Authenticate ActiveDEMAND with your app using API keys and OAuth tokens. Keep credentials secure and rotate them regularly.
Connect the Documents & Contracts API by generating an API token and configuring permission scopes. Test the connection to confirm access.
The integration uses endpoints for creating, updating, and retrieving documents and contracts, syncing statuses, attachments, and audit logs. Use the endpoints that map to your workflow needs, such as contract creation, document attachment, and status updates.
Use webhooks in ActiveDEMAND to trigger document actions in Documents & Contracts API as soon as an event occurs.
Create, update, or attach documents automatically in response to ActiveDEMAND events.
HTTP method examples: POST to /contracts/{contractId}/documents, PUT to /contracts/{contractId}/status
Key fields include contractId, documentId, action, status, timestamp.
Schedule regular synchronizations to reduce latency and keep records up to date.
Batch create or update multiple documents, with error reporting and retry logic.
POST /contracts/batchSync
batchId, itemIds[], status
Manual trigger to fetch the latest documents when needed.
Select documents to sync, then push updates to the Documents & Contracts API.
POST /contracts/documents/sync
selectedDocumentIds, permissions
Automate repetitive document workflows without writing code.
Accelerate contract cycles with instant data syncing and status tracking.
Improve accuracy through real-time validation and centralized records.
This glossary explains core concepts and processes involved in the ActiveDEMAND to Documents & Contracts API integration, including APIs, endpoints, webhooks, authentication, and data mapping.
A set of endpoints and methods that allow apps to interact with a service programmatically.
A standard authorization framework that enables secure delegated access between apps.
A real-time notification mechanism where one app sends an HTTP request to another when an event occurs.
A specific URL where an API can be accessed to perform actions.
Automatically assemble relevant documents when a contract is created or updated in ActiveDEMAND and attach them to the contract in Documents & Contracts API.
Log who accessed or modified documents, with timestamps, in a centralized feed.
Trigger follow-up actions based on contract status changes to streamline approvals.
Obtain API keys and set OAuth scopes for both services.
Enter endpoints, mapping fields, and test connectivity.
Run end-to-end tests, verify data integrity, and enable live syncing.
Authenticate via OAuth 2.0 or API keys; keep credentials secure and rotate them regularly. Test connectivity with a simple ping and verify permissions to ensure a smooth initial connection.
Yes—no-code setup is possible using the Zapier App Connector, with a UI-based field mapping experience. If you require custom logic, you can introduce webhooks or conditional steps to extend behavior.
Start with core endpoints like create contract, attach documents, and update status. Then add endpoints to fetch or list records and validate mappings with test data.
Data in transit should be encrypted with TLS, and API keys should be rotated regularly. Use RBAC and maintain comprehensive audit logs.
Yes, field mappings can be customized in the integration UI. For complex needs, use a transformation step or pre/post-processing rules.
When errors occur, rely on a retry strategy with exponential backoff and clear error codes. Log details and alert the relevant team for resolution.
You can access logs and audit trails in the app’s history panel. Exportable reports are available for compliance needs.
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Complete Operations Catalog - 126 Actions & Triggers
