ShieldDoc's open REST APIs let your development team connect any CRM, ERP, HRMS, or custom system directly to your document workflows. Trigger approvals, extract data, track status, and automate entire document lifecycles — programmatically, at scale.
ShieldDoc's API is built for enterprise integration — robust, secure, and designed to connect your document workflows with every system in your tech stack.
Trigger document workflows, route approvals, and advance stages programmatically from any external system. Build end-to-end automation without manual intervention — from submission to final sign-off.
Subscribe to live document events — submission, approval, rejection, completion — and have your systems react instantly. No polling required. Your CRM, ERP, or HRMS stays in sync automatically, in real time.
Enterprise-grade OAuth 2.0 and API key authentication ensure every integration is secured, access-controlled, and logged — fully meeting your enterprise security and compliance policies.
Leverage ShieldDoc's AI engine via API to automatically extract structured data from documents — invoices, contracts, forms — and push it directly into your CRM, database, or ERP without any manual entry.
Manage users, roles, departments, and permissions programmatically. Sync your HRMS or directory to automatically provision and deprovision access as your team changes — zero manual admin overhead.
Pull complete audit logs, approval histories, compliance reports, and workflow analytics via API. Feed data directly into your BI tools or compliance dashboards for real-time regulatory visibility across your enterprise.
Talk to our integration team to get API access, sandbox credentials, and hands-on onboarding support. Or start your 7-Day Free Trial and explore the platform yourself — no credit card required.
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