Create Contract Document Generation Action

Create a contract for a specified record.

This action is available in API version 61.0 and later.

Supported REST HTTP Methods 

URI: /services/data/vXX.X/actions/standard/createClmContract

Where XX.X is the latest API version.

Formats: JSON, XML

HTTP Methods: POST

Authentication: Authorization: Bearer TOKEN

Where TOKEN is a variable.

Inputs 

InputTypeDescription
contractRecordTypeStringRequired
API name of the contract record type
documentTemplateNameStringRequired
Name of the document template to use when creating the contract
sourceRecordIdIDRequired
ID of the record to use to populate the fields on the contract
isCreateContractDocumentBooleanRequired
Indicates whether to create a contract document in addition to the contract (true) or not (false).

Output 

OutputTypeDescription
contractIdStringCollection that contains the ID of the contract that was created

Usage 

Sample Input

This sample request is for the Create Contract Document Generation action.

1{
2  "sourceRecordId": "13ZSB0000000OYxxAM",
3  "contractRecordType": "ContractLifecycleManagement",
4  "documentTemplateName": "SAMPLE_LoanApprovalTemplate",
5  "isCreateContractDocument": true
6}
Sample Output

This sample response is for the Create Contract Document Generation action.

1{
2  "contractId": [
3    "800SB00000KLbHxxA1"
4  ]
5}