Cloud Elements Release Notes

Cloud Elements Version 2.163

April 23, 2018

Element Updates

Greenhouse: New element

We added the Greenhouse element to the Human Capital hub. Use the Greenhouse element to manage candidates and jobs.

Marketo: Custom objects APIs

We added the following endpoints to manage custom objects in Marketo:

• GET /custom-objects
• GET /custom-objects/{customObjectName}/custom-fields
• GET /custom-objects/{customObjectName}/custom-fields-templates
• POST /custom-objects/{customObjectName}/custom-fields
• GET /custom-objects/{customObjectName}/custom-fields/{id}
• PATCH /custom-objects/{customObjectName}/custom-fields/{id}
• DELETE /custom-objects/{customObjectName}/custom-fields/{id}

Documents hub: Added support for nextPage token

Use nextPage to paginate response to GET /folders/contents and GET /search requests.

Maximizer: Added the Maximizer Datacenter configuration

When you authenticate an element instance of Maximizer, include a value in Maximizer Datacenter (maximizer.datacenter). Use the data center where you access Maximizer if different than the default caw.

Expensify: Updated GET /reports to return report contents

Previously GET /reports returned only the file name reports, but now returns the contents as well.

Sage One: Added update and delete endpoints for /bank-accounts and /ledger-accounts

We added the following endpoints to Sage One:

• PUT /bank-accounts
• DELETE /bank-accounts
• PUT /ledger-accounts

Citrix Sharefile: Added /revisions to the /files resource

Use the following endpoints to interact with file revisions:

• GET /files/{id}/revisions
• GET /files/{id}/revisions/{revisionId}
• GET /files/revisions
• GET /files/revisions/{revisionId}

OneDrive: Authenticating through Cloud Elements 2.0 supports converged apps

We updated the scopes passed when you authenticate in Cloud Elements 2.0.

Salesforce Files: Added /revisions to the /files resource

Use the following endpoints to interaction with file revisions:

• GET /files/{id}/revisions
• GET /files/{id}/revisions/{revisionId}
• GET /files/revisions
• GET /files/revisions/{revisionId}

Salesforce Files: Fixed a bug in GET /search

Previously GET /search returned incorrect file ids, while GET /files/metadata and GET /folders/contents returned the correct ids. Now GET /search returns the correct ids.

Marketo: Updated GET /objects/{objectName}/metadata to work with all available objects

Previously GET /objects/externalActivityTypes/metadata and GET /objects/externalActivityTypesAttributes/metadata returned 400 errors.

Act-On: Corrected bug that prevented creating and updating lists and bulk lists

Previously, we passed content-type: application/json in the request header, but Act-On expects multipart/form-data. We now pass the correct content type.

Elements (general): Fixed a bug where users could not retrieve object metadata for certain elements

GET /objects/:name/metadata requests did not work for certain elements. We fixed the bug and you can return the metadata for objects in elements.

Platform Updates

Callback URL failure emails are unique to element instances

When you receive Callback URL failure emails we specify the element instance related to the failure.

Search element and formula instances

Use the searchText query parameter with GET /instances or GET /formulas/instances to search on the element instance name, formula instance name, or element key.

Cloud Elements Version 2.162

April 16, 2018

Element Updates

Box: Added support for all webhook event triggers

We now support webhooks for webhook event triggers listed in the Box documentation.

Intacct.: Added discovery API

Use GET /objects/{objectName}/metadata to view data about Intacct. version 3.0 objects.

Google drive: Download image files with Cloud Elements API docs

Previously, downloading files with GET /files in the Cloud Elements 2.0 API docs resulted in an error. The download worked correctly with requests directly to the API outside of the API docs. We fixed the bug and you can download images using the Cloud Elements 2.0 API docs.

Maximizer: Added the /appointments resource

Use the following endpoints to work with appointments in Maximizer:

• POST /appointments
• GET /appointments
• PATCH /appointments/{id}
• DELETE /appointments/{id}

Quickbooks Online: Updated messaging when failing to authenticate with a sandbox account

Previously the Quickbooks Online created an element instance for an account with a sandbox account even if there was an error in authentications. Now when a problem occurs with sandbox authentication we return a an error message..

OneNote: Authenticated instances remain authenticated beyond sixty minutes

In some cases, after you authenticated an element instance and made successful requests, request made after sixty minutes resulted in errors. We corrected the element configuration to prevent this from happening.

Autotask elements: Added support customFieldsOnly Query on the Discovery API

We enhanced GET /objects/{objectName}/metadata to support customFieldsOnly for Autotask CRM and Autotask Helpdesk.

QuickBooks Online: Added PATCH /payments/{id}/void endpoint

Void payments in QuickBooks Online with PATCH /payments/{id}/void.

Microsoft Dynamics CRM: Pagination for GET /cases and GET /knowledge-articles

We updated our API docs to clarify the pagination used for GET /cases and GET /knowledge-articles is via Next Page Tokens, not page numbers.

SugarCRM: Added discovery API

Use GET /objects/{objectName}/metadata to view data about Sugar CRM objects.

All: Added an endpoint to retrieve the Open API specifications for an object

Use /object/{objectName}/docs to retrieve the Open API specifications (Swagger docs) for an object.

Cloud Elements Platform Updates

Rename VDRs

Change the name of a VDR at the organization, account and level by passing a new objectName in the request body of the following endpoints:

• PATCH /organizations/objects/{objectName}
• PATCH /accounts/objects/{objectName}
• PATCH /instances/objects/{objectName}

If the VDR includes different level fields, those are not changed by this request. This essentially splits the VDR where the renamed VDR includes only the fields at the level of the endpoint while the previous name includes only fields at the other levels. Use the other endpoints to change the name of the VDR associated with the different level fields.

Object v2 Endpoint: List Element Objects and their Sources

Use GET /objects to retrieve a list of all data objects in an element and their source (the vendor, a VDR, or Cloud Element library). To specify the version 2 endpoint, pass Elements-Version: Helium in the request header.

curl -X GET \
https://api.cloud-elements.com/elements/api-v2/objects \
-H 'authorization: User sAfK7LJGNz5ZHcNrvdJvLI=f03WbTbH6aRKc0HJ3oOIi, Organization 58168435e3b9959a929eb04b6218b9a2, Token yCCtl7Pqx0E4Qf6MBFXxT+/QcbogS1q1Deyw+1vSW=A3' \
-H 'Elements-Version: Helium ' \
-H 'Content-Type: application/json' \