Smarter Drafter (Preview)
Smarter Drafter connector enables seamless integration between Smarter Drafter and your workflows, allowing you to automate document generation and streamline your processes. More information at https://developers.smarterdrafter.com/reference/power-automate
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) |
| Contact | |
|---|---|
| Name | Smarter Drafter Support |
| URL | https://smarterdrafter.com.au/contact-us |
| [email protected] |
| Connector Metadata | |
|---|---|
| Publisher | Tensis Group |
| Website | https://smarterdrafter.com.au |
| Privacy policy | https://smarterdrafter.com.au/legal |
| Categories | Productivity;Content and Files |
Smarter Drafter Power Automate Connector
Smarter Drafter connector enables seamless integration between Smarter Drafter and your Power Automate workflows, allowing you to automate document generation and streamline your processes. More information at Smarter Drafter for Power Automate
Setup
An account in the Smarter Drafter Pro platform is required, followed by the creation of an API Key. More information at Smarter Drafter Developer Portal
Getting Started
- Install the Connector
Import the Smarter Drafter connector into your Power Automate environment.
- Authentication
Configure authentication using your Smarter Drafter API Key.
- Create a Flow
Add Smarter Drafter actions or triggers to your Power Automate flows.
Available Actions
Create Submission: This function accepts submission details in the request body, creates a new submission, and queues documents for generation. It returns the unique identifier of the created submission.
Get Submission: Returns the details of a specific submission identified by its unique ID. If the submission is not found, a 404 Not Found response is returned.
Get Fields by Form: Returns all fields associated with the specified form ID.
Download Document: Returns the generated document.
Update Submission Answer: Updates the answer for a specific field in a submission. Supports updating file-type fields using form data.
Submit submission and queue documents for generations: Submits the specified submission and queues the associated documents for generation. Additional metadata, such as user agent and remote address, is captured.
Requirements
A Smarter Drafter Pro account with API access
An API key created in Smarter Drafter Pro
Power Automate license
Support
For help or feedback, contact [email protected].
© 2025 Smarter Drafter. All rights reserved.
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 |
|---|---|---|---|
| Smarter Drafter API Key | securestring | You Smarter Drafter API key | True |
| Host URL | string | Root host url (Example: api.rulestar.com). If not specified, host url will be defaulted to api.rulestar.com | True |
| API Version | string | API version (Example: v1). If not specified, API version will be defaulted to v1 |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Create Submission |
Creates a submission in Smarter Drafter Pro |
| Download Document |
Download a single document generated for the specified submission |
| Get Fields by Form |
Get all fields associated to the specified form |
| Get Submission |
Retrieves the details of a specific submission, including its status, answers, and generated documents. |
| Submit submission and queue documents for generation |
Submits the specified submission and queues the associated documents for generation. Additional metadata such as user agent and remote address are captured. |
| Update Submission Answer |
Update submission answer including accepting file upload |
Create Submission
Creates a submission in Smarter Drafter Pro
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Submission Name
|
name | True | string |
Name of the submission |
|
Form ID
|
formId | True | integer |
The ID of the form |
|
User email address
|
userEmailAddress | True | string |
Email address of the owner of the submission |
|
groupIds
|
groupIds | array of integer |
groupIds |
|
|
iManage folder path
|
iManageFolderPath | string |
The iManage folder path where the generated documents will be uploaded to. e.g 'libraries/DEV/folders/DEV!171/documents' |
|
|
Local Time
|
submissionLocalTime | date-time |
The local submission time zone information for correct evaluation of datetime expressions |
|
|
The field reference
|
ref | string |
The field reference containing the repeat number when inside repeatable section |
|
|
Answer value
|
answer | string |
Answer, see formats accepted by field type: - Address = 'address = [ADDRESS LINE 1]\ncity = [CITY]\nstate = [STATE]\nzip = [POSTCODE]\ncountry = [COUNTRY]' - DateTime = 'yyyy-MM-dd HH:mm' - Name = 'first = [GIVEN NAME(S)]\nlast = [SURNAME]' - Email = '[email protected]' - Id - ABN = '12 234 678 901' - ACN = '123 456 789' - US EIN = '12-3456789' - US SSN = '123-45-6789' - GB CRN = 'AB123456' - Number and Currency = '123456789' - Phone = '(123) 456-7890' |
|
|
Answer ref
|
answerRef | string |
The option reference. This is required when option field is used: - Checkbox = Multiple selection must be joined by semicolon ';' e.g. '123;1234;12345' - Radio or Select = '12345' |
|
|
Use placeholder
|
usePlaceholder | boolean |
Indicates whether to use a placeholder. |
|
|
Currency code
|
currencyCode | string |
Currency Code when a field is type Currency |
|
|
Is test submission
|
isTest | boolean |
Indicates whether the submission is a test |
|
|
Is draft submission
|
isDraft | boolean |
Indicates whether or not the submission is in draft state a.k.a saved status |
|
|
The matter number
|
matterNumber | string |
The matter number to be associated to the submission |
|
|
The integration source
|
integrationSource | string |
The integration source used in conjunction with MatterNumber. Possible values are "clio", "leap", "actionstep", "smokeball" or "unity" |
|
|
Should upload to indicated matter number
|
uploadDocumentsToMatter | boolean |
Indicates whether to upload the generated document to the indicated matter number and source. |
|
|
NetDocuments destination
|
netDocumentsDestination | string |
The NetDocuments destination where the generated documents will be uploaded to. e.g. '3462-8536-1690' |
Returns
The Id of the submission created
- Submission Id
- string
Download Document
Download a single document generated for the specified submission
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Submission Id
|
SubmissionId | True | string |
The ID of the submission |
|
File name
|
FileName | True | string |
The name of the file to download |
Returns
The content of the file to be downloaded
- File content
- binary
Get Fields by Form
Get all fields associated to the specified form
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Form Id
|
FormId | True | string |
The Id of the form to retrieve fields from |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Fields
|
array of object |
The fields associated with the specified form |
|
|
Field ID
|
id | integer |
The ID of the field |
|
Field label
|
label | string |
The label of the field |
|
Field label in parent
|
labelInParent | string |
The label of the field in the parent form |
|
Hide label
|
hideLabel | boolean |
Indicates whether the field label should be hidden |
|
Form ID
|
formId | integer |
The ID of the form the field belongs to |
|
Section ID
|
sectionId | integer |
The ID of the section the field belongs to |
|
Field description
|
description | string |
The description of the field |
|
Field description in parent
|
descriptionInParent | string |
The description of the field in the parent form |
|
Field type
|
type | string |
The type of the field. Possible values are: address, checkbox, currency, datetime, email, file, id, name, number, phone, radio, richtext, section, select, text, textarea and matter |
|
Required field
|
required | boolean |
Indicates whether the field is required |
|
Required field in parent
|
requiredInParent | boolean |
Indicates whether the field is required in the parent form |
|
Hidden field
|
hidden | boolean |
Indicates whether the field is hidden |
|
Hidden field in parent
|
hiddenInParent | boolean |
Indicates whether the field is hidden in the parent form |
|
Read-only field
|
readOnly | boolean |
Indicates whether the field is read-only |
|
Read-only field in parent
|
readOnlyInParent | boolean |
Indicates whether the field is read-only in the parent form |
|
Sort order
|
sort | integer |
The order in which the field appears in the form |
|
Calculation
|
calculation | string |
The calculation to be performed on the field |
|
Default value
|
defaultValue | string |
The default value of the field |
|
Default value in parent
|
defaultValueInParent | string |
The default value of the field in the parent form |
|
Disable default value
|
disableDefaultValue | boolean |
Indicates whether the default value should be disabled |
|
Multiline
|
multiline | boolean |
Indicates whether the field should support multiple lines |
|
Section break
|
sectionBreak | boolean |
Indicates whether the section appears in a new page |
|
Section heading
|
sectionHeading | string |
The heading of the section |
|
Section heading in parent
|
sectionHeadingInParent | string |
The heading of the section in the parent form |
|
Field text
|
text | string |
The text of the field whe textarea or richtext |
|
Field text in parent
|
textInParent | string |
The text of the field in the parent form when textarea or richtext |
|
Field format
|
format | string |
The format of the field |
|
Format prefix
|
formatPrefix | string |
The prefix to use for the field format |
|
Time format
|
timeFormat | string |
The format to use for time fields |
|
dateUnit
|
dateUnit | integer |
The unit of time for date fields. Possible values are: 1 = Minutes 2 = Hours 3 = Days 4 = Months 5 = Years |
|
Minimum value
|
minValue | integer |
The minimum value for the field |
|
Maximum value
|
maxValue | integer |
The maximum value for the field |
|
Decimals
|
decimals | integer |
The number of decimal places for the field |
|
Logic definition
|
logicDefinition | string |
The logic definition for the field |
|
Reference
|
ref | string |
The reference for the field |
|
Ignore error checking
|
ignoreErrorChecking | boolean |
Indicates whether to ignore error checking for the field |
|
Entity map type
|
entityMapType | string |
The entity map type for the field. Possible values are: 1 = Type 1 = MinValue 2 = Address 3 = Email 4 = Phone 5 = Fax 10 = FullName 11 = BirthDate 12 = FirstName 13 = Surname 14 = Gender 15 = Title 20 = IsAusCompany 21 = CompanyName 22 = CompanyAcn 23 = CompanyNumber 30 = IsTrustee 31 = TrustName 32 = TrustHasNumber 33 = TrustAbn 101 = UserFullName 102 = UserFirstName 103 = UserSurname 104 = UserInitials 105 = UserCorrespondenceName 106 = UserPosition 107 = UserPractisingCertificateNumber 108 = UserDirectEmail 109 = UserDirectPhone 110 = UserServiceEmail 111 = UserOfficeAddress |
|
Repeatable
|
repeatable | boolean |
Indicates whether the field is repeatable |
|
Minimum repeats
|
minRepeats | integer |
The minimum number of repeats for the field |
|
Maximum repeats
|
maxRepeats | integer |
The maximum number of repeats for the field |
|
Minimum repeats reference
|
minRepeatsRef | string |
The reference for the minimum repeats |
|
Maximum repeats reference
|
maxRepeatsRef | string |
The reference for the maximum repeats |
|
Repeat number
|
repeat | integer |
The number of times the field should be repeated |
|
Repeat count
|
repeatCount | integer |
The current repeat count of the field |
|
Enable RTF
|
enableRtf | boolean |
Indicates whether RTF (Rich Text Format) is enabled for the field |
|
Lower boundary reference
|
lowerBoundaryRef | string |
The reference for the lower boundary |
|
Upper boundary reference
|
upperBoundaryRef | string |
The reference for the upper boundary |
|
File use as
|
fileUseAs | integer |
The file use as for the field. Possible values are: 1 = MergedImage 2 = Attachment |
|
Retail pre-fill
|
retailPrefill | boolean |
Indicates whether retail pre-fill is enabled for the field |
|
Hide in retail
|
hideInRetail | boolean |
Indicates whether the field is hidden in the retail view |
|
Created at
|
createdAt | string |
The creation date of the field |
|
Alias
|
alias | string |
The alias for the field |
|
Role ID
|
roleId | integer |
The role ID for the field |
|
Section block form id
|
globalFormId | integer |
The section block form ID for the field |
|
options
|
options | array of object |
Options for the field |
|
Option ID
|
options.id | integer |
The ID of the option |
|
Field ID
|
options.fieldId | integer |
The ID of the field |
|
Option label
|
options.label | string |
The label for the option |
|
Label in parent
|
options.labelInParent | string |
The label for the option in the parent context |
|
Value
|
options.value | string |
The value for the option |
|
Order
|
options.order | integer |
The order of the option |
|
Option reference
|
options.ref | string |
The reference for the option |
|
Logic definition
|
options.logicDefinition | string |
The logic definition for the option |
|
Is logic
|
options.isLogic | boolean |
Indicates whether the option is logic-based |
|
Is free text
|
options.isFreeText | boolean |
Indicates whether the option is free text |
|
Created at
|
options.createdAt | date-time |
The creation date of the option |
|
currencies
|
currencies | array of object |
Currencies |
|
Currency ID
|
currencies.id | integer |
The ID of the currency |
|
Field ID
|
currencies.fieldId | integer |
The ID of the field |
|
Code
|
currencies.code | string |
The code for the currency |
|
Symbol
|
currencies.symbol | string |
The symbol for the currency |
|
Decimals
|
currencies.decimals | integer |
The number of decimal places for the currency |
|
Format
|
currencies.format | string |
The format for the currency |
|
Default
|
currencies.default | boolean |
Indicates whether this is the default currency |
|
Order
|
currencies.order | integer |
The order of the currency |
Get Submission
Retrieves the details of a specific submission, including its status, answers, and generated documents.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Submission Id
|
SubmissionId | True | string |
The ID of the submission |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Submission ID
|
id | string |
The ID of the submission |
|
Submission name
|
name | string |
The name of the submission |
|
Form ID
|
formId | integer |
The ID of the form associated with the submission |
|
Intake form ID
|
intakeFormId | integer |
The ID of the intake form associated with the submission |
|
Current page
|
currentPage | integer |
The page where submission was last saved |
|
User ID
|
userId | integer |
The ID of the user associated with the submission. |
|
User first name
|
userFirstName | string |
The first name of the user who submitted the form |
|
User surname
|
userSurname | string |
The surname of the user who submitted the form |
|
User email address
|
userEmailAddress | string |
The email address of the user who submitted the form |
|
User phone number
|
userPhoneNumber | string |
The phone number of the user who submitted the form |
|
Intake user first name
|
intakeUserFirstName | string |
The first name of the intake user associated with the submission |
|
Intake user surname
|
intakeUserSurname | string |
The surname of the intake user associated with the submission |
|
Intake user email address
|
intakeUserEmailAddress | string |
The email address of the intake user associated with the submission |
|
Intake user phone number
|
intakeUserPhoneNumber | string |
The phone number of the intake user associated with the submission |
|
Is retail submission
|
isRetail | boolean |
Indicates whether the submission is for retail purposes |
|
Is legacy submission
|
isLegacy | boolean |
Is legacy submission [deprecated] |
|
Legacy submission ID
|
legacySubmissionId | integer |
Legacy submission ID [deprecated] |
|
Company ID
|
companyId | integer |
The ID of the company associated with the submission |
|
Generates only PDF file
|
sendPdfOnly | boolean |
A value indicating whether to send only the PDF of the submission |
|
Resume URL
|
resumeUrl | string |
The URL to resume the submission. This is used when the submission is in draft state and needs to be resumed later. |
|
Submission status
|
status | integer |
The status of the submission. Possible values are: 0 = Invalid 1 = Started 2 = Saved 3 = Submitted 4 = Generated 5 = Pending 6 = Failed 7 = EditedInWord 8 = OutForSigning 9 = PartiallySigned 10 = SignerDeclined 11 = SigningComplete 12 = SigningVoided 13 = WithClient 14 = ClientComplete |
|
Error type
|
errorType | integer |
The error type of the submission, if any. Possible values are: 1 = Generic 2 = TemplateNotFound 3 = CrossReference |
|
Deleted at
|
deletedAt | date-time |
The date and time when the submission was deleted. |
|
Generated at
|
generatedAt | date-time |
The date and time when the submission documents was generated. |
|
Matter ID
|
matterId | integer |
The internal ID of the matter associated with the submission |
|
Parent ID
|
parentId | integer |
The ID of the parent submission, if any. This is used for submissions that are from an intake form |
|
Last updated date
|
lastUpdatedDate | date-time |
The date and time when the submission was last updated |
|
Last updated status
|
lastUpdatedStatus | integer |
The status of the submission when it was last updated. Possible values are: 0 = Invalid 1 = Started 2 = Saved 3 = Submitted 4 = Generated 5 = Pending 6 = Failed 7 = EditedInWord 8 = OutForSigning 9 = PartiallySigned 10 = SignerDeclined 11 = SigningComplete 12 = SigningVoided 13 = WithClient 14 = ClientComplete |
|
Last updated by ID
|
lastUpdatedById | integer |
The ID of the user who last updated the submission |
|
Public access
|
publicAccess | boolean |
Indicates whether the submission is accessible by all users with access to the form |
|
Form version
|
formVersion | integer |
The version of the form used for the submission |
|
Answers
|
answers | array of object |
The answers provided in the submission |
|
Answer value
|
answers.answer | string |
The answer value provided for the field |
|
Answer reference
|
answers.answerRef | string |
The reference ID for the answer |
|
Field reference
|
answers.fieldRef | string |
The reference ID for the field |
|
Use placeholder
|
answers.usePlaceholder | boolean |
Indicates whether to use a placeholder for the field |
|
Currency code
|
answers.currencyCode | string |
The currency code for the field, if applicable |
|
Files
|
answers.files | array of string |
The files associated with the answer |
|
Generated documents
|
generatedDocuments | array of object |
Generated documents when submission was submitted |
|
Document ID
|
generatedDocuments.id | integer |
ID of the generated document |
|
Filename
|
generatedDocuments.filename | string |
The name of the generated document |
|
URL
|
generatedDocuments.url | string |
The URL to access the generated document |
|
signable
|
generatedDocuments.signable | boolean |
Indicates whether the document can be sent for eSignatures |
Submit submission and queue documents for generation
Submits the specified submission and queues the associated documents for generation. Additional metadata such as user agent and remote address are captured.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Submission Id
|
SubmissionId | True | string |
The ID of the submission |
|
NetDocuments destination
|
netDocumentsDestination | string |
The NetDocuments destination where the generated documents will be uploaded to. |
|
|
iManage folder path
|
iManageFolderPath | string |
The iManage folder path where the generated documents will be uploaded to. |
Update Submission Answer
Update submission answer including accepting file upload
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Submission Id
|
SubmissionId | True | string |
The ID of the submission |
|
Field reference
|
FieldRef | True | string |
Field ref where the answer should be updated |
|
Answer value
|
answer | string |
The answer to be updated for the specified field |
|
|
Option reference
|
answerRef | string |
The reference for the answer for the option |
|
|
File
|
file | file |
The file to be uploaded for the answer |
Definitions
string
This is the basic data type 'string'.
binary
This is the basic data type 'binary'.