Integration with 3rd party application

Platform discussions
1

Hi,
I’ve had a search on the community but cant really find any answers that meet my needs exactly…

I need some help and advice about integrating Monday.com with a 3rd party application - specifically, a scanning and OCR application which will validate documents uploaded to Monday.com by users.

Our idea is that a project board will be setup for each user who applies for a product and as part of the application process, they will need to submit various documents such as Proof of ID etc. Once uploaded, we need Monday.com to invoke a call to another application that will launch a scanning application and then need Monday to pass the uploaded documents with its unique Identifier to this application for processing.

The 3rd party application will then take care of the document validation etc and pass back results and extracted data to Monday to import back into the project board (most likely using the earlier provided unique ID), updating any necessary fields and the application process can then continue.

Along the way, notifications and status updates will need to be sent from Monday.com to the end user to update them of the progress. These may be triggered by the external application.

An example workflow would look something like this:

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image961×471 102 KB

Can anyone advise how this might be done?

2

@MarkG1 ,

This is quite doable through custom development with the help of triggers that will call your third party application and then download the uploaded file to the local folder followed scanning process of the third party application.

Make sure that the application you are trying to integrate must expose their api.

Regards,

Aquib
aquibcs@outlook.com

3

@MarkG1 were you able to find a solution for this?

A unique form with unique url per item that allows clients upload requested documents and it goes directy to their item card?

Let me know if you found a solution for this.

Thanks

4

Hello @msoeizi @MarkG1. I’m happy to share that we released a new app PDF Scanner, which achieves the use case you’re looking for. See details below.

Key Features:

:page_facing_up: Automated PDF Scanning: Harness the power of AI to automatically scan and analyze PDF documents. Say goodbye to manual data entry.

:hammer_and_wrench: Customizable Extraction Rules: Tailor the scanning process to meet your specific needs. Define custom rules to extract exactly the information you require, ensuring precision and relevance in your data.

:jigsaw: Integration Templates: Use our pre-built integration templates to get started quickly. Effortlessly integrate PDF Scanner into your existing monday.com workflows with minimal setup.

Use Cases:

:scroll: Contracts and Legal Documents: Automatically extract key contract details and ensure compliance.

:moneybag: Finance and Invoices: Pull invoice amounts, compare values, and manage financial documents with ease.

:busts_in_silhouette: Human Resources: Extract resume details, validate document types, and streamline recruitment processes.

:memo: Content Management: Summarize large documents, extract or translate text, and validate content for explicit material.

:bar_chart: Project Management: Track document types, count pages or words, and ensure all project documentation meets compliance standards.