# Getting Started with the swiDOC Zapier Integration

The swiDOC Zapier integration lets you archive documents automatically from your favorite apps — without writing a single line of code.

# 1. Requirements

  • A Zapier account (free or paid)
  • A swiDOC account with an API key

👉 Open the Integrations: Sidenavigation → Integrations Screenshot: swiDOC Integrations Menu

👉 Go to API Tab: API Screenshot: swiDOC API Key Overview

👉 Get your API key in swiDOC: Show API Key Screenshot: swiDOC API Key

# 2. Connect swiDOC to Zapier

  1. Log in to Zapier
  2. Create a new Zap
  3. In the Action step, search for swiDOC
  4. Connect your swiDOC account using your API key
Screenshot: Zapier connect swiDOC account modal

# 3. Archive Document Action

The main action available is Archive Document.
This uploads and archives a document in swiDOC with flexible metadata options.

# Input Fields

  • File (required): Map a file from a previous step (e.g., Google Drive)
  • File Name (required): The document name to save
  • File Path (optional): Define a folder path inside swiDOC
  • Description (optional): Short text description
  • Tags (optional): Add keywords for easy search
  • Archive Duration (optional): Choose how long to archive (default = 10 years)
  • Search Attribute Names & Values (optional): Define custom search fields in parallel
Screenshot: Zapier Archive Document setup screen

Important:
Duplicate files cannot be uploaded. swiDOC automatically detects duplicates to keep your archive clean and free from redundancy.

# 4. Example Workflows

  • Archive every PDF uploaded to a Google Drive folder
  • Send documents from Gmail directly to swiDOC
  • Store Slack file uploads permanently in swiDOC
Screenshot: Example Zap Google Drive to swiDOC

# 5. Tips

  • Always test your Zap to confirm the file uploads correctly
  • Use Tags to keep documents organized
  • Start simple with one Zap, then expand