Smarter Drafter connector enables seamless integration between Smarter Drafter and your Power Automate workflows, allowing you to automate document generation and streamline your processes.
Pre-requisites:
- A Smarter Drafter Pro account with API access
- An API key created in Smarter Drafter Pro
- Power Automate license from Microsoft
Getting Started
- Install the Connector
Import the Smarter Drafter connector into your Power Automate environment.
- Authentication
Configure authentication using your Smarter Drafter API Key. For details on how to create an API key see [LINK TO DDA MANAGE API KEYS] article.
- Create a Flow
Add Smarter Drafter actions or triggers to your Power Automate flows.
Available Actions
| Action | Description |
|---|---|
| Create Submission | This function accepts submission details in the request body, creates a new submission, and queues documents for generation. It returns the unique identifier of the created submission. |
| Get Submission | Returns the details of a specific submission identified by its unique ID. If the submission is not found, a 404 Not Found response is returned. |
| Get Fields by Form | Returns all fields associated with the specified form ID. |
| Download Document | Returns the generated document. |
| Update Submission Answer | Updates the answer for a specific field in a submission. Supports updating file-type fields using form data. |
| Submit submission and queue documents for generations | Submits the specified submission and queues the associated documents for generation. Additional metadata, such as user agent and remote address, is captured. |