Document Drafter
The Document Drafter connector allows you to create and manage workflows around your automated documents
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 | Document Drafter |
| URL | https://documentdrafter.com |
| support@documentdrafter.com |
| Connector Metadata | |
|---|---|
| Publisher | Green Meadow ApS |
| Website | https://documentdrafter.com |
| Privacy policy | https://documentdrafter.com/privacy/ |
| Categories | Collaboration; IT Operations |
Document Drafter Connector
The Document Drafter Connector enables the creation and management of workflows for your automated document processes.
Prerequisites
Required: A subscription to Document Drafter and access to its portal.
How to get access?
For a demo, please contact us at documentdrafter.com
Creating a connection
Connect by using a token obtained from your Document Drafter portal.
Supported Operations
The connector supports several operations:
Triggers
Button press: Initiates a workflow when a button in a questionnaire is pressed.Link submission: Starts a workflow upon the submission of a questionnaire via a URL.
Actions
Create and Fill Questionnaire: Populate a questionnaire using JSON data.Create Questionnaire: Set up a new questionnaire.Get Link to a Questionnaire: Retrieve a link for accessing a questionnaire.Get Documents: Obtain documents generated from a questionnaire.Get Questionnaire Information: Access information inputted into a questionnaire.Get Tags for a Questionnaire: View all tags assigned to a questionnaire.Get information on flow states and triggers: The flow may have multiple states with multiple triggers. This action retrieves this information based on the flow key.Get link to a questionnaire: Creates a new deep link to a questionnaire.Set current state for a questionnaire: The flow may have multiple states. This action allows you to change state for a questionnaire.Grant users or groups access to a questionnaire: Grant users or groups access to a questionnaire.Revoke access to a questionnaire for all users and groups:Revoke access to a questionnaire for all users and groups.
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 |
|---|---|---|---|
| API Key | securestring | The API Key for this api | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Add users to document |
Add internal and external users to a document |
| Create and fill questionnaire using JSON data |
Create and fill a questionnaire by uploading a JSON file. After this action you can use the Get documents or Get questionnaire information actions. |
| Create new questionnaire |
Create a new questionnare on selected template |
| Get anonymous questionnaire link |
Get a deeplink for the questionnaire for external share |
| Get documents |
Get document files based on document id |
| Get flow information |
Get flow information based on flow key |
| Get questionnaire information |
Fetch variables for a single template |
| Get questionnaire link for an email |
Get a deeplink for the questionnaire for external share with authentication |
| Populate all tags for questionnaire |
Get Questionnaire Tags |
| Remove all sharelinks to document |
Use function to remove all inbound sharelinks to a document |
| Set current state for document |
Update current state for a document |
Add users to document
Add internal and external users to a document
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
|
Group or Mail
|
GroupOrMail | True | string |
Group or Mail |
Returns
out description
- response
- object
Create and fill questionnaire using JSON data
Create and fill a questionnaire by uploading a JSON file. After this action you can use the Get documents or Get questionnaire information actions.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Workspace
|
WorkSpace | True | string |
Select workspace from dropwdown |
|
Questionnaire
|
TemplateId | True | string |
Select template from drop down |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
|
JSON Data
|
JsonData | True | string |
JSON data to fill the questionnaire |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Document ID
|
documentId | string |
Document ID |
Create new questionnaire
Create a new questionnare on selected template
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Workspace
|
WorkSpace | True | string |
Select workspace from dropwdown |
|
Questionnaire
|
TemplateId | True | string |
Select template from drop down |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
Get anonymous questionnaire link
Get a deeplink for the questionnaire for external share
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
Type a reference to identify link
|
Scope | True | string |
Specify reference for link on trigger action |
|
Link valid in days
|
ExpireDays | True | integer |
The number of days the link is valid |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
Returns share link
- Link
- string
Get documents
Get document files based on document id
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
|
Docx or PDF
|
OutputFormat | True | string |
Format for the generated documents. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
QuestionnaireName
|
QuestionnaireName | string |
Name of questionnaire |
|
Document name (single document)
|
FirstFileName | string |
Name of document (only use for single document) |
|
Document content (single document)
|
FirstFileContentBytes | string |
Base64 encoded object for content of the document |
|
Files
|
Files | array of object |
Collection of files created for document |
|
Names for all documents (multiple documents)
|
Files.Name | string |
List of names for all documents |
|
Content for all documents (multiple documents)
|
Files.ContentBytes | string |
List of Base64 encoded objects for content of all documents |
Get flow information
Get flow information based on flow key
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Flow key
|
FlowKey | True | string |
The Document Drafter flow key |
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
Returns
Get questionnaire information
Fetch variables for a single template
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
Workspace
|
WorkSpace | True | string |
Select workspace from dropwdown |
|
Questionnaire
|
TemplateId | True | string |
Select template from drop down |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
Get questionnaire link for an email
Get a deeplink for the questionnaire for external share with authentication
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
Email of user
|
True | string |
The Document Drafter user email |
|
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
Returns share link
- Link
- string
Populate all tags for questionnaire
Get Questionnaire Tags
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document id for questionnaire
|
DocumentId | string |
Document id for questionnaire |
|
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
items
|
items | array of object |
List of tags for questionnaire |
|
tag
|
items.tag | string |
Tag for data element |
|
answer
|
items.answer | string |
Answer for tagged element |
Remove all sharelinks to document
Use function to remove all inbound sharelinks to a document
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
out description
- response
- object
Set current state for document
Update current state for a document
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
Flow key
|
FlowKey | True | string |
The Document Drafter flow key |
|
State
|
State | True | string |
The Document Drafter state |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
out description
- response
- object
Triggers
| Flow trigger on questionnaire button press |
This trigger checks the Document Drafter platform for new custom flow trigger based on a flow key |
| Wait for submit from external share link |
This trigger waits for questionnaire has been submitted from external share link |
Flow trigger on questionnaire button press
This trigger checks the Document Drafter platform for new custom flow trigger based on a flow key
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Flow key
|
FlowKey | True | string |
The Document Drafter flow key |
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
items
|
items | array of object |
items |
|
User's email
|
items.createUser | string |
Email of the user triggering the flow |
|
Document ID
|
items.documentId | string |
Single unique ID for all generated documents |
|
Flow timestamp
|
items.triggerTime | string |
Timestamp when the flow was triggered. |
|
Questionnaire name
|
items.documentName | string |
Name of the questionnaire triggering the flow |
|
Current state key
|
items.stateKey | string |
Document current state key |
|
Trigger key
|
items.triggerKey | string |
Triggered key for event |
|
Data for event
|
items.additionalData | string |
Trigger data for event |
Wait for submit from external share link
This trigger waits for questionnaire has been submitted from external share link
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Type a reference to identify link
|
Scope | True | string |
Specify reference for link on trigger action |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
items
|
items | array of object | |
|
status
|
items.status | string |
The status of the job (Completed, Timeout) |
|
documentId
|
items.documentId | string |
Unique document ID |
Definitions
string
This is the basic data type 'string'.
object
This is the type 'object'.