3rd party / product integrations
Overview
primedocs can integrate into your existing product ecosystem. Depending on the type of product, various integration methods are available.
Integration Examples
info
The following list is not exhaustive and illustrates example integrations with business applications and surrounding systems.
Types of integration:
- Core component of primedocs
- Authentication
- User synchronization
- Select (address interfaces)
- Connect
- Partner integration
| Product | Integration type | Description |
|---|---|---|
| Microsoft Office | Core component of primedocs | primedocs integrates with Word, Excel, PowerPoint and Outlook via COM Add-ins. |
| Active Directory / Entra Id (Azure Active Directory) | Authentication & User Synchronization | For authentication (see Server Installation), primedocs can access the existing Active Directory or Entra ID infrastructure. At the same time, it also serves as the source for User synchronization. |
| CMI | Connect | See Connect |
| Microsoft SharePoint | Select | See SharePoint Online / Microsoft SharePoint |
| TelSearch | Select | See TelSearch.ch |
| InnoSolv | Select | See innosolvcity |
| Vertec | Select | See Generic HTTP |
| Microsoft SQL Server | Core Component of primedocs, User Synchronization, Select | See Generic SQL |
| Oracle | User Synchronization, Select | See Generic SQL |
| MySQL | User Synchronization, Select | See Generic SQL |
| MariaDB | User Synchronization, Select | See Generic SQL |
| IBM System i | User Synchronization, Select | See Generic SQL |
| Microsoft Excel / CSV | User Synchronization, Select | See Excel/CSV or UserDefinedAddressProvider |
| SCIM | Authentication & User Synchronization | See SCIM |
| DeepSign | Partner Integration | primedocs templates are compatible with the DeepSign Office Add-In. Required placeholders for defining qualified signatures can be invisibly embedded in templates. See: https://support.deepcloud.swiss/article/platzhalter-texte-zur-automatisierung/ |
note
Your use case is missing from the list or you have specific implementation questions? Contact us via our Helpdesk. We welcome new integration possibilities!
Connect Variants
To allow a business application to directly trigger the document generation process, the Connect integration option can be used. Depending on the type of application and the use case, different variants are available:
| Type of application | Client type of primedocs | Integration via | Data supply | Information |
|---|---|---|---|---|
| Desktop application | primedocs Desktop | Connect | Yes | Called via a Connect file or the primedocs shell, see Call |
| Desktop application | primedocs Document Creation Server | Connect API | Yes | Server-side document generation without user editing, see Call |
| Web application | primedocs Document Creation Server | Connect API | Yes | Server-side document generation without user editing, see Call |
| Web application | primedocs Desktop | Connect call via protocol handler | Yes | The web application can call the primedocs Desktop client via the protocol handler and pass a URL to an API that generates the Connect file. |