Document Template Match

Automatically identifies the Document AI Automation template for a specified document.

Resource 

1/connect/document-ai-automation/actions/match-template

Available Version 

67.0

HTTP Methods 

POST

Properties 

Property NameTypeDescriptionRequired or Optional
sourceTypeStringThe source type of the document. Valid values are ContentDocument, AmazonS3, or ContentHub.Required
contentDocumentIdStringThe native Salesforce ContentDocument ID.Required when sourceType is set to ContentDocument.
documentUrlStringThe pre-signed Amazon S3 URL pointing to the document location.Required when sourceType is set to AmazonS3.
contentHubRepositoryIdStringThe Content Hub repository ID for the external connection.Required when sourceType is set to ContentHub.
externalIdStringThe external object key within the Content Hub repository.Required when sourceType is set to ContentHub.
templatesList<String>A list of template IDs or developer names to match against. If omitted, the top 20 newest active templates are considered.Optional

Response Body for POST 

Template Match Output