Xpertdoc (Preview)

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
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
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/

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

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

Name Type Description
Project URL string

The URL to your project.

API Key securestring

The API key for your user.

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Download Document

Downloads the document from an execution.

Execute Dynamics Flow

Execute a Smart Flow for a Dynamics 365 data set.

Get Documents

Get documents from a Smart Flow execution.

Download Document

Downloads the document from an execution.

Parameters

Name Key Required Type Description
Document
documentId string

Downloads the document from an execution.

Returns

Document Content
binary

Execute Dynamics Flow

Execute a Smart Flow for a Dynamics 365 data set.

Parameters

Name Key Required Type Description
Entity
entityId True string

Unique identifier of the entity you want to launch the Smart Flow from.

Flow
flowId True string

The Smart 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.

Returns

Get Documents

Get documents from a Smart Flow execution.

Parameters

Name Key Required Type Description
Execution
executionId string

Get documents from a Smart Flow execution.

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'.