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Paperless-ngx

File paperwork in Paperless-ngx: add documents from links or text, find them by their words, tag them, note on them and keep their details tidy.

actions
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trigger
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Triggers

Start a workflow when something happens in Paperless-ngx.

  • New documentRuns when a document is added to Paperless-ngx, once Paperless has read it, in the whole archive or with one tag.

Actions

Steps a workflow can run in Paperless-ngx.

  • Search documentsFind documents by words in their text, a tag, a correspondent or a type. Newest first unless searching by words.
  • Get documentGet a document's details and its full text, as Paperless read it.
  • Save text as documentKeep words, such as an email or a form answer, as a document in Paperless.
  • Upload document from linkDownload a file, such as a PDF invoice, from a link and add it to Paperless.
  • Get upload statusCheck whether Paperless has finished reading a document you added, and get its number.
  • Update documentChange a document's title, correspondent, type, date or archive serial number.
  • Add tagPut a tag on a document.
  • Remove tagTake a tag off a document.
  • Add noteAdd a note to a document, shown beside it in Paperless.
  • Delete documentMove a document to Paperless's trash, where it can be restored for 30 days by default.
  • List tagsList every tag, with how many documents have it.
  • Create tagMake a tag. Paperless puts it only where you or a workflow add it.
  • Delete tagDelete a tag. Documents that had it keep everything else.
  • List correspondentsList every correspondent, the people and companies documents come from.
  • List document typesList every document type, such as Invoice or Contract.
  • Get current userWho the connection acts as in Paperless.

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