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Experlogix Smart Flows

  • Reference

Smart Flows provides business users with robust yet user-friendly features to simplify, optimize and automate business-critical document processes. From a single, intuitive platform, you are empowered to create simple or complex document templates, capture customer information and data, store and manage enterprise content, electronically sign documents, in batches or through automated flows, resulting in accelerated document processes, increased productivity and reduced dependence on IT.

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 Experlogix Support
URL https://support.experlogix.com
Email [email protected]
Connector Metadata
Publisher Experlogix
Website https://www.experlogix.com
Privacy policy https://www.experlogix.com/privacy-policy/
Categories Communication;Productivity

Experlogix enables business users to simplify, optimize and automate consistent document generation processes, leveraging Microsoft Dynamics 365, Salesforce 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.

Prerequisites

You need to have access to an Experlogix 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.

Get started with your connector

If you want to trigger Smart Flows from your Power Automate connector, you can read our documentation here.

If you want to trigger the Power Platform from Smart Flows, you can read our documentation here.

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

Backup Package

Create a backup package.
Download Document

Downloads the document from an execution.
Execute Flow

Execute a Flow.
Export Package

Create an export package.
Get Documents

Get documents from a flow execution.
Get Execution Status

Get the status of an execution.
Import Package

Imports the package in the project.
Restore Package

Restores the package in the project.

Backup Package

Operation ID:
BackupPackage

Create a backup package.

Parameters

Name Key Required Type Description
Include History
 includeHistory True boolean

Set to 'Yes' to to include history, 'No' otherwise.
Include History
 00000000-0000-0000-0000-000000000000 boolean

Set to 'Yes' to to include history, 'No' otherwise.

Returns

Package Content
binary

Download Document

Operation ID:
DownloadDocument

Downloads the document from an execution.

Parameters

Name Key Required Type Description
Document
 documentId True string

Unique identifier of the document to download.

Returns

Document Content
binary

Execute Flow

Operation ID:
ExecuteFlow

Execute a Flow.

Parameters

Name Key Required Type Description
req
 req True dynamic

Returns

Body
FlowExecutionResponse

Export Package

Operation ID:
ExportPackage

Create an export package.

Parameters

Name Key Required Type Description
req
 req True dynamic

Returns

Package Content
binary

Get Documents

Operation ID:
GetDocuments

Get documents from a flow execution.

Parameters

Name Key Required Type Description
Execution
 executionId True string

Unique identifier of the execution to get the documents from.

Returns

response
array of GetDocumentsResponse

Get Execution Status

Operation ID:
GetExecutionStatus

Get the status of an execution.

Parameters

Name Key Required Type Description
Execution
 executionId True string

Unique identifier of the execution to get the execution status from.

Returns

Body
FlowExecutionResponse

Import Package

Operation ID:
ImportPackage

Imports the package in the project.

Parameters

Name Key Required Type Description
Package
 package True file

The package to be imported.
Overwrite Existing
 overwriteExisting True boolean

Determines whether to overwrite existing records.

Restore Package

Operation ID:
RestorePackage

Restores the package in the project.

Parameters

Name Key Required Type Description
Package
 package True file

The package to be restored.

Definitions

FlowExecutionResponse

Name Path Type Description
Execution
 executionId string

Execution unique identifier.
Message
 message string
Status
 status string
Flow Execution Pane URL
 flowExecutionPanelUrl 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'.