Document Drafter
The Document Drafter connector empowers users to automate document creation and management. With this connector, you can generate dynamic documents from templates, populate them with data from your systems, route them for review or approval, and securely deliver the final output. It’s designed to help organizations reduce manual effort, ensure consistency, and accelerate document-driven 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 | Document Drafter |
| URL | https://documentdrafter.com |
| support@documentdrafter.com |
| Connector Metadata | |
|---|---|
| Publisher | Document Drafter |
| Website | https://documentdrafter.com |
| Privacy policy | https://documentdrafter.com/privacy/ |
| Categories | Collaboration; IT Operations |
Document Drafter Connector
The Document Drafter Connector enables the creation and management of workflows for your automated document processes.
Prerequisites
Required: A subscription to Document Drafter and access to its portal.
How to get access?
For a demo, please contact us at documentdrafter.com
Creating a connection
Connect by using a token obtained from your Document Drafter portal.
Supported Operations
The connector supports several operations:
Triggers
Button press: Initiates a workflow when a button in a questionnaire is pressed.Link submission: Starts a workflow upon the submission of a questionnaire via a URL.
Actions
Create and Fill Questionnaire: Populate a questionnaire using JSON data.Create Questionnaire: Set up a new questionnaire.Get Link to a Questionnaire: Retrieve a link for accessing a questionnaire.Get Documents: Obtain documents generated from a questionnaire.Get Questionnaire Information: Access information inputted into a questionnaire.Get Tags for a Questionnaire: View all tags assigned to a questionnaire.Get information on flow states and triggers: The flow may have multiple states with multiple triggers. This action retrieves this information based on the flow key.Get link to a questionnaire: Creates a new deep link to a questionnaire.Set current state for a questionnaire: The flow may have multiple states. This action allows you to change state for a questionnaire.Grant users or groups access to a questionnaire: Grant users or groups access to a questionnaire.Revoke access to a questionnaire for all users and groups:Revoke access to a questionnaire for all users and groups.Get or Create a Workspace: Checks for an existing workspace by name. If the workspace is not found and the "Create if not found" parameter is set to true, a new workspace is created. It returns the Workspace Exists status and, if applicable, the workspace's name, ID, and path. An optional parameter allows you to copy styling and folders from another master workspace.Get or Create a Folder: Checks for a folder by name within a specified workspace. If the folder is not found and the "Create if not found" parameter is set to true, a new folder is created. It returns the "Folder Exists" status and, if applicable, the folder's name, ID, and path.Save Static Files to a Workspace: Saves static files to a specified workspace and folder in base64 format. It returns the name, ID, and path of the saved file.Get or Create a User: Checks for a user by email address. If the user is not found and the Create if not found parameter is set to true, a new user is created. It returns the User Exists status and, if applicable, the user's ID and name. Optional parameters allow you to suppress the system-generated invitation email and retrieve the temporary password for a custom email flow. You can also specify a group to add the new user to.Get or Create a Group: Checks for an existing group by name. If the group is not found and the "Create if not found" parameter is set to true, a new group is created. It returns the "Group Exists" status and, if applicable, the group's ID and name.Add Access for a Group: Adds access for a group to a specified workspace or folder. It returns the Access Exists status and, if applicable, confirms that access has been granted. It can be used to check for existing access without adding it.
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 |
|---|---|---|---|
| API Key | securestring | The API Key for this connector | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Create and fill questionnaire using JSON data |
Create and fill a questionnaire by uploading a JSON file. After this action you can use the Get documents or Get questionnaire information actions. |
| Create new questionnaire |
Create a new questionnare on selected template |
| Get anonymous questionnaire link |
Get a deeplink for the questionnaire for external share |
| Get documents |
Get document files based on document id |
| Get flow information |
Get flow information based on flow key |
| Get link to a questionnaire |
Creates a new deep link to a questionnaire |
| Get or create access to folder |
Get info about access to a folder and create access it if it doesn't exist |
| Get or create folder |
Get info about a folder and create it if it doesn't exist |
| Get or create group |
Get info about a group and create it if it doesn't exist |
| Get or create user |
Get info about a user and create it if it doesn't exist |
| Get or create workspace |
Get info about a workspace and create it if it doesn't exist |
| Get questionnaire information |
Fetch variables for a single template |
| Grant users or groups access to a questionnaire |
Grant users or groups access to a questionnaire |
| Populate all tags for questionnaire |
Get Questionnaire Tags |
| Revoke access to a questionnaire for all users and groups |
Revoke access to a questionnaire for all users and groups |
| Save static file to a folder |
Saves a static file to a specified folder |
| Set current state for a questionnaire |
The flow may have multiple states. This action allows you to change state for a questionnaire. |
Create and fill questionnaire using JSON data
Create and fill a questionnaire by uploading a JSON file. After this action you can use the Get documents or Get questionnaire information actions.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Workspace
|
WorkSpace | True | string |
Select workspace from dropwdown |
|
Questionnaire
|
TemplateId | True | string |
Select template from drop down |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
|
JSON Data
|
JsonData | True | string |
JSON data to fill the questionnaire |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Document ID
|
documentId | string |
Document ID |
Create new questionnaire
Create a new questionnare on selected template
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Workspace
|
WorkSpace | True | string |
Select workspace from dropwdown |
|
Questionnaire
|
TemplateId | True | string |
Select template from drop down |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
Get anonymous questionnaire link
Get a deeplink for the questionnaire for external share
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
Type a reference to identify link
|
Scope | True | string |
Specify reference for link on trigger action |
|
Link valid in days
|
ExpireDays | True | integer |
The number of days the link is valid |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
Returns share link
- Link
- string
Get documents
Get document files based on document id
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
|
Docx or PDF
|
OutputFormat | True | string |
Format for the generated documents. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
QuestionnaireName
|
QuestionnaireName | string |
Name of questionnaire |
|
Document name (single document)
|
FirstFileName | string |
Name of document (only use for single document) |
|
Document content (single document)
|
FirstFileContentBytes | string |
Base64 encoded object for content of the document |
|
Files
|
Files | array of object |
Collection of files created for document |
|
Names for all documents (multiple documents)
|
Files.Name | string |
List of names for all documents |
|
Content for all documents (multiple documents)
|
Files.ContentBytes | string |
List of Base64 encoded objects for content of all documents |
Get flow information
Get flow information based on flow key
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Flow key
|
FlowKey | True | string |
The Document Drafter flow key |
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
Returns
Get link to a questionnaire
Creates a new deep link to a questionnaire
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
Email of user for link
|
True | string |
The users email for the link |
|
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
Returns share link
- Link
- string
Get or create access to folder
Get info about access to a folder and create access it if it doesn't exist
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Create if not found
|
CreateIfNotFound | True | boolean |
Create the object if it does not exist |
|
Document Drafter Group Name
|
GroupNamePath | True | string |
Name of the group |
|
Document Drafter Folder Id
|
FolderId | True | string |
ID of the folder |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Status
|
Status | string |
The current status of the access |
Get or create folder
Get info about a folder and create it if it doesn't exist
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Create if not found
|
CreateIfNotFound | True | boolean |
Create the object if it does not exist |
|
Document Drafter Folder Name
|
FolderName | True | string |
Name of the folder |
|
Document Drafter Parent Folder/Workspace Id
|
ParentId | True | string |
ID of the parent folder/workspace |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Id
|
Id | string |
The unique identifier of the folder |
|
Name
|
Name | string |
The name of the folder |
|
Path
|
Path | string |
The path of the folder |
|
Status
|
Status | string |
The current status of the folder |
Get or create group
Get info about a group and create it if it doesn't exist
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Create if not found
|
CreateIfNotFound | True | boolean |
Create the object if it does not exist |
|
Document Drafter Group Name
|
GroupNamePath | True | string |
Name of the group |
|
Document Drafter Role
|
Role | string |
Role of the user |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Id
|
Id | string |
The unique identifier of the group |
|
Name
|
Name | string |
The name of the group |
|
Status
|
Status | string |
The current status of the group |
Get or create user
Get info about a user and create it if it doesn't exist
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Create if not found
|
CreateIfNotFound | True | boolean |
Create the object if it does not exist |
|
Document Drafter Group Name
|
GroupName | True | string |
Name of the group |
|
Document Drafter User Email
|
True | string |
Email of the user |
|
|
Document Drafter Send Invite to user
|
sendInvite | True | boolean |
Send invite to user |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Status
|
Status | string |
The current status of the user |
|
Id
|
Id | string |
The unique identifier of the user |
|
Name
|
Name | string |
The name of the user |
|
Password
|
Password | string |
The password of the user (only returned when created and no invite sent) |
Get or create workspace
Get info about a workspace and create it if it doesn't exist
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Workspace Name
|
WorkspaceNameRoute | True | string |
Name of the workspace |
|
Create if not found
|
CreateIfNotFound | True | boolean |
Create the object if it does not exist |
|
Master workspace
|
MasterWorkSpace | string |
Select master workspace from dropwdown |
|
|
Copy styling from master workspace
|
CopyStyling | boolean |
Copy the styling from the master workspace |
|
|
Copy folders from master workspace
|
CopyFolders | boolean |
Copy folder structure from the master workspace |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Id
|
Id | string |
The unique identifier of the workspace |
|
Name
|
Name | string |
The name of the workspace |
|
Path
|
Path | string |
The path of the workspace |
|
Status
|
Status | string |
The current status of the workspace |
Get questionnaire information
Fetch variables for a single template
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
Workspace
|
WorkSpace | True | string |
Select workspace from dropwdown |
|
Questionnaire
|
TemplateId | True | string |
Select template from drop down |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
Grant users or groups access to a questionnaire
Grant users or groups access to a questionnaire
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
|
Group or Mail
|
GroupOrMail | True | string |
Group or Mail |
|
Access to selected questions
|
SelectedQuestions | boolean |
Enable access to selected questions, default is full access |
Returns
out description
- response
- object
Populate all tags for questionnaire
Get Questionnaire Tags
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document id for questionnaire
|
DocumentId | string |
Document id for questionnaire |
|
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
items
|
items | array of object |
List of tags for questionnaire |
|
tag
|
items.tag | string |
Tag for data element |
|
answer
|
items.answer | string |
Answer for tagged element |
Revoke access to a questionnaire for all users and groups
Revoke access to a questionnaire for all users and groups
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
out description
- response
- object
Save static file to a folder
Saves a static file to a specified folder
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document Drafter Folder Id
|
FolderId | True | string |
ID of the folder |
|
Document Drafter File name with extension
|
FileName | True | string |
Name of the file to upload including extension |
|
Document Drafter File in base64
|
FileBase64 | True | string |
File to upload in base64 format |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
Id
|
Id | string |
The unique identifier of the folder |
|
Name
|
Name | string |
The name of the folder |
|
Path
|
Path | string |
The path of the folder |
|
Status
|
Status | string |
The current status of the folder |
Set current state for a questionnaire
The flow may have multiple states. This action allows you to change state for a questionnaire.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Document ID
|
DocumentId | True | string |
Single unique ID for all generated documents |
|
Flow key
|
FlowKey | True | string |
The Document Drafter flow key |
|
State
|
State | True | string |
Flow state |
|
User's email
|
CreateUser | True | string |
Email of the user triggering the flow |
Returns
out description
- response
- object
Triggers
| Flow trigger on questionnaire button press |
This trigger checks the Document Drafter platform for new custom flow trigger based on a flow key |
| Wait for submit from external share link |
This trigger waits for questionnaire has been submitted from external share link |
Flow trigger on questionnaire button press
This trigger checks the Document Drafter platform for new custom flow trigger based on a flow key
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Flow key
|
FlowKey | True | string |
The Document Drafter flow key |
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
items
|
items | array of object |
items |
|
User's email
|
items.createUser | string |
Email of the user triggering the flow |
|
Document ID
|
items.documentId | string |
Single unique ID for all generated documents |
|
Flow timestamp
|
items.triggerTime | string |
Timestamp when the flow was triggered. |
|
Questionnaire name
|
items.documentName | string |
Name of the questionnaire triggering the flow |
|
Current state key
|
items.stateKey | string |
Document current state key |
|
Trigger key
|
items.triggerKey | string |
Triggered key for event |
|
Data for event
|
items.additionalData | string |
Trigger data for event |
|
Origin email
|
items.OriginCreateUser | string |
Origin email of the user creating the questionnaire |
Wait for submit from external share link
This trigger waits for questionnaire has been submitted from external share link
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Document Drafter Portal URL
|
SiteUrl | True | string |
E.g. contenso.documentdrafter.com |
|
Type a reference to identify link
|
Scope | True | string |
Specify reference for link on trigger action |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
items
|
items | array of object | |
|
status
|
items.status | string |
The status of the job (Completed, Timeout) |
|
documentId
|
items.documentId | string |
Unique document ID |
Definitions
string
This is the basic data type 'string'.
object
This is the type 'object'.