Setup Documentation

Scanny seamlessly integrates with HubSpot CRM to automatically populate deal and contact properties from document attachments.

Supported Objects

• Deals - Auto-fill custom and standard properties
• Contacts - Extract contact information from documents
• Companies - Populate company details automatically
• Custom Objects - Map to any HubSpot custom object

How It Works

1. Document is attached to a HubSpot deal or contact
2. Scanny triggers automatically via webhook
3. AI extracts relevant data based on your schema
4. HubSpot properties are updated instantly

Required Scopes

• crm.objects.deals.read
• crm.objects.deals.write
• crm.objects.contacts.read
• crm.objects.contacts.write
• files

Connect Google Drive to automatically process documents from specific folders.

Setup Steps

1. Go to Integrations page and click "Connect Google Drive"
2. Authorize Scanny to access your Google Drive
3. Select folders to watch for new documents
4. Configure processing rules and output destinations

Supported File Types

• PDF documents
• Images (PNG, JPG, JPEG)
• Scanned documents
• Multi-page documents

Integrate Scanny directly into your applications using our REST API.

Authentication

Generate API tokens from your dashboard. Include the token in the Authorization header:

Authorization: Bearer YOUR_API_TOKEN

Process Document

POST /api/ocr/process
Content-Type: multipart/form-data

{
  "file": [binary],
  "document_type": "invoice",
  "subscription_id": "your-subscription-id"
}

Response

{
  "success": true,
  "document_id": "doc_123",
  "extracted_data": {
    "invoice_number": "INV-001",
    "total_amount": "1250.00",
    "date": "2025-01-15"
  }
}

Common Issues