When you configure an export, import, or other type of flow step using the prebuilt Evisort connector, you can select any of the API operations listed below, organized by API type.
Note
If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the Evisort API documentation. You can also create a composite endpoint for this application in HTTP mode.
|
Resource |
API endpoint |
Export |
Import |
|---|---|---|---|
|
Activities |
Get activities of an entity |
X |
|
|
Delete document |
Delete a document |
X |
|
|
Download document |
Download a document |
X |
|
|
Download a processed document |
X |
||
|
Drafts |
Create a contract draft from a template |
X |
|
|
Intake forms |
Get an intake form for a workflow |
X |
|
|
Intake forms field options |
Get options for an intake form field |
X |
|
|
Set options for an intake form field |
X |
||
|
List documents |
List multiple document records |
X |
|
|
List a document record |
X |
||
|
List a document record by doc ID |
X |
||
|
Metadata |
List all the fields |
X |
|
|
Create a new provision |
X |
||
|
List all provisions |
X |
||
|
Get status of a provision record |
X |
||
|
Persist |
Persist specific information needed for later interactions with the platform |
X |
|
|
Records |
Get large number of auditlogs |
X |
|
|
Search |
Simple search for documents |
X |
|
|
Ticket documents |
Upload a document with signatures |
X |
|
|
Get versions of a ticket document |
X |
||
|
Upload a new version of ticket document |
X |
||
|
Get version of a ticket document |
X |
||
|
Get the version data as a file |
X |
||
|
Ticket judgments |
Approve, reject, or reset ticket judgments |
X |
|
|
Reassign a judgment result to another user |
X |
||
|
Tickets |
Get ticket participants by ticket ID |
X |
|
|
Get ticket details |
X |
||
|
Update a ticket |
X |
||
|
Create a ticket |
X |
||
|
Move the ticket to the next stage |
X |
||
|
Move the ticket to completed status |
X |
||
|
Update document |
Update or create fields in a document. (field's name is case sensitive) |
X |
|
|
Upload documents |
Upload a new document |
X |
|
|
Upload a new version for an existing document |
X |
||
|
Users |
Export users spreadsheet for current client |
X |
|
|
Import users spreadsheet |
X |
||
|
List import users jobs |
X |
||
|
Import process status |
X |
||
|
Generate a summary of a users import operation |
X |
||
|
Request the acknowledgment of a user import process |
X |
||
|
Request the cancellation of a user import process |
X |
||
|
Import process errors results spreadsheets |
X |
||
|
Import summary errors results spreadsheets |
X |
||
|
Workflows |
Get all published workflows |
X |