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

Assently E-Sign Connector

Assently E-Sign is a premium SaaS for legally binding e-signatures and smart contracts that lets you build and automate digital document workflows. With the Assently E-Sign connector, you can create and manage signing cases, send documents for signature or approval, track status changes, and retrieve signed documents and receipts from your flows and apps. Ideal for digitalizing contracts, HR forms, and other document-driven processes.

Pre-requisites

An Assently E-Sign Account with Microsoft Flow add-on. Contact Assently support at support@assently.com to set up a trial account with Power Automate activated.

How to get credentials

When the Microsoft Flow add-on is enabled by the Administrator on your Assently E-Sign Account, a Personal Access Token can be generated under your user profile.

API Documentation

See Assently E-Sign's API Documentation.

Contact Information

For support and questions, contact the Assently support team at support@assently.com or visit the Assently Power Automate Flow documentation page.

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

Share via

Assently E-Sign

Assently E-Sign Connector

Pre-requisites

How to get credentials

API Documentation

Contact Information

Creating a connection

Default

Throttling Limits

Actions

Create a case

Parameters

Create Case from Template

Parameters

Delete a Case

Parameters

Find and list Cases

Parameters

Returns

Find and list templates

Parameters

Returns

Get a Case

Parameters

Returns

Get a case by temporary id

Parameters

Get file content of a Case Document

Parameters

Returns

Recall a case

Parameters

Request Approval to send

Parameters

Send a Case

Parameters

Send a reminder

Parameters

Update a Case

Parameters

Update Case Metadata

Parameters

Triggers

Case trigger event

Parameters

Returns

Definitions

binary