Xpertdoc (Deprecated) [DEPRECATED]
Xpertdoc enables business users to simplify, optimize and automate consistent document generation processes, leveraging Microsoft Dynamics 365 and external data sources as well as seamless integrations to leading applications. Our robust and user-friendly features let you easily create, generate, manage, store, deliver and e-sign business-critical documents like quotes, proposals, contracts, invoices and more without code.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Xpertdoc Support |
| URL | https://support.xpertdoc.com |
| support@xpertdoc.com |
| Connector Metadata | |
|---|---|
| Publisher | Xpertdoc Technologies Inc. |
| Website | https://www.xpertdoc.com |
| Privacy policy | https://www.xpertdoc.com/en/information-security/ |
| Categories | Communication;Productivity |
Xpertdoc enables business users to simplify, optimize and automate consistent document generation processes, leveraging Microsoft Dynamics 365 and external data sources as well as seamless integrations to leading applications. Our robust and user-friendly features let you easily create, generate, manage, store, deliver and e-sign business-critical documents like quotes, proposals, contracts, invoices and more without code.
Pre-requisites
You need to have access to an Xpertdoc Smart Flows project. If you would like to get a free trial, simply click here.
How to get credentials
To obtain the API key from your project, you can follow these instructions. Once you have your API key, simply use the project URL (Ex: https://[project].smartflows.xpertdoc.com/) and the API key you generated when setting up the connection.
Known issues and limitations
The current implementation of the connector only support executing flows that are connected to a Dynamics 365 or CDS environment. We will add more steps to do executions from other providers soon.
Supported operations
ExecuteDynamicsFlow: This operation will execute a flow in Smart Flows with the specified Dynamics 365 or CDS entity.GetDocuments: This operation will retrieve the list of documents that were generated by an execution.DownloadDocument: This operation will download a document.GetFlows: This operation will retrieve a list of flows in Smart Flows.
Support
For further support, please contact support@xpertdoc.com
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Type | Description | Required |
|---|---|---|---|
| Project URL | string | The URL to your project. | True |
| API Key | securestring | The API key for your user. | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Download Document (deprecated) [DEPRECATED] |
Downloads the document from an execution (deprecated). |
| Execute Dynamics Flow (deprecated) [DEPRECATED] |
Execute a flow for a Dynamics 365 data set (deprecated). |
| Execute Flow (deprecated) [DEPRECATED] |
Execute a Flow (deprecated). |
| Get Documents (deprecated) [DEPRECATED] |
Get documents from a flow execution (deprecated). |
| Get Execution Status (deprecated) [DEPRECATED] |
Get the status of an execution (deprecated). |
Download Document (deprecated) [DEPRECATED]
Downloads the document from an execution (deprecated).
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document
|
documentId | True | string |
Unique identifier of the document to download. |
Returns
- Document Content
- binary
Execute Dynamics Flow (deprecated) [DEPRECATED]
Execute a flow for a Dynamics 365 data set (deprecated).
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Entity
|
entityId | True | string |
Unique identifier of the entity you want to launch the flow from. |
|
Flow
|
flowId | True | string |
The flow to execute. |
|
User Name
|
userName | string |
The user name of the user to execute the flow with. If none provided, the user of the connector will be used. |
|
|
Timeout
|
timeout | integer |
The amount of seconds that the operation will wait for the flow execution to complete. (1 minute if left empty) |
|
|
Execution Mode
|
executionMode | string |
The execution mode of the selected flow. |
Returns
Execute Flow (deprecated) [DEPRECATED]
Execute a Flow (deprecated).
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
req
|
req | True | dynamic |
Returns
Get Documents (deprecated) [DEPRECATED]
Get documents from a flow execution (deprecated).
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Execution
|
executionId | True | string |
Unique identifier of the execution to get the documents from. |
Returns
- response
- array of GetDocumentsResponse
Get Execution Status (deprecated) [DEPRECATED]
Get the status of an execution (deprecated).
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Execution
|
executionId | True | string |
Unique identifier of the execution to get the execution status from. |
Returns
Definitions
FlowExecutionResponse
| Name | Path | Type | Description |
|---|---|---|---|
|
Execution
|
executionId | string |
Execution unique identifier. |
|
Message
|
message | string | |
|
Status
|
status | string |
GetDocumentsResponse
| Name | Path | Type | Description |
|---|---|---|---|
|
Content Type
|
contentType | string | |
|
Document
|
documentId | string | |
|
Document Name
|
documentName | string |
binary
This is the basic data type 'binary'.