TextMine Help Center

Use the TextMine Zapier integration when a Zap should read from or write to TextMine through Public API V3.

Public Zapier page: TextMine on Zapier
Developer API docs: developers.textmine.com
Service-account provisioning: Third-party agent signup

Zapier authenticates with a TextMine service-account API key. That key can come from third-party agent signup where self-service signup is enabled, or from TextMine provisioning for an existing organization.

Choose a setup path

Situation	What to do
New third-party agent or automation customer	Use third-party agent signup when available. Signup provisions an organization, service account, API key, billing account, and getting-started checklist.
Existing TextMine organization	Use the service-account API key and Public API base URL issued or shown by TextMine for that organization.
Service-account access is not enabled	Use Contact TextMine from the Zapier section in TextMine Settings, or ask an administrator to enable third-party access for the tenant.

Do not create or guess an API key outside the TextMine signup or provisioning flow.

Find TextMine in Zapier

Open TextMine on Zapier, then choose TextMine when building or editing a Zap. TextMine Settings also links to the TextMine Zapier app directory page when service-account access is enabled. Use that route when users need to discover supported triggers, searches, actions, and popular app pairings. Before asking a new third-party agent to connect Zapier, check whether self-service signup is available:

Endpoint	Purpose
`https://public-api.textmine.com/.well-known/textmine-agent.json`	Public discovery document for third-party agent signup, billing, API, and MCP metadata.
`https://public-api.textmine.com/v3/third-party-agents/signup/discovery`	Public API V3 discovery document with the same setup metadata.
`https://public-api.textmine.com/v3/third-party-agents/signup/availability`	Returns whether self-service signup is currently available and includes terms, privacy, pricing, and setup checklist metadata.

When signup is available, call POST https://public-api.textmine.com/v3/third-party-agents/signup/self-service with credentialDeliveryPublicKey. The response returns encryptedApiKey; decrypt it only inside the trusted runtime or support-managed credential setup, then enter the decrypted service-account API key in Zapier. Do not expose the raw key to model-visible prompts, logs, or shared documentation.

Find values in TextMine Settings

For existing TextMine organizations, open Settings and find the Zapier section. The Zapier section shows:

Value	What to use it for
Service account status	Confirms whether Zapier API access is enabled for the organization.
Public API V3 URL	Copy this into Zapier as the Public API Base URL.
Authentication	Confirms that the connection uses a TextMine service-account API key.

If service-account access is not enabled for the existing organization, use Contact TextMine from the Zapier section.

Connect TextMine in Zapier

In Zapier, add or reconnect the TextMine app. Enter these fields:

Zapier field	Value
TextMine API Key	The decrypted service-account API key from third-party agent signup, or the key issued by TextMine provisioning.
Public API Base URL	The root Public API URL shown in TextMine Settings or issued during provisioning. Do not add `/v3`. Enter this manually; Zapier should not show preset tenant choices.

For the UK multitenant deployment, enter https://public-api.textmine.com as the Public API Base URL. Do not enter https://app.textmine.com or the internal API host. Zapier tests the connection by calling the Public API health endpoint with the API key. If the key or base URL does not match the service account’s environment, authentication fails.

Available Zapier capabilities

The current Zapier integration is aligned to Public API V3 and includes visible triggers for:

Trigger	Use it for
New Document	Start a Zap when a document is uploaded, imported, or processed in a TextMine Vault.
New or Updated Agent Task	Start a Zap when a TextMine agent task appears or changes status.
New Business Record	Start a Zap when extracted or validated business data appears in a record schema.
New Report	Start a Zap when a report appears in a TextMine Vault.

Searches:

Search	Use it for
Find Document	Retrieve one document by ID.
Search Documents	Search documents by query, team, Vault, document type, status, or date.
Find Task	Retrieve one agent task by ID.
Find Business Record	Retrieve one business record by ID.
Search Business Records	Search records in a TextMine record schema.
Find Report	Retrieve one report by ID.

Actions:

Action	Use it for
Import Document From Connected App	Import a file from Google Drive, Box, OneDrive, or SharePoint into TextMine document processing.
Update Document	Rename a document, change its document type, or queue reprocessing.
Reprocess Document	Queue processing for an existing document.
Create Agent Task	Create a TextMine agent task for document review, extraction, or follow-up work.
Add Task Message	Add a follow-up instruction or clarification to a task.
Start Task	Start or resume a draft or waiting task.
Cancel Task	Cancel a non-terminal task.
Decide Task Approval	Approve or reject a pending task approval.
Create Vault	Create a Vault for an existing team.
Create Record Schema	Create a business record schema.
Suggest Record Schema	Create a suggested record schema from a prompt or supplied definition.
Create Business Record	Create a business record.
Create or Replace Record Field Value	Create or replace a field value on a business record.
Generate AI Report	Generate a report from a prompt, documents, or a Vault.
Create Report Template	Create a custom report template.
Create Magic Workflow	Create an enabled Magic Workflow.
Create Agent	Create a TextMine Magic Agent.
Add Document Assignee	Add an assignee or reviewer to a document.

Zapier does not create API keys from inside the Zap editor. Use third-party agent signup where available, or contact TextMine when a new existing-organization service-account key is required.

Tenant and permission behavior

The Public API base URL is an auth/config field so different TextMine deployments can connect to the correct Public API host. Users should use the URL shown in TextMine Settings or issued by TextMine for their service account. Do not prefill this field, and do not present a tenant picker or tenant-name list in Zapier; the service-account API key scopes the connection to its organization. The service account API key controls the organization, permissions, Vault access, available records, workflows, and other resources. Entering another customer’s Public API host does not grant access to that customer’s data. Keep API keys environment-specific. Do not use a staging key against production, or a production key against another deployment.

Popular Zap patterns

Common TextMine automations include:

Send new processed document metadata to Google Sheets.
Notify Slack when an agent task needs review or approval.
Update HubSpot, Salesforce, or Pipedrive when TextMine extracts validated business records.
Generate a TextMine AI report from newly imported documents.
Import files from a connected storage app into Vault processing.

Use TextMine on Zapier to browse available pairings and templates.

Troubleshooting

If signup is unavailable:

Check https://public-api.textmine.com/v3/third-party-agents/signup/availability for the availability message.
Confirm third-party access is enabled for the tenant.
Confirm self-service signup is enabled for the deployment.
Contact TextMine if the tenant or deployment is not configured.

If the Zapier connection fails:

Confirm the API key was decrypted from the signup response or issued by TextMine for the correct organization.
Confirm the Public API Base URL is the root URL only, without /v3 or another path.
Confirm the key and Public API URL belong to the same TextMine environment.
Confirm the key has been decrypted and stored exactly.
Contact TextMine if the Settings page says setup is required or if the key has expired.

Never paste API keys into tickets, screenshots, prompts, source code, or shared documentation.

Start here

Use Workbench

Manage documents and data

Automate work

Connect TextMine

Admin and updates

Zapier

Choose a setup path

Find TextMine in Zapier

Find values in TextMine Settings

Connect TextMine in Zapier

Available Zapier capabilities

Tenant and permission behavior

Popular Zap patterns

Troubleshooting

​Choose a setup path

​Find TextMine in Zapier

​Discover signup availability

​Find values in TextMine Settings

​Connect TextMine in Zapier

​Available Zapier capabilities

​Tenant and permission behavior

​Popular Zap patterns

​Troubleshooting

Choose a setup path

Find TextMine in Zapier

Discover signup availability

Find values in TextMine Settings

Connect TextMine in Zapier

Available Zapier capabilities

Tenant and permission behavior

Popular Zap patterns

Troubleshooting