primedocs connect

The primedocs connect interface creates a seamless connection between external systems and the primedocs template software.

An external system, such as the CRM, ERP, etc., calls Primedocs, which generates the document before returning it to the original system. Additional technical details are available at this link.

Example integrations:

  • Industry-specific applications such as CMI, KLIBnet oder innosolv 
  • CRM systems
  • DMS systems such as enaio 
  • ERP systems such as SAP or Abacus 

primedocs select

The primedocs select interface enables specific data to be retrieved directly from third-party systems within the primedocs environment.

This generic data interface allows targeted information to be retrieved from external sources to efficiently support the workflow in primedocs. Additional technical details are available at this link.

Areas of use:

  • Address systems such as tel.search 
  • Specialist applications 
  • CRM systems  
  • DMS systems  
  • ERP systems
  • SQL databases

Seamless integration with primedocs

primedocs-integrationen-grafik-EN

Video on the integration of CMI

The following video gives you an insight into the typical process of a business case when selecting, generating and saving a primedocs template in CMI.

This practical walkthrough shows you step-by-step how to seamlessly integrate the primedocs template software into your CMI working environment. 

Not finding the right integration for you?

Our primedocs template software is characterized by an extremely flexible architecture that allows it to interact seamlessly with a variety of systems.  
 
Whether it's CRM platforms, ERP systems or other industry-specific software - we will check the compatibility with our primedocs template software for you.

Further blog posts on integrations

primedocs and enaio - an exciting combination: primedocs and enaio can be used in combination, allowing customers to benefit from the best of both worlds. What remains is more time for what really counts - your core business.
 
 
4 essential steps to digital file management for public authorities and administrations: Digital file management is the backbone of efficient administration. Imagine having documents at your fingertips at all times. No unnecessary search times, no multiple filing. The structure is clear and access is child's play.
 
 
5 valuable tips for an optimized digital workflow: To successfully exploit the potential of a digital workflow, a structured approach is essential. Companies can benefit from the introduction of a digital workflow.
 
 
Create professional financial and insurance documents seamlessly in Microsoft Office with primedocs: How do you manage to create and manage company documents faster, more accurately and more efficiently - without compromising on quality or compliance? The answer lies in smart technology.