Workbooks is a cloud-based CRM and business application for users in sales, marketing, and customer support. It also offers services for order management and fulfillment, invoicing, and supplier management.
To configure the connector, following parameters are required:
Connector name
API key for the cloud account (obtained from Start > Configuration > Email & Integration > API Keys in Workbooks Desktop instance)
Target URL of the cloud account
|
Operation |
VERB |
|---|---|
|
Get User |
GET |
|
Get All Users |
GET |
Not Applicable
Not Applicable
Not Applicable
The user and group mappings are listed in the tables below.
| SCIM parameter | Workbooks parameter |
|---|---|
| Id | id |
| userName | login_name |
| name.Formatted | person_name |
|
displayName |
person_name |
|
emails[0].value |
login_name |
|
timezone |
timezone |
| locale | date_time_locale |
| active | is_enabled |
|
meta.created |
created_at |
|
meta.lastModified |
updated_at |
Not Applicable
Create, Update, and Delete users are not supported.
Groups and group memberships are not supported through APIs.
Username is available only for the activated users.
Get All Users retrieves automation users that are not listed in the users list in Workbooks user interface. The automation users are created while generating the first API key of type automation in Workbooks Desktop instance.
The application returns the user details instead of 404 error though the user id is appended with alphabetic characters.
DocuSign allows users to manage digital transactions for electronic documents including contracts and signatures. Its features include authentication services, user identity management, and workflow automation.
To configure the connector, following parameters are required:
Connector name
Client Id
User Name
Password
Target URL (Cloud application's instance URL used as targetURI in payload)
|
Operation |
VERB |
|---|---|
|
Create User |
POST |
|
Update User |
PUT |
|
Delete User |
DELETE |
|
Get User |
GET |
|
Get All Users |
GET |
|
Get All Users with Pagination |
GET |
|
Operation |
VERB |
|---|---|
| Create Group | POST |
| Update Group | PUT |
|
Delete Group |
DELETE |
|
Get Group |
GET |
|
Get All Groups |
GET |
|
Get All Groups with Pagination |
GET |
|
Update Membership |
PUT |
The user and group mappings are listed in the tables below.
| SCIM parameter | DocuSign parameter |
|---|---|
| Id | userId |
| UserName | userName |
| UserType | userType |
| DisplayName | userName |
| Title | jobTitle |
| name.GivenName | firstName |
| name.FamilyName | lastName |
|
Addresses.StreetAddress |
workAddress.address1 |
|
Addresses.Locality |
workAddress.address2 |
|
Addresses.Region |
workAddress.city |
|
Addresses.Country |
workAddress.country |
|
Addresses.postalCode |
workAddress.postalCode |
|
PhoneNumbers.Value |
workAddress.phone |
|
Emails.Value |
|
|
Active |
userStatus |
|
Groups |
groupList |
|
Meta.Created |
createdDateTime |
| SCIM parameter | DocuSign parameter |
|---|---|
|
id |
groupId |
|
displayName |
groupName |
Username update is accepted only when no first and last name provided.
Add and update of Users address not supported.
Intermittently, you cannot update the users when the activation is in pending status.
Active user cannot be created. After the created user activates the account through the email link, the user is considered to be an Active user.
Combination of user name and email duplication will result in conflict error response.
ShareFile offers users a platform for secure content collaboration, file sharing, and synchronization for documents and workflows. It offers cloud-based and on-premises storage, virtual data rooms, and client portals.
To configure the connector, following parameters are required:
Connector name
UserName
Password
Client_Id
Client_Secret
Target URL (Cloud application's instance URL used as targetURI in payload)
|
Operation |
VERB |
|---|---|
|
Create User |
POST |
|
Update User |
PATCH |
|
Delete User |
DELETE |
|
Get User |
GET |
|
Get All Users |
GET |
|
Operation |
VERB |
|---|---|
|
Create Group |
POST |
|
Update Group |
PATCH |
|
Delete Group |
DELETE |
|
Get Group |
GET |
|
Get Group Members |
GET |
|
Add Group Members |
POST |
|
Remove Group Members |
DELETE |
|
Get All Groups |
GET |
name.familyName
name.givenName
Not Applicable
The user and group mappings are listed in the tables below.
| SCIM Parameter | Citrix ShareFile parameter |
|---|---|
| Id | id |
| userName | |
| name.Formatted | FullName |
| Name.FamilyName | LastName |
| Name.GivenName | FirstName |
| Password | Password |
| DisplayName | FullName |
| email.value | |
| Active | IsDeleted |
| Extension.Organization | Company |
| Created | DateCreated |
| SCIM parameter | Citrix ShareFile parameter |
|---|---|
| Id | id |
| DisplayName | Name |
| members.value | User.Id |
| members.display | User.FirstName+User.LastName |
Pagination is not supported by cloud application for both Users and Groups object
Group Information such as, the groups to which the user is associated is not displayed when we retrieve Users object.
Only 5 users can be created for trial instance on the Cloud Application.
Email id is considered as your user name. To update the username, you should update the email id.
Last modified date is not supported by the Cloud application for User object.
Last Modified and Created date is not supported by the Cloud application for Group object.
Deleted users can be retrieved as the Cloud application supports soft delete of users.
Group membership operation can be ignored when you have an invalid User Id in the members list.
Zendesk is a unified customer service platform. It features a common user interface, single login, and a platform for sharing customer data.
To configure the connector, following parameters are required:
Connector name
User Name
Password
Target URL (Cloud application's instance URL used as targetURI in payload)
|
Operation |
VERB |
|---|---|
|
Create User |
POST |
|
Update User |
PUT |
|
Delete User |
DELETE |
|
Get User |
GET |
|
Get All Users |
GET |
|
Get All Users with Pagination |
GET |
|
Operation |
VERB |
|---|---|
|
Create Group |
POST |
|
Update Group |
PUT |
|
Delete Group |
DELETE |
|
Get Groups |
GET |
|
Get All Groups |
GET |
|
Get All Users with Pagination |
GET |
|
Update Membership |
PUT |
DisplayName
The user and group mappings are listed in the tables below.
| SCIM parameter | Zendesk parameter |
|---|---|
| Id | id |
| UserName | |
|
DisplayName |
name |
|
Timezone |
time_zone |
|
Locale |
locale |
| PhoneNumbers[].Value | phone |
| Emails[].Value | |
|
Active |
active |
|
Meta.Created |
created_at |
|
Meta.LastModified |
updated_at |
| SCIM parameter | Zendesk parameter |
|---|---|
| Id | id |
|
DisplayName |
name |
|
Meta.Created |
created_at |
|
Meta.LastModified |
updated_at |
A user with Agent role only can be added to group membership.
Get resource by pagination will always return the resources in multiples of hundred. For example, if the count is specified as 126, 200 records are returned.
If any value for startIndex is passed when using get resources by pagination parameter, the result from the connector is always the nearest 100 records from the requested number.
Users can be deleted multiple times as the cloud application supports soft delete.
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