PowerPlatformConnectors/certified-connectors/Assently E-Sign/Readme.md

Assently E-Sign Connector

The Assently E-Sign Connector makes functionality of Assently E-Sign available for use in Microsoft Power Automate (Flow).

Pre-requisites

An Assently E-Sign Account with Microsoft Flow add-on. Create a free Assently E-Sign Trial Account.

How to get credentials

When the Microsoft Flow add-on is enabled by the Administrator on your Assently E-Sign Account, a Personal Access Token can be generated under your user profile.

API Documentation

See Assently E-Sign's API Documentation.

Deployment Instructions

Please use the instructions on Microsoft Power Platform Connectors CLI to deploy this connector as custom connector in Microsoft Power Automate (Flow) and Power Apps.

Supported Operations

• When a new case is Created from template: This trigger waits for a new case to be Created from a template.

• When a case is Sent: This trigger waits for a case to be Sent.

• When a case is Recalled: This trigger waits for a case to be recalled.

• When a case is Finished and the receipt is available: This trigger waits for a case to Finish. The receipt is available at this stage.

• When a case is Rejected: This trigger waits for a case to be Rejected.

• When a case is Expired: This trigger waits for a case to Expire.

• When a case is Deleted: This trigger waits for a case to be Deleted.

• When a Signature is added to a case: This trigger waits for a Signature to be added to a case.

• When an Appoval is requested on a case: This trigger waits for an Appoval to be requested on a case.

• When a case is Reminded: This trigger waits for a Reminder to be sent for a case.

• When a case's metadata is Updated: This trigger waits for metadata of a case to be updated.

• When a case is Signed by all parties: This trigger when all parties of a case has signed. At this stage Receipt document is not generated yet.

• When an Approval is added to a case: This trigger waits for an Approval to be added to a case.

• When a Rejection is added to a case: This trigger waits for a Rejection to be added to a case.

• When a case is Approved by all approvers: This trigger triggers when all approvers have approved a case.

• Get a Case: By this action you can get a Case by its CaseId.

• Find and list Cases: By this action you can find and List cases based upon the input parameters. More info at https://app.assently.com/api#Findandlistcases

• Find and list templates: By this action you can find and List templates based upon the input parameters. More info at https://app.assently.com/api#Findandlisttemplates

• Create a case: By this action you can create a new Case in your account

• Create Case from Template: By this action you can create a new Case from Template

• Update a Case: By this action you can update properties and collections of a case. It is recommended to use GetCase action before making an update. Collections: missing items will be removed, others updated or added. Documents collection: Only filename and formfields can be changed. To modify size, hash or data, the document must be removed first and a new document (with a new id) must be added.

• Update Case Metadata: By this action you can update case metadata regardless of the case status. Existing metadata will be replaced with new metadata. Metadata cannot be complex objects.

• Send a Case: By this action you can change the status of the case to Sent, making it available for signing. In order to send a case the parameters Parties, Documents and AllowedSignatureTypes must be specified on the case. If notifications are enabled, parties will be notified.

• Request Approval: By this action you can set a case to require approval before it is sent. Sends a request to approver stakeholders to approve and send the case. Approvals are requested in the name of the API user.

• Send a reminder: By this action you can send reminders to all parties that have not yet signed. If signing order is enforced, only the next party in turn will be reminded.

• Delete a Case: By this action you can delete a Case permanently. If the case is sent, it will be recalled prior to deletion.

• Recall a case: By this action you can recall a case if it is already sent. Finished cases cannot be recalled.

• Get a case by temporary id: By this action you can get a case by its temporaryId. A temporary id is a 4+ digit number that is only valid for 24 hours.

• Get file content of a Case Document: By this action you can get file of a case by caseId and documentId.