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WorkPoint 365 (Preview)

WorkPoint 365 is a Microsoft 365–native platform for managing structured business information across projects, cases, quality processes, and HR workflows. This connector enables automated interactions with WorkPoint 365 data through certified actions and triggers, helping organizations build reliable integrations and streamline business processes.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio 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)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   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)
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)
Contact
Name WorkPoint Support
URL https://support.workpoint.dk
Email support@workpoint.dk
Connector Metadata
Publisher WorkPoint 365
Website https://www.workpoint365.com/
Privacy policy https://www.workpoint365.com/privacy-policy/
Categories Productivity;Content and Files

WorkPoint 365 Connector Overview

The WorkPoint 365 Connector enables seamless integration with the Power Platform. This powerful connector is designed for users who have an active WorkPoint 365 solution, with the integration feature already enabled.

Prerequisites

You will need the following to proceed: Before leveraging the advantages of the WorkPoint 365 Connector, you will need to have your WorkPoint 365 solution up and running. If you're new to WorkPoint 365 or interested in activating a solution, discover more at the official WorkPoint website.

For comprehensive information regarding the functionality and setup of the WorkPoint 365 Connector, please refer to our knowledge base article: WorkPoint Connector for Microsoft Power Automate and Power Apps.

Should you encounter any challenges or require assistance with the Power connector, do not hesitate to reach out to the WorkPoint Support team for expert help.

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.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Adds a document to a digital signature transaction

This action adds a document to a digital signature transaction

Archive team

The action is used to archive a team which is attached to a business module entity in WorkPoint.

Change welcome page

this action can be used to change the welcome page.

Changes the stage for an entity

Action to change the stage of an entity.

Completes a document in a digital signature transaction

This action completes a document in a digital signature transaction

Completes a document in a digital signature transaction (Base64)

This action completes a document in a digital signature transaction

Compress to ZIP file

Action to compress documents to a zip file.

Concatenate multiple files and save as PDF

This action concatenates multiple files and saves it as a pdf.

Converts a document to pdf and saves it to a list

This action converts a document to pdf and saves it to a list

Converts selected documents to PDFs

This action takes a set of documents and converts them into one of the supported PDF formats.

Copy or move documents

This action is used for copying or moving documents from one library to another.

Create a List Item

Action to create a list item.

Create a notification

This action creates a notification in WorkPoint

Create activity

This action creates an entry in the Entity Activity Log

Create business module entity in WorkPoint

Action to create an entity.

Create item

Action to create a list item.

Create team

This action can be used to create an office group and connect it to a site.

Create Word document from a template

Creates a Word document based on a template and returns the document

Create Word document from a template and returns as html

Creates a Word document based on a template and returns the document as html

Creates a log entry for a digital signature transaction

This action creates a log entry for a digital signature transaction

Declare document as record

Declares a document in WorkPoint as a record

Executes an action on a business module entity

this action can be used to execute a configured action on a business module entity.

Generates a xwsse header to use for digital signature

This action generates a xwsse header to use for digital signature

Get entity

This action gets an entity from WorkPoint

Get item

Gets a list item in an entity site list

Get next sequence number

Gets the next sequence number for the specified sequence id

Gets a business module

Gets a business module by id within the WorkPoint 365 solution

Gets a parameter for PowerApp or Flow integration

Gets a parameter for PowerApp or Flow integration

Gets all business modules

Gets all business modules within the WorkPoint 365 solution

Gets DateTimeOffset.UtcNow converted to Unix time milliseconds

This action takes a DateTimeOffset.UtcNow and converts it to Unix time in milliseconds

Grants application permission full control to selected site

Grants application permission full control to selected site.

Lock entity

This action can be used to lock the selected entity.

Move entity (Action management)

this action can be used to move an entity

Moves an entity

This action moves an entity.

Queue site creation job

This action queues a site creation job

Register site collection

Register a site collection to be used by WorkPoint for multi site collection

Send e-mail

The action can be used to send e-mails.

Set default view

An action that can be used to change the default view.

Toggle entity as favorite

This action can be used to toggle an entity as favorite

Unarchive team

The action is used to unarchive a team associated with a WorkPoint entity which was previously archived.

Undeclare document as record

Undeclares a document in WorkPoint as a record

Unlock entity

This action can be used to unlock the selected entity.

Update a notification status

This action uppdates the status of a notification in WorkPoint

Update entity

Action to update an entity.

Update item

Action to update a list item.

Adds a document to a digital signature transaction

This action adds a document to a digital signature transaction

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Transaction ID
TransactionID string

The transacation id

Document site URL
DocumentSiteUrl string

The absolute site url of where the document is saved

Document URL
DocumentUrl string

The absolute document url

Signing set properties behaviour
SigningSetPropertiesBehaviour string

The signing properties behaviour

Signing declare as record behaviour
SigningDeclareAsRecordBehaviour string

The record declaration setting

Signing type
SigningType string

The signing type

PDF format
PdfFormat string

The PDF format to be used. If not specified the default PDF format will be used

Returns

Return value for for the method DigitalSignatureAddDocumentToTransaction.

Archive team

The action is used to archive a team which is attached to a business module entity in WorkPoint.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Callback Url
callbackUrl string

Callback url to be triggered on operation completion.

Returns

Change welcome page

this action can be used to change the welcome page.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Welcome page (see comment)
WelcomePage string

Returns

response
boolean

Changes the stage for an entity

Action to change the stage of an entity.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Stage
stageId True string

The ID for the content type (stage) to change to

Stage constraint behaviour
overrideConstraints True string

Stage constraint behaviour

Override required fields
overrideRequiredFields True boolean

If true, it is accepted that required fields does not have a value

Fields
data True dynamic

Configure fields of the selected entity

Returns

response
boolean

Completes a document in a digital signature transaction

This action completes a document in a digital signature transaction

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Signed PDF bytes
SignedPdfBytes byte

The PDF document as a byte array.

Transaction ID
TransactionID string

The transacation id

File name
FileName string

The file name with extension to complete

Signed status
SigningStatus string

The signing status

Message
Message string

An optional message

Undeclare original document or appendix file as record
UndeclareOriginalDocumentOrAppendixFileAsRecord boolean

The document undeclaration behaviour. If set to true, the original document is undeclared as record

Returns

Completes a document in a digital signature transaction (Base64)

This action completes a document in a digital signature transaction

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Signed PDF base 64 string
SignedPdfBase64String string

The PDF document as a base64 string.

Transaction ID
TransactionID string

The transacation id

File name
FileName string

The file name with extension to complete

Signed status
SigningStatus string

The signing status

Message
Message string

An optional message

Undeclare original document or appendix file as record
UndeclareOriginalDocumentOrAppendixFileAsRecord boolean

The document undeclaration behaviour. If set to true, the original document is undeclared as record

Returns

Compress to ZIP file

Action to compress documents to a zip file.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

model
model True dynamic

Concatenate multiple files and save as PDF

This action concatenates multiple files and saves it as a pdf.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

Which business module to use

Entity
entityId True string

Which business module entity to use

Documents
Documents object
Pdf Format
PdfFormat string

The pdf format you want to use.

Include Page Numbers
IncludePageNumbers boolean

Include Page Numbers

Include Source Information
IncludeSourceInformation boolean

Include Source Information

Include Table of Contents
IncludeTableOfContents boolean

Include Table of Contents

UseLatestMinorVersion
UseLatestMinorVersion boolean
Overwrite existing files.
OverwriteExistingFiles boolean

Whether to overwrite existing files.

Source Folder Path
SourceFolderPath string

The folder path where you want the file.

Source List
SourceListRelativWebPath True string

The id of the source list.

Target Business Module
TargetBusinessModuleId True uuid

The id of the target business module.

Target Business Module Item
TargetBusinessModuleItemId True integer

The id of the target business module item.

Target Folder Path
TargetFolderPath string

The folder path where you want the file.

Target List
TargetListRelativWebPath True string

The id of the target list.

Output Filename
OutputFileName True string

The filename you want the new file to have.

Returns

response
uuid

Converts a document to pdf and saves it to a list

This action converts a document to pdf and saves it to a list

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Document site URL
DocumentSiteUrl string

The absolute url of the site where the document is saved

Document URL
DocumentUrl string

The absolute url of the document to be converted to pdf

Output site URL
OutputSiteUrl string

The absolute url of the site where the output document should be saved

Output URL
OutputUrl string

The url of the location where the converted pdf should be saved

Output exists behaviour
OutputExistsBehaviour string

The override behaviour

PDF format
PdfFormat string

The PDF conversion format. If not specified the default PDF format will be used

Converts selected documents to PDFs

This action takes a set of documents and converts them into one of the supported PDF formats.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Documents to convert
Documents to convert object
Destination business module
TargetBusinessModule True uuid
Destination entity
TargetBusinessModuleEntity True integer
Destination Library
TargetList True string
Destination folder
TargetFolder string
Output exists behaviour
OutputExistsBehaviour True string

The override behaviour

PDF format
PdfFormat True string

The PDF conversion format. If not specified the default PDF format will be used

Load source property values
UseStepInputValues boolean

Should the step use the values from the step input when creating the items. Not applicaple in Combine Files Mode.

Source Item Fields To Copy To Pdf Item
SourceItemFieldsToCopyToPdfItem array of string

Option to Add Index

Combine Files
CombineFiles boolean

Option to select if the converted PDFs should be Concactated

Combined file properties
FieldValues object

Collection of the field values for the converted file(s)

Add page numbers
AddPageNumbers boolean

Option to Add page numbers

Add Index
AddIndex boolean

Option to Add Index

Add source information
AddSourceInformation boolean

Option to Add Source Information

Version
DocumentVersion string

Option for which Version to use

Async
Async boolean

Select this option if you want to run the process in asynchronous operation

Callback Url
CallbackUrl string

Option for Callback Url

Callback Headers
CallbackHeaders object

Option for Callback Headers

Returns

Copy or move documents

This action is used for copying or moving documents from one library to another.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Mode
Mode True string
Source documents
Source documents object
Target business module
TargetBusinessModuleId True uuid

Which business module to use

Target entity
TargetEntityId True integer

Which business module entity to use

Target list
TargetWebRelativListUrl True string

The target list to import the document to

Target folder
TargetFolderRelativListUrl string

The target folder on the target list to import the document to

Naming conflict behavior
NameConflict True string

Sets what to do, if a document with that name already exists on destination

Ignore version history
IgnoreVersionHistory boolean

This property controlls if you want to include version history or not

Content type
ContentTypeId string

The defined content type id will be set after the copy/move operation

Returns

response
string

Create a List Item

Action to create a list item.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

List Id
listId True uuid

The id of the list in sharepoint.

object

Returns

response
object

Create a notification

This action creates a notification in WorkPoint

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Notification title
Title True string

Item title

Notification type
NotificationType True string

Notification Type

Status
Status True string

Notification Status

Priority
Priority True string

Notification Priority

Message
Message True string

Notification Message

Deadline
Deadline date-time

Notification Deadline

Delivery date
DeliveryDate date-time

Notification Delivery Date

Recipient
Recipient True object

Notification Recipient

Duplicate behaviour
DuplicateBehaviour True string

Notification Duplication Behaviour

Business module
BusinessModuleId True uuid

Notification Business Module Id

Entity
EntityId True integer

Notification Entity Id (Context of the notification)

List
List string

Notification List Id or Web Relativ List Url

Item
ItemId integer

Notification Item Id (Context of the notification)

Returns

response
object

Create activity

This action creates an entry in the Entity Activity Log

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Title
Title True string

Title of the event.

Type
EventType True string

The type of event. Value must be a path to the EventType term in the termstore (e.g. Document;Created).

Type ID
EventTypeId True string

Entity Type Id

Source type
EventSourceType True string

Path to the EventSourceType term in the termstore (e.g. Document).

Date
EventDate True date-time

Timestamp when the event occurred.

User
EventUser string

Login name of the user that initiated the event.

System
EventSystem string

System from which the event originated

Business module
BusinessModuleId True uuid

ID of the business module where the event occurred.

Entity
Entity True integer

ID of the business module entity where the event occurred.

List
List string

The list where the event occurred.

Item
Item object
Item data
ItemData string

Additional field values when the event occurred. Entered as a list of fields that exist on the Item object like this: Title,Author.email,Author.title

Details
Details string

Additional details.

Returns

response
boolean

Create business module entity in WorkPoint

Action to create an entity.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business Module
businessModuleId True uuid

The ID of the business module

Create Site
createSite True boolean

Create a site when creating entity.

Fields
body True dynamic

Configure fields of the selected entity

Returns

The outputs of this operation are dynamic.

Create item

Action to create a list item.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

List
listWebRelativeUrl True string

The the web relative URL of the list on the entity site

Fields
body True dynamic

The fields which you want to create the list item with

Existing document output behaviour
outputExists string

What to do if the output document already exists

Content type
contentType string

The content type of the list item

Template list
templateList string

The template from a template list you want to use

Template item id
templateItem integer

The template from a template list you want to use

Folder
folder string

The folder on the list on the entity site

Returns

The outputs of this operation are dynamic.

Create team

This action can be used to create an office group and connect it to a site.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Is public
IsPublic True boolean
Description
DescriptionField string
Group alias
GroupAliasField True string
Group display name
GroupDisplayNameField True string
Callback Url
CallbackUrl string
Callback Headers
CallbackHeaders object

Returns

response
boolean

Create Word document from a template

Creates a Word document based on a template and returns the document

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleID True uuid

The business module id of the entity

Entity
entityID True integer

The entity id

Template ID
templateID True integer

The Word template id

Include result as HTML
includeHtml True boolean

Include the document as HTML in the result

Include result as byte array
includeBytes True boolean

Include the document as a byte array in the result

Common Fields Business Module ID
commonFieldsBusinessModuleID uuid

Business module id that the entity for common fields belongs to

Common Fields Entity ID
commonFieldsEntityID integer

Entity id used for common fields

Returns

Create Word document from a template and returns as html

Creates a Word document based on a template and returns the document as html

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleID True uuid

The id of the business module that the entity is belonging to.

Entity
entityID True integer

The id the entity

Word template ID
templateID True integer

The id of the Word template

Returns

Creates a log entry for a digital signature transaction

This action creates a log entry for a digital signature transaction

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Transaction ID
TransactionID string

The transaction id

Signing provider
SigningProvider string

The signing provider

Log title
LogTitle string

The log title

Log description
LogDescription string

The log description

Business module
BusinessModuleID string

The business module id

Entity
EntityID integer

The entity id

Total signing count
TotalSigningCount integer

The total signing count

Total appendix count
TotalAppendixCount integer

The total appendix count

Declare document as record

Declares a document in WorkPoint as a record

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Absolute site URL
siteUrl True string

The absolute url of the site where the document belongs to (the value must be UrlEncoded)

Absolute document URL
documentUrl True string

The absolute url of the document to declare (the value must be UrlEncoded)

Executes an action on a business module entity

this action can be used to execute a configured action on a business module entity.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
bmId True uuid

The ID of the business module

Action
actionId True uuid

The id of the action to run

Entity
entityId True integer

The id of the entity in the business module

Returns

response
uuid

Generates a xwsse header to use for digital signature

This action generates a xwsse header to use for digital signature

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

User name
UserName string

User name

Password
Password string

Password

Returns

response
string

Get entity

This action gets an entity from WorkPoint

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Returns

The outputs of this operation are dynamic.

Get item

Gets a list item in an entity site list

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity on which entity site the list is found

Entity site list
listWebRelativeUrl True string

The the web relative URL of the list on the entity site

List item ID
listItemId True integer

The ID of the list item to get

Returns

The outputs of this operation are dynamic.

Get next sequence number

Gets the next sequence number for the specified sequence id

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Id
id True integer

The id of the sequence

Business Module Id
bmId uuid

The id of the business module

Entity Id
entityId integer

The id of the entity

Returns

response
string

Gets a business module

Gets a business module by id within the WorkPoint 365 solution

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business Module
id True string

The ID of the Business Module

Returns

Gets a parameter for PowerApp or Flow integration

Gets a parameter for PowerApp or Flow integration

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Parameter object identifier
identifier True string

The identifier of the parameter

Returns

Parameter used by Power App and Flow

Gets all business modules

Gets all business modules within the WorkPoint 365 solution

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Returns

Gets DateTimeOffset.UtcNow converted to Unix time milliseconds

This action takes a DateTimeOffset.UtcNow and converts it to Unix time in milliseconds

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Returns

response
integer

Grants application permission full control to selected site

Grants application permission full control to selected site.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Site Url
siteUrl True string

The Url of the site to grant permissions for

Returns

response
boolean

Lock entity

This action can be used to lock the selected entity.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Lock type
lockType True string

which type of lock to place

Callback Url
callbackUrl string

Callback url to be triggered on operation completion.

Returns

Move entity (Action management)

this action can be used to move an entity

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Target business module
BusinessModuleId uuid

Which Business Module to move the entity to

Target stage
StageId string

Returns

Moves an entity

This action moves an entity.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business Module
businessModuleId True uuid

The ID of the business module

Source Entity
sourceEntityId True integer

The source entity ID

Source entity list ID
SourceEntityListID uuid

The source entity list identifier.

Source entity ID
SourceEntityID integer

The source entity identifier.

Target entity list ID
TargetEntityListID uuid

The target entity list identifier.

Target entity content type ID
TargetEntityContentTypeID string

The target entity content type identifier.

Validate only
ValidateOnly boolean

Gets or sets a value indicating whether [validate only].

Include progress log in result
IncludeProgressLogInResult boolean

Gets or sets a value indicating whether [include progress log in result].

Run as job
RunAsJob boolean

Gets or sets a value indicating whether [run as job].

Returns

response
uuid

Queue site creation job

This action queues a site creation job

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

BusinessModuleId
BusinessModuleId uuid
EntityId
EntityId integer
SiteUrl
SiteUrl string
CallbackUrl
CallbackUrl string
CallbackContent
CallbackContent object
CallbackHeaders
CallbackHeaders object

Returns

response
boolean

Register site collection

Register a site collection to be used by WorkPoint for multi site collection

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Server relative URL
ServerRelativeUrl string

Gets or sets the relative url of the site collection fx /sites/workpoint_0

Assigned business module ID
AssignedToBusinessModuleId uuid

Gets or sets the id of the business module

Site collection type
SiteCollectionType string

Gets or sets the use of the site collection. Can be Bucket or Entity (one-site per site collection)

Returns

response
boolean

Send e-mail

The action can be used to send e-mails.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

To
To object
CC
CC object
BCC
BCC object
Subject
Subject string
Body
Body string

Returns

response
boolean

Set default view

An action that can be used to change the default view.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

View URL (server relative)
ServerRelativeViewUrl string
List URL (web relative)
WebRelativeListUrl string

Returns

response
boolean

Toggle entity as favorite

This action can be used to toggle an entity as favorite

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Mark as favorite
MarkAsFavorite boolean

Mark or unmark as favorite

Users
UserLoginNames array of string

Login names of users to apply favorite marking for.

Returns

response
boolean

Unarchive team

The action is used to unarchive a team associated with a WorkPoint entity which was previously archived.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Callback Url
callbackUrl string

Callback url to be triggered on operation completion.

Returns

Undeclare document as record

Undeclares a document in WorkPoint as a record

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Absolute site URL
siteUrl True string

The absolute url of the site where the document belongs to (the value must be UrlEncoded)

Absolute document URL
documentUrl True string

The absolute url of the document to undeclare (the value must be UrlEncoded)

Unlock entity

This action can be used to unlock the selected entity.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Lock type
lockType True string

The type of lock

Callback Url
callbackUrl string

Callback url to be triggered on operation completion.

Returns

Update a notification status

This action uppdates the status of a notification in WorkPoint

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Item Id
itemId True integer

List item id of the notification to update

Status
status True string

Status to set for the notification - the status can be 'Unread', 'Action required' or 'Completed'.

Returns

response
boolean

Update entity

Action to update an entity.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity

Fields
data True dynamic

Configure fields of the selected entity

Returns

The outputs of this operation are dynamic.

Update item

Action to update a list item.

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Business module
businessModuleId True uuid

The ID of the business module

Entity
entityId True integer

The ID of the business module entity on which entity site the list is found

List
listWebRelativeUrl True string

The the web relative url of the list on the entity site

Item ID
listItemId True integer

The ID of the list item to update

Content type
contentType True string

The content type of the list item

body
body True dynamic

Returns

The outputs of this operation are dynamic.

Triggers

Triggers when a WorkPoint event occurs

Creates a WorkPoint webhook

Triggers when a WorkPoint event occurs

Creates a WorkPoint webhook

Parameters

Name Key Required Type Description
WorkPoint365 URL
WorkPoint365Url True string

SharePoint site with WorkPoint365 installed

Description
Description string

Web hook description

Business Module Id
BusinessModuleId True uuid

Business module id attached to web hook

Trigger Id
WorkPointTrigger True uuid

Trigger id attached to web hook

Returns

Definitions

WorkPoint365.WebAPI.Model.MoveEntityResult

Name Path Type Description
Ok
Ok boolean

Gets or sets a value indicating whether this {WorkPoint365.WebAPI.Model.MoveEntityResult} is ok.

Errors
Errors array of string

Gets or sets the errors.

Warnings
Warnings array of string

Gets or sets the warnings.

ProgressLog
ProgressLog string

Gets or sets the progress log.

WorkPoint365.WebAPI.Model.ProcessContextItemOutPutViewModel

Name Path Type Description
WebUrl
WebUrl string
List
List string
ID
ID integer
Title
Title string

WorkPoint365.WebAPI.Model.BusinessModuleOnline

Name Path Type Description
Title
Title string

The title of the business module

ListUrl
ListUrl string

The relative url of the business module list in SharePoint

EntityName
EntityName string

The name of a single entity (typical a singular expression)

Template
Template integer

The business module template

Category
Category integer

The category used to set entity move behaviour. It is only possible to move entities of same category across business modules

Parent
Parent uuid

The parent business module

ParentRelationName
ParentRelationName string

The parent field name

SitesEnabled
SitesEnabled boolean

The value indicating whether sites are enabled

IconUrl
IconUrl string

The business module icon url

EnableEMMIntegration
EnableEMMIntegration boolean

The value indicating if EMM is enabled

Id
Id uuid

The business module identifier

MasterSiteSettings
MasterSiteSettings WorkPoint365.WebAPI.Model.MasterSiteSettings
FieldMappingsSettings
FieldMappingsSettings WorkPoint365.WebAPI.Model.FieldMappingsSettings

The FieldMappingsSettings class

ClientSettings
ClientSettings WorkPoint365.WebAPI.Model.ClientSettings

WorkPoint365.WebAPI.Model.MasterSiteSettings

Name Path Type Description
Enabled
Enabled boolean

The value indicating whether master site is enabled

MasterSiteUrl
MasterSiteUrl string

The master site URL

ReplicateLists
ReplicateLists boolean

The value indicating whether lists are replicated

ReplicateAppParts
ReplicateAppParts boolean

The value indicating whether web parts are replicated

ReplicateFeatures
ReplicateFeatures boolean

The value indicating whether SharePoint features are replicated

WorkPoint365.WebAPI.Model.FieldMappingsSettings

The FieldMappingsSettings class

Name Path Type Description
ActiveSettings
ActiveSettings WorkPoint365.WebAPI.Model.ActiveSettings

The Active settings class

CommonFieldMappingsSettings
CommonFieldMappingsSettings WorkPoint365.WebAPI.Model.CommonFieldMappingsSettings

The CommonFieldMappingsSettings class

MyEntitiesFieldNames
MyEntitiesFieldNames array of string

The my entities field names.

CurrentUserMappingField
CurrentUserMappingField string

The current user mapping field.

AddressField
AddressField string

The address field.

CityField
CityField string

The city field.

ZipcodeField
ZipcodeField string

The zipcode field.

CountryField
CountryField string

The country field.

PhoneFieldNames
PhoneFieldNames array of string

The phone field names.

EmailFieldNames
EmailFieldNames array of string

The email field names.

UrlFieldNames
UrlFieldNames array of string

The URL field names.

WorkPoint365.WebAPI.Model.ClientSettings

Name Path Type Description
CachingDisabled
CachingDisabled boolean

The value indicating whether caching is disabled

FieldsInSearchResult
FieldsInSearchResult array of string

The fields in search result.

SearchableFields
SearchableFields array of WorkPoint365.WebAPI.Model.ClientSettings.SearchableField

The collection of searchable fields.

AdvancedSearchableFields
AdvancedSearchableFields array of WorkPoint365.WebAPI.Model.ClientSettings.SearchableField

The collection of advanced searchable fields.

MobileFields
MobileFields array of WorkPoint365.WebAPI.Model.ClientSettings.MobileField

The collections of the mobile fields.

CommonFieldNames
CommonFieldNames array of WorkPoint365.WebAPI.Model.ClientSettings.CommonFieldName

The collection of common field names.

FieldsInFavoriteName
FieldsInFavoriteName array of string

The name of the fields in favorite.

WorkPoint365.WebAPI.Model.ActiveSettings

The Active settings class

Name Path Type Description
FieldName
FieldName string

The name of the field.

ActiveValues
ActiveValues array of string

The active values.

WorkPoint365.WebAPI.Model.CommonFieldMappingsSettings

The CommonFieldMappingsSettings class

Name Path Type Description
Mappings
Mappings array of WorkPoint365.WebAPI.Model.CommonFieldMapping

WorkPoint365.WebAPI.Model.ClientSettings.SearchableField

Name Path Type Description
InternalName
InternalName string

The internal field name

Title
Title string

The field title

Operator
Operator string

The operator.

CommonName
CommonName string

The common name

WorkPoint365.WebAPI.Model.ClientSettings.MobileField

Name Path Type Description
InternalName
InternalName string

The internal field name

Title
Title string

The field title

MobileFieldVisibility
MobileFieldVisibility string

The mobile field visibility

WorkPoint365.WebAPI.Model.ClientSettings.CommonFieldName

Name Path Type Description
InternalName
InternalName string

The internal field name

CommonName
CommonName string

The common field name

WorkPoint365.WebAPI.Model.CommonFieldMapping

The CommonFieldMapping class

Name Path Type Description
CommonFieldName
CommonFieldName string

The common field name

MappedFieldName
MappedFieldName string

The mapped field name

WorkPoint365.WebAPI.Model.ProcessContextItemOutPutViewModel.WorkPoint365.WebAPI.Model.SerializableException.ResultEventReference

Name Path Type Description
Reference
Reference WorkPoint365.WebAPI.Model.ProcessContextItemOutPutViewModel
Event
Event WorkPoint365.WebAPI.Model.SerializableException

WorkPoint365.WebAPI.Model.ProcessContextItemOutPutViewModel.System.String.ResultEventReference

Name Path Type Description
Reference
Reference WorkPoint365.WebAPI.Model.ProcessContextItemOutPutViewModel
Event
Event string

WorkPoint365.WebAPI.Model.SerializableException

Name Path Type Description
TimeStamp
TimeStamp date-time
Message
Message string
StackTrace
StackTrace string
InnerException
InnerException object
ExceptionType
ExceptionType string
ExceptionMessage
ExceptionMessage string
ExceptionData
ExceptionData object

WorkPoint365.WebAPI.Model.ProcessContextItemOutPutResult

Name Path Type Description
Result
Result array of WorkPoint365.WebAPI.Model.ProcessContextItemOutPutViewModel
Errors
Errors array of WorkPoint365.WebAPI.Model.ProcessContextItemOutPutViewModel.WorkPoint365.WebAPI.Model.SerializableException.ResultEventReference
Warnings
Warnings array of WorkPoint365.WebAPI.Model.ProcessContextItemOutPutViewModel.System.String.ResultEventReference
SignalRIdentifier
SignalRIdentifier string
SignalRUrl
SignalRUrl string

WorkPoint365.WebAPI.Model.Document.DigitalSignatureAddDocumentToTransactionReturnValue

Return value for for the method DigitalSignatureAddDocumentToTransaction.

Name Path Type Description
PdfUrl
PdfUrl string

Pdf url

PdfServerRelativeUrl
PdfServerRelativeUrl string

Pdf server releative url

Errors
Errors array of WorkPoint365.WebAPI.Model.Document.DigitalSignatureError

A collection of errors

WorkPoint365.WebAPI.Model.Document.DigitalSignatureError

Error for digital signature.

Name Path Type Description
ErrorType
ErrorType string

Error type

Text
Text string

Text

WorkPoint365.WebAPI.Model.MailMergeHtmlResult

Name Path Type Description
Html
Html string

Gets or sets the HTML.

Subject
Subject string

Gets or sets the Subject.

ErrorMessages
ErrorMessages array of string

Gets or sets the error messages.

Ok
Ok boolean

Gets a value indicating whether this {WorkPoint365.WebAPI.Model.MailMergeHtmlResult} is ok.

WorkPoint365.WebAPI.Model.MailMergeDocumentResult

Name Path Type Description
Html
Html string

Gets or sets the HTML.

Bytes
Bytes byte

Gets or sets the Bytes.

FileName
FileName string

Gets or sets the FileName.

Subject
Subject string

Gets or sets the Subject.

ErrorMessages
ErrorMessages array of string

Gets or sets the error messages.

Ok
Ok boolean

Gets a value indicating whether this {WorkPoint365.WebAPI.Model.MailMergeDocumentResult} is ok.

WorkPoint365.WebAPI.Model.PowerAppAndFlowParameter

Parameter used by Power App and Flow

Name Path Type Description
Entity
Entity WorkPoint365.WebAPI.Model.PowerAppAndFlowParameter.EntityInfo

Entity information

Library
Library WorkPoint365.WebAPI.Model.PowerAppAndFlowParameter.LibraryInfo

Library information

Documents
Documents array of WorkPoint365.WebAPI.Model.PowerAppAndFlowParameter.DocumentInfo

List of documents

Properties
Properties object

Dictionary containing property names with corresponding values

WorkPoint365.WebAPI.Model.PowerAppAndFlowParameter.EntityInfo

Entity information

Name Path Type Description
ListId
ListId uuid

Entity list id

ListItemId
ListItemId integer

Entity list item id

Title
Title string

Entity title

ServerRelativeUrl
ServerRelativeUrl string

Entity server relative url

Properties
Properties object

Dictionary containing property names with corresponding values

WorkPoint365.WebAPI.Model.PowerAppAndFlowParameter.LibraryInfo

Library information

Name Path Type Description
Id
Id uuid

The id of the library

ServerRelativeUrl
ServerRelativeUrl string

Library server relative url

Name
Name string

Library name

WorkPoint365.WebAPI.Model.PowerAppAndFlowParameter.DocumentInfo

Document information

Name Path Type Description
Id
Id integer

Document id

Name
Name string

Document name

ServerRelativeUrl
ServerRelativeUrl string

Document server relative url

WebRelativeUrl
WebRelativeUrl string

Document web relative url

Properties
Properties object

Dictionary containing property names with corresponding values

string

This is the basic data type 'string'.

object

This is the type 'object'.

uuid

integer

This is the basic data type 'integer'.

boolean

This is the basic data type 'boolean'.