3rd party / product integrations
- David Flury
- Robert Mühsig
Overview
primedocs can integrate into your existing product ecosystem. Depending on the type of product, various integration methods are available.
Integration Examples
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
🧩 Connect
🌐 Web integration
🤝 Partner integration
Product | Integration type | Description |
|---|---|---|
Microsoft Office | Core component of primedocs | primedocs integrates with Office both via COM Add-ins and modern Office.js-based Add-ins. |
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 | Web Integration, Connect Integration | See Web Integration |
Microsoft SharePoint | Web Integration | See Web Integration |
Microsoft Teams | Web Integration | See Web Integration |
TelSearch | Select | See HttpDataProvider |
InnoSolv | Select | See HttpDataProvider |
Vertec | Select | See HttpDataProvider |
Microsoft SQL Server | Core Component of primedocs, User Synchronization, Select | See SqlDataProvider |
Oracle | User Synchronization, Select | See SqlDataProvider |
MySQL | User Synchronization, Select | See SqlDataProvider |
Microsoft Excel / CSV | User Synchronization, Select | See ExcelDataProvider / CsvDataProvider / ExistingListDataProvider |
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/ |
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 https://primesoft-group.atlassian.net/wiki/spaces/PDTEN/pages/936443931 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 https://primesoft-group.atlassian.net/wiki/spaces/PDTEN/pages/936083548 | Yes |
|
Desktop Application | primedocs Document Creation Server | Connect API https://primesoft-group.atlassian.net/wiki/spaces/PDTEN/pages/936542263 | Yes | Server-side document generation without user editing. |
Web Application | primedocs web | Web Integration | No | Embeds our web app into your own web application. Data transfer currently not supported. |
Web Application | primedocs Document Creation Server | Connect API https://primesoft-group.atlassian.net/wiki/spaces/PDTEN/pages/936542263 | Yes | Server-side document generation without user editing. |
Web Application | primedocs desktop | Connect call via Protocol Handler | Yes | The web application can call the primedocs desktop client via protocol handler and pass a URL to an API that generates the Connect file. |
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