3E Events
3E is a SaaS practice and financial management platform that connects all critical areas of a law firm to streamline tasks and provide timely information
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 | Elite Support |
| URL | https://elite.com/support |
| Connector Metadata | |
|---|---|
| Publisher | Elite |
| Website | https://www.elite.com/products/3e |
| Privacy policy | https://elite.com/privacy-statement |
| Categories | Productivity;Business Management |
Prerequisites
3E is a market leading law firm management, productivity, and financial solution. As such, its activity drives and responds to multiple external solutions. The 3E Events connector enables customers to extend 3E’s capabilities by creating event-based integrations, resulting in more interactive, immersive, responsive integrations with 3E’s ecosystem of external solutions.
The 3E Events connector subscribes to 3E Events configured within the 3E solution, including preconfigured events that external solutions commonly act on, such as client, matter, timekeeper updates, and a 3E template (invoice) generation event. Customer can configure additional events.
More detailed information on how to use the 3E Events connector is available to 3E customers on the Elite Knowledge Base (KB). To access the KB, go to https://customerportal.elite.com and select the ‘Knowledge Base’ option. The article is ‘E-19391 - How to Configure and Subscribe to 3E Events’.
Creating a connection
The connector supports the following authentication types:
| Development (For Elite use only) | For non-production Elite environments. | All regions | Not shareable |
| Preview | Preview. | All regions | Not shareable |
| Production | Production. | All regions | Not shareable |
| Default [DEPRECATED] | This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility. | All regions | Not shareable |
Development (For Elite use only)
Auth ID: aadNonprod
Applicable: All regions
For non-production Elite environments.
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 |
|---|---|---|---|
| Host | string | The APIM host domain. | True |
| 3E Instance ID | string | ID of the 3E instance. | True |
| Tenant ID | string | Tenant ID of your Azure Active Directory application. | True |
| Client ID | string | Client (or Application) ID of your Azure Active Directory application. | True |
| Client Secret | securestring | Client secret of your Azure Active Directory application. | True |
| Scopes | string | Please enter the scopes. | True |
| Notes | string | Notes for connection. |
Preview
Auth ID: aadPreview
Applicable: All regions
Preview.
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 |
|---|---|---|---|
| 3E Instance ID | string | ID of the 3E instance. | True |
| Notes | string | Notes for connection. |
Production
Auth ID: aadProd
Applicable: All regions
Production.
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 |
|---|---|---|---|
| 3E Instance ID | string | ID of the 3E instance. | True |
| Notes | string | Notes for connection. |
Default [DEPRECATED]
Applicable: All regions
This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Delete 3E Templates document |
Notify the platform to delete all 3E Templates temporary files and complete the operation. |
| Download 3E Templates document |
Download the 3E Templates generated document. |
| Get 3E Templates document metadata |
Obtain the metadata associated with a 3E Templates document . |
Delete 3E Templates document
Notify the platform to delete all 3E Templates temporary files and complete the operation.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Job ID
|
jobId | True | string |
Enter ID of the job of generated document. Available in trigger data. |
Returns
- response
- string
Download 3E Templates document
Download the 3E Templates generated document.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
File ID
|
fileId | True | string |
Enter ID of the file of generated document. Available in file metadata. |
Returns
The content of the file.
- File Content
- binary
Get 3E Templates document metadata
Obtain the metadata associated with a 3E Templates document .
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Job ID
|
jobId | True | string |
Enter ID of the job of generated document. Available in trigger data. |
Returns
- Body
- fileMetadataModel
Triggers
| When a client is updated |
This operation triggers a flow when a client is updated. |
| When a matter is updated |
This operation triggers a flow when a matter is updated. |
| When a new 3E Templates document is generated |
This operation triggers a flow when a new 3E Templates document is generated for a template that has been enabled in 3E’s Distribution Setup for 3rd party distribution. |
| When a new client is created |
This operation triggers a flow when a new client is created. |
| When a new matter is created |
This operation triggers a flow when a new matter is created. |
| When a payment is received |
This operation triggers a flow when a payment is received. |
| When a timekeeper is updated |
This operation triggers a flow when a timekeeper is updated. |
| When a trust receipt is received |
This operation triggers a flow when a trust receipt is received. |
| When an attribute state is updated |
This operation triggers a flow when an existed attribute state is updated. |
| When an object is created, updated deleted or read |
This operation triggers a flow when an object is created, updated, deleted or read. Please, select the object name and state to subscribe to particular events |
| When workflow action is requested or completed |
This operation triggers a flow when workflow action is requested or workflow action is done. |
When a client is updated
This operation triggers a flow when a client is updated.
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
object
|
data.object | data_object |
DataObject Event Payload |
When a matter is updated
This operation triggers a flow when a matter is updated.
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
object
|
data.object | data_object |
DataObject Event Payload |
When a new 3E Templates document is generated
This operation triggers a flow when a new 3E Templates document is generated for a template that has been enabled in 3E’s Distribution Setup for 3rd party distribution.
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
Job ID
|
data.object.job_id | string |
The ID of the job for the generated document. |
When a new client is created
This operation triggers a flow when a new client is created.
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
object
|
data.object | data_object |
DataObject Event Payload |
When a new matter is created
This operation triggers a flow when a new matter is created.
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
object
|
data.object | data_object |
DataObject Event Payload |
When a payment is received
This operation triggers a flow when a payment is received.
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
object
|
data.object | data_object |
DataObject Event Payload |
When a timekeeper is updated
This operation triggers a flow when a timekeeper is updated.
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
object
|
data.object | data_object |
DataObject Event Payload |
When a trust receipt is received
This operation triggers a flow when a trust receipt is received.
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
object
|
data.object | data_object |
DataObject Event Payload |
When an attribute state is updated
This operation triggers a flow when an existed attribute state is updated.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Object
|
object | True | string |
The ID of the object (Matter, Client, etc.). |
|
Attribute
|
attribute | True | string |
The ID of the attribute. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
Item ID
|
data.object.item_id | string |
The ID attribute value of the DataObjectAttribute. |
|
Data Object Event
|
data.object.data_object_event | string |
The 3E internal event type that fired the DataObjectAttribute event. |
|
Object ID
|
data.object.object_id | string |
The unique object name |
|
Object Attribute ID
|
data.object.object_attribute_id | string |
The Name of the attribute. |
|
Process ID
|
data.object.process_id | string |
The ID of the process from which the event has been fired. |
|
Original Value
|
data.object.original_value | string |
The value of the attribute before the event was generated. |
|
Current Value
|
data.object.current_value | string |
The new value of the attribute. |
|
User ID
|
data.object.user_id | string |
The ID of the user fired the DataObjectAttribute event. |
|
Product
|
data.object.product | string |
The name of the product. |
|
Timestamp
|
data.object.timestamp | string |
The date when the DataObjectAttribute was fired. |
|
User Network Alias
|
data.object.user_network_alias | string |
The network alias of the user fired the DataObjectAttribute event. |
|
User Email Address
|
data.object.user_email_address | string |
The email of the user fired the DataObjectAttribute event. |
|
Enteprise User ID
|
data.object.enterprise_user_id | string |
The enterprise or federated user ID of the user fired the DataObjectAttribute event. |
When an object is created, updated deleted or read
This operation triggers a flow when an object is created, updated, deleted or read. Please, select the object name and state to subscribe to particular events
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Object
|
object | True | string |
The ID of the object (Matter, Client, etc.). |
|
State
|
state | True | string |
The state of the object (Updated, Created, Deleted, Run). |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
object
|
data.object | data_object |
DataObject Event Payload |
When workflow action is requested or completed
This operation triggers a flow when workflow action is requested or workflow action is done.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Code
|
code | True | string |
code |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Tenant ID
|
tenant_id | string |
The ID of the tenant this notification belongs to. |
|
Event Type
|
event_type | string |
The type of the event. |
|
Event State
|
event_state | string |
The field describing the state of the event. |
|
Event ID
|
event_id | string |
A unique event ID |
|
Created At
|
created_at | string |
The timestamp of when the event was generated. |
|
Object Type
|
data.object_type | string |
The type of the affected object for the triggered event. |
|
Current User ID
|
data.object.current_user_id | string |
The ID of the current user in the workflow. |
|
Current User Email
|
data.object.current_user_email | string |
The email of the current user in the workflow. |
|
Product
|
data.object.product | string |
The name of the product. |
|
Current Step State
|
data.object.current_step_state | string |
The state of the current workflow step. |
|
Workflow Step Item ID
|
data.object.workflow_step_item_id | string |
The ID of the workflow step item. |
|
Name
|
data.object.name | string |
The workflow name. |
|
Description
|
data.object.description | string |
The workflow description. |
|
Current Step
|
data.object.current_step | string |
The description of the current step. |
|
Next Step
|
data.object.next_step | string |
The description of the next step. |
|
URL
|
data.object.url | string |
The worflow dashboard Url. |
|
Is Complete
|
data.object.is_complete | boolean |
A value indicating whether the process is completed. |
|
Timestamp
|
data.object.timestamp | string |
The date when the WorkflowAction event was fired. |
|
Workflow Step Index
|
data.object.wf_step_index | integer |
The index of the workflow step. |
|
Next Step PI ID
|
data.object.next_step_pi_id | string |
The PI ID of the next step. |
|
User ID
|
data.object.user_id | string |
The ID of the user fired the WorkflowAction event. |
|
User Network Alias
|
data.object.user_network_alias | string |
The network alias of the user fired the WorkflowAction event. |
|
User Email Address
|
data.object.user_email_address | string |
The email of the user fired the WorkflowAction event. |
|
Enteprise User ID
|
data.object.enterprise_user_id | string |
The enterprise or federated user ID of the user fired the WorkflowAction event. |
Definitions
tracked_attribute
| Name | Path | Type | Description |
|---|---|---|---|
|
Attribute Key
|
attribute_key | string |
The ID of the attribute. |
|
Original Value
|
original_value | string |
The value of the attribute before the event was generated. |
|
Current Value
|
current_value | string |
The new value of the attribute. |
data_object
DataObject Event Payload
| Name | Path | Type | Description |
|---|---|---|---|
|
Item ID
|
item_id | string |
The ID attribute value of the DataObject. |
|
Data Object Event
|
data_object_event | string |
The 3E internal event type that fired the DataObject event. |
|
Object ID
|
object_id | string |
The unique DataObject name |
|
Process ID
|
process_id | string |
The ID of the process from which the event has been fired. |
|
Key Attribute Value
|
key_attribute_value | string |
The value of the key attribute. |
|
Alias Attribute Value
|
alias_attribute_value | string |
The value of the alias attribute. |
|
tracked_attributes
|
tracked_attributes | array of tracked_attribute |
The collection of attributes that are supposed to be tracked. |
|
User ID
|
user_id | string |
The ID of the user fired the DataObject event. |
|
Product
|
product | string |
The name of the product. |
|
Timestamp
|
timestamp | string |
The date when the DataObject was fired. |
|
User Network Alias
|
user_network_alias | string |
The network alias of the user fired the DataObject event. |
|
User Email Address
|
user_email_address | string |
The email of the user fired the DataObject event. |
|
Enteprise User ID
|
enterprise_user_id | string |
The enterprise or federated user ID of the user fired the DataObject event. |
fileMetadataModel
| Name | Path | Type | Description |
|---|---|---|---|
|
FileID
|
fileId | string |
The ID of the generated file. |
|
FileName
|
fileName | string |
The name of the generated file. |
|
BatchId
|
batchId | string |
The ID of a batch if file is a part of a batch. |
|
BatchSize
|
batchSize | string |
The size of a batch if file is a part of a batch. |
|
BatchOrdinal
|
batchOrdinal | string |
The ordinal of a file in a batch if file is a part of a batch. |
|
Data
|
data | string |
The metadata of a file. |
|
CopyFileId
|
copyFileId | string |
The ID of a copy of generated file. |
|
CopyFileName
|
copyFileName | string |
The name of a copy of generated file. |
|
CopyData
|
copyData | string |
The metadata of a copy of a file. |
string
This is the basic data type 'string'.
binary
This is the basic data type 'binary'.