PowerPlatformConnectors/certified-connectors/gofileroom



GoFileRoom Connector

GoFileRoom is a cloud-based document management and workflow solution. With the GoFileRoom connector, you can perform document, user management, and FirmFlow actions.

Pre-requisites

You will need the following to proceed:

• A Microsoft Power Apps or Microsoft Power Automate plan with custom connector feature
• Active GoFileRoom login
• API Key for your GoFileRoom database

API documentation

<https://developerportal.thomsonreuters.com/>

Supported Operations

The connector supports the following operations:

• Copy Document: Copies the documents
• Create Document: Creates a document record with indexes
• Create Group: Creates permission group
• Create Users: Creates GoFileRoom and ClientFlow users into the System
• Delete Document: Deletes a document
• Delete User: Delete GoFileRoom and ClientFlow users from the System
• Document Reindex: Reindexes the documents
• Document Search: Loads all the documents the user has access to in the specified drawer.
• Get Child Indexes: Gets a list of child index values based on the list ID, which is provided when the parent list value is selected.
• Get Document: Downloads the document
• Get Document History: Gets the history of the document
• Get Document Indexes: Retrieves the document's indexes
• Get Document Status: Get the Status of Documents
• Get Drawer Indexes: Retrieves a list of document indexes that are set up for the drawer
• Get Drawers: Fetches the drawers accessible for the Logged in User
• Get Dynamic Rules for Index: Gets the list of dynamic rules configured for the specified index
• Get FirmFlow Data by Deliverable: Gets the Tracking Report by Deliverable data
• Get Group Document Security: Retrieve group document security
• Get Group Permissions: Gets permissions of groups
• Get Groups: Fetches the groups available for user and group management
• Get Licenses: Retrieves licensing counts
• Get List of Index Values: Gets all the entries for a list type index
• Get List of Reports: Fetches the reports available for user management
• Get LookupList Values: Fetches the values from the LookupList
• Get Password Policy: Fetches the Password policy for the firm
• Get Upload Locations: Fetches the upload locations for the user
• Get User Document Security: Fetches user document security per login
• Get User Info: Fetches the GFR User information
• Get User Permissions: Gets permissions of user
• Get Users: Fetches the GFR users for the Logged in User
• Index LookupList Find: This method is designed for use with autocomplete fields.
• Login: Logs a user into the application
• Logout: Logout of application
• Merge PDF's: Merge PDF files together
• Modify Group: Modify group permissions
• Modify User: Modify user permissions
• Publish Document Status: Publish or Unpublish documents from ClientFlow.
• Set Group Document Security: Assigns document security to a group
• Set Group Permissions: Assigns permission to group
• Set User Document Security: Assigns user document security permissions
• Set User Permissions: Assigns permission to user
• Taxsort Document: Taxsort PDF document
• Validate Indexes: Checks whether the indexes provided are valid.
• Validate Token: Validate Token status

How to get credentials

<<In order to have a valid GoFileRoom login you or your firm must have a GoFileRoom database. If you are an Administrator of GoFileRoom logins can be created by navigating to Administration | Manage Users and Groups | Users. If your firm does not have GoFileRoom and is interested in the application please refer to: https://tax.thomsonreuters.com/us/en/cs-professional-suite/gofileroom>>

Deployment instructions

Please use these instructions to deploy this connector as custom connector in Microsoft Power Automate and Power Apps