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Question

Self-Hosted Laserfiche API Server Integration: Scheduled Workflow to Update Metadata from EBS

asked on March 18

Hi everyone,

I’m working in a self-hosted Laserfiche environment and exploring whether it’s possible to implement a scheduled workflow using the Laserfiche API (via the API Server) to synchronize project status data from an external system (EBS) into Laserfiche.

Goal:
Develop a scheduled process that:

  • Calls an external API (EBS) to retrieve DWI project statuses

  • Matches projects in Laserfiche based on a unique project ID

  • Updates the “Project Status” field in the corresponding Laserfiche folders automatically

Questions:

  1. In a self-hosted setup, can this be achieved using the Laserfiche API (API Server) and Workflow together, or would this require a custom integration (e.g., external script or service)?

  2. What is the recommended approach for scheduling API calls in this scenario—should this be handled within Laserfiche Workflow (e.g., via Script/SDK activity), or externally (e.g., scheduled service or task)?

  3. Are there best practices for:

    • Authenticating and calling external APIs from within Laserfiche Workflow in a self-hosted environment

    • Updating metadata fields (like “Project Status”) at scale via the API

  4. Has anyone implemented a similar integration between a self-hosted Laserfiche system and an external system like EBS?

Any guidance, examples, or documentation references would be greatly appreciated. Thanks!

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Answer

SELECTED ANSWER
replied on March 18

Beverly,

Blake is correct.  You can access external APIs through Laserfiche Workflow using the native HTTPS Web Request activity.  We have implemented numerous integrations using that approach. 

I typically prototype the API calls in Postman (www.postman.com) and then port the API calls to Laserfiche Workflow once any issues have been resolved.

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Replies

replied on March 18

If you are using Workflow is there a need to use the Laserfiche API? Workflow can make API requests to a web service and then parse the data it receives to do what you are wanting. I don't see a reason you would need to use the Laserfiche API for this. If the external system was wanting to send a call to Laserfiche then I could see how using the Laserfiche API would be useful.

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