Creating workflows for Conga users

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You'll get visibility of your Conga users by creating configurable workflows to automate tasks such as:

• • Creating and updating Conga contracts, events, and companies
  • Onboarding new users, including creating company members, users, and persons

Contents

1. Before you start
2. Creating workflows
3. Create user workflows

Before you start

Before you can create the integration with Oomnitza, you need to have added your Conga credentials to Oomnitza.

We recommend that you also create an extended integration for Conga users. You can use the information retrieved in these integrations to trigger workflows.

Creating workflows

Create user workflows

To create a user workflow, you must complete these steps:  

1. Click Configuration > Workflows 
2. Click Add (+) and select People from the list.
3. Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Schedule and add a rule so that the Email Equals <EmployeeEmail> you can trigger a workflow to fetch a user matching a certain name on a specific date. Refer to Using the Begin block. 
4. Drag and drop the API block onto the Sandbox.
5. Click Edit on the API block and enter Conga in the search field. 
6. Select a preset from the list below. To choose a preset, click the forward arrow (>).
   
   • Conga Add Location to a Contract
   • Conga Add Responsibility to a Contract
   • Conga Create an Event
   • Conga Create Company
   • Conga Create Company Member
   • Conga Create Contract
   • Conga Create Person
   • Conga Create User
   • Conga Modify Company
   • Conga Modify Contract
   • Conga Modify Contract Additional Party
   • Conga Run a Creation Template
   • Conga Save Company Location
   • Conga Save Company Relationship
   • Conga Save Contract Locations
   • Conga Save Contract Responsibilities
7. Select the credentials that you created in Adding your Conga credentials to Oomnitza.
8. Enter any mandatory information when prompted. You can refer to existing Oomnitza fields by entering the field name in curly braces with spaces replaced with an underscore. For example: {{contract_id}}. 
9. Select Advanced Mode.
10. Select the Response tab. You can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field, such as API Response. Once you have the entire response, you can then parse the JSON response values to custom Oomnitza fields, as per the example below.
11. Connect the Blocks. 
12. Save, validate, and activate your workflow.

Using the Conga Add Location to a Contract preset

The Conga Add Location to a Contract preset adds a single location to a contract, by Contract ID.

You need to supply the Location ID of the location that you want to add to the Contact.

For further information, see Conga Docs: POST /contract/{id}/location

Using the Conga Add Responsibility to a Contract preset

The Conga Add Responsibility to a Contract preset adds a single responsibility to a contract, by Contract ID.

You need to supply the Responsibility Name and Person ID of the person that you want to add to the Contact.

For further information, see Conga Docs: POST /contract/{id}/responsibility

Using the Conga Create an Event preset

The Conga Create an Event preset creates an event.

You need to supply the new event details, including the Frequency Type (string), Frequency (numeric), and the event dates (ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)).

For further information, see Conga Docs: POST /event

Using the Conga Create Company preset

The Conga Create Company preset creates a company.

For further information, see Conga Docs: POST /company

Using the Conga Create Company Member preset

The Conga Create Company Member preset creates a company member.

For further information, see Conga Docs: POST /companyperson

Using the Conga Create Contract preset

The Conga Create Contract preset creates a contract, by Company ID.

You need to supply the new contact details, including the Legal Entity (boolean), Renewal Interval (numeric), and the Original Expiration Date (ISO 8601 format (YYYY-MM-DDTHH:MM:SSZ)).

For further information, see Conga Docs: POST / contract

Using the Conga Create Person preset

The Conga Create Person preset creates a new person.

For further information, see Conga Docs: POST/person

Using the Conga Create User preset

The Conga Create User preset creates a new user.

For further information, see Conga Docs: POST/user

Using the Conga Modify Company preset

The Conga Modify Company preset modifies a company name, by Company ID.

You need to supply the new company name.

For further information, see Conga Docs: PATCH / company/{id}

Using the Conga Modify Contact preset

The Conga Modify Contract preset modifies a contract description, by Contract ID.

You need to supply the new contract description. 

For further information, see Conga Docs: PATCH /contract/{id}

Using the Conga Modify Contract Additional Party preset

The Conga Modify Contract Additional Party preset modifies a contract additional party (Company), by Contract ID.

You need to supply the Company ID of the company you want to modify as an additional party.

For further information, see Conga Docs: PATCH /contract/{contractid}/additionalparty/{companyid}

Using the Conga Run a Creation Template preset

The Conga Run a Creation Template preset adds a creation template to a contract, by Contract ID.

You need to supply the Template ID of the creation template you want to add to the contract.

For further information, see Conga Docs: POST/creationtemplate/runsimpletemplate/{contractId}/{templateId}

Using the Conga Save Company Location preset

The Conga Save Company Location preset creates and saves a company location, by Company ID.

For further information, see Conga Docs: PUT /company/{id}/locations

Using the Conga Save Company Relationship preset

The Conga Save Company Relationship preset saves a new company relationship, by linking one company with another.

For further information, see Conga Docs: POST /companyperson

Using the Conga Save Contract Locations preset

The Conga Save Contract Locations preset links a Company Location ID with a contract, by Contract ID.

For further information, see Conga Docs: PUT /contract/{id}/locations

Using the Conga Save Contract Responsibilities preset

The Conga Save Contract Responsibilities preset saves a contract responsibility, by Contract ID.

For further information, see Conga Docs: PUT /contract/{id}/responsibilities

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block