PowerPlatformConnectors/certified-connectors/Content Manager Power Connect

Content Manager Power Connect

Content Manager Power Connect by Kapish is the solution to connect Content Manager to all your business systems.
Removing the need to develop custom or ad-hoc integrations, Power Connect lets you do it yourself with no coding skills required.

With no limitations on compatible systems, just add the connector to your flows within Microsoft Power Automate, and link to send or receive Content Manager data. Integration can be achieved within minutes… it’s powerful and ready to go!

Publisher

Kapish Services Pty Ltd

Prerequisites

For further information including prerequisites please visit: Kapish Power Connect

Supported Operations

Create Location (Other)

Create a Location of any type

Create Location (Person)

Create a Person Location

Create Record (Advanced)

Create a Record with Advanced Fields

Create Record (Document)

Create a Record

Create Record (Folder)

Create a Record

Delete Record

Delete a Record

Download Electronic File

Download an Electronic File of a Record

Find CM Objects

Search for CM Objects

Find Location by ID

Fetch a single Location by Unique ID or Name

Find Locations

Search for Locations (Fetch a collection of Locations using a search string)

Find Record by ID

Fetch a single Record by Unique ID or Name

Find Records

Search for Records (Fetch a collection of Records using a search string)

Find Unique ID of Location Address

Get the Unique ID of a Location's Child Address

Get File from URL

Download a file from URL to a staging area using the 'GetFileFromUrl' CM Service API plugin

Read Event Data

Transform Kapish Dispatch event data for flow consumption

Update Location (Additional Fields)

Update Additional Fields on a Location

Update Location (Address)

Create / Update a Location's Address using the Unique ID of the address

Update Location (Other)

Update a Location

Update Location (Person)

Update a Person Location using its Unique Identifier

Update Record (Add Access Controls)

AddAccessControl

Update Record (Additional Fields)

Update Additional Fields on a Record

Update Record (Advanced)

Update a Record with Advanced Properties

Update Record (Attach Action or Procedure)

Attach an Action or procedure to a Record

Update Record (Attach Contact)

Attach a Contact to a Record

Update Record (Attach Electronic File)

Attach an Electronic File to a Record

Update Record (Attach Thesaurus Term)

Attach a Thesaurus Term to a Record

Update Record (Checkout)

Set the status of the Record to checked out

Update Record (Classification)

Update the Classification of a Record

Update Record (Close)

Use the CloseRecord function to close a container - leave the date blank if you want the close date to be 'now'. Because closing a record may require updating many contained records, this function commits the changes automatically

Update Record (Complete Actions)

Complete one or all actions due on a particular Record

Update Record (Dispose)

Dispose of a Record

Update Record (Finalise)

Update a draft Record

Update Record (Properties)

Update a Record

Update Record (Reassign Action)

Reassigns the nominated action to a specified location

Update Record (Remove All Actions)

Removes all actions attached to the specified record

Update Record (Remove Location from Access Controls)

RemoveAccessControl

Update Record (Reopen)

Use the ReopenRecord function to re-open a closed container. Because re-opening a record may require updating many contained records, this function commits the changes automatically

Update Record (Replace Access Controls)

SetAccessControl

Update Record (Request Rendition)

Allows you to create a request for the automatic rendering engine to make a rendition of a record

Update Record (Reschedule Actions)

Reschedules all actions attached to this record

Update Record (Set Access Unrestricted or Based on Container)

InheritAccessControl

Update Record (Set Assignee)

Set the Assignee to a particular Location, back to Home or register as Missing

Update Record (Set User Label)

Allows for the setting of a user label on a Record

Update Record (Undispose)

Reverts the state of the record (and any of its contents) so that it is no longer disposed

Update Record (Undo Checkout)

Undo a previous checkout of the electronic document for this Record, disregarding any changes made since it was checked out

Update Record (Unfinalise - Set As Draft)

Update a Finalised Record to Draft

Upload Electronic File

Upload an Electronic File which may later be attached to a Record

Obtaining Credentials

To obtain credentials please contact the Kapish Services team via: Kapish Power Connect.

Known Issues and Limitations

No known issues or limitations.