Workflows can update TextMine data and connect to external systems.
Records
Use Lookup Record to read existing business records during a workflow. Use Create/Update Record to create or update records based on document evidence, extracted values, intake form values, or earlier workflow outputs.
APIs and webhooks
Use API Request for generic REST calls. Use Webhook for outbound callbacks. Store secrets in the workflow configuration rather than hard-coding credentials in request bodies or headers.
SEC and EDGAR
Workflow steps can search EDGAR filings or fetch SEC filings for supported filing types. Use these steps when a document process depends on public company filings or recurring filing imports.
Integrations
Use integration import or submit steps when the workflow should move data or files between TextMine and a connected external system. Last modified on June 5, 2026
