Integrations
Connecting other systems to Content Central.
The planner
What do you want to automate?
Describe it the way you'd say it to a coworker. You'll get the trigger, actions, and rule to build.
Browse all 1 recipesConnect another system to Content Central
Almost any system can feed Content Central through one of two front doors — an email address or a watched folder. Learn the pattern once: how to pick the door, what metadata rides along, and where a connector like Zapier fits.
Link straight to documents and searches (QuickLinks)
URL patterns other systems can build: open a document by ID, land in a folder, run a search with criteria pre-filled, or open a capture page ready to scan — plus the share-this-search links users can copy without knowing any of it.
Look up field values from another system (ODBC)
Type a vendor number and watch the rest of the fields fill themselves from your accounting database — connect the source over ODBC, build the lookup on the document type, and control when it fires.
Office add-in missing? Re-enable it
When the Content Central buttons vanish from Word, Excel, or Outlook: where Office hides a disabled add-in, the two dialogs that bring 'Content Central Office Integration' back, and the registry value behind a stubborn case.
Recipe: ClickUp form uploads into Content Central
Wire a ClickUp form to Content Central with a Zap that e-mails each uploaded file to an e-mail capture job, so every submission's documents file themselves — one document per attachment.
Set up the Office add-in
Capture documents into Content Central straight from Word, Excel, Outlook, and more — install the right edition of the add-in, connect it to your server, and learn the three ribbon buttons that do the work.