home

General

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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral
search
search
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)Conga CopilotCPQ 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 SearchTest AuthorTurboEnginesX-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 Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

search

General

chevron_left

General Contents

close
  • Features by Release

  • Conga Upgrade Program

  • chevron_right

    System Requirements and Supported Platforms Matrix

  • Managed Packages Dependency Matrix

  • Conga Applications in Salesforce Lightning

  • Salesforce Multi-Factor Authentication Support for Conga Commerce

  • chevron_right

    Conga Product Glossary

  • chevron_right

    Conga Upgrade Assistant

  • chevron_right

    Product Retirement Schedule

  • expand_more

    Developer Center

    • chevron_right

      Approvals for Salesforce REST APIs

    • chevron_right

      Billing for Salesforce REST APIs

    • chevron_right

      CLM for Salesforce REST APIs

    • chevron_right

      CPQ for Salesforce REST APIs

    • chevron_right

      Digital Commerce for Salesforce REST APIs

    • expand_more

      Discovery AI for Salesforce REST APIs

      • chevron_right

        Admin Config

      • chevron_right

        Conga APIs

      • chevron_right

        Documents

      • chevron_right

        Tenant Administration

      • expand_more

        Config Discovery and Management

        • Register a provider

          post
        • Retrieve provider details

          get
        • Test the connection to the AI engine

          post
        • Sync provisions from AI provider

          get
        • Get provisions to add

          get
        • Create a provision map

          post
        • Get a provision map

          get
        • Edit a provision map

          post
        • Delete a provision map

          delete
      • chevron_right

        Document Analysis

      • chevron_right

        Insight Analysis and Management

    • chevron_right

      Orchestrate REST APIs

    • chevron_right

      Partner Commerce for Salesforce REST APIs

    • chevron_right

      TurboEngines REST APIs

  1. General
  2. arrow_right
  3. Developer Center
  4. arrow_right
  5. Discovery AI for Salesforce REST APIs

list_altShow Contents

chevron_left

General

Config Discovery and Management

chevron_right
download

Create a provision map

post
https://IDD_URL/idd/api/{version}
/{tenantId}/config/createprovisionmap

Creates a provision map in the IDD provision maps table using the details given by the user. The table contains the unique tenant and instanceurl record types. Makes an API call to the AI engine to get the project ID from the given project name. Another AI engine API call creates template_id and adds user-provided field IDs. A project default worksheet with fields is created in the AI engine. If syncProvisions is enabled, field mappings from syncProvisionIds are also added to the AI engine provisions table in IDD.

Request

Security: API Key
Security: Bearer Auth

Path Parameters

tenantId
string
required

Tenant name

Example:
congasfdc

Query Parameters

instanceurl
string
required

Instance URL

Example:
https://www.conga.com
userid
string
required

User ID

Example:
a56392269d970c
username
string
required

User name

Example:
dummyuser

Body

Request to create a provision map

project_name
string<string>

Project name

Example:
sample_idd
recordType
string<string>

Record type

Example:
MSA
syncProvisions
boolean

Sync provisions

Example:
true
syncProvisionIds
object
clauseMap
object
fieldMap
object
clauseMap
object
267
array
268
array
fieldMap
object
2
array
1038
array

Responses

200
400
403
404

OK

Body

responses
/
200
project_id
number
Example:
209
template_id
number
Example:
170
Auth
:
Server Variables
:
Parameters
:
:
:
:
Body
1
{
2
"project_name": "sample_idd",
3
"recordType": "MSA",
4
"syncProvisions": true,
5
"syncProvisionIds": {
6
"clauseMap": {
7
"268": [
8
{
9
"congaTemplateId": "234abc"
10
}
11
]
12
},
13
"fieldMap": {
14
"2": [
15
{
16
"objectName": "Apttus__APTS_Agreement__c",
17
"congaField": "Free"
18
}
19
]
20
}
21
},
22
"clauseMap": {
23
"267": [
24
{
25
"congaTemplateId": "345678"
26
}
27
],
28
"268": [
29
{
30
"congaTemplateId": "234abc"
31
}
32
]
33
},
34
"fieldMap": {
35
"2": [
36
{
37
"objectName": "Apttus__APTS_Agreement__c",
38
"congaField": "Free"
39
}
40
],
41
"1038": [
42
{
43
"objectName": "Apttus__APTS_Agreement__c",
44
"congaField": "Lively"
45
}
46
]
47
}
48
}
curl --request POST \
--url https://idd_url/idd/api/v2/tenantId/config/createprovisionmap \
--header 'Accept: application/json' \
--header 'Content-Type: application/json' \
--header 'X-API-Key: 123' \
--data '{
"project_name": "sample_idd",
"recordType": "MSA",
"syncProvisions": true,
"syncProvisionIds": {
"clauseMap": {
"268": [
{
"congaTemplateId": "234abc"
}
]
},
"fieldMap": {
"2": [
{
"objectName": "Apttus__APTS_Agreement__c",
"congaField": "Free"
}
]
}
},
"clauseMap": {
"267": [
{
"congaTemplateId": "345678"
}
],
"268": [
{
"congaTemplateId": "234abc"
}
]
},
"fieldMap": {
"2": [
{
"objectName": "Apttus__APTS_Agreement__c",
"congaField": "Free"
}
],
"1038": [
{
"objectName": "Apttus__APTS_Agreement__c",
"congaField": "Lively"
}
]
}
}'
Response Example
1
{
2
"project_id": 209,
3
"template_id": 170
4
}
chevron_leftchevron_right
chevron_right

Footer Section

Explore


Conga.com
Legal
Feedback
Contact Support

Copyright © 2025 Conga Corporation • All Rights Reserved

Cookie Notice

We use cookies to improve your experience on our site. To find out more, read our cookie policy.