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Readme.md
Verified Connector
Verified is a Software as a Service provider of electronic identification and digital signing. This connector makes it possible to integrate to the API of verified to create suffisticated signing flows within your application.
Publisher: CRM Konsulterna i Sverige AB
The publisher for this connector is CRM Konsulterna i Sverige AB on behalf of Verified.
Prerequisites
You will need the following to proceed:
- Sign-up for a verified account
Supported Operations
The connector supports the following operations:
Generate security token: Generates an authentication Token from the Verified API.Get company by id: Gets the Company Information of a given company.Get all envelope recipients: Gets all recipients of a given envelope.Add recipient to envelope: Adds a recipient to a given envelope.Get specific recipient for an envelope: Gets information about a specific recipient of a given envelope.Update recipient by id: Updates a recipient.Get file URL by id: Gets the URL to a file.Get user settings: Gets user settings of given user.Get envelope by id: Gets envelope information of a given envelope.Delete envelope by id: Deletes an envelope.Update envelope settings: Updates settings of a given envelope.Update publish status for envelope: Updates the publish status of a given envelope.Generate Document from Template: Generates a document from a preconfigured template.Set envelope abort status: Aborts a given envelope.Get files by document id: Gets all files associated to a given document.Add file to document: Adds a file to a given document.Get user information: Gets user information of the currently logged in user.Set document abort status: Aborts a given document.Get descriptor by id: Gets envelope descriptor information of a given descriptor.Set envelope trash status: Sets trash status of a given envelope.Query all envelopes: Queries all envelopes in the current company.Get all descriptors: Gets all descriptors present in the current company.Get flow state by envelopeid: Gets the current flow state of a given envelope.Get document by id: Gets document information of a given document.Delete document by id: Deteles a document.Create envelope - descriptor: Creates a new envelope based on a specified descriptor.Get all documents by envelopeid: Gets all documents related to a given envelope.Add document to envelope: Adds a document to a given envelope.Create signature link: Creates a signature link for a given recipient on a given envelope.Get file by id: Gets file information of a given file.Create envelope - default: Creates a new envelope based on the default descriptor.Get default descriptor: Gets descriptor information of the default descriptor.Send notification: Sends a notification to a given recipient.
Obtaining Credentials
This connector uses Basic Authentication. The user has to present username, password and company ID when creating a connection. Username and password are the same you use to login to the Verified portal. To get the company Id you have to log in to the Verified portal, select the correct company if you have several and copy the company Id from the URL.
Known Issues and Limitations
The following limitations are currently known.
- In the beginngin of every flow one has to create an authentication token to be reused in every following step.
- To add a document one has to send a HTTP request to a certain url.
Good to know
There are a few things in how the Verified API works and answers that need some extra handling in Power Automate.
Get Envelop Id
The steps that create an envelop respond with an uid, which is a complete path to the envelop (example: "/envelopes/ABCDE"). For other steps one does only need the last part of the uid (which is the actual envelop Id, in our example "ABCDE").
Here is an example on how to do that
substring(outputs('Create_new_default_envelope')?['body/uid'],11)
Get Document Id
The steps that create a document respond with the Location of the new document in the header. The Location is the complete path to the document (example: "/api/envelopes/ABCDE/documents/FGHIJ"). Only the document Id (in our case: FGHIJ) is needed for following steps.
Here is an example on how to do that
substring(outputs('Add_document_to_envelope')?['headers/Location'], add(indexOf(outputs('Add_document_to_envelope')?['headers/Location'], '/documents/'), 11))
Get Flow Id
When one loads information about an envelope the related flow will be part of the response (example: "/flow/default"). In the response it is called the id of a flow, however one needs only the last part when another step (like Get flow status) is asking for the flow id.
Here is an example on how to do that
substring(outputs('Get_envelope_by_id')?['body/flow/id'],6)
Upload Document
To Upload an actuall document you have to create a file in the Verified API and upload the document hash to the blob URL responded from the Verified API.
How do I use a different company than defined in the connection?
Every action where the company is needed do have an addition field, Company Id. When a value is presented it is used otherwise the default from the connection is used. The format should be:
/companies/<your company Id>