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Conga Product Documentation

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General

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General Contents

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  • 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

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    Product Retirement Schedule

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    Developer Center

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      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

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        Admin Config

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        Conga APIs

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        Documents

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        Tenant Administration

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        Config Discovery and Management

      • expand_more

        Document Analysis

        • Get information for an upload request

          get
        • Send information for upload

          post
        • Get job status

          get
        • Update job status

          post
        • Get document status

          get
        • Show document status

          post
        • Get extracted provisions

          get
        • Extract data from natural language

          get
        • Extract date and time from natural language

          get
        • Log feedback event

          post
        • Export a document

          post
        • Retrieve info to download a document

          get
        • Download an exported document to a named location

          post
        • Delete a document

          delete
      • chevron_right

        Insight Analysis and Management

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      Orchestrate REST APIs

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      Partner Commerce for Salesforce REST APIs

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      TurboEngines REST APIs

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

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General

Document Analysis

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Send information for upload

post
https://IDD_URL/idd/api/{version}
/{tenantId}/analyze/uploadinfo

Sends the provider's upload information (job ID/document ID) or file information for IDD to upload.

Collects job/document information for a manual upload or uploads internally (see the input types in the request body description.)

For requests with automatic notification enabled (with the notificationInfo object included in the request), the request body in the notification will resemble:

status: complete,
responseBody:
  is_extracted: true,
  language: English,
  scan_quality: A,
  is_scanned: true,
  page_count: 10,
  error_code: 0,
  jobId: 412455,
  documentId: 86453,
  projectId: 625

Request

Security: API Key
Security: Bearer Auth

Path Parameters

tenantId
string
required

Tenant name

Query Parameters

resumable
string

Set to true to upload documents using the resumable API.

Example:
false
userid
string
required

User ID

Example:
a56392269d970c
username
string
required

User name

Example:
dummyuser

Body

Request to:

  1. uploadJobInfo: Post job/document information to IDD,
  2. uploadJobInfoWithNotification: Post job/document information to IDD and receive notification on completion, or
  3. uploadDocumentInfo: Give IDD a link to the file to upload. If notificationInfo is provided, notify on completion.

object
(any of)
jobId
string<string>

Job ID

Example:
80291
documentId
string<string>

Document ID

Example:
394201
context
object
recordType
string<string>

Record type

Example:
NDA
projectId
string<string>

Project ID

Example:
880
instanceUrl
string<string>

Instance URL

Example:
https://www.conga.com
notificationInfo
object

Including this webhook information enables automatic polling by IDD.

url
string<string>

URL

Example:
https://www.conga.com/maxupload/notify
method
string<string>

Request method

Example:
POST

Responses

200
500

OK

  • The information was received (if the request body was of the uploadJobInfo or uploadJobInfoWithNotification type).
  • The file was downloaded successfully and automatic polling has begun (if the request body was of the uploadDocumentInfo type).

Auth
:
Server Variables
:
Parameters
:
:
:
:
Body
1
{
2
"jobId": "40289",
3
"documentId": "89000",
4
"context": {
5
"recordType": "NDA",
6
"projectId": "342",
7
"instanceUrl": "https://www.conga.com"
8
}
9
}
curl --request POST \
--url https://idd_url/idd/api/v2/tenantId/analyze/uploadinfo \
--header 'Content-Type: application/json' \
--header 'X-API-Key: 123' \
--data '{
"jobId": "40289",
"documentId": "89000",
"context": {
"recordType": "NDA",
"projectId": "342",
"instanceUrl": "https://www.conga.com"
}
}'
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