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3E Events

3E is a SaaS practice and financial management platform that connects all critical areas of a law firm to streamline tasks and provide timely information

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 Elite Support
URL https://elite.com/support
Connector Metadata
Publisher Elite
Website https://www.elite.com/products/3e
Privacy policy https://elite.com/privacy-statement
Categories Productivity;Business Management

Prerequisites

3E is a market leading law firm management, productivity, and financial solution. As such, its activity drives and responds to multiple external solutions. The 3E Events connector enables customers to extend 3E’s capabilities by creating event-based integrations, resulting in more interactive, immersive, responsive integrations with 3E’s ecosystem of external solutions.

The 3E Events connector subscribes to 3E Events configured within the 3E solution, including preconfigured events that external solutions commonly act on, such as client, matter, timekeeper updates, and a 3E template (invoice) generation event. Customer can configure additional events.

More detailed information on how to use the 3E Events connector is available to 3E customers on the Elite Knowledge Base (KB). To access the KB, go to https://customerportal.elite.com and select the ‘Knowledge Base’ option. The article is ‘E-19391 - How to Configure and Subscribe to 3E Events’.

Creating a connection

The connector supports the following authentication types:

Development (For Elite use only) For non-production Elite environments. All regions Not shareable
Preview Preview. All regions Not shareable
Production Production. All regions Not shareable
Default [DEPRECATED] This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility. All regions Not shareable

Development (For Elite use only)

Auth ID: aadNonprod

Applicable: All regions

For non-production Elite environments.

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
Host string The APIM host domain. True
3E Instance ID string ID of the 3E instance. True
Tenant ID string Tenant ID of your Azure Active Directory application. True
Client ID string Client (or Application) ID of your Azure Active Directory application. True
Client Secret securestring Client secret of your Azure Active Directory application. True
Scopes string Please enter the scopes. True
Notes string Notes for connection.

Preview

Auth ID: aadPreview

Applicable: All regions

Preview.

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
3E Instance ID string ID of the 3E instance. True
Notes string Notes for connection.

Production

Auth ID: aadProd

Applicable: All regions

Production.

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
3E Instance ID string ID of the 3E instance. True
Notes string Notes for connection.

Default [DEPRECATED]

Applicable: All regions

This option is only for older connections without an explicit authentication type, and is only provided for backward compatibility.

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

Delete 3E Templates document

Notify the platform to delete all 3E Templates temporary files and complete the operation.

Download 3E Templates document

Download the 3E Templates generated document.

Get 3E Templates document metadata

Obtain the metadata associated with a 3E Templates document .

Delete 3E Templates document

Notify the platform to delete all 3E Templates temporary files and complete the operation.

Parameters

Name Key Required Type Description
Job ID
jobId True string

Enter ID of the job of generated document. Available in trigger data.

Returns

response
string

Download 3E Templates document

Download the 3E Templates generated document.

Parameters

Name Key Required Type Description
File ID
fileId True string

Enter ID of the file of generated document. Available in file metadata.

Returns

The content of the file.

File Content
binary

Get 3E Templates document metadata

Obtain the metadata associated with a 3E Templates document .

Parameters

Name Key Required Type Description
Job ID
jobId True string

Enter ID of the job of generated document. Available in trigger data.

Returns

Triggers

When a client is updated

This operation triggers a flow when a client is updated.

When a matter is updated

This operation triggers a flow when a matter is updated.

When a new 3E Templates document is generated

This operation triggers a flow when a new 3E Templates document is generated for a template that has been enabled in 3E’s Distribution Setup for 3rd party distribution.

When a new client is created

This operation triggers a flow when a new client is created.

When a new matter is created

This operation triggers a flow when a new matter is created.

When a payment is received

This operation triggers a flow when a payment is received.

When a timekeeper is updated

This operation triggers a flow when a timekeeper is updated.

When a trust receipt is received

This operation triggers a flow when a trust receipt is received.

When an attribute state is updated

This operation triggers a flow when an existed attribute state is updated.

When an object is created, updated deleted or read

This operation triggers a flow when an object is created, updated, deleted or read. Please, select the object name and state to subscribe to particular events

When workflow action is requested or completed

This operation triggers a flow when workflow action is requested or workflow action is done.

When a client is updated

This operation triggers a flow when a client is updated.

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

object
data.object data_object

DataObject Event Payload

When a matter is updated

This operation triggers a flow when a matter is updated.

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

object
data.object data_object

DataObject Event Payload

When a new 3E Templates document is generated

This operation triggers a flow when a new 3E Templates document is generated for a template that has been enabled in 3E’s Distribution Setup for 3rd party distribution.

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

Job ID
data.object.job_id string

The ID of the job for the generated document.

When a new client is created

This operation triggers a flow when a new client is created.

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

object
data.object data_object

DataObject Event Payload

When a new matter is created

This operation triggers a flow when a new matter is created.

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

object
data.object data_object

DataObject Event Payload

When a payment is received

This operation triggers a flow when a payment is received.

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

object
data.object data_object

DataObject Event Payload

When a timekeeper is updated

This operation triggers a flow when a timekeeper is updated.

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

object
data.object data_object

DataObject Event Payload

When a trust receipt is received

This operation triggers a flow when a trust receipt is received.

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

object
data.object data_object

DataObject Event Payload

When an attribute state is updated

This operation triggers a flow when an existed attribute state is updated.

Parameters

Name Key Required Type Description
Object
object True string

The ID of the object (Matter, Client, etc.).

Attribute
attribute True string

The ID of the attribute.

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

Item ID
data.object.item_id string

The ID attribute value of the DataObjectAttribute.

Data Object Event
data.object.data_object_event string

The 3E internal event type that fired the DataObjectAttribute event.

Object ID
data.object.object_id string

The unique object name

Object Attribute ID
data.object.object_attribute_id string

The Name of the attribute.

Process ID
data.object.process_id string

The ID of the process from which the event has been fired.

Original Value
data.object.original_value string

The value of the attribute before the event was generated.

Current Value
data.object.current_value string

The new value of the attribute.

User ID
data.object.user_id string

The ID of the user fired the DataObjectAttribute event.

Product
data.object.product string

The name of the product.

Timestamp
data.object.timestamp string

The date when the DataObjectAttribute was fired.

User Network Alias
data.object.user_network_alias string

The network alias of the user fired the DataObjectAttribute event.

User Email Address
data.object.user_email_address string

The email of the user fired the DataObjectAttribute event.

Enteprise User ID
data.object.enterprise_user_id string

The enterprise or federated user ID of the user fired the DataObjectAttribute event.

When an object is created, updated deleted or read

This operation triggers a flow when an object is created, updated, deleted or read. Please, select the object name and state to subscribe to particular events

Parameters

Name Key Required Type Description
Object
object True string

The ID of the object (Matter, Client, etc.).

State
state True string

The state of the object (Updated, Created, Deleted, Run).

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

object
data.object data_object

DataObject Event Payload

When workflow action is requested or completed

This operation triggers a flow when workflow action is requested or workflow action is done.

Parameters

Name Key Required Type Description
Code
code True string

code

Returns

Name Path Type Description
Tenant ID
tenant_id string

The ID of the tenant this notification belongs to.

Event Type
event_type string

The type of the event.

Event State
event_state string

The field describing the state of the event.

Event ID
event_id string

A unique event ID

Created At
created_at string

The timestamp of when the event was generated.

Object Type
data.object_type string

The type of the affected object for the triggered event.

Current User ID
data.object.current_user_id string

The ID of the current user in the workflow.

Current User Email
data.object.current_user_email string

The email of the current user in the workflow.

Product
data.object.product string

The name of the product.

Current Step State
data.object.current_step_state string

The state of the current workflow step.

Workflow Step Item ID
data.object.workflow_step_item_id string

The ID of the workflow step item.

Name
data.object.name string

The workflow name.

Description
data.object.description string

The workflow description.

Current Step
data.object.current_step string

The description of the current step.

Next Step
data.object.next_step string

The description of the next step.

URL
data.object.url string

The worflow dashboard Url.

Is Complete
data.object.is_complete boolean

A value indicating whether the process is completed.

Timestamp
data.object.timestamp string

The date when the WorkflowAction event was fired.

Workflow Step Index
data.object.wf_step_index integer

The index of the workflow step.

Next Step PI ID
data.object.next_step_pi_id string

The PI ID of the next step.

User ID
data.object.user_id string

The ID of the user fired the WorkflowAction event.

User Network Alias
data.object.user_network_alias string

The network alias of the user fired the WorkflowAction event.

User Email Address
data.object.user_email_address string

The email of the user fired the WorkflowAction event.

Enteprise User ID
data.object.enterprise_user_id string

The enterprise or federated user ID of the user fired the WorkflowAction event.

Definitions

tracked_attribute

Name Path Type Description
Attribute Key
attribute_key string

The ID of the attribute.

Original Value
original_value string

The value of the attribute before the event was generated.

Current Value
current_value string

The new value of the attribute.

data_object

DataObject Event Payload

Name Path Type Description
Item ID
item_id string

The ID attribute value of the DataObject.

Data Object Event
data_object_event string

The 3E internal event type that fired the DataObject event.

Object ID
object_id string

The unique DataObject name

Process ID
process_id string

The ID of the process from which the event has been fired.

Key Attribute Value
key_attribute_value string

The value of the key attribute.

Alias Attribute Value
alias_attribute_value string

The value of the alias attribute.

tracked_attributes
tracked_attributes array of tracked_attribute

The collection of attributes that are supposed to be tracked.

User ID
user_id string

The ID of the user fired the DataObject event.

Product
product string

The name of the product.

Timestamp
timestamp string

The date when the DataObject was fired.

User Network Alias
user_network_alias string

The network alias of the user fired the DataObject event.

User Email Address
user_email_address string

The email of the user fired the DataObject event.

Enteprise User ID
enterprise_user_id string

The enterprise or federated user ID of the user fired the DataObject event.

fileMetadataModel

Name Path Type Description
FileID
fileId string

The ID of the generated file.

FileName
fileName string

The name of the generated file.

BatchId
batchId string

The ID of a batch if file is a part of a batch.

BatchSize
batchSize string

The size of a batch if file is a part of a batch.

BatchOrdinal
batchOrdinal string

The ordinal of a file in a batch if file is a part of a batch.

Data
data string

The metadata of a file.

CopyFileId
copyFileId string

The ID of a copy of generated file.

CopyFileName
copyFileName string

The name of a copy of generated file.

CopyData
copyData string

The metadata of a copy of a file.

string

This is the basic data type 'string'.

binary

This is the basic data type 'binary'.