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Last Updated: 2025-03-07
Use Public APIs to Create Integrations

Use Public APIs to Create Integrations

Developers can use Contract Management and Document Intelligence Public APIs to create an integration between a CRM of choice and Contract Workflow in Contract Management and Document Intelligence.
  1. GET
    /v1/contracts/workflow/available This API endpoint returns a list of available workflows.
  2. GET
    /v1/contracts/workflow/<workflow_id>/intake-form This API endpoint returns all the information for the specified workflow that you need to construct a proper data object for the next step.
  3. POST
    /v1/contracts/persist/ This API endpoint expects an application/json request body.
    For the data object, provide the desired field values mapped to field ids that you received in step 2. You can provide the field values in 2 different shapes. One is what we call a native shape. The other supported shape is Salesforce. That’s the shape that Salesforce formats its data in.
    For the meta object, the following keys are required:
    • Type: Its value must be intake_form
    • Workflow_id
    • Format: Its value depends on the shape of data you’re providing. If you’re providing data in the native shape, pass
      native
      . For Salesforce, pass
      salesforce
      .
    The endpoint will return a string which we’ll call a Persist Key.
  4. Generate a URL for your users.
You can generate a URL that will link to the intake form for the workflow in question with the persisted values prefilled in the UI for your users. The URL should look like this: clients.evisort.com/<workspace>/workflow/<workflow_parent_id>/intake-form/link?eviPersistKey=<PersistKey> Where workflow_parent_id is the parent id of the workflow in question, or the id of the workflow itself if its parent_id is null