Use airSlate to make MS Dynamics 365 workflows configurable in minutes without ever having to leave Dynamics. Automate routine tasks in airSlate by: * Generating documents pre-filled with Dynamics 365 data * Creating new client records based on data entered into a document’s fillable fields * Updating existing client records based on data entered into a document’s fillable fields * Saving e-signed documents to Dynamics 365 * Conditional routing of document workflows to multiple recipients.
Status: Preview |
Tier: Premium |
Version: 1.1 |
Name |
Summary |
Create new slate |
|
Get bot scheme |
|
Get Flow |
|
Send Slate |
|
Get user information |
Name |
Summary |
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Summary |
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Summary: Create new slate
Description: Generate a new slate for editing or signing from the flow in your airSlate organization
Syntax:
airSlate.StartFlow (string Organization-Domain, [internal]string Content-Type, string slateId, [Optional]StartFlowParameterFields fields)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
Organization-Domain |
string (Organization) |
Select an airSlate organization where you will save and manage the new slate |
True |
|
Content-Type |
string
|
Application specific mime-type |
True |
|
slateId |
string (Flow) |
Select the flow to generate a slate from |
True |
|
fields |
|
|
False |
Returns:
Type:StartFlowResponse
Summary: Get bot scheme
Description: Retrieve the list of parameters available for your slate based on the bots configured for your airSlate flow
Syntax:
airSlate.GetAddonsScheme (string flowId, string Organization-Domain)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
flowId |
string
|
|
True |
|
Organization-Domain |
string
|
|
True |
Returns:
Summary: Get Flow
Description: Retrieve the list of flows by the organization it was created in
Syntax:
airSlate.GetFlow ([Optional]string last_activity, [Optional]string search, [Optional]string sort, integer per_page, string Organization-Domain)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
last_activity |
string
|
|
False |
|
search |
string
|
|
False |
|
sort |
string Values: [name, updated_at, last_activity] |
|
False |
|
per_page |
integer Values: [] |
|
True |
|
Organization-Domain |
string
|
|
True |
Returns:
Type:GetFlowResponse
Summary: Send Slate
Description: Send a slate with documents and forms by email. This action is deprecated. Please, use Send a Slate bot instead
Syntax:
airSlate.SendFlow (string Organization-Domain, string slateId, string packetId, [Optional]SendFlowParameterBody body)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
Organization-Domain |
string (Organization) |
Select an airSlate organization where you will save and manage the new slate |
True |
|
slateId |
string (Flow) |
Select the flow to send a slate from |
True |
|
packetId |
string (Slate ID) |
Select the Slate ID as a custom value from the Create new slate step or copy and paste the ID from airSlate |
True |
|
body |
|
|
False |
Returns:
Type:SendFlowResponse
Summary: Get user information
Description: Retrieve all data about the user: name, email address in the organization, activity status, etc.
Syntax:
airSlate.UserMe (string include)
Parameters:
Name |
Type |
Summary |
Required |
Related Action |
include |
string
|
|
True |
Returns:
Type:UserMeResponse
Summary:
Description:
Properties:
Name |
Type |
Summary |
properties |
|
|
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
data |
array of (DataItem)
|
data |
links |
|
links |
meta |
|
meta |
Summary:
Description:
Properties:
Name |
Type |
Summary |
attributes |
|
attributes |
id |
string
|
id |
relationships |
|
relationships |
type |
string
|
type |
Summary:
Description: attributes
Properties:
Name |
Type |
Summary |
created_at |
string
|
created_at |
description |
string
|
description |
is_editable |
boolean
|
is_editable |
last_activity |
string
|
last_activity |
name |
string
|
name |
source |
string
|
source |
updated_at |
string
|
updated_at |
wizard_status |
string
|
wizard_status |
Summary:
Description: relationships
Properties:
Name |
Type |
Summary |
admin |
|
admin |
organization |
|
organization |
slate |
|
slate |
template |
|
template |
Summary:
Description: admin
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
id |
string
|
id |
type |
string
|
type |
Summary:
Description: organization
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
id |
string
|
id |
type |
string
|
type |
Summary:
Description: slate
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
id |
string
|
id |
type |
string
|
type |
Summary:
Description: template
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
id |
string
|
id |
type |
string
|
type |
Summary:
Description: links
Properties:
Name |
Type |
Summary |
first |
string
|
first |
last |
string
|
last |
next |
string
|
next |
prev |
string
|
prev |
self |
string
|
self |
Summary:
Description: meta
Properties:
Name |
Type |
Summary |
current_page |
integer(int32)
|
current_page |
from |
integer(int32)
|
from |
last_page |
integer(int32)
|
last_page |
path |
string
|
path |
per_page |
integer(int32)
|
per_page |
to |
integer(int32)
|
to |
total |
integer(int32)
|
total |
Summary:
Description:
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
attributes |
|
attributes |
type |
string
|
type |
Summary:
Description: attributes
Properties:
Name |
Type |
Summary |
|
string
|
Recipient email |
Summary:
Description:
Properties:
Name |
Type |
Summary |
data |
array of (DataItem)
|
data |
links |
|
links |
Summary:
Description:
Properties:
Name |
Type |
Summary |
attributes |
|
attributes |
id |
string
|
id |
type |
string
|
type |
Summary:
Description: attributes
Properties:
Name |
Type |
Summary |
created_at |
string
|
created_at |
|
string
|
|
updated_at |
string
|
updated_at |
user_id |
string
|
user_id |
Summary:
Description: links
Properties:
Name |
Type |
Summary |
first |
string
|
first |
last |
string
|
last |
next |
string
|
next |
prev |
string
|
prev |
self |
string
|
self |
Summary:
Description:
Properties:
Name |
Type |
Summary |
Summary:
Description:
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
id |
string
|
Packet id |
Summary:
Description:
Properties:
Name |
Type |
Summary |
data |
|
data |
included |
array of (IncludedItem)
|
included |
meta |
|
meta |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
attributes |
|
attributes |
id |
string
|
id |
meta |
|
meta |
relationships |
|
relationships |
type |
string
|
type |
Summary:
Description: attributes
Properties:
Name |
Type |
Summary |
auto_generated |
integer(int32)
|
auto_generated |
created_at |
string
|
created_at |
|
string
|
|
first_name |
string
|
first_name |
is_system |
integer(int32)
|
is_system |
last_name |
string
|
last_name |
status |
string
|
status |
updated_at |
string
|
updated_at |
username |
string
|
username |
Summary:
Description: meta
Properties:
Name |
Type |
Summary |
source |
string
|
source |
Summary:
Description: relationships
Properties:
Name |
Type |
Summary |
organizations |
|
organizations |
profile |
|
profile |
settings |
|
settings |
Summary:
Description: organizations
Properties:
Name |
Type |
Summary |
data |
array of (DataItem)
|
data |
Summary:
Description:
Properties:
Name |
Type |
Summary |
id |
string
|
id |
type |
string
|
type |
Summary:
Description: profile
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
id |
string
|
id |
type |
string
|
type |
Summary:
Description: settings
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
id |
string
|
id |
type |
string
|
type |
Summary:
Description:
Properties:
Name |
Type |
Summary |
attributes |
|
attributes |
id |
string
|
id |
meta |
|
meta |
relationships |
|
relationships |
type |
string
|
type |
Summary:
Description: attributes
Properties:
Name |
Type |
Summary |
auto_generated |
integer(int32)
|
auto_generated |
category |
string
|
category |
created_at |
string
|
created_at |
email_domains |
array of (string)
|
email_domains |
invite_domain |
integer(int32)
|
invite_domain |
logo_profile |
string
|
logo_profile |
logo_rectangle |
string
|
logo_rectangle |
name |
string
|
name |
size |
string
|
size |
subdomain |
string
|
subdomain |
updated_at |
string
|
updated_at |
Summary:
Description: meta
Properties:
Name |
Type |
Summary |
auto_generated |
boolean
|
auto_generated |
Summary:
Description: relationships
Properties:
Name |
Type |
Summary |
organization_users |
|
organization_users |
owner |
|
owner |
settings |
|
settings |
Summary:
Description: organization_users
Properties:
Name |
Type |
Summary |
links |
|
links |
Summary:
Description: links
Properties:
Name |
Type |
Summary |
related |
string
|
related |
Summary:
Description: owner
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
id |
string
|
id |
type |
string
|
type |
Summary:
Description: settings
Properties:
Name |
Type |
Summary |
data |
|
data |
Summary:
Description: data
Properties:
Name |
Type |
Summary |
id |
string
|
id |
type |
string
|
type |
Summary:
Description: meta
Properties:
Name |
Type |
Summary |
permissions |
array of (string)
|
permissions |