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Assently E-Sign

Assently E-Sign is a premium SaaS for e-signatures and smart contracts allowing full digitalization for your document workflows.

This connector is available in the following products and regions:

Service Class Regions
Copilot Studio Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name Assently support team
URL https://support.assently.com/hc/en-us/requests/new
Email support@assently.com
Connector Metadata
Publisher Assently AB
Website https://assently.com/e-sign/
Privacy policy https://assently.com/privacy-policy/
Categories Productivity

Pre-requisites

An Assently E-Sign account with Miscrosoft Flow license. Create a free trial account

How to get credentials

After the Microsoft Flow feature is enabled by the admin on your Assently account, a personal access token can be generated under your user profile.

API documentation

The API documentation can be found here

Creating a connection

The connector supports the following authentication types:
Default Parameters for creating connection. All regions Not shareable

Default

Applicable: All regions

Parameters for creating connection.

This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.

Name Type Description Required
Account hosted on string Specifies the API Server URL that this connection will be used with. True
Personal Access Token securestring The Personal Access Token of the user, available under user profile True

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Create a case

Create a new Case
Create Case from Template

Create Case from Template
Delete a Case

Case is deleted permanently. If the case is sent, it will be recalled prior to deletion.
Find and list Cases

Finds and Lists cases based upon the input parameters. More info at https://app.assently.com/api#Findandlistcases
Find and list templates

Finds and Lists templates based upon the input parameters. More info at https://app.assently.com/api#Findandlisttemplates
Get a Case

Get a Case by its CaseId
Get a case by temporary id

Gets 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

Gets file of a case by caseId and documentId
Recall a case

If the case is sent, it will be recalled. Finished cases cannot be recalled.
Request Approval to send

Used when a case is set to require approval before 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 Case

Changes 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.
Send a reminder

Sends reminders to all parties that have not yet signed. If signing order is enforced, only the next party in turn will be reminded.
Update a Case

Updates 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

Allows updating metadata regardless of the case status. Existing metadata will be replaced with new metadata. Metadata cannot be complex objects.

Create a case

Operation ID:
CreateCase

Create a new Case

Parameters

Name Key Required Type Description
CaseModel
 CaseModel True dynamic

Create Case from Template

Operation ID:
CreateCaseFromTemplate

Create Case from Template

Parameters

Name Key Required Type Description
CreateCaseFromTemplateModel
 CreateCaseFromTemplateModel True dynamic

Delete a Case

Operation ID:
DeleteCase

Case is deleted permanently. If the case is sent, it will be recalled prior to deletion.

Parameters

Name Key Required Type Description
Case Id
 Id True guid

Id of the case to be deleted

Find and list Cases

Operation ID:
FindCases

Finds and Lists cases based upon the input parameters. More info at https://app.assently.com/api#Findandlistcases

Parameters

Name Key Required Type Description
FindCasesModel
 FindCasesModel True dynamic

Returns

The outputs of this operation are dynamic.

Find and list templates

Operation ID:
FindTemplates

Finds and Lists templates based upon the input parameters. More info at https://app.assently.com/api#Findandlisttemplates

Parameters

Name Key Required Type Description
FindTemplatesModel
 FindTemplatesModel True dynamic

Returns

The outputs of this operation are dynamic.

Get a Case

Operation ID:
GetCase

Get a Case by its CaseId

Parameters

Name Key Required Type Description
Case Id
 Id True string

Case Id (Guid)

Returns

The outputs of this operation are dynamic.

Get a case by temporary id

Operation ID:
GetCaseByTemporaryId

Gets a case by its temporaryId. A temporary id is a 4+ digit number that is only valid for 24 hours.

Parameters

Name Key Required Type Description
Case temporary Id
 Id True integer

Temporary Id of the case

Get file content of a Case Document

Operation ID:
GetFileOfCase

Gets file of a case by caseId and documentId

Parameters

Name Key Required Type Description
Case Id
 caseid True string

Id of the case contatining the document
Document Id
 documentid True string

Id of the document conatining the file

Returns

The file of the document

File of document
binary

Recall a case

Operation ID:
RecallCase

If the case is sent, it will be recalled. Finished cases cannot be recalled.

Parameters

Name Key Required Type Description
Case Id
 Id True guid

Id of the case to be recalled

Request Approval to send

Operation ID:
RequestApproval

Used when a case is set to require approval before sent. Sends a request to approver stakeholders to approve and send the case. Approvals are requested in the name of the API user.

Parameters

Name Key Required Type Description
Case Id
 Id True guid

Id of the case to request approval for

Send a Case

Operation ID:
SendCase

Changes 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.

Parameters

Name Key Required Type Description
Case Id
 Id True guid

Id of the case to be sent

Send a reminder

Operation ID:
RemindCase

Sends reminders to all parties that have not yet signed. If signing order is enforced, only the next party in turn will be reminded.

Parameters

Name Key Required Type Description
Case Id
 Id True guid

Id of the case to be reminded

Update a Case

Operation ID:
UpdateCase

Updates 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.

Parameters

Name Key Required Type Description
Case object to be updated
 object

Update Case Metadata

Operation ID:
UpdateCaseMetadata

Allows updating metadata regardless of the case status. Existing metadata will be replaced with new metadata. Metadata cannot be complex objects.

Parameters

Name Key Required Type Description
UpdateCaseMetadataModel
 UpdateCaseMetadataModel True dynamic

Triggers

Case trigger event

Trigger when:

Case trigger event

Operation ID:
CaseEventTrigger

Trigger when:

Parameters

Name Key Required Type Description
Trigger when:
 EventPath True string

Choose an event

Returns

The outputs of this operation are dynamic.

Definitions

binary

This is the basic data type 'binary'.