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Experlogix Smart Flows Connector
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.
Publisher: Experlogix
Prerequisites
You need to have access to an Experlogix Smart Flows project. If you would like to get a free trial, simply click here.
Supported Operations
ExecuteFlow
This operation will execute a flow in Smart Flows.
GetDocuments
This operation will retrieve the list of documents that were generated by an execution.
DownloadDocument
This operation will download a document.
GetFlows
This operation will retrieve a list of flows in Smart Flows.
GetExecutionStatus
This operation will retrieve the status of the provided execution.
Export
This operation will create an export package that can be imported in another project.
Import
This operation will import package that was created by an export.
Backup
This operation will create a backup package that can be used to restore the project to the state it was when backed up, or restore in another project.
Restore
This operation will use a restore package to restore the project to the state it was when the backup package was created.
Obtaining 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.
Known Issues and Limitations
No known issues or limitations.
Deployment Instructions
Please use these instructions to deploy this connector as a custom connector in Microsoft Power Automate and Power Apps.
Support
For further support, please contact support@experlogix.com