For AI agents: visit https://developer.conga.com/contracts/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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Contracts

  • Accounts
    • Get contract hierarchy for an account using querypost
    • Get hierarchy starting from a specific contract under an accountpost
  • Contract Type Document Requirement Settings
    • Get a document requirement setting by IDget
    • Query document requirement settingspost
    • Query document requirement settings by contract type and actionget
    • Update document requirement settingsput
  • Conversation Thread
    • Get thread recordspost
    • Search conversation threadspost
  • Obligations
    • Get activated contracts with obligationspost
  • Sign
    • End wet signature flowpost
  • Template
    • Find template recordspost
  • ActivityHistory
    • Get activity history recordspost
  • Bulk Import
    • Create a bulk import jobpost
    • List bulk import jobspost
    • Get bulk import job resultget
    • Delete a bulk import jobdel
    • Get uploaded file detailsget
    • Get bulk import templatesget
  • Clause Obligations
    • Create a clause obligation requestpost
    • Delete clause obligationsdel
    • Get all clause obligationspost
    • Get a clause obligation by IDget
    • Update a clause obligationput
    • Delete a clause obligation by IDdel
  • Configurations
    • Get configurationget
  • Contract
    • Create a contract recordpost
    • Delete contractsdel
    • Update a contract recordput
    • Get a contract's detailsget
    • Delete a contractdel
    • Update a contract's signature statusput
    • Get contract recordspost
  • Contract Clause
    • Get contract clause detailsget
    • Get all contract clausespost
    • Create a new contract clausepost
    • Update an existing contract clauseput
    • Delete a contract clausedel
    • Create multiple clauses for a contractpost
    • Update multiple clauses of a contractput
    • Delete multiple contract clausesdel
  • Contract Cycle Time
    • Get a cycle-time group record by IDget
    • Update a cycle-time group recordput
    • Delete a cycle-time group recorddel
    • List all of a contract's or contract object's fieldsget
    • Create a cycle-time group recordpost
    • Get cycle-time group dataget
  • Contract Documents
    • Create a new contract documentpost
    • Delete documents by contract IDdel
    • Get document detailsget
    • Update a contractput
    • Query contract documentspost
    • Query contract documents for status and versionpost
    • Get document by ID and versionget
    • Delete document versionsdel
    • Get a contract's related documentsget
    • Import an offline contract documentpost
    • Create an offline contract documentpost
    • Create a contract from an executed contractpost
    • Import a large document.post
    • Store an executed large document.post
    • Creates an offline contract and imports a large document linked to it.post
    • Upload a large contract documentpost
    • Protect a documentpost
    • Query contract documents with compliance statuspost
  • Contract Lifecycle
    • Activate a contractpost
    • Amend a contractpost
    • Renew a contractpost
    • Clone a contractpost
    • Terminate a contractpost
    • Expire a contractpost
    • Cancel a contractpost
    • Submit Requestpost
    • Update contract status by lifecycle actionpost
  • Contract Obligations
    • Create an obligation for a contractpost
    • Delete contract obligationsdel
    • Get all contract obligationspost
    • Get a contract obligation by IDget
    • Update a contract obligationput
    • Delete a contract obligation by IDdel
    • Create a contract obligation documentpost
    • Get contract obligation document detailsget
    • Delete a contract obligation documentdel
    • Get the obligation and fulfillment details of the contractpost
  • Contract Obligations Fulfillment
    • Get a contract obligation fulfillment by IDget
    • Update a contract obligation fulfillmentput
    • Get fulfillment historypost
    • Perform an action on a contract obligation fulfillmentpost
  • Contract Related List
    • Create recordspost
    • Delete an object's recordsdel
    • Update an object's detailsput
    • Get an object's detailsget
    • Delete an object's detailsdel
    • Filter an object's recordspost
  • Contract Relationship
    • Link contracts by relationshippost
    • Get contract relationship detailsget
    • Link contracts using RelationshipFromType and RelationshipToTypepost
    • Unlink related contractsdel
    • Get hierarchy of a contractget
    • Query a contract relationshippost
  • Contract Request
    • Get the contract request detailsget
    • Update a contract request recordput
    • Delete a contract requestdel
    • Create a contract requestpost
    • Upload documents to a contract requestpost
    • Delete documents by contract request IDdel
    • Get a contract request's related documents metadataget
    • Get contract request recordspost
    • Convert a contract request to an agreementpost
    • Get incoming contract requestspost
    • Get a user's contract request authorityget
  • Contract Request Team Members
    • Add contract request team memberspost
    • Update contract request team member detailsput
    • Get contract request team member detailsget
    • Remove a team member from a contract requestdel
    • Get contract request team members by actionget
    • Get all team members of a contract requestpost
  • Contract Team Members
    • Add contract team memberspost
    • Update contract team member detailsput
    • Get contract team member detailsget
    • Remove a team member from a contractdel
    • Get contract team members by actionget
    • Get all team members of a contractpost
  • Document Generation
    • Generate a documentpost
    • Regenerate a documentpost
    • Generate a supporting documentpost
    • Join documentspost
    • Preview a documentpost
    • Compare documentspost
  • Document Settings
    • Create a document output formatpost
    • Update document output formatput
    • Get a document output formatget
    • Delete a document output formatdel
    • Show document output format recordspost
    • Add a document protection settingpost
    • Update a document protection settingput
    • Copy document protection settingspost
    • Get a document protection settingget
    • Delete a document protection settingdel
    • Query document protection settingspost
  • Export
    • Export query results to Excel/CSVpost
    • Export search results to Excel/CSVpost
  • Contract Obligations Fulfillment
    • Get all active obligation fulfillments for the Manage Fulfillment listingpost
    • Get activity history for all fulfillments of a contract obligationpost
    • Get all fulfillments for a contract obligationpost
  • Contract Related List
    • Update multiple object recordsput
  • In-Effect View
    • Get in-effect view of contract detail changesget
    • Get in-effect view of contract document changesget
    • Get in-effect view of contract clause changesget
  • Review
    • Initiate a reviewpost
    • Get contract review details in CLMget
    • End a reviewpost
    • Cancel a reviewpost
    • Add reviewers to a review cycle in CLMpost
    • End review of reviewerspost
    • Remove reviewerspost
    • Search users for document review in CLMget
    • Get Active Directory access tokenpost
  • Team Role
    • Create a team rolepost
    • Delete team rolesdel
    • Update an existing team roleput
    • Get a team role by IDget
    • Delete a team roledel
    • Query team role recordspost

Review

  • Authorization
    • Get user profile authorizationget
    • Get an auth token for Google service account flowpost
    • Get an auth token for delegated flowget
  • HealthCheck
  • Review
    • Get review detailsget
    • Cancel a review processdel
    • Get reviewsget
    • Send a document for reviewpost
    • End my reviewpost
  • Reviewer
    • Get reviewersget
    • Add reviewerspost
    • Cancel a reviewerdel
    • End a reviewer's reviewpost
  • ReviewSites
    • Validate Sharepoint siteget
  • User
    • Search usersget
    • Gets existing users from search textget

X-Author

  • ConfigurationManagement
    • Toggle connect to CRM flagput
  • FeatureSettings
    • Get AI feature settingsget
    • Get external connection statusget
    • Get all feature settingsget
  • GoogleConfig
    • Gets the information of google drive support and service account configurations in clmget
  • Layout
    • Retrieves the page field definitions and configuration metadata for the specified layout.get
  • Reconciliation
    • Process document to prepare data for reconciliation previewpost
    • /api/xauthor/v1/reconcile/preview-data/sametagfieldspost
  • Playbook
    • Get the list of playbooks based upon contract type, source and legal entity.get
    • Get the list of rules matched for the playbook based upon contract type, source and legal entity.get
    • Retrieves the list of matched available playbooks for the specified contract.get
  • PlaybookExecution
    • Executes the specified playbook with the provided input document and returns the execution details.post
    • Retrieves the playbook execution results including clause rule and document rule outcomes.post
  • RedlineExecutionStatus
    • s Retrieves the current execution status of a redline operation, including extraction and redlining progress.get
  • RuleExecution
    • Executes a rule against a contract document using the document content.post
    • Executes a rule against a contract document using pre-extracted rule text.post
    • Retrieves the clause rule execution result for a specific execution.get
    • Retrieves the document rule execution result for a specific execution.get
  • DataCorrection
    • Convert RecordType to ContractTypeput
  • Analytics
    • Add application usage datapost
  • Log
    • Applications exception logging.post
    • To Log the custom metrics for the XA userpost
  • SchemaMetadata
    • Retrieves the entities.post
  • ClauseMetadata
    • Get a template clause's metadataget
    • Get mark clause metadataget
  • PackageMigration
    • Export packagepost
    • Import packagepost
  • TemplateMigrate
    • Export a templatepost
    • Import a templatepost
  • AgreementMetadata
    • Get fieldsget
  • AgreementReview
    • /api/xauthor/v1/contracts/{contractId}/reviewsget
  • AdminSettings
    • Get administrator settingsget
    • Get Google account configurationget
  • Agreement
    • Get agreementspost
    • Get agreements owned by current logged in userpost
    • List recently viewed agreementspost
    • Get agreement details by contractget
    • Get agreement record typeget
    • Create an agreementpost
    • Filter agreements with advanced search criteriapost
  • AIRedline
    • This method is to process the check-in or publish of the document based on the AI suggestion and the details provided in the request.post
    • This method to generate a preview of the updated contentbased on the AI suggestion and other details provided in the requestpost
    • /api/xauthor/v1/contracts/{contractId}/AI/redline/risks/{attachmentId}get
    • /api/xauthor/v1/contracts/{contractId}/AI/redline/riskspost
  • Document
    • Get document content by attachmentget
    • Get document content bodyget
    • Get document or attachment by IDget
    • Get file size in MB of the attachment by IDget
    • Get the docx octet streamget
    • Get document in Word onlinepost
    • Convert SDT elements to textpost
    • Get the name of a document filepost
    • /api/xauthor/v1/documents/{attachmentId}/content-body-metadata-extractedget
    • Get content metadataget
    • Get agreement detailspost
    • Get document Clauses by attachment IDget
    • Convert document content from OPC XML format to HTMLpost
  • DocumentMetadata
    • Get metadata and custom propertiesget
    • Get document metadataget
    • Get fields and clauses from document metadataget
    • Get V2 metadata JSONget
    • Get V2 metadata JSONget
  • DocumentProtection
    • Remove document protectionpost
    • Add document protectionpost
    • Get the protection level of document.get
    • Get the protection type of document.get
  • DocumentReview
    • Check Send For Review status.get
    • Check review cycle is pending or not.get
  • DocumentSync
    • Sync the document.post
    • Update the document Propertiespost
    • Gets the attachment id by external idget
  • Account
    • Get accountsget
  • Authorization
    • Get token informationget
  • Contact
    • Get contactsget
  • Encryption
    • Encrypt provided textpost
  • Query
    • Retrieve dynamic lookup datapost
  • RecordType
    • Retrieve record typeget
  • AlternateClause
    • Reorder alternate clausespost
    • Link alternate clausespost
    • Unlink alternate clausesdel
  • ClauseComparison
    • The Api is used to initiate the clause semantic comparison requestpost
    • The API is used to get the comparison status on the basis of comparison id , it can give for multiple idsget
    • The API is used to get the comparison status on the basis of comparison idget
    • It returns the result after the semantic comparison is completedget
  • ClauseContent
    • Mark plain text as a clausepost
    • Get clause content for document insertionpost
    • Get the markup clause details for both template and agreement in encoded formatpost
  • Clause
    • List alternate clauses and sub-clausesget
    • Get alternate clausespost
    • Get a clause bundleget
    • Validate alternate clausespost
  • ClauseLibrary
    • Get clausespost
    • Filter clausespost
    • Promote a clausepost
  • ClauseVersion
    • Get clause content as text or HTMLget
  • AgreementClause
    • Create agreement clausespost
    • Create agreement clauses as finalpost
    • Finalize a document's clause entriespost
    • Create agreement clausespost
    • Create original entries for the agreement clausespost
    • Retrieves the list of agreement clause entries which are revertible.get
  • AgreementDocumentCheckin
    • Check in a document specific to an agreementpost
  • AgreementDocument
    • Get agreement document versionspost
    • Regenerate an agreement document with the selected templatepost
    • Compare and merge documentspost
    • Get agreement tagsget
  • AgreementLock
    • Get lock statuspost
    • Release an agreement lockpost
    • Lock an agreementpost
  • AgreementOffline
    • Import an offline agreementpost
    • Create an offline agreementpost
    • Create offline Agreementpost
    • Import an offline agreementpost
    • Create store executed agreementpost
  • AgreementTemplate
    • Get a template for an agreementget
  • ContractCheckin
    • Performs post checkin activity like reconcilation / pdf file creation / metadata processing. File content wont be read as part of this process.Request contains all the information related to file content which is required during checkinpost
  • DAI
    • Get IDE job statusget
    • Extract and mark the clauses and fields in the request document and also update the metadatapost
  • FieldData
    • Get Locale Based Formatted Field Valuespost
  • FieldDataRetrieval
    • Get field data with locale based formatted valuespost
  • FieldMark
    • Mark as fieldpost
    • Mark as fieldpost
  • Fields
    • Get field datapost
    • Retrieves the reference to field name.post
    • Get fields data validation.post
    • Get fields data validation for V2 metadatapost
    • Get Locale Based Formatted Field Valuespost
  • FieldsValidate
    • Validates the fields in a document for a given object and field API name.post
  • IntelligentImport
    • Extract a documentpost
    • Get document extraction statusget
    • Get IDE job statusget
    • Extract and mark the clauses and fields in the request documentpost
    • Get the doc fields and clauses propertiespost
  • IntelligentImportRisk
    • Get Risk Insights Datapost
    • Update Risk Insights Scorepatch
    • Add Risk Insights Scorepost
    • Get Risk Scale Dataget
    • Delete Risk Insightspost
  • Token
    • Get auth tokenpost
    • Validate Sharepoint siteget
    • Fetches the google authentication token for communicating with google APIsget
  • UFC
    • Get repeat and section datapost
    • Update repeat and section datapost
  • User
    • /api/xajs/v1/xAuthor/User/UsersByTypepost
    • get logged in user infoget

HealthCheck

Updated 3 months ago


Get an auth token for delegated flow
Review
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Updated 3 months ago


Get an auth token for delegated flow
Review
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