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CLM for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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CLM for Salesforce

Agreement Web Service

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Selecting a Template for the Agreement Document

This associates a template with the agreement, enabling the agreement document to be published.

API

Signature

selectFirstTemplateIdForAgreement

webService static Id selectFirstTemplateIdForAgreement(Id agreementId)

Parameters

Name

Type

Description

agreementId

ID

The id of the agreement

Response

Name

Type

Description

result

ID

The id of the template that is used to generate the agreement document

Integration Details

Use the following information in your integrations with Apttus Contract Management Web Services API. For information on how to get started, refer to Integrating Conga CLM with External Systems.

API Prerequisites

None.

Request/Response XML

Example Request

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:agr="http://soap.sforce.com/schemas/class/Apttus/AgreementWebService"> <soapenv:Header> <agr:SessionHeader> <agr:sessionId>00D020000008lUh!AQYAQEEW..3lVJKVa9atZ.0B6NtzfwyA.27WJEfZds4IqJX8uzm8O7.VdNoOTWwjGFxgbrF03ylztaIg6VvFl_EeKVGaQccY </agr:sessionId> </agr:SessionHeader> </soapenv:Header> <soapenv:Body> <agr:selectFirstTemplateIdForAgreement> <agr:agreementId>a07020000008w9GAAQ</agr:agreementId> </agr:selectFirstTemplateIdForAgreement> </soapenv:Body> </soapenv:Envelope>

Example Response

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns="http://soap.sforce.com/schemas/class/Apttus/AgreementWebService"> <soapenv:Body> <selectFirstTemplateIdForAgreementResponse> <result>a09R000000Alm7iIAB</result> </selectFirstTemplateIdForAgreementResponse> </soapenv:Body> </soapenv:Envelope>
API Guide
CLM

January 2, 2025