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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
Email 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

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'.