Experlogix Smart Flows

Smart Flows provides business users with robust yet user-friendly features to simplify, optimize and automate business-critical document processes. From a single, intuitive platform, you are empowered to create simple or complex document templates, capture customer information and data, store and manage enterprise content, electronically sign documents, in batches or through automated flows, resulting in accelerated document processes, increased productivity and reduced dependence on IT.

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	Experlogix Support
URL	https://support.experlogix.com
Email	support@experlogix.com

Connector Metadata
Publisher	Experlogix
Website	https://www.experlogix.com
Privacy policy	https://www.experlogix.com/privacy-policy/
Categories	Communication;Productivity

Experlogix enables business users to simplify, optimize and automate consistent document generation processes, leveraging Microsoft Dynamics 365, Salesforce 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.

Prerequisites

You need to have access to an Experlogix 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.

Get started with your connector

If you want to trigger Smart Flows from your Power Automate connector, you can read our documentation here.

If you want to trigger the Power Platform from Smart Flows, you can read our documentation here.

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

Backup Package	Create a backup package.
Download Document	Downloads the document from an execution.
Execute Flow	Execute a Flow.
Export Package	Create an export package.
Get Documents	Get documents from a flow execution.
Get Execution Status	Get the status of an execution.
Import Package	Imports the package in the project.
Restore Package	Restores the package in the project.

Backup Package

Operation ID:

BackupPackage

Create a backup package.

Parameters

Name	Key	Required	Type	Description
Include History	includeHistory	True	boolean	Set to 'Yes' to to include history, 'No' otherwise.
Include History	00000000-0000-0000-0000-000000000000		boolean	Set to 'Yes' to to include history, 'No' otherwise.

Returns

Package Content

binary

Download Document

Operation ID:

DownloadDocument

Downloads the document from an execution.

Parameters

Name	Key	Required	Type	Description
Document	documentId	True	string	Unique identifier of the document to download.

Returns

Document Content

binary

Execute Flow

Operation ID:

ExecuteFlow

Execute a Flow.

Parameters

Name	Key	Required	Type	Description
req	req	True	dynamic

Returns

Body

FlowExecutionResponse

Export Package

Operation ID:

ExportPackage

Create an export package.

Parameters

Name	Key	Required	Type	Description
req	req	True	dynamic

Returns

Package Content

binary

Get Documents

Operation ID:

GetDocuments

Get documents from a flow execution.

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

Operation ID:

GetExecutionStatus

Get the status of an execution.

Parameters

Name	Key	Required	Type	Description
Execution	executionId	True	string	Unique identifier of the execution to get the execution status from.

Returns

Body

FlowExecutionResponse

Import Package

Operation ID:

ImportPackage

Imports the package in the project.

Parameters

Name	Key	Required	Type	Description
Package	package	True	file	The package to be imported.
Overwrite Existing	overwriteExisting	True	boolean	Determines whether to overwrite existing records.

Restore Package

Operation ID:

RestorePackage

Restores the package in the project.

Parameters

Name	Key	Required	Type	Description
Package	package	True	file	The package to be restored.

Definitions

FlowExecutionResponse

Name	Path	Type	Description
Execution	executionId	string	Execution unique identifier.
Message	message	string
Status	status	string
Flow Execution Pane URL	flowExecutionPanelUrl	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'.