields, signer input fields (text, dropdowns, checkboxes, dates, file uploads), formatted text, tables, and images. Track contract and signer status in real time through webhooks for events like contract sent, signed, viewed, declined, and withdrawn. Generate PDF previews, download signed PDFs, embed signing pages in iframes, customize branding and email content, set contract expiration, and add CC recipients. Supports template collaboration, copying templates between accounts, and organizing contracts with labels and metadata.

Eversign

Create, send, sign, and manage legally binding electronic signature documents. Send documents to signers with configurable signing order, create reusable templates, and generate documents from templates. Support embedded signing and document preparation within your own application via iFrame. Upload files, download completed PDFs with audit trails, and bulk send documents from CSV data. Manage signers by sending reminders, reassigning signing responsibility, and authenticating via SMS. Track document lifecycle events through webhooks including creation, viewing, signing, completion, decline, and expiration. Operate in sandbox mode for testing.

Excel Online

Read and write Excel workbook data stored in OneDrive for Business and SharePoint. Manage worksheets, cell ranges, tables, charts, and named items. Read and write cell values, formulas, and number formats across arbitrary ranges. Create and manage structured tables with sorting and filtering. Generate and retrieve chart images. Invoke Excel's built-in calculation functions (e.g., SUM, VLOOKUP, PMT) remotely without modifying cells. Use persistent or non-persistent sessions for efficient multi-step operations. Subscribe to file-level change notifications for Excel workbooks.

Expofp

Manage interactive floor plans and booth information for exhibitions, trade shows, and events. Create and update event floor plans, manage exhibitor booths and their details, retrieve booth assignments, and access event layout data. Supports querying exhibitor information, managing booth availability, and integrating expo floor plan data into event workflows.

Extractaai

Extract structured data from unstructured documents including PDFs, Word files, text files, and scanned images (PNG, JPG) using AI and OCR. Create and manage extraction templates with custom fields (string, object, array types) to define what data to extract. Upload files for batch processing with options for table extraction, visual/chart detection, handwritten text recognition, checkbox detection, long document handling, PDF page splitting, and specific page range processing. Classify documents into predefined categories with optional automatic extraction. Use pre-built templates for common document types like invoices, receipts, contracts, resumes, bank statements, business cards, and emails. Monitor extraction results via webhooks for processed and edited events. Check remaining account credits for usage tracking. Supports up to 27 languages.