How to move documents from Actionstep to NetDocuments using the API

Hello… neither Actionstep nor NetDocuments have native Zapier zaps, so you'd need to use the Webhooks by Zapier action to hit both APIs directly. The general flow would be: trigger from Actionstep via webhook or API call to retrieve the document, then use a second API call to POST it to the correct NetDocuments folder using their REST API. The main challenge is handling the document as a binary file between the two calls, which requires a bit of setup.

Hey ​@sdck,

Here are all the triggers/actions for Actionstep in Zapier- https://zapier.com/apps/actionstep/integrations
 

As you can see, there no native triggers available for Created document in Actionstep in Zapier. But there is a workaround by creating a Webhook in Actionstep and catching that in Zapier. See the Actionsteps webhooks documentation here- https://docs.actionstep.com/webhooks/. Here is a helpful article about Webhooks in Zapier- https://help.zapier.com/hc/en-us/articles/8496326446989-Send-webhooks-in-Zaps
 

For NetDocuments, I can see that there is no native Zapier integration and I was not able to find any public API. But if they offer an public API with an endpoint for uploading documents, then you can upload the documents to NetDocuments using Zapier.

I know it can get a bit more technical and complex but if it’s important for you, you can give this approach a try. Hope it helps!

PS: If you need more active help, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn

Hi ​@sdck 👋 

Just came across this and saw we had NetDocuments on our internal wishlist of apps to have added to Zapier so I’ve gone ahead and added your vote for it. I can’t give a timeline for when it may get added but we’ll be sure to let you know if it is.

On the Actionstep side, like Sparsh said there’s no triggers available that could allow a Zap to trigger on new documents. I’d recommend reaching out to our Support team so they can put in a feature request for that sort of trigger to be added.

In the meantime, did you have any luck with the suggestions from wisdomdavid and Sparsh to use Webhooks?