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Templates ​

The integration models available in iPaaS and how to choose the right one for your case.


A template is the starting point of every integration. It defines the direction of the data, what the integration does and which steps you will configure. iPaaS currently offers three templates.

TemplateDirectionWho starts the callResponseRequires a connector?
Document Creation (Inbound)Inbound (your system → ME)Your systemAsynchronous (202 Accepted): receipt is confirmed right away, and the final result is available in monitoring.No
Document Search (Outbound)Outbound (query to ME)Your systemSynchronous (200 OK): the converted document comes in the response itself.No
Product SearchOutbound (query to an external REST provider, through a connector)ME, during product searchSynchronous (200 OK)Yes

Which template should I use? ​

What all templates have in common ​

  • The same lifecycle: Draft → Needs review → Validated → Active.
  • A dedicated credential per integration. See Authentication.
  • The same way of running: POST /v1/flows/{flowId}/execute. See Executions.
  • AI mapping to convert the data between the two sides.
  • Executions recorded and searchable in Monitoring > Executions.