airSlate (Preview)

Use airSlate to make MS Dynamics 365 workflows configurable in minutes without ever having to leave Dynamics. Automate routine tasks in airSlate by:

  • Generating documents pre-filled with Dynamics 365 data
  • Creating new client records based on data entered into a document’s fillable fields
  • Updating existing client records based on data entered into a document’s fillable fields
  • Saving e-signed documents to Dynamics 365
  • Conditional routing of document workflows to multiple recipients.

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
Flow Premium All Flow regions except the following:
     -   US Government (GCC)
PowerApps Premium All PowerApps regions except the following:
     -   US Government (GCC)

Creating a connection

To connect your account, you will need the following information:

Name Type Description
password securestring

The password for this api

username securestring

The username for this api

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Create new slate

Generate a new slate for editing or signing from the flow in your airSlate organization

Send Slate

Send a slate with documents and forms by email

Create new slate

Generate a new slate for editing or signing from the flow in your airSlate organization

Parameters

Name Key Required Type Description
Organization
Organization-Domain True string

Select an airSlate organization where you will save and manage the new slate

Flow
slateId True string

Select the flow to generate a slate from

fields
fields dynamic

Select an airSlate organization where you will save and manage the new slate

Returns

Name Path Type Description
Packet id
data.id string

Packet id

Send Slate

Send a slate with documents and forms by email

Parameters

Name Key Required Type Description
Organization
Organization-Domain True string

Select an airSlate organization where you will save and manage the new slate

Flow
slateId True string

Select the flow to send a slate from

Slate ID
packetId True string

Select the Slate ID as a custom value from the Create new slate step or copy and paste the ID from airSlate

Recipient email
email True string

Recipient email

Returns

Name Path Type Description
data
data array of object

data

created_at
data.attributes.created_at string

created_at

email
data.attributes.email string

email

updated_at
data.attributes.updated_at string

updated_at

user_id
data.attributes.user_id string

user_id

id
data.id string

id

type
data.type string

type

first
links.first string

first

last
links.last string

last

next
links.next string

next

prev
links.prev string

prev

self
links.self string

self

CAN USE
meta.access_level.CAN USE boolean

CAN USE

CAN_EDIT
meta.access_level.CAN_EDIT boolean

CAN_EDIT

CAN_FILL
meta.access_level.CAN_FILL boolean

CAN_FILL

CAN_READ
meta.access_level.CAN_READ boolean

CAN_READ

CAN_SHARE
meta.access_level.CAN_SHARE boolean

CAN_SHARE

IS_OWNER
meta.access_level.IS_OWNER boolean

IS_OWNER

READ_ONLY
meta.access_level.READ_ONLY boolean

READ_ONLY

current_page
meta.current_page integer

current_page

from
meta.from integer

from

last_page
meta.last_page integer

last_page

path
meta.path string

path

per_page
meta.per_page integer

per_page

to
meta.to integer

to

total
meta.total integer

total