Conga
API integration

list_all_conga_user_management_users

List all Conga Platform users that meet the given criteria. Returns: UserName, Id, PermissionGroups. Filter with criteria (e.g. IsActive = 'true'; the criteria field must be indexed) and sort with sortField and sortDirection.

create_a_conga_user_management_user

Create a new Conga Platform user. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Supply the user model data in the body.

conga_user_management_users_bulk_create

Create multiple Conga Platform users with one request. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Existing users return their id with a validation error. Not supported for the Integration user type.

conga_user_management_users_bulk_update

Update multiple Conga Platform users with one request. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Each update object requires id. Not supported for the Integration user type.

get_single_conga_user_management_user_by_id

Get the details of a Conga Platform user by id. Returns the user record: FirstName, LastName, UserName, Email, Role, PermissionGroups, IsActive, CreatedDate, and more. Required: id.

update_a_conga_user_management_user_by_id

Update a Conga Platform user's details by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id. Supported number, date, and currency formats are listed by the Timezone/Locale and Currency Format APIs.

delete_a_conga_user_management_user_by_id

Deactivate a Conga Platform user by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id. The user is deactivated rather than permanently deleted and can be restored.

conga_user_management_users_clone

Clone a Conga Platform user by user_id and get the cloned user's id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Cloning is not supported for users of the Integration type. Required: user_id.

conga_user_management_users_restore

Restore a deactivated Conga Platform user by user_id and notify the auth service. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: user_id.

create_a_conga_users_upload

Upload a .csv file of user records to bulk-create users in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Incorrect field names fail validation with an error message in the response; user upload is not supported for the Integration user type.

list_all_conga_templates_downloads

Download a CSV template for uploading users in Conga User Management. Fetches the latest user metadata and returns a .csv file containing all user fields as a binary file for upload. Requires no parameters.

list_all_conga_user_roles

Get the role assigned to a user in Conga. Returns Success, Data (the role name, e.g. SystemAdmin), and StatusCode. Required: user_id.

update_a_conga_user_role_by_id

Update a user's role in Conga by assigning the role identified by id to the user. Returns Success, Data (the updated user record with FirstName, Email, Role, and IsActive), and StatusCode. Required: id, user_id.

conga_user_roles_exists

Check whether a user in Conga is assigned a specific role. Returns Success, Data (true or false), and StatusCode. Required: user_id and role_id.

conga_user_permissiongroups_bulk_update

Assign permission groups to a Conga user by appending the given group names to the user's current permission groups. Returns the updated user object with Success, StatusCode, and a Data record including UserName, Email, Role, PermissionGroups, and IsActive. Required: user_id.

conga_user_permissiongroups_bulk_delete

Remove permission groups from a Conga user by deleting the given group names from the user's current permission groups. Returns the updated user object along with error messages for invalid records, including Success, StatusCode, and a Data record with UserName, Email, Role, PermissionGroups, and IsActive. Required: user_id.

conga_users_bulk_upserts_bulk_update

Create and update multiple Conga Platform users in one call: an existing user (matched on a Platform user record identifier) is updated, a missing one is created. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires a JSON array of user upsert records (UserUpsertRequest).

create_a_conga_user_send_welcome_email

Re-send the welcome email with login details and credentials to a Conga user. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Not supported for the Integration user type. Required: user_id.

get_single_conga_user_secret_by_id

Get an integration user's client ID in Conga by user ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

conga_user_secrets_bulk_update

Generate the client secret for an integration user in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: integration_user_id.

conga_users_bulk_upsert_syncs_bulk_update

Create and update multiple Conga users synchronously — existing users (matched on the Platform user record identifier) are updated instead of duplicated, and new users are created. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_management_user_groups

List user groups in Conga that meet the search criteria. Returns each group's Id, UserName, and PermissionGroups. The criteria field must be indexed.

create_a_conga_user_management_user_group

Create a user group in Conga. Returns Success, Data (the new user group's ID), and StatusCode. Requires a request body with the user group details to create.

get_single_conga_user_management_user_group_by_id

Get a user group's details by id in Conga. Returns the group's Id, Name, Email, IsSendEmailToMembers, CreatedDate, and ModifiedDate. Required: id.

update_a_conga_user_management_user_group_by_id

Update a user group's information by id in Conga. Returns Success, Data (the updated user group's ID), and StatusCode. Required: id.

delete_a_conga_user_management_user_group_by_id

Delete a user group by id in Conga. Returns Success, Data (a 'deleted successfully' confirmation), and StatusCode. Required: id.

conga_user_groups_bulk_upsert_user_groups_bulk_update

Create or update multiple Conga user groups in bulk by sending an array of user group model records; existing groups (matched on a Platform user record identifier) are updated and missing ones are created. Returns: Success, RecordCount, Data, Errors, Profile, StatusCode, and 4 more. Requires the body to be an array of user group records to upsert.

create_a_conga_user_group_member

Add a member to a Conga user group. Returns the API response envelope with Success, Data (the newly added member's id), and StatusCode. Required: user_group_id, member_id.

delete_a_conga_user_group_member_by_id

Delete a member from a Conga user group. Returns the API response envelope with Success, Data (a confirmation message that the member was deleted), and StatusCode. Required: user_group_id and id.

list_all_conga_user_group_members

List all members of a Conga user group. Returns the API response envelope with Success, RecordCount, Data (member entries with Id, UserName, PermissionGroups), and StatusCode. Required: user_group_id.

create_a_conga_user_groups_bulk_create_user_group_member

Create user group members in bulk in Conga. Adds new members to user groups and returns the IDs of the newly added members. Returns the API response with Success, Data (including the new member Id), and StatusCode. Takes a JSON array of user group member details as the body.

get_single_conga_user_groups_member_by_id

Get the details of a Conga Platform user group member by its id (an individual user or user group). Returns Success, Data (including UserGroupId, MemberId, MemberType, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, and ETag), and StatusCode. Required: id.

list_all_conga_user_groups_members

List all Conga Platform user group members that meet the criteria. Returns Success, RecordCount, StatusCode, and Data records with UserName, Id, and PermissionGroups. Optional filters: criteria (e.g. UserGroupId = 'abcd', must be an indexed field), sortField, and sortDirection (defaults to DESC when sortField is set).

list_all_conga_user_management_roles

List all roles in Conga that meet the search criteria. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_user_management_role

Create a new role in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. The request body takes the role's Name and Description.

conga_user_management_roles_bulk_create

Create multiple roles in Conga in one request. The request body is an array of roles, each with a Name and Description. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

get_single_conga_user_management_role_by_id

Get a single Conga role by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

update_a_conga_user_management_role_by_id

Update the name and description of a Conga role by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

delete_a_conga_user_management_role_by_id

Delete a role in Conga by id. Returns the API response including Success, Data (a confirmation message naming the deleted role id), and StatusCode. Required: id.

conga_user_management_roles_clone

Clone a role in Conga by id and create a copy of it. Returns the API response including Success, Data (the cloned role's id), and StatusCode. Required: role_id.

conga_role_permissiongroups_bulk_update

Assign permission groups to a role in Conga; the given permission group names are appended to the role's current permission groups. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: role_id.

conga_role_permissiongroups_bulk_delete

Remove permission groups from a role in Conga; the given names are dropped from the role's current permission groups. Returns: Success, Data (the updated role with Id, Name, Description, PermissionGroups), StatusCode, plus error messages for invalid records. Required: role_id.

conga_role_admin_permissions_bulk_update

Assign admin permissions to a role in Conga by appending them to the role's current admin permissions. Returns Success, Data (the updated role with Id, Name, AdminPermissions, PermissionGroups, CreatedDate, ModifiedDate), and StatusCode. Required: role_id.

conga_role_admin_permissions_bulk_delete

Remove admin permissions from a role in Conga. Returns Success, Data (the updated role with Id, Name, AdminPermissions, PermissionGroups, ModifiedDate), and StatusCode. Required: role_id.

list_all_conga_user_management_admin_permissions

List the master set of admin permissions in Conga user management. Returns the response envelope with Success, Data (an AdminPermissionsList of Value, DisplayName, and Description), and StatusCode. Takes no parameters.

list_all_conga_user_management_permissiongroups

List the master permission groups from Conga data storage. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_user_management_permissiongroup

Add permission group names to Conga's master list. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires a request body listing the permission groups to add; each name must be unique and no longer than 80 characters.

conga_user_management_permissiongroups_clone

Clone a Conga permission group, copying its object and scope permissions, and add the copy to the master list. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: permissiongroup_id.

conga_user_management_permissiongroups_bulk_delete

Delete permission groups from Conga's master list, also removing associated object, action, or scope permissions when no user or role is attached. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires a request body listing the permission groups to delete.

list_all_conga_contact_scope_applicable_objects

List the objects applicable for contact scope in a Conga permission group — primary objects plus any object with a lookup or reference field pointing to a primary object, filtered by the objects available in that group. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, and 3 more. Required: permission_group_name.

list_all_conga_organization_info

Get a Conga Platform organization's sitewide information, such as its number, date, and currency formats. Returns the User Management API response envelope: Success, Data (the organization's sitewide settings), and StatusCode. Takes no parameters. The API family documents this 200 Success without a field-level schema or example.

conga_organization_info_bulk_update

Update an organization's sitewide information in Conga Platform, such as its number, date, and currency formats. Returns: id. Send a JSON body matching the vendor's OrganizationUpdateRequest schema; supported format values are listed by the Timezone and Locale APIs and the Currency Format APIs.

list_all_conga_organization_locales

Get the locale configured for the organization in Conga Platform. Returns: Success, Data, StatusCode. Requires no parameters.

list_all_conga_organization_timezones

Get the organization's time zone in Conga. Returns the response envelope with Success, Data (the time zone's TimezoneName, TimezoneId, and TimezoneAlternateId), and StatusCode.

list_all_conga_organization_currencies

Get the currency type configured for the organization in Conga Platform. Returns the organization's currency setting; the vendor does not document the response body fields for this endpoint.

get_single_conga_user_management_integration_by_id

Get the external identifiers of an external integration in Conga Platform. Returns external identifier records with ExternalId, Type, Description, Provider, EmailDomain, and DefaultIdp. Supports sorting via sortField and sortDirection. Required: id.

update_a_conga_user_management_integration_by_id

Update an organization's external integration identifiers in Conga Platform. Returns the updated identifiers with id, ExternalId, Type, Provider, DefaultIdp, and EmailDomain. Required: id.

delete_a_conga_user_management_integration_by_id

Remove external identifiers from an organization's external integration in Conga Platform. Returns an empty response on success. Required: id.

list_all_conga_user_management_integrations

List all external integration identifiers in Conga Platform that meet the specified criteria, with support for sorting and pagination. Returns external identifier records with id, ExternalId, Type, Provider, DefaultIdp, and EmailDomain.

create_a_conga_user_management_integration

Add an organization's external integration identifier in Conga Platform, including SAML identity provider settings and metadata. Returns the created identifier with id, ExternalId, Type, Provider, DefaultIdp, and EmailDomain.

conga_user_management_integrations_bulk_update

Update an organization's external integration identifiers in bulk in Conga Platform. Returns an empty 200 response on success.

conga_user_management_integrations_bulk_delete

Delete external identifiers from a Conga Platform organization by supplying the unique record IDs of the external system as an array. Returns an empty 200 response on success.

conga_user_management_integrations_partial_update

Update a Conga Platform external integration identifier by id. Returns an empty 200 response on success. Required: integration_id.

conga_user_management_integrations_add_identifiers

Add external integration identifiers for a Conga Platform organization under its external integration ID (the organization ID onboarded from demographics). Returns an empty 200 response on success. Required: external_integration_id.

list_all_conga_integrations_identity_providers

List all identity providers (IdPs) available in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_user_management_api_connection

Add an API connection in Conga for the given external identifier. Returns the created connection record including APIType, ClientId, ClientName, ExternalIdentifier, and IsActive. Required: external_identifier.

update_a_conga_user_management_api_connection_by_id

Update an API connection in Conga by id. Returns the updated connection record including APIType, ClientId, ClientName, ExternalIdentifier, and IsActive. Required: id.

list_all_conga_user_management_api_connections

List all API connections in Conga. Returns connection records including APIType, ClientId, ClientName, Description, ExternalIdentifier, and IsActive.

get_single_conga_user_management_api_connection_by_id

Get API connections in Conga by external identifier, filtered by the selected API connection type. Returns the connection record including APIType, ClientId, ClientName, ExternalIdentifier, IsActive, and AllowedScopes. The id is the connection external_identifier. Required: id.

conga_api_connection_status_bulk_update

Update the status of an API connection in the Conga Advantage Platform by its external identifier. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: external_identifier.

create_a_conga_user_guest

Create a guest user in Conga and return the new guest user's ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires the guest user model data in the request body.

update_a_conga_user_guest_by_id

Update a guest user in Conga by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires the updated guest user details in the request body. Required: id.

delete_a_conga_user_guest_by_id

Deactivate a guest user in Conga by id; review the user's identity status afterwards. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

conga_user_guests_restore

Restore a deactivated guest user in Conga by guest_id and re-send its activation message to auth. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: guest_id.

conga_guest_storefronts_bulk_update

Update the mapping between a guest user and a storefront in Conga Platform, including the storefront type and URL. The mapping details are sent in a JSON request body (GuestUserMappingUpdateRequest). Returns the GuestUserMappingUpdateResponse payload; the published vendor docs do not enumerate its fields.

create_a_conga_user_management_contact_user

Create a contact user and a mapping between a user and a contact object in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires the ContactUserCreateRequest request body.

update_a_conga_user_management_contact_user_by_id

Update a contact user in Conga by id. Returns the updated user response (UserAPIResponse); the API reference does not enumerate its fields. Required: id.

delete_a_conga_user_management_contact_user_by_id

Deactivate a contact user in Conga by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

conga_user_management_contact_users_restore

Reactivate a previously deactivated contact user in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: contact_user_id.

list_all_conga_user_management_field_permissions

Get field permission details for a given object and permission group in Conga. Returns Success, StatusCode, and Data with the record's ObjectName, PermissionGroupName, Id, and FieldLevelAccess mapping each field to its ReadAccess and WriteAccess settings.

create_a_conga_user_management_field_permission

Set field permissions for an object and permission group in Conga. Returns Success, StatusCode, and Data holding the created field permission's unique id. Requires ObjectName, PermissionGroupName, and FieldLevelAccess in the body.

conga_user_management_field_permissions_bulk_update

Update a field permission for a given permission group and object in Conga. Returns Success, StatusCode, and Data with the updated record's Id, Name, ObjectName, PermissionGroupName, FieldLevelAccess, and audit fields. Requires ObjectName, PermissionGroupName, and FieldLevelAccess in the body.

conga_user_management_field_permissions_bulk_delete

Delete a field permission from a given permission group and object in Conga. Returns Success, StatusCode, and Data containing a confirmation message that includes the deleted record's id. Requires objectName and permissionGroupName.

conga_user_management_field_permissions_bulk_create

Set multiple field permissions in Conga with one request. Returns Success, StatusCode, and Data as an array of the created permissions' unique ids. Body is an array of objects, each requiring ObjectName, PermissionGroupName, and FieldLevelAccess.

get_single_conga_user_management_field_permission_by_id

Get a Conga field permission by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

update_a_conga_user_management_field_permission_by_id

Update a Conga field permission by id with the updated model data. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

delete_a_conga_user_management_field_permission_by_id

Delete a Conga field permission by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

list_all_conga_user_management_objectpermissions

List all Conga object permissions matching the given search criteria, with server-side filtering and sorting. Returns: Success, Data, StatusCode.

create_a_conga_user_management_objectpermission

Create a new object permission in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires the object permission model payload in the request body.

conga_user_management_objectpermissions_bulk_create

Create multiple Conga object permissions in a single request. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_user_management_objectpermissions_bulk_delete

Delete multiple Conga object permission records by ID in a single request. Returns: Success, Data (list of deleted permission IDs), StatusCode; invalid records are reported with error messages.

get_single_conga_user_management_objectpermission_by_id

Get a single Conga object permission by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

update_a_conga_user_management_objectpermission_by_id

Update a Conga object permission by id. Returns the API response envelope with Success, StatusCode, and the updated Data record including ObjectName, PermissionGroupName, ViewAll, ModifyAll, ActionPermissions, ScopePermissions, and audit fields. The request body carries the object permission details to update. Required: id.

delete_a_conga_user_management_objectpermission_by_id

Delete a Conga object permission by id. Returns the API response envelope with Success, StatusCode, and a Data confirmation message naming the deleted permission's id. Required: id.

list_all_conga_actionpermission_validates

Validate whether a Conga object has a specific action permission, based on the object name and action name. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, action_name.

list_all_conga_objectpermissions_objects

List all Conga Platform objects available for object permissions, with optional sorting and a name-prefix filter. Returns the response status and a Data list of object names.

get_single_conga_objectpermissions_object_by_id

Get the object permission details for a single Conga Platform object by its object name. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, ObjectName, PermissionGroupName, ViewAll, ModifyAll, ActionPermissions, ScopePermissions, IsDeleted, PermissionType. Required: id.

list_all_conga_contact_scope_primary_objects

List the primary objects supported for contact scope in Conga Platform, filtered by the current user's object permissions. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_management_property_permissions

Get the property permissions for a permission group and property in Conga. Returns: Success, Data, StatusCode. Required: permission_group_name, property_name.

conga_user_management_property_permissions_bulk_update

Create or update (upsert) a property permission in Conga for a given permission group and property. Returns: Success, Data, StatusCode. Required: permission_group_name, property_name.

conga_user_management_property_permissions_bulk_delete

Delete the property permission for a permission group and property in Conga. Returns a confirmation payload with Success, Data (message), and StatusCode. Required: permission_group_name, property_name.

list_all_conga_property_permission_property_objects

List the property objects for a permission group in Conga Platform. Returns property object records including their id and upstream-defined attributes. Required: permission_group_name.

create_a_conga_user_management_recordtype_permission

Set a record type's permission in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Takes ObjectName, PermissionGroupName, and RecordTypeAccess.

conga_user_management_recordtype_permissions_bulk_update

Update a record type's permission for a given permission group and object in Conga. Returns the updated permission record including Id, ObjectName, PermissionGroupName, RecordTypeAccess, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, and ETag. Takes ObjectName, PermissionGroupName, and RecordTypeAccess.

conga_user_management_recordtype_permissions_bulk_create

Set multiple record type permissions in a single Conga call. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Takes a JSON array of permissions, each with ObjectName, PermissionGroupName, and RecordTypeAccess.

list_all_conga_user_management_recordtype_permissions

Get a record type permission's details by object and permission group name in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, permission_group_name.

conga_user_management_recordtype_permissions_bulk_delete

Delete a record type's permission by permission group and object in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, permission_group_name.

get_single_conga_user_management_recordtype_permission_by_id

Get a record type permission in Conga by id. Returns Success, Data (ObjectName, PermissionGroupName, RecordTypeAccess, Id, CreatedBy, CreatedDate, ExternalId), and StatusCode. Required: id.

update_a_conga_user_management_recordtype_permission_by_id

Update a record type's permission in Conga by id. Accepts the updated permission model (ObjectName, PermissionGroupName, RecordTypeAccess) and returns Success, Data (the updated permission with Id, RecordTypeAccess, ModifiedDate), and StatusCode. Required: id.

delete_a_conga_user_management_recordtype_permission_by_id

Delete a record type permission in Conga by id. Returns Success, Data (a confirmation message that the permission was deleted successfully), and StatusCode. Required: id.

list_all_conga_user_management_actionpermissions

List the master set of all action permissions in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. No request parameters.

list_all_conga_user_info

Get information about the current logged-in user in Conga. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, FirstName, LastName, UserName, Email, Role, PermissionGroups, IsActive, UserType, and 20 more. Locale, currency, and time zone fall back to organization-level values when not set on the user.

list_all_conga_user_locales

Get the locale information for the currently logged-in Conga user. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires no parameters.

list_all_conga_user_timezones

Get the logged-in user's time zone in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_currencies

Get the currency of the currently logged-in user in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_currency_formats

Get the currency format of the current logged-in user in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_actionpermissions

Get all object action permissions available to the current user in Conga. Returns the response envelope: Success, StatusCode, and Data, where Data maps each object name to its action permissions as action-to-boolean pairs.

list_all_conga_object_actionpermissions

Get the action permissions for a specific object in Conga Platform by object name. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

create_a_conga_objects_actionpermission

Get bulk action permissions for multiple objects in Conga in a single request by posting a bare JSON array of object names. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_object_recordtypes

Get record type permission details for a Conga object by name. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

list_all_conga_object_field_permissions

Get field permission details for an object in Conga by object name. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

list_all_conga_field_permissions_fields

Get field permission details for a field on a given object in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, field_name.

list_all_conga_object_access_users

List Conga users who have full access on the given objects, fetched by the object names passed as input. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_object_property_permissions

List the property values the current user can access for a Conga object's property, filtered by action type. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, property_name, action_name.

conga_ui_settings_bulk_update

Update a user's UI settings in Conga for the given user id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: user_id. Pass the settings to apply in the JSON request body; the API reference does not enumerate the settings fields.

list_all_conga_runtime_roles

List all Conga platform roles that meet the criteria. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Optional: criteria, sortField, sortDirection. The criteria and sortField values must be indexed; the default sort order is DESC when sortField is specified.

list_all_conga_user_management_timezones

List all time zones available in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Takes no parameters.

list_all_conga_user_management_locales

List all locales available in Conga user management. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_management_decimal_symbols

List all decimal symbols from locales in Conga Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_management_digitgrouping_symbols

List all digit grouping symbols from locales in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Takes no parameters.

list_all_conga_user_management_longdate_formats

List all long date formats from locales in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_management_shortdate_formats

List all short date formats available from Conga locales. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_management_time_formats

List all time formats available from Conga locales. Returns the response envelope: Success flag, Data containing a TimeFormatList of DisplayValue and Value pairs, and StatusCode.

list_all_conga_user_management_digitgroups

List all digit groups from locales in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_management_negativenumber_formats

List all negative number formats from locales in Conga Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. No parameters required.

list_all_conga_user_management_currency_formats

List all currency formats in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_user_management_grantlogins

List Grant Login Requests in Conga, returning all grant logins that meet the given criteria. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Optional filters: criteria, sortField, sortDirection.

create_a_conga_user_management_grantlogin

Create a Grant Login Request in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

get_single_conga_user_management_grantlogin_by_id

Get the details of a Grant Login Request in Conga by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

list_all_conga_grantlogin_durations

List all Access Durations available in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_schema_object

Create a new object schema definition in Conga. Validates the definition and returns the created schema: Success, Data (Name, DisplayName, Category, ObjectType, FieldMetadata), StatusCode. Requires a JSON body with the object schema definition.

list_all_conga_schema_objects

Get a translated schema definition for a Conga object by name. Validates and fetches the schema, returning Success, Data (Name, DisplayName, Category, ObjectType, FieldMetadata), StatusCode. Required: object_name.

conga_object_shareds_bulk_update

Set an object's shared status in Conga by updating its IsShared field to indicate whether the object is shareable. Returns an empty 200 response on success. Required: object_name, is_shared.

conga_object_deprecates_bulk_update

Deprecate a Conga object by name, marking it as deprecated in the metadata. Returns an empty 200 response on success. Required: object_name.

create_a_conga_lookup_criteria_validate

Validate lookup criteria against the schema of the specified object in Conga. Returns the API response with Success, Data (a dictionary of string keys and string values), and StatusCode; returns 202 Accepted on success. Required: lookup_object_name.

create_a_conga_object_field

Create a field definition inside a specified object in Conga. Validates the field metadata and returns the created field record. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

list_all_conga_object_fields

Get the metadata of a specified field on an object in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, field_name.

conga_object_fields_bulk_update

Update a field definition of a specified object in Conga. Validates the field metadata and returns the updated field record. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, field_name.

conga_object_fields_bulk_delete

Delete a custom field definition from a specified object in Conga. The custom field is deleted only if it contains no data in any of the records. Required: object_name, field_name. Returns an empty 204 response on success.

conga_field_deprecates_bulk_update

Deprecate a field in a Conga object schema. Validates the field of the given object and sets it to be deprecated; returns an empty 200 response on success. Required: object_name, field_name.

create_a_conga_expression_validate

Validate the formula field expression of a field for a given object in Conga Platform. The upstream reference specifies no success response body. Required: object_name, field_name.

list_all_conga_objects_formula_functions

List formula functions available in Conga Platform data storage. Returns the list of formula functions. No request parameters required.

create_a_conga_object_index

Create an index on a field of a Conga object by validating and enabling the field's IsIndexField value to true. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

conga_object_indexes_bulk_delete

Delete an existing index on a field of a Conga object by validating and setting the field's IsIndexField value to false. Returns an empty 200 response on success. Required: object_name, index_field_name.

create_a_conga_object_picklist

Create a new picklist in a Conga object. Returns the picklist metadata envelope with Success, Data (Name, AllowNonConfiguredPicklistEntries, PicklistEntries with Value/DisplayText/Sequence/IsDeprecated, IsDeprecated), and StatusCode. Each picklist entry needs a unique incremental sequence number. Required: object_name.

conga_object_picklists_bulk_update

Update a picklist in a Conga object by name. Returns the updated picklist metadata envelope with Success, Data (Name, PicklistEntries with Value/DisplayText/Sequence/IsDeprecated, IsDeprecated), and StatusCode. Required: object_name, picklist_name.

conga_picklists_renames_bulk_update

Rename a picklist for a given object in the Conga Platform schema API. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

create_a_conga_picklist_picklist_entry

Create a picklist entry in a Conga Platform picklist. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, picklist_name.

conga_picklist_picklist_entries_bulk_create

Create multiple picklist entries at once in a Conga Platform picklist. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, picklist_name.

conga_picklist_picklist_entries_bulk_update

Update multiple picklist entries at once in a Conga Platform picklist. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, picklist_name.

update_a_conga_picklist_picklist_entry_by_id

Update a picklist entry identified by its value in a Conga Platform picklist. Returns: Value, DisplayText, Sequence, IsDeprecated. Required: id, object_name, picklist_name.

create_a_conga_field_dependent_picklist

Create a dependent picklist mapping for a field's controlling and dependent picklists in Conga Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, field_name.

list_all_conga_field_dependent_picklists

Get the dependent picklist definition for a field in Conga Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, field_name.

conga_field_dependent_picklists_bulk_update

Update the dependent picklist metadata for a field in Conga Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, field_name.

conga_field_dependent_picklists_bulk_delete

Delete the dependent picklist metadata for a field in Conga Platform. Returns an empty 204 response on success. Required: object_name, field_name.

create_a_conga_object_recordtype_entry

Create a record type picklist entry for an object in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

conga_object_recordtype_entries_bulk_update

Update one or more record type picklist entries for an object in Conga with a bulk payload. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

create_a_conga_object_complex_field

Create complex field metadata for an object in Conga. Validates and creates metadata for complex fields on the given object. Returns: Name, Fields. Required: object_name.

conga_object_complex_fields_bulk_update

Update an object's complex field definition in Conga. Validates and updates the complex field definition for the given complex field metadata and object. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, complex_field_metadata_name.

list_all_conga_object_translations

Get the translations defined for a Conga object in a specific language-region locale. Returns Success, Data, and StatusCode; each Data entry carries Scope, Name, DisplayName, and Description. Required: locale, object_name.

create_a_conga_object_translation

Define the translations for a Conga object in a specific language-region locale by sending the translation details. Returns an empty 201 Created response on success. Required: object_name, locale.

conga_object_translations_bulk_update

Update the translations of a Conga object for a specific language-region locale by sending an array of translation entries. Returns Success, Data, and StatusCode. Required: locale, object_name.

conga_object_translations_bulk_delete

Delete the translations defined for a Conga object in a specific language-region locale. Returns Success, Data, and StatusCode, with Data indicating the deletion result. Required: locale, object_name.

list_all_conga_metadata_objects

List all scoped Conga Platform objects with their names and basic metadata, with optional sorting, paging, and prefix filtering. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings, name, in, schema.

get_single_conga_metadata_object_by_id

Get a Conga Platform object's full runtime metadata schema by object name. Returns: Name, DisplayName, Description, IsProtected, IsDeprecated, IsShared, IsDataCacheEnabled, IsTrackingEnabled, IsAllowOwnerScope, Category, ObjectType, IsRecycleBinEnabled, FieldMetadata, CreatedDate, ModifiedDate, Attributes, and 10 more. The id is the object name. Required: id.

create_a_conga_customschema_export

Export a Conga custom schema for one or more objects. Returns a zip archive containing a JSON file per object (all fields of a custom object except its default field; custom fields only for standard objects). The request body is a JSON array of object names, e.g. ["Agreement","CustomObject1_c"].

list_all_conga_object_dependencies

Get all dependencies for a given object in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

list_all_conga_object_references

List all objects that reference a given object in Conga Platform metadata. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

list_all_conga_field_dependency_fields

Get the dependency metadata of a specified field in Conga, including information about any dependent fields. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, field_name.

list_all_conga_data_custom_objects

List all records of a custom object in Conga. Returns each record's schema-defined fields, including Id and Name. The field used in criteria must be indexed; sortField must be indexed or sortable. Required: object_name.

create_a_conga_data_custom_object

Create a new record in a custom object in Conga. Returns Success, StatusCode, and the new record's Id. The request body carries schema-defined field values (for example Name, Description); set IncludeRecordPayloadInResponse=true to echo the payload in the response. Required: object_name.

get_single_conga_data_custom_object_by_id

Get a single custom object record by id in Conga. Returns Success, StatusCode, and the record's schema-defined fields, including Id and Name. Required: id, object_name.

update_a_conga_data_custom_object_by_id

Update a custom object record by id in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. The request body carries the schema-defined field values to update (for example Name, Description). Required: id, object_name.

delete_a_conga_data_custom_object_by_id

Delete a custom object record by id in Conga. Validates the record and removes it. Returns: Success, Data (true when removed), StatusCode. Required: id, object_name.

conga_data_custom_objects_bulk_create

Bulk create custom object records in Conga. Validates each record against the object's schema and Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

conga_data_custom_objects_bulk_update

Bulk update multiple custom object records in Conga, matched by ID (default) or externalId; a record's ID cannot be changed. Returns the list of updated record IDs, or the full record payloads when IncludeRecordPayloadInResponse is true. Required: object_name.

conga_data_custom_objects_bulk_delete

Bulk delete custom object records in Conga by record ID (or another field via DeleteByField, default Id), with soft or hard delete behaviour. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

conga_data_custom_objects_bulk_upsert

Bulk upsert custom object records in Conga: updates each record when its ID (default) or externalId already exists, otherwise inserts it. Returns: Success, Data, StatusCode. Required: object_name.

list_all_conga_data_currencies

List all currencies supported by Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Takes no parameters.

create_a_conga_share

Share a record with users or user groups in Conga and send them an email notification. Returns Success, StatusCode, and Data tracking entries with TrackingId, Status, MemberId, ShouldSendEmail. Processing is asynchronous (202 Accepted); poll sharing status with the returned TrackingId. Required: object_name, record_id.

get_single_conga_access_level_by_id

Get a user's access details for a shared record in Conga, including permission levels such as View, Edit, or Delete. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id, object_name, record_id.

conga_access_levels_bulk_update

Update a shared record's access level in Conga, such as View or Edit. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, record_id.

conga_un_shares_bulk_delete

Un-share a record in Conga, removing access for a user or user group based on the business object name and record ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name, record_id.

get_single_conga_sharing_status_by_id

Get the sharing status of a record shared with a user group in Conga, such as STARTED, IN PROGRESS, or SUCCESS. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id, object_name, record_id.

get_single_conga_custom_object_by_external_id_by_id

Get a record from a Conga custom object by its externalId; the record's fields are those defined in the object's schema. Returns: Success, Errors, StatusCode. Required: id, object_name.

update_a_conga_custom_object_by_external_id_by_id

Update a record in a Conga custom object by its externalId using the fields defined in the object's schema. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id, object_name.

delete_a_conga_custom_object_by_external_id_by_id

Delete a record from a Conga custom object after validating it by externalId. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id, object_name.

conga_custom_object_criterias_bulk_update

Update multiple custom object records in Conga that satisfy the given criteria, validating record details before applying the changes. Returns: Success, Errors, StatusCode. CustomObject_c). Required: object_name.

conga_custom_object_criterias_bulk_delete

Delete multiple custom object records in Conga that satisfy the given criteria. Returns: Success, Errors, StatusCode. CustomObject_c). Required: object_name.

list_all_conga_custom_object_summaries

Get the record count and size-on-disk summary for a specific custom object in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. PaymentTool). Required: object_name.

create_a_conga_query_parallel

Execute multiple queries in parallel on Conga custom objects. The request body is an array of query request objects, and each query's results are returned in a matching list. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_custom_objects_query

Execute a single query against a Conga custom object and return the matching records. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. CustomObject_c); the request body carries the query to execute. Set IncludeTotalCount=true to include the total record count. Required: object_name.

list_all_conga_custom_object_recordtypes

List all record types defined for a custom object in Conga. Returns a 200 response with the record type collection; Conga's API documentation does not enumerate the payload fields. CustomObject_c). Required: object_name.

list_all_conga_data_accounts

List all account records in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_data_account

Create a new account record in Conga. Validates the record details and inserts the record if it does not already exist. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

get_single_conga_data_account_by_id

Get a single account record from Conga by its record ID. Returns: Success, RecordCount, Data, Errors, StatusCode. Required: id.

update_a_conga_data_account_by_id

Update an account record in Conga by its record ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id. Body fields must be part of the schema/metadata created for the object.

delete_a_conga_data_account_by_id

Delete an account record from Conga by its record ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

conga_data_accounts_bulk_create

Create multiple Conga account records in one bulk request. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires a body array of account records whose fields exist in the object schema (e.g. Name, Description, ID, externalId).

conga_data_accounts_bulk_update

Update multiple Conga account records in one bulk request; records are matched by the ID field by default. Returns an empty 200 response on success by default; set IncludeRecordPayloadInResponse=true to get the payload in the response. Requires a body array of account records that identify each record by ID or externalId.

conga_data_accounts_bulk_delete

Delete multiple Conga account records in one bulk request, matching records by the Id field by default. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires a body array of record ID strings.

conga_data_accounts_bulk_upsert

Upsert multiple Conga account records in one bulk request: each record is updated if its ID already exists in the object, otherwise inserted. Returns an empty 200 response on success by default; set IncludeRecordPayloadInResponse=true to get the payload in the response. Requires a body array of account records that identify each record by ID or…

get_single_conga_account_by_external_id_by_id

Get a Conga Account record by its external ID. Returns: Success, Errors, StatusCode. Required: id.

update_a_conga_account_by_external_id_by_id

Update a Conga Account record by its external ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Name, Industry); fields must exist in the Account schema and the record ID cannot be changed. Required: id.

delete_a_conga_account_by_external_id_by_id

Delete a Conga Account record by its external ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

list_all_conga_account_summaries

Get the Account object summary in Conga — a count of all Account records and their size on disk. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_account_query

Execute a single query against Account records in Conga and return the matching records. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_account_recordtypes

List all record types for the Account object in Conga. Returns the record type entries in the response payload, including the record type name and identifier. Takes no caller-supplied inputs beyond authentication and pagination.

list_all_conga_data_contacts

List all contact records in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_data_contact

Create a new contact record in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Body fields must be part of the schema/metadata created for the object.

get_single_conga_data_contact_by_id

Get a single contact record by id in Conga. Returns: Success, Errors, StatusCode. Required: id.

update_a_conga_data_contact_by_id

Update a contact record by id in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

delete_a_conga_data_contact_by_id

Delete a contact record by id in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

conga_data_contacts_bulk_create

Bulk create multiple Contact records in Conga in a single call. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Pass IncludeRecordPayloadInResponse=true to echo the payload back.

conga_data_contacts_bulk_update

Bulk update multiple Contact records in Conga in a single call.

conga_data_contacts_bulk_delete

Bulk delete multiple Contact records in Conga in a single call. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. DeleteByField (defaults to Id), DeleteBehaviour (soft or hard delete), and IncludeDeleteResultStatus (defaults to false) are optional.

conga_data_contacts_bulk_upsert

Upsert multiple Contact records in Conga in a single call — each record is updated if its ID or externalId already exists, otherwise a new record is inserted. Returns an empty 200 response on success.

get_single_conga_contact_by_external_id_by_id

Get a contact record in Conga by its externalId; the record is fetched only if it exists. Returns: Success, Errors, StatusCode. Required: id.

update_a_conga_contact_by_external_id_by_id

Update a contact record in Conga by its externalId with the field values to change. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

delete_a_conga_contact_by_external_id_by_id

Delete a contact record in Conga by its externalId; the record is validated against the external ID before removal. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

list_all_conga_contact_summaries

Get the contact record count and size on disk in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_contact_query

Execute a single query against Contact records in Conga by POSTing the query to run in the request body. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_contact_recordtypes

List all record types for the Contact object in Conga Platform. Returns an API response envelope including Success, StatusCode, and Data (the list of contact record types). Takes no parameters.

list_all_conga_data_opportunities

List all opportunity records in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Filter with criteria — the filtered field must be indexed (e.g. IsActive = 'true').

create_a_conga_data_opportunity

Create a new opportunity record in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Fields must exist in the object's schema; supply ID and/or externalId to control the record's identity (externalId is uniqueness-validated).

get_single_conga_data_opportunity_by_id

Get a single opportunity record by id in Conga. Returns the standard response envelope: Success, Errors, StatusCode. Required: id.

update_a_conga_data_opportunity_by_id

Update an opportunity record by id in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id. Fields to update must exist in the object's schema.

delete_a_conga_data_opportunity_by_id

Delete an opportunity record by id in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

conga_data_opportunities_bulk_create

Create multiple opportunity records in Conga. Validates each record and returns Success, Data (list of created record GUIDs), and StatusCode. Requires a JSON array of opportunity record objects; set IncludeRecordPayloadInResponse to echo the payloads in the response.

conga_data_opportunities_bulk_update

Update multiple opportunity records in Conga. Matches each record by ID by default (UpdateByField) or by externalId, and returns Success, Errors, and StatusCode. Requires a JSON array of record objects containing ID or externalId; the ID can never be changed by an update.

conga_data_opportunities_bulk_delete

Delete multiple opportunity records in Conga by Id (DeleteByField default) or by externalId, with soft or hard delete via DeleteBehaviour. Returns Success, Data (DeletedRecordIds list), and StatusCode. Requires a JSON array of record ID strings.

conga_data_opportunities_bulk_upsert

Upsert multiple opportunity records in Conga — updates each record if its ID or externalId already exists, else inserts it. Returns Success, Data, and StatusCode. Requires a JSON array of record objects; set UpdateByField (defaults to Id) to choose the match field.

get_single_conga_opportunity_by_external_id_by_id

Get a Conga Opportunity record by its external ID; the record is fetched only if the externalId exists in the object. Returns: Success, Errors, StatusCode. Required: id.

update_a_conga_opportunity_by_external_id_by_id

Update a Conga Opportunity record by its external ID, based on the record details you pass. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Name, Description); any Id passed in the payload must match the existing record and can never be updated. Required: id.

delete_a_conga_opportunity_by_external_id_by_id

Delete a Conga Opportunity record after validating it by its external ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Optional: deleteBehaviour. Required: id.

list_all_conga_opportunity_summaries

Get the record count and size on disk for the Opportunity object in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_opportunity_query

Execute a single query against Opportunity records in Conga Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Set IncludeTotalCount to true to include the total record count in the response.

list_all_conga_opportunity_recordtypes

List all record types configured for the Opportunity object in Conga. Returns the API response envelope with Success, Data (the list of record types), and StatusCode.

create_a_conga_document_management_document

Upload one or more documents to Conga. Returns Success plus a Data array of per-document metadata, including Name, Id, DocumentId, DocumentVersion, FileType, and FileSize. Supported extensions: .doc, .docx, .pdf, .zip, .png, .rtf, .txt, .jpg, .jpeg, .msg, .xls, .xlsx.

conga_document_management_documents_bulk_delete

Delete multiple Conga documents in one call. Returns Success plus a Data status object containing IsDeleted and a Message confirming the deleted document IDs. Requires an array of document ID strings as the request body.

update_a_conga_document_management_document_by_id

Update a Conga document by id, optionally uploading a new file version via file and attaching customProperties. Returns Success plus the updated document metadata in Data, including Name, DocumentId, DocumentVersion, FileType, and FileSize. Required: id.

delete_a_conga_document_management_document_by_id

Delete a Conga document by id. Returns Success plus a Data status object containing IsDeleted and a confirmation Message. Set hardDelete to true to permanently delete. Required: id.

get_single_conga_document_management_document_by_id

Get a Conga document's metadata and file content by its version id. Returns Success plus a Data object containing DocumentMetadata (Name, DocumentId, DocumentVersion, FileType, FileSize) and BlobData. Required: id.

conga_document_management_documents_bulk_list

Retrieve multiple Conga documents in one call by passing their IDs. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_document_management_documents_clone

Clone an existing Conga document by its id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: document_id.

conga_document_management_documents_search

Search Conga documents using advanced query parameters sent as a DocumentQuery JSON body. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_documents_upload

Upload a document to Conga Document Management and return its metadata. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Send the file as multipart form-data; supported extensions: .doc, .docx, .pdf, .zip, .png, .rtf, .txt, .jpg, .jpeg, .msg, .xls, .xlsx.

create_a_conga_documents_multipart_upload

Initiate a multipart upload for a document in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Accepts a DocumentRequest body with fields such as ObjectType, ObjectId, Description, and Tags.

create_a_conga_document_multipart_upload

Complete a multipart upload for a Conga document by combining the previously uploaded parts into the final file. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: document_id.

conga_document_multipart_uploads_bulk_update

Upload a single part of a large file for a Conga document. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. The key, uploadId, and partNumber values come from the multipart initiate response. Required: document_id.

conga_document_multipart_uploads_bulk_delete

Abort an incomplete multipart upload for a Conga document, deleting the metadata and version associated with it. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: document_id.

get_single_conga_metadatum_by_id

Get a document's metadata by its ID in Conga Document Management. Returns the metadata record including Name, Id, DocumentId, ObjectType, Extension, Tags, FileSize, FileType, DocumentVersion, IsLatest, and checkout/audit fields. Required: id.

conga_metadata_bulk_update

Update a document's metadata across all of its versions in Conga Document Management by sending the metadata fields to apply. Returns the status of the request: Success and StatusCode. Required: document_id.

get_single_conga_document_download_by_id

Download a document's file content from Conga by its id. Returns the raw file bytes themselves (format-specific binary content), not a JSON record, so no response fields are documented. Required: id.

delete_a_conga_documents_object_by_id

Delete documents in Conga associated with a given object type and object id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id, object_type.

get_single_conga_documents_object_by_id

Get documents in Conga by object ID, optionally filtered by file type. Returns Success plus a Data array of documents with DocumentMetadata (Id, Name, FileType, FileSize, CreatedDate) and BlobData. Required: id.

list_all_conga_documents_objects

List documents in Conga by object type and object id. Returns each document with DocumentMetadata (Id, Name, ObjectType, FileType, FileSize, CreatedDate) and BlobData. Required: object_type, object_id.

list_all_conga_versions

List document versions for a Conga object by passing the object type and object id. Returns Success and a Data array of version metadata including Id, Name, DocumentVersion, FileSize, FileType, IsLatest, and CreatedDate. Required: object_id, object_type.

list_all_conga_document_exists

Check whether a document exists in Conga Document Management for the given id. Returns the API response with Success, StatusCode, and Errors fields. Required: document_id.

list_all_conga_document_versions

List all versions of a Conga document by its document id. Returns each version's Id, Name, DocumentVersion, FileSize, FileType, and CreatedDate. Required: document_id.

get_single_conga_document_version_by_id

Get a specific version of a Conga document by document id and version id. Returns: DocumentMetadata, BlobData. Required: id, document_id.

delete_a_conga_document_version_by_id

Delete a specific version of a Conga document by document id and version id. Returns: IsDeleted, Message. Required: id, document_id.

create_a_conga_config_management_configuration

Create a new configuration in Conga. Returns true when the configuration is created. The body takes the configuration's Category, Name, and Value.

list_all_conga_config_management_configurations

List all configurations that belong to a Conga configuration category. Returns each configuration's Category, Name, and Value. Required: category.

conga_config_management_configurations_bulk_get

Get multiple Conga configurations by name within a category. Returns the configuration details: Category, Name, and Value. Required: category.

conga_config_management_configurations_bulk_update

Update a configuration in Conga. Returns the response status object: Success, Data (true on success), and StatusCode. The body takes the configuration's Category, Name, and Value.

get_single_conga_config_management_configuration_by_id

Get a configuration in Conga by its category and name. Returns the configuration details: Category, Name, and Value. The id is the configuration name; category is still passed as a query argument. Required: id, category.

conga_config_management_configurations_bulk_delete

Delete a configuration by its category and name in Conga. Returns the request status: true when the deletion succeeds. Required: category, name.

create_a_conga_configurations_export

Export custom configuration in Conga for the given configuration categories. Returns the exported configuration as a ZIP archive containing one JSON file per category. CLM, eSign).

create_a_conga_configurations_import

Import custom configurations into Conga by uploading a Zip archive containing the list of configurations. Returns an empty 201 response on success; importing a duplicate configuration throws an error.

list_all_conga_configurations_categories

List all configuration categories in Conga Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires no parameters.

create_a_conga_email_template_render

Render a Conga email template by id, resolving its merge fields for a recipient, record, and template data. Returns the render envelope: Success, Data (Name, Subject, HtmlBody, PlainTextBody), StatusCode. Required: email_template_id. All render request body fields are optional.

create_a_conga_email_templates_render

Render an unsaved Conga email template to preview its content without saving. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. All request body fields are optional.

list_all_conga_email_email_templates

List Conga email templates filtered by access type or category, with sorting support. Returns template records including Id, Name, Subject, Body, TemplateType, IsActive, and Tags.

create_a_conga_email_email_template

Create a Conga email template. Returns the created template in Data with fields such as Id, Name, Subject, Body, and TemplateType, plus Success and StatusCode. Requires Name, TemplateType, Body, Subject, EmailTemplateCategory, and AccessType. Required: TemplateType, Body, Subject.

get_single_conga_email_email_template_by_id

Get a single Conga email template by id. Returns the full template record including Id, Name, Subject, Body, TemplateType, AccessType, Tags, and CreatedDate. Required: id.

update_a_conga_email_email_template_by_id

Update a Conga email template by id. Returns the operation result: Success, Data (true when the update succeeded), and StatusCode. Requires id, Name, TemplateType, Body, and Subject. Required: id, TemplateType, Body, Subject.

delete_a_conga_email_email_template_by_id

Delete a Conga email template by id. Returns a confirmation message stating the template was deleted successfully. Required: id.

conga_email_email_templates_search

Search Conga email templates by criteria, with optional sorting. Returns matching templates with Id, Name, Subject, TemplateType, Body, and HtmlValue.

conga_email_email_templates_clone

Clone a Conga email template by id, producing a new template ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. With setAsDefault true, the clone inherits the source's default product associations and the source is delinked. Required: email_template_id.

conga_deletes_bulk_delete

Delete a template attachment from a Conga email template by its file name. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: email_template_id, file_name.

conga_email_template_deletes_bulk_delete

Delete all template attachments for a Conga email template in one call. Returns a JSON list of per-attachment deletion results (vendor schema DeleteFileResponseListAPIResponse); entry field names are not documented upstream. Required: email_template_id.

list_all_conga_email_email_template_categories

List Conga email template categories, optionally filtered by parentId and sorted with sortField and sortDirection. Returns each category's Id, Name, ParentId, Description, and AccessType.

create_a_conga_email_email_template_category

Create a Conga email template category. Returns Success, Data (the created category with Id, Name, ParentId, Description, and AccessType), and StatusCode. Required: CategoryType, AccessType.

get_single_conga_email_email_template_category_by_id

Get a Conga email template category by id. Returns Success, Data (the category with Id, Name, ParentId, Description, and AccessType), and StatusCode. Required: id.

update_a_conga_email_email_template_category_by_id

Update a Conga email template category by id. Returns Success, Data (true when the update succeeds), and StatusCode. Required: id, CategoryType, AccessType.

delete_a_conga_email_email_template_category_by_id

Delete a Conga email template category by id. Returns Success, Data (a confirmation message), and StatusCode. Required: id.

create_a_conga_email

Send a single email in Conga, validating sender, recipients, subject, and body before sending. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_emails_bulk_create

Send bulk/mass emails in Conga using an email template (EmailTemplateId) with per-recipient template parameters and recipient addresses. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_domain_verifies

Verify whether an email domain (and optionally a subdomain) in Conga is registered and can be used for sending emails. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_domain_invalidates_bulk_delete

Invalidate a Conga email domain's verification cache, clearing the persisted and runtime verification state for the given domain so the next lookup is fetched fresh. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_email_email_profile

Create a new email profile in Conga, validated before creation. Supply the profile's EmailAddress, Name, and DisplayName. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_email_email_profiles

Get a single Conga email profile by its unique name. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: name.

conga_email_email_profiles_bulk_update

Update an existing Conga email profile identified by its unique name, supplying the updated profile details. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: name.

conga_email_email_profiles_bulk_delete

Delete a Conga email profile by its unique name. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: name.

create_a_conga_status_batch

Fetch delivery status for a Conga email send by EmailSendId and one or more recipients. Returns the envelope Success, Data (EmailSendId and per-recipient Jobs with Recipient, JobId, State, and EmailStatusDetails), and StatusCode.

get_single_conga_emails_job_by_id

Get the delivery status of an email job in Conga by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

create_a_conga_translations_schema_auto_translate

Auto-translate a Conga object's schema: submit the object metadata (in English only) and translations for display names, descriptions, and field labels are generated asynchronously. Returns a dictionary keyed by schema/text name, with each value mapping field names to their translated strings.

create_a_conga_translations_text_auto_translate

Auto-translate a set of text key-value pairs into the specified target locales in Conga. Returns a dictionary keyed by schema/text name, each mapping field names to their translated strings. Body is a key-value dictionary with English-only text values; keys are retained as is. Optional: targetLocales (defaults to the default locales when omitted).

list_all_conga_translations_modules

List all defined translation modules in Conga for a given translation type. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Optional filter: type.

conga_translations_modules_bulk_list

Get all translations for a given module in Conga. Returns Success, Data containing the Translations list (Key, Locale, Module, Value, CreatedBy, CreatedDate) plus Cursor and HasMoreRecords, and StatusCode. CLM.DOC_GEN). Required: module.

list_all_conga_localization_admin_translations

List Conga Localization Admin translations for a given type, using cursor-based pagination with optional locale, module, and search-text filtering. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: type. Max 100 per page.

list_all_conga_translation_counts

Retrieve the total count of translations for a given type in Conga Platform Localization, with optional locale, module, and search-text filtering. Returns the count wrapped in the standard response envelope: Success, Data (the nullable integer count), and StatusCode. Required: type.

create_a_conga_translations_locale

Bulk create translations for a specific locale in Conga by posting an array of translation requests containing key, module, value, and type information. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. "en-US") and a body array of translation requests. Required: locale.

conga_translations_locales_bulk_update

Bulk update translations for a specific locale in Conga by sending an array of translation update requests containing key, module, value, type, protection status, and locales. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, and 3 more. "en-US") and a body array of translation update requests. Required: locale.

conga_translations_locales_bulk_delete

Bulk delete translations for a specific locale in Conga by sending an array of translation delete requests containing key, module, type, protection status, and a delete-for-all-locales flag. Returns: Success, RecordCount, Data, Errors, Profile, StatusCode, and 4 more. "en-US") and a body array of translation delete requests. Required: locale.

list_all_conga_translations_organization_locales

Get the current Organization Locales configuration in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_translations_organization_locales_bulk_update

Replace the Organization Locales configuration in Conga with a list of locale codes. Returns: TrackingIds. ["en-US", "es-ES"]).

get_single_conga_organization_locales_tracking_status_by_id

Get the current Organization Locales change tracking info in Conga for a given tracking id. Returns the API response envelope with Success, Data (the change tracking info entries), and StatusCode. Required: id.

create_a_conga_custom_export

Export Conga translations for a specific locale and a chosen set of modules as a CSV file. Returns the CSV export file. Required: locale.

create_a_conga_custom_import

Import translations from a file for a specified locale in Conga using the v2 import logic. Returns: Success, Data, StatusCode. Required: locale.

list_all_conga_localization_translations

Get translations for multiple Conga localization modules in a single call; only supported for the String translation type. Returns a dictionary mapping each requested module name to its translation key-value pairs. Pass one or more module names via the repeatable module query parameter.

create_a_conga_localization_translation

Fetch translations for multiple keys and modules in a single request; only supported for the String translation type. Returns an array of translation response items, one per translation request item sent in the JSON array body.

get_single_conga_localization_translation_by_id

Get the translated value for a single translation key in a module, resolved for the user's locale. Returns the translated string, for example 'deutsch - Access denied'. Required: id, module.

conga_localization_translations_bulk_create

Fetch translated values for a list of keys of one translation module, resolved for the user's locale. Returns Success, Data (the translated values), and StatusCode. Required: module.

conga_localization_translations_bulk_parameters

Fetch translated values with message parameters for a list of keys of one translation module, resolved for the user's locale. Returns Success, Data, and StatusCode. Required: module.

list_all_conga_parameters

Get the translated value and user locale for a module/key combination in Conga. Returns the translated string value (e.g. "deutsch - Access denied"). Required: module, key.

delete_a_conga_extensibility_customcode_by_id

Delete a custom code project by name in Conga Extensibility. Returns the deletion confirmation message as a string (e.g. "dd75aefb-a9de-4851-8955-03acdd3531b4 deleted successfully."). Required: id.

list_all_conga_extensibility_customcodes

List all custom code projects in Conga Extensibility with their associated information. Returns each project's record including its id and project-specific configuration attributes.

get_single_conga_extensibility_customcode_by_id

Get a custom code project by name in Conga Extensibility. Returns the project record including its id and project-specific configuration attributes. Required: id.

conga_extensibility_customcodes_download

Download a custom code project from Conga Extensibility. Returns the project as a ZIP archive. Required: customcode_id.

create_a_conga_debuglog

Set the EnableDebugLog flag for custom code in a Conga project to enable or disable debug logging. Returns an empty success response on success. Required: name.

create_a_conga_customcode_execute

Execute deployed custom code through the Conga Platform extensibility runtime. Requires the custom code runtime request body (CSharpProjectRuntimeRequest). Returns whatever the executed code produces - the success body is not enumerated in the API spec; bad requests return an error envelope with Success, Data, Errors, and StatusCode.

create_a_conga_migration_export

Export Conga custom code Projects or Resources based on the given type. Returns the API response envelope with Success, Data, Errors, and StatusCode. Required: type.

create_a_conga_migration_import

Import Custom Code Projects or Resources into Conga by type. Returns the API response envelope with Success, Data, Errors, and StatusCode. Required: type.

list_all_conga_customcode_trusted_apis

List all trusted API configurations for Custom Code on the Conga Advantage Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_customcode_trusted_api

Add a trusted API configuration for Custom Code on the Conga Advantage Platform. Returns the request status: Success, Data, and StatusCode. Requires Name, Endpoint, and AllowedHttpVerbs.

update_a_conga_customcode_trusted_api_by_id

Update a trusted API configuration for Custom Code on the Conga Advantage Platform by id (the configuration's Name). Returns the request status: Success, Data, and StatusCode. Requires id, Endpoint, and AllowedHttpVerbs. Required: id.

delete_a_conga_customcode_trusted_api_by_id

Delete a trusted API configuration for Custom Code on the Conga Advantage Platform by id (the configuration's Name). Returns the request status: Success, Data, and StatusCode. Required: id.

get_single_conga_customcode_trusted_api_by_id

Get a trusted API configuration for Custom Code on the Conga Advantage Platform by id (the configuration's Name). Returns: Name, Endpoint, AllowedHttpVerbs. Required: id.

list_all_conga_trusted_apis_uris

Retrieve a trusted API configuration in Conga by its URI. Returns the response envelope with Success, Data (endpoint Name, Endpoint, AllowedHttpVerbs), and StatusCode.

list_all_conga_trusted_apis_allowed_http_verbs

List all allowed HTTP verbs for trusted APIs in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. No parameters required.

list_all_conga_customcode_trusted_objects

List all trusted out-of-the-box (OOTB) object configurations in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_customcode_trusted_object

Add a trusted out-of-the-box (OOTB) object configuration in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires the trusted object configuration data as the JSON request body.

update_a_conga_customcode_trusted_object_by_id

Update an existing trusted out-of-the-box (OOTB) object configuration in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

delete_a_conga_customcode_trusted_object_by_id

Delete a trusted out-of-the-box (OOTB) object configuration in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

get_single_conga_customcode_trusted_object_by_id

Get a trusted out-of-the-box (OOTB) object configuration in Conga. Returns: ObjectName, AllowedOperationNames, AllowedOperations. Required: id.

list_all_conga_trusted_objects_allowed_operations

List the allowed operations for trusted objects in Conga's Custom Code extensibility API. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_import

Import a custom code project in Conga with the given project name by uploading its import file. Returns an empty 201 Created response on success. Required: project_name.

list_all_conga_customcode_log_levels

Get the configured log level setting for a custom code scope in Conga. Returns the log level configured for the specified project, class, and method. Required: name, ClassName, MethodName.

conga_customcode_log_levels_bulk_update

Create or update a custom code log level override in Conga for the specified project, class, and method (upsert). Returns an empty response body on success (200). Required: ClassName, MethodName.

list_all_conga_log_levels

List all configured log level settings for a custom code project in Conga. Returns: Success, Data, Errors, StatusCode, NextCursor. Required: name.

list_all_conga_extensibility_callbacks

List all Conga Extensibility callback contracts with their custom code project mapping. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

get_single_conga_extensibility_callback_by_id

Get a single Conga Extensibility callback contract's details and mapping information. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

conga_extensibility_callbacks_bulk_update

Update Conga Extensibility callback contract mappings by assigning a custom code project and class. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Send a JSON array of mapping entries as the body.

list_all_conga_callbacks_settings

Get the callback custom code setting configuration in Conga. Returns the API response with Success, the Data settings object (containing ExecutionAbortTimeout), and StatusCode.

conga_callbacks_settings_bulk_update

Create or update the callback custom code setting configuration in Conga — an already-configured setting is updated, otherwise a new one is created. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_callbacks_modules

List all registered callback modules in Conga Extensibility. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

get_single_conga_callbacks_module_by_id

Get all callback contracts for a callback module in Conga Extensibility by module name. Returns each contract's CallbackName, CallbackDisplayName, CallbackCategoryName, and CustomCodeMapping. The id is the module name. Required: id.

list_all_conga_servicehooks_datachangerules

List Conga data change rules that meet the given filter, sort, and paging conditions. Returns: Success, Data, StatusCode.

get_single_conga_servicehooks_datachangerule_by_id

Get a single Conga data change rule by id (the rule's name). Returns: Success, Data, StatusCode. Required: id.

conga_servicehooks_datachangerules_bulk_update

Update a Conga data change rule by name. Validates the rule and returns the updated rule information. Returns: Success, Data, StatusCode. Required: name. The request body carries the rule details to be updated; Conga does not publish the body's field list in the source, so fields are passed through as provided.

list_all_conga_datachangerules_supported_event_types

List all supported event types for data change rules in Conga service hooks. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_api_resource_resolve

Resolve a URI for a Conga Platform API resource, returning the API resource's URI entry information. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_customcode_api_resource

Create a new API resource in the Conga Advantage Platform. Returns Success, Data (Name, CreatedBy, CreatedOn), and StatusCode.

list_all_conga_customcode_api_resources

List all Conga API resources. Returns Success, Data (each with Name, CreatedBy, CreatedOn, ModifiedOn), and StatusCode.

delete_a_conga_customcode_api_resource_by_id

Delete a Conga custom code API resource by name. Returns Success, Data (a confirmation message), and StatusCode. Required: id.

conga_customcode_api_resources_clone

Clone an existing Conga API resource and its associated URI entry information to a new API resource. Returns Success, Data (Name, CreatedBy, CreatedOn), and StatusCode. Required: api_resource_id.

get_single_conga_customcode_api_resource_by_id

Get a single Conga API resource by id (the API resource name). Returns: Name, CreatedBy, CreatedOn, ModifiedOn. Required: id.

list_all_conga_api_resource_uri_entries

List URI entries for an API resource in Conga, optionally filtered by HTTP verb. Returns Data with the resource's RouteEntries (route, HTTP verb, handler class and method, parameter bindings, audit fields), plus Success and StatusCode. Required: name.

create_a_conga_api_resource_uri_entry

Create a URI entry for an API resource in Conga. Returns Data with the created entry including ResourceName, HttpVerb, Route, CustomCodeName, FullyQualifiedClassName, MethodName, MethodParameterBindings, and CreatedOn, plus Success and StatusCode. Required: name.

update_a_conga_api_resource_uri_entry_by_id

Update a URI entry of an API resource in Conga. Returns Data with the updated entry including ResourceName, HttpVerb, Route, CustomCodeName, MethodName, and CreatedOn, plus Success and StatusCode. Required: id, name.

delete_a_conga_api_resource_uri_entry_by_id

Delete a URI entry of an API resource in Conga by URI entry id. Returns Success, a Data confirmation message, and StatusCode. Required: id, name.

update_a_conga_servicehooks_rule_by_id

Update a Conga service hooks rule by name. Validates and updates the rule, returning Success, StatusCode, and Data with the updated rule (Name, EventTypes, ObjectName, IsActive, Condition, CustomCodeDetails, ScheduleDetails, RuleType, ModifiedOn). Required: id.

delete_a_conga_servicehooks_rule_by_id

Delete a Conga service hooks rule by name. Validates and removes the rule, returning Success and a Data confirmation message. Required: id.

list_all_conga_servicehooks_rules

List Conga service hooks rules that meet the parameter conditions. Returns Success, StatusCode, and Data as an array of rules with Name, EventTypes, ObjectName, IsActive, Condition, ScheduleDetails, RuleType, and ModifiedOn.

create_a_conga_servicehooks_rule

Create a new Conga service hooks rule (data change or schedule type) from the rule details sent in the request body. Returns Success, StatusCode, and Data with the created rule (Name, EventTypes, ObjectName, IsActive, Condition, CustomCodeDetails, ScheduleDetails, RuleType, ModifiedOn).

get_single_conga_servicehooks_rule_by_id

Get a Conga service hooks rule by name. Returns Success, StatusCode, and Data with the rule's Name, EventTypes, ObjectName, IsActive, Condition, CustomCodeDetails, ScheduleDetails, RuleType, and ModifiedOn. Required: id.

list_all_conga_rules_supported_event_types

List all supported event types for service hook rules in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_package_deploy

Deploy a source artifact package in Conga asynchronously by uploading its import file as multipart form data; the package may contain CustomCode, Configuration, or Schema. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_package_promote

Promote a Conga package to the target environment. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires a JSON package promotion request with the integration user's client ID, secret, and Release URI; obtain the Release URI from the package info endpoint.

list_all_conga_deployment_histories

List Conga deployment package history entries. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Set isSnapshot to filter packages by promotion eligibility.

list_all_conga_deployment_packages

List the resource deployment history for a specific package in Conga. Returns the response envelope with Success, Data, and StatusCode, where each Data entry carries PackageName, ResourceName, ResourceType, Status, CreatedBy, and CreatedDate. Required: name.

list_all_conga_info

Get information about a Conga extensibility deployment package, including its release URI, by package name. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: name.

get_single_conga_info_by_id

Get detailed metadata for a specific file in the Conga file store without downloading its content. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: file_path, id. Returns 404 if the file does not exist or cannot be accessed.

create_a_conga_rollback

Roll back a custom code deployment package in Conga, reverting all projects deployed under the given package name to the latest version in history (or deleting the custom code if no history exists). Returns: Success, RecordCount, Data, Errors, StatusCode, NextCursor, and 4 more. Required: name. Does not revert Configuration and Schema resources.

list_all_conga_extensibility_deployments

Get package deployment logs for a Conga extensibility deployment. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: deployment_id.

list_all_conga_search_settings

List all objects' search settings in Conga. Returns Success, StatusCode, and Data with each setting's ObjectName, search-field configuration, and Id.

create_a_conga_search_setting

Create a search setting for a particular object in Conga. Returns Success, StatusCode, and the created setting in Data (ObjectName, search-field configuration, Id).

get_single_conga_search_setting_by_id

Get the search setting for an object in Conga by id (the object name). Returns Success, StatusCode, and Data with the setting's ObjectName, search-field configuration, and Id. Required: id.

conga_search_settings_bulk_update

Update the search setting for a given object name in Conga. Returns Success, StatusCode, and Data indicating the update result. Required: object_name.

conga_search_settings_bulk_delete

Delete the search setting for a given object name in Conga. Returns Success, StatusCode, and Data indicating the deletion result. Required: object_name.

create_a_conga_document_index

Create a search index for a document in Conga. Returns the API response envelope with Success, Data, and StatusCode. Requires a JSON body carrying the ID of the document from the document store.

list_all_conga_datasyncstatus

Get the data sync status (Elasticsearch and database) of a given object in Conga Platform. Returns the API response envelope: Success, Data (the object's data sync status payload), and StatusCode. Required: object_name.

get_single_conga_search_datasyncstatus_by_id

Get the data sync status for a specific tracking ID in Conga Platform Search. Returns a JSON payload with the sync status recorded for that tracking ID (the upstream API does not document the response field breakdown). Unknown tracking IDs return 404. Required: id.

list_all_conga_search_datasyncstatus

List the data sync status of all objects in Conga Platform Search, covering their Elasticsearch and database sync state. Returns a JSON payload with each object's sync status (the upstream API does not document the response field breakdown).

create_a_conga_search_resyncdata

Trigger a data resync in Conga for all objects whose Elasticsearch and database counts mismatch; each affected object's data sync is initialized (Document objects are excluded — use the per-object resync endpoint for those). Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, and 2 more. Takes no parameters.

create_a_conga_resyncdata

Resync search data for a single Conga Platform object whose Elasticsearch and database record counts mismatch, initializing the data sync. Returns the API response with Success, StatusCode, and Errors. Required: object_name.

create_a_conga_search_rbac_migrate

Migrate Search RBAC settings in Conga Platform by identifying missing RBAC fields in search settings and publishing a migration message if required. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_search_global_search_data_types

List the field data types supported in global search configuration in Conga Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_object_query

Search a single Conga Platform object by executing a search query (Advanced, Fulltext, and Typeahead) against it. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

create_a_conga_document_query

Search documents in Conga by executing an Advanced, Fulltext, or Typeahead query against a document object. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires a SearchAPIQuery body with the query to execute; pass objectName to select the document object.

create_a_conga_multiple_query

Search over multiple objects in Conga Platform using Advanced, Fulltext, or Typeahead queries. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. The request body is the search query to execute.

list_all_conga_object_indexedfields

List the search/indexed fields for a specific object in Conga. Fields are retrieved from search settings first, falling back to database-indexed fields when none are enabled for search. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

list_all_conga_setting_lists

List the Conga objects for which the search setting is enabled. Returns the API response envelope with Success, Data (the names of objects with search setting enabled), and StatusCode.

create_a_conga_global_query

Run a global search across Conga's configured objects. Returns Success, Data (matching records; returned fields follow each object's Select list), and StatusCode. Skip/Limit (top-level and per-object) control paging and ExcludeObjectList drops objects from the search.

list_all_conga_scheduler_jobs

List scheduled jobs in conga's Scheduler, optionally filtered by namespace. Returns each scheduled job record with its id, jobName, and vendor-defined attributes.

conga_scheduler_jobs_execute

Execute a scheduled job in conga's Scheduler by job name. Returns the executed scheduled job record with its id, job_name, and vendor-defined attributes. Required: job_name.

conga_scheduler_jobs_update_disable

Disable a scheduled job in conga's Scheduler by job name. Returns the disabled scheduled job record with its id, job_name, and vendor-defined attributes. Required: job_name.

conga_scheduler_jobs_update_enable

Enable a scheduled job in conga's Scheduler by job name. Returns the enabled scheduled job record with its id, job_name, and vendor-defined attributes. Required: job_name.

get_single_conga_scheduler_job_by_id

Get the details of a single scheduled job in Conga Platform by its job name. Returns: Id, JobName, AppNamespace, JobRecurrence, Payload, FilterAttributes, CreatedDate, CronExpression, CronDescription, State, ActionType, ExecutionDateTime, ExecutionDateTimeUtc, ScheduledJobType, Version, StartDateTimeUtc, EndDateTimeUtc, and 3 more. Required: id.

conga_scheduler_jobs_bulk_delete

Delete a scheduled job and its execution history in conga's Scheduler by job name. Returns the deleted scheduled job record with its id, job_name, and vendor-defined attributes. Required: job_name.

create_a_conga_jobs_cron

Create a new cron scheduled job in the Conga Advantage Platform Scheduler. Returns the API response envelope with Success, Data (containing the created job's name), and StatusCode. Requires a JSON request body (CronScheduledJobCreateRequest).

create_a_conga_jobs_onetime

Create a one-time scheduled job in Conga. Returns a response envelope with Success, Data (the new job's name), and StatusCode.

conga_job_crons_bulk_update

Update the cron schedule of a scheduled job in Conga. Returns the updated scheduled job information, including job_name, or an error message on failure. Required: job_name.

list_all_conga_job_execution_histories

List the execution history of a scheduled job in Conga by job name. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: job_name.

list_all_conga_job_exports

Export a scheduled job from Conga by name and download it. Returns: file — the scheduled job's information packaged as a ZIP archive. Required: job_name.

create_a_conga_jobs_export

Export all scheduled jobs in the Conga Scheduler as a zip file, based on the appNamespace namespace. Returns the exported scheduled job information as a zip file download (binary file, not a JSON object). Request body is a bare array of scheduled job names to be exported; appNamespace is optional and defaults to the 'default' namespace.

get_single_conga_currency_management_currency_rate_by_id

Get a currency rate by id in Conga. Returns Success, StatusCode, and Data with SourceCurrency, TargetCurrency, ConversionRate, Scale, and effective start/end dates. Required: id.

update_a_conga_currency_management_currency_rate_by_id

Update a currency rate by id in Conga. Returns Success, StatusCode, and Data containing the updated rate's fields. Required: id.

delete_a_conga_currency_management_currency_rate_by_id

Delete a currency rate by id in Conga. Returns Success, StatusCode, and a Data boolean confirming the deletion. Required: id.

list_all_conga_currency_management_currency_rates

List currency rates in Conga, optionally filtered with criteria and sorted by sortField. Returns Success, RecordCount, StatusCode, and Data with each rate's SourceCurrency, TargetCurrency, ConversionRate, and effective start/end dates.

create_a_conga_currency_management_currency_rate

Create a new currency rate in Conga with source and target currencies and a conversion rate. Returns Success, StatusCode, and Data with SourceCurrency, TargetCurrency, ConversionRate, Scale, and effective start/end dates.

conga_currency_management_currency_rates_bulk_create

Create multiple Conga currency rates in a single request by submitting an array of currency rate records. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_currency_management_currency_rates_bulk_update

Update multiple Conga currency rates in a single request by submitting an array of currency rate update objects and get the request status. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_query_currency_rate

Retrieve the effective currency rate in Conga for a source and target currency pair. Returns Success, Data, and StatusCode; Data carries the rate's SourceCurrency, TargetCurrency, ConversionRate, and Scale.

conga_query_currency_rates_bulk_create

Retrieve the effective currency rates in Conga for multiple currency pairs with a single call. Returns Success, Data, and StatusCode; Data lists the matching CurrencyRates with SourceCurrency, TargetCurrency, ConversionRate, and Scale. The request body is an array of currency rate retrieval requests.

create_a_conga_query_currency_conversion

Convert a currency value in Conga Currency Management by posting a currency conversion retrieval request. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

get_conversion_management_frequency_conversion_rate_by_id

Get a single frequency conversion rate by id in Conga. Returns Success, the rate record in Data (FromFrequency, ToFrequency, ConversionRate), and StatusCode. Required: id.

update_conversion_management_frequency_conversion_rate_by_id

Update a frequency conversion rate by id in Conga. Sends the updated rate fields as a JSON object. Returns Success, the updated values in Data, and StatusCode. Required: id.

delete_conversion_management_frequency_conversion_rate_by_id

Delete a frequency conversion rate by id in Conga. Returns Success, the deletion result in Data, and StatusCode. Required: id.

list_all_conga_conversion_management_frequency_conversion_rates

List all frequency conversion rates in Conga. Returns Success, RecordCount, the matching rates in Data, and StatusCode. Filter with criteria (the criteria field must be indexed) and sort with sortField and sortDirection.

create_a_conga_conversion_management_frequency_conversion_rate

Create a new frequency conversion rate in Conga. Returns Success, the created rate in Data (FromFrequency, ToFrequency, ConversionRate), and StatusCode.

conversion_management_frequency_conversion_rates_bulk_create

Create multiple frequency conversion rates in Conga in a single bulk call. Returns the standard envelope with Success, Data (the created rate's FromFrequency, ToFrequency, ConversionRate, Id, and audit fields), and StatusCode.

conversion_management_frequency_conversion_rates_bulk_update

Update multiple frequency conversion rates in Conga in a single bulk call and get the request status back. Returns the standard envelope with Success, StatusCode, and a Data list of per-rate update results.

create_a_conga_query_frequency_conversion_rate

Retrieve the effective frequency conversion rate from the Conga Advantage Platform, resolved via Product, Product Family, or Global-level configuration. Returns Success, Data (FromFrequency, ToFrequency, ConversionRate, Product), and StatusCode. Unknown body fields are rejected.

conga_query_frequency_conversion_rates_bulk_create

Retrieve effective frequency conversion rates in bulk from the Conga Advantage Platform, each resolved via Product, Product Family, or Global-level configuration. Returns Success, Data (FrequencyConversionRates), Errors, and StatusCode. Unknown body fields are rejected.

create_a_conga_query_frequency_conversion

Retrieve the converted frequency value in Conga Advantage Platform. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Rates resolve at the Product, Product Family, or Global level.

get_single_conga_conversion_management_uom_conversion_rate_by_id

Get a single Conga UOM conversion rate by its id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

update_a_conga_conversion_management_uom_conversion_rate_by_id

Update a Conga UOM conversion rate by id using the supplied UOM conversion rate information. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

delete_a_conga_conversion_management_uom_conversion_rate_by_id

Delete a Conga UOM conversion rate by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

list_all_conga_conversion_management_uom_conversion_rates

List all Conga UOM conversion rates that meet the given search criteria. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_conversion_management_uom_conversion_rate

Create a new Conga UOM conversion rate. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_conversion_management_uom_conversion_rates_bulk_create

Create multiple UOM conversion rates in Conga with a single bulk request. Returns a Success flag, the created UOM conversion rate in Data (FromUOM, ToUOM, ConversionRate, Id, CreatedDate), and StatusCode. Requires a JSON array body of UOM conversion rate objects.

conga_conversion_management_uom_conversion_rates_bulk_update

Update multiple UOM conversion rates in Conga with a single bulk request. Returns a Success flag, the per-record update results in Data, and StatusCode. Requires a JSON array body of UOM conversion rate objects to update.

create_a_conga_query_uom_conversion_rate

Retrieve the effective UOM conversion rate in Conga Advantage Platform. Submits a lookup request for a source and target unit of measure, with optional scoping at the Product level, the Product Family level, or the Global level. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_query_uom_conversion_rates_bulk_create

Retrieve effective UOM conversion rates in bulk in Conga Advantage Platform. Submits an array of lookup requests for source and target units of measure, optionally scoped at the Product, Product Family, or Global level. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_query_uom_conversion

Retrieve the converted UOM value in Conga Advantage Platform by submitting a conversion request; conversion rates resolve at the Product, Product Family, or Global level. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_record_field_history_tracking

Retrieve audit field history for a record in Conga. Returns an envelope with Success, Data (the list of field changes), and StatusCode. Required: object_name, record_id.

get_single_conga_key_audit_history_by_id

Retrieve the translation audit history for a specific translation key in Conga to track translation changes over time. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id, locale, module.

conga_object_field_history_tracking_configs_bulk_update

Add one or more fields to an object's field history tracking configuration in Conga, enabling change tracking for the added fields. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

conga_object_field_history_tracking_configs_bulk_delete

Remove an object and all its associated fields from the field history tracking configuration in Conga; changes to those fields will no longer be tracked. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: object_name.

list_all_conga_audit_field_history_tracking_configs

List all Conga objects and their associated fields that currently have field history tracking enabled. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. No parameters required.

conga_audit_database_field_history_tracking_configs_bulk_update

Bulk upsert Conga database field history tracking configuration. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_audit_database_field_history_tracking_configs

List all Conga objects and their fields currently configured for database field history tracking. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_database_field_history_tracking_config_objects

Get the database field history tracking configuration for a specific object in Conga. Returns Success, StatusCode, and Data with the object's ObjectName, FieldsToAudit, and IncludeAllFields. Required: object_name.

conga_database_field_history_tracking_config_objects_bulk_delete

Remove an object and all its associated fields from the Conga database field history tracking configuration. Returns Success, StatusCode, and Data listing the remaining configured objects with ObjectName and FieldsToAudit. Required: object_name.

create_a_conga_files_shareduris

Generate a temporary public access URL for a file stored in the Conga File Store; the URL stays valid for the TTLSeconds duration provided. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_file_downloads

Download multiple files from the Conga File Store as a single ZIP archive. Returns the ZIP archive of the requested files (200), a 404 Not Found with Success, Errors (Message), and StatusCode details for missing files, or a 500 Internal Server Error envelope. Supply the files to include via fileNames. Required: file_path.

get_single_conga_file_download_by_id

Download a single file from the Conga File Store by its path and file name. Returns the raw file content as a binary download with the content type inferred from the file extension (200: Content of the file; no enumerable JSON body). Required: id, file_path.

list_all_conga_filenames_lists

List the file names available at a given path in the Conga file store. Returns the API response with Success, Data (the file names, optional per-file metadata tags, and the continuation token for the next page), Errors, and StatusCode. Pass the continuationToken from a response to retrieve the next page, and set…. Required: file_path.

list_all_conga_exists

Check whether a file exists at a given path in the Conga file store, e.g. to pre-check before a download. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: file_path, file_name.

create_a_conga_upload

Upload a file to the Conga file store at the given path and file name, with optional metadata tags, shared-URI settings, and expiration policy. Returns the API response envelope including Success, StatusCode, and Errors. Large files should use the multipart upload endpoints instead. Required: file_name, file_path.

conga_filestore_files_bulk_create

Upload multiple files to the Conga file store in a single request, each with its own tags, expiration settings, and shared URI configuration; files are stored at the specified path. Returns an envelope with Success, Data (one create result per uploaded file), Errors, and StatusCode.

conga_filestore_files_bulk_delete

Delete multiple files from the Conga file store with partial success handling: found files are deleted while missing files return detailed error information. Returns an envelope with Success, Data (per-file deletion status), Errors, and StatusCode.

delete_a_conga_filestore_file_by_id

Delete a file from the Conga file store after validating that it exists at the given path. Returns an envelope with Success, Data (deletion result), Errors, and StatusCode.

conga_filestore_folders_bulk_delete

Delete all files in a specified Conga File Store folder. Returns the deletion result — Success, Errors, StatusCode — along with details of all deleted files. "CLM/documents"). Deletes only files directly in the folder (not nested folders); the operation is irreversible.

create_a_conga_files_multipart_upload

Create a multipart upload session in the Conga file store for a large file, returning the upload ID to use for subsequent part uploads and completion calls. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_files_multipart_uploads_bulk_update

Upload a single part of a large file in a Conga multipart upload session, returning the ETag and part number for use when completing the upload. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

conga_files_multipart_uploads_bulk_delete

Abort an in-progress Conga multipart upload, deleting all previously uploaded parts and invalidating the upload ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_multipart_uploads_complete

Complete a multipart upload in Conga File Store by combining all uploaded parts into the final file at the specified file path. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_files_limits

Get the current file size limits from the Conga file store: the maximum allowed payload size for standard uploads and the minimum file part size required for multipart uploads. Returns the limits envelope: Success, StatusCode, Errors.

create_a_conga_folders_create

Create a new folder in the Conga file store at the specified path. Returns the API response envelope: Success, Data, StatusCode. FolderPath may be empty to create the folder in the file store root; the parent path must already exist.

create_a_conga_folder_list

List the direct contents (files and subfolders) of a folder in the Conga file store. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Response includes metadata for each item and paginates via continuation tokens. PageSize in the request body is capped at 100. Required: folder_name.

conga_folders_deletes_bulk_delete

Delete the contents of a folder in the Conga file store: removes all contents within the given folder path and folder name. The operation runs asynchronously and the response reports the status of the deletion. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

get_single_conga_folder_operation_status_by_id

Get the current status and details of an asynchronous Conga Platform File Store folder operation (such as delete, copy, or move) by its tracking ID. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

list_all_conga_cdnstore_files

Get a file's details and contents from the Conga CDN store by its full path. Returns the file's details and contents with content-type-specific fields. Required: file_full_path.

create_a_conga_cdnstore_file

Upload a file (up to 100 MB) to the Conga CDN store at the given full path. Returns the upload result with content-type-specific fields. Required: file_full_path.

delete_a_conga_cdnstore_file_by_id

Delete a file from the Conga CDN store after validating it exists at the given path; an exception is returned if it is not found. Accepts a CDNFileDeleteRequest JSON body and returns a JSON status object (response fields not enumerated upstream).

conga_cdnstore_files_bulk_delete

Delete multiple files from the Conga CDN store after validating they exist at the given paths; an exception is returned for missing files. Accepts a CDNBulkFileDeleteRequest JSON body and returns a JSON status object (response fields not enumerated upstream).

list_all_conga_files_lifecycle_configs

Get the lifecycle event prefix configuration for the Conga file store. Returns the API response with Success, Errors, and StatusCode. No required parameters.

conga_files_lifecycle_configs_bulk_update

Set the lifecycle event prefix configuration for the Conga file store. Returns the API response with Success, Errors, and StatusCode. Requires a JSON request body (FileStoreLifecycleEventsConfig).

conga_files_lifecycle_configs_bulk_delete

Delete specific prefixes from the lifecycle event configuration in the Conga file store. Returns the API response with Success, Errors, and StatusCode. Requires a JSON request body (FileStoreLifecycleEventsConfig) identifying the prefixes to remove.

create_a_conga_external_endpoint_config_credential

Create a stored authentication configuration in Conga for connecting securely to an external platform such as Salesforce (OAuth2, Basic Auth, etc.). Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires the ExternalServiceAuthConfig authentication payload in the request body.

list_all_conga_external_endpoint_config_credentials

Retrieve the stored authentication configuration for an external service endpoint in Conga by its unique name. Returns: name. Required: name.

conga_external_endpoint_config_credentials_bulk_update

Update the stored authentication details, such as client secrets or passwords, for an external platform configuration in Conga. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Requires the updated ExternalServiceAuthConfig authentication payload in the request body.

conga_external_endpoint_config_credentials_bulk_delete

Delete the stored authentication configuration for an external service endpoint in Conga by its unique name, preventing future connections using those credentials. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: name.

create_a_conga_endpoints_validate

Validate the request and response metadata of a Conga external endpoint against the expected JSON schema to ensure correct structure before execution. Accepts the endpoint's sample RequestBody and ResponseBody metadata payloads. Returns: Success.

get_single_conga_external_endpoint_config_endpoint_by_id

Get a single Conga external endpoint configuration by id, including its URL, HTTP method, headers, and linked authentication. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

update_a_conga_external_endpoint_config_endpoint_by_id

Update a Conga external endpoint configuration by id, for example changing the Salesforce API version, HTTP method, headers, or parameters. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

delete_a_conga_external_endpoint_config_endpoint_by_id

Delete a Conga external endpoint configuration and its stored authentication details by id. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Required: id.

list_all_conga_external_endpoint_config_endpoints

List all Conga external endpoint configurations used to connect to external service endpoints. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

create_a_conga_external_endpoint_config_endpoint

Create a Conga external endpoint configuration, defining its URL, HTTP method, headers, parameters, request/response metadata, and linked authentication in the request body. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings.

list_all_conga_cart_adhoc_groups

List all AdHoc Groups in a Conga Revenue cart. Returns the groups with fields such as Name, ChargeType, Category, Frequency, and Sequence; an empty cart returns 204 No Content. Required: cart_id.

get_single_conga_cart_adhoc_group_by_id

Get a single AdHoc Group in a Conga Revenue cart by its id; 404 if the group does not exist. Returns the group with Name, ChargeType, Category, Description, Frequency, GroupType, and Sequence. Required: id, cart_id.

create_a_conga_cart_adhoc_group

Create one or more AdHoc Groups in a Conga Revenue cart from a JSON array of group payloads; the API validates for duplicate names and sequences within the cart. Returns the created groups, including Name, ChargeType, Category, and Sequence. Required: cart_id.

conga_cart_adhoc_groups_bulk_update

Update multiple AdHoc Groups in a Conga Revenue cart in one call from a JSON array of group payloads. Returns the updated groups or validation errors, including Name, ChargeType, Category, and Sequence. Required: cart_id.

update_a_conga_cart_adhoc_group_by_id

Update a single AdHoc Group in a Conga Revenue cart by its id with the updated group fields in the request body. Returns the updated group, including Name, ChargeType, Category, and Frequency. Required: id, cart_id.

conga_cart_adhoc_groups_bulk_delete

Delete multiple ad-hoc groups from a cart in Conga Revenue in one request. Send the groups to remove as a bare JSON array of AdHoc Group objects (Name, ChargeType, Category, Description, Frequency, GroupType, Sequence). Returns the result of the delete operation. Required: cart_id.

delete_a_conga_cart_adhoc_group_by_id

Delete a single ad-hoc group from a cart in Conga Revenue by its id. Returns the result of the delete operation. Required: id, cart_id.

list_all_conga_cart_adjustments

List the adjustments for a Conga cart. Returns adjustment line items with AdjustmentType, AdjustmentAmount, AdjustmentAppliesTo, LineItem, and LineNumber. Required: cart_id.

get_single_conga_cart_adjustment_by_id

Get the details of a single Conga cart adjustment by adjustment ID. Returns the adjustment's AdjustmentType, AdjustmentAmount, AdjustmentAppliesTo, LineItem, and Id. Required: cart_id and id.

create_a_conga_cart_adjustment

Create one or more Conga cart adjustments from an array of adjustment line items. Returns the created adjustments with AdjustmentType, AdjustmentAmount, AdjustmentAppliesTo, LineItem, and LineNumber. Required: cart_id. May return 202 Accepted when processed asynchronously.

conga_cart_adjustments_bulk_update

Update one or more Conga cart adjustment records for a cart by passing an array of adjustment line items. Returns the updated adjustments with Id, AdjustmentType, AdjustmentAmount, AdjustmentAppliesTo, and LineItem. Required: cart_id. May return 202 Accepted when processed asynchronously.

update_a_conga_cart_adjustment_by_id

Update the fields of a single Conga cart adjustment by adjustment ID. Returns the updated adjustment with Id, AdjustmentType, AdjustmentAmount, AdjustmentAppliesTo, and LineItem. Required: cart_id and id.

conga_cart_adjustments_bulk_delete

Delete one or more cart adjustments from a Conga cart in a single call, identified by the cart and a list of adjustment IDs. Returns an empty 204 response on success. Required: cart_id.

delete_a_conga_cart_adjustment_by_id

Delete a single cart adjustment from a Conga cart by its identifier. Returns an empty 204 response on success. Required: cart_id and id.

list_all_conga_carts_actives

Get the latest active cart in Conga Revenue Lifecycle, filtered to New and Saved status by default; a new cart is created with the quote-header fields when none exists for the quote, otherwise the saved cart ID is returned. Returns: id.

get_single_conga_cart_status_by_id

Retrieve the status of a Conga Revenue cart by id, optionally filtered by line number. Returns the cart status record: id and attributes, whose composition varies with the related objects requested via includes. Use primaryLineNumbers or lineNumbers, not both. Required: id.

get_single_conga_cart_configstatus_by_id

Get the configuration status of a Conga Revenue Lifecycle cart by id. Returns a vendor-defined configuration status payload; the Conga docs do not enumerate its fields, and the shape varies with the requested includes. If both primaryLineNumbers and lineNumbers are sent, primaryLineNumbers takes precedence. Required: id.

list_all_conga_cart_line_numbers

Get the validated line numbers for a cart in Conga Revenue Lifecycle. Fetches and validates the line numbers for the given cart. Returns the cart's line numbers; the vendor's API reference documents no response body schema for this endpoint, so the field shape is not enumerated. Required: cart_id.

get_single_conga_cart_finalize_by_id

Get the finalized cart details for a Conga Revenue cart, validating the finalized cart for the given id. Returns an empty 200 response on success. Required: id.

create_a_conga_cart_finalize

Finalize a Conga Revenue cart, completing product configuration. Validates missing product configurations, required repricing, and up to two levels of inclusion/exclusion constraint rules at runtime. Returns an empty 200 response on success. Required: cart_id.

get_single_conga_cart_revalidation_by_id

Get revalidation details for a cart in Conga Revenue. Returns a 200 OK response on success; the upstream API documents no response body fields. Required: id.

create_a_conga_cart_revalidation

Apply revalidation to a cart in Conga Revenue, validating and applying it in a single call. Returns a 200 OK response with no response body on success. Required: cart_id.

get_single_conga_cart_display_action_by_id

Get the display action details for a cart in Conga Revenue Lifecycle. Fetches all display actions configured for the specified cart in the given flow; the response payload is flow-dependent and the upstream spec documents no fixed fields. Required: id.

list_all_conga_cart_rule_actions

List all config rules for a given cart in Conga Revenue Lifecycle. Returns each rule with its Name, IsActive, IsBundleContext, Actions, and Conditions. Required: cart_id.

list_all_conga_cart_applied_rule_actions

List the rule actions applied to a Conga Revenue Lifecycle cart, filtered by primary line number. Returns: Name, IsActive, IsBundleContext, Actions, Conditions. Required: cart_id.

list_all_conga_cart_triggered_rule_actions

List the rule actions triggered for a cart in Conga Revenue. Returns: id, Name, IsActive, IsBundleContext, Actions, Conditions. Required: cart_id.

get_single_conga_group_status_by_id

Get the line items group metadata for a named group in a Conga Revenue cart. Returns the group's line-item metadata payload; the vendor documents no field-level response schema. Required: id, group.

list_all_conga_cart_items

List the line items of a Conga cart, including cart header fields and primary and secondary line items. Returns 200 OK, 204 No Content when the cart is empty, or 500 Internal Server Error. Max 500 records per page. Required: cart_id.

create_a_conga_cart_item

Add one or more standalone, bundle, or option product line items to a Conga cart. Returns 200 OK on success, 202 Accepted, 422 Unprocessable Content, or 500 Internal Server Error. The request body is an array of line item objects. Required: cart_id.

conga_cart_items_bulk_update

Update multiple line items in a Conga cart in bulk. Returns 200 OK on success, 202 Accepted, 422 Unprocessable Content, or 500 Internal Server Error. Line items cannot be updated in carts with Finalized, Superseded, or Deleted status. Required: cart_id.

conga_cart_items_bulk_delete

Delete one or more line items from a Conga cart. Returns 200 OK on success, 202 Accepted, 422 Unprocessable Content, or 500 Internal Server Error. Line items cannot be deleted from carts with Finalized, Superseded, or Deleted status. Required: cart_id.

list_all_conga_items_errors

List the persistence errors for a cart's line items in Conga Revenue Lifecycle, including exceptions from the ProcessPriceResponse and ProcessConfigResponse flows. Returns: errors, where each exception carries Title, Detail, Source, and Link; an empty 204 is returned when the cart has no persistence errors. Required: cart_id.

list_all_conga_carts

List all carts in Conga Revenue. Returns each cart's id, created_at, and updated_at.

get_single_conga_cart_by_id

Get a single Conga Revenue cart by id. Returns: id, created_at, updated_at. Required: id.

conga_carts_activate

Activate a cart in Conga Revenue. Only carts with a New or Saved status can be activated; Finalized, Superseded, Suspended, Abandoned, or Deleted carts cannot be. Returns: id, created_at, updated_at. Required: cart_id.

conga_carts_clone

Clone a cart in Conga Revenue, creating a new cart in New status that copies the original's contents. Returns: id, created_at, updated_at. Required: cart_id.

create_a_conga_cart

Create one or more carts in Conga Revenue from a list of cart definitions. Returns: id, created_at, updated_at.

conga_carts_lock

Lock a Conga Revenue cart to acquire or request edit access. Returns 200 OK with no documented response body. Required: cart_id.

conga_carts_bulk_update

Update multiple Conga Revenue carts at once from a submitted JSON array of carts with updated data. Returns 200 OK with no documented response body.

update_a_conga_cart_by_id

Update a single Conga Revenue cart by ID with the fields provided. Returns 200 OK with no documented response body. Required: id.

conga_carts_bulk_delete

Delete multiple Conga Revenue carts at once from a submitted JSON array of carts. Returns 200 OK with no documented response body.

delete_a_conga_cart_by_id

Delete a single Conga Revenue cart by its identifier. Returns 200 OK with no documented response body. Required: id.

conga_carts_delete_unlock

Unlock a cart in Conga Revenue by releasing its lock. Returns an empty 200 response on success. Required: cart_id.

list_all_conga_carts_collaboration_requests

List collaboration requests in Conga Revenue. Returns collaboration request records including id, CollaborationType, Priority, StartDate, and RecordOwner.

get_single_conga_carts_collaboration_request_by_id

Get a collaboration request by id in Conga Revenue. Returns the collaboration request record including id, CollaborationType, Priority, CompletionDueDate, and RecordOwner. Required: id.

update_a_conga_carts_collaboration_request_by_id

Update a collaboration request by id in Conga Revenue. Returns the updated record including id, CollaborationType, Priority, StartDate, and RecordOwner. Requires id and a JSON body with the fields to update. Required: id.

delete_a_conga_carts_collaboration_request_by_id

Cancel or delete a collaboration request by id in Conga Revenue. Returns an empty response on success. Required: id.

list_all_conga_cart_applicable_rules

Get the applicable rules for a cart in Conga Revenue. Returns each rule with its Name, IsActive, IsBundleContext state, plus its Actions and Conditions. Required: cart_id.

list_all_conga_cart_applied_rules

List the applicable product attribute rules for a cart in Conga Revenue Lifecycle. Returns rule fields including Name, IsActive, IsBundleContext, and the Actions and Conditions match arrays. Required: cart_id.

list_all_conga_cart_applicable_attribute_rules

List the product attribute rules that apply to a Conga Revenue cart. Returns rules with Name, IsActive, IsBundleContext, Actions, and Conditions. Required: cart_id.

list_all_conga_cart_applied_attribute_rules

List the product attribute rules applied to a cart in Conga Revenue Lifecycle. Runs asynchronously and returns rule records including id, Name, IsActive, Actions, and Conditions. Required: cart_id.

get_single_conga_cart_applicable_field_expression_by_id

Get the applicable field expression for a Conga Revenue cart, computed asynchronously. Returns a 200 response whose body shape Conga does not document. Required: id.

get_single_conga_cart_applied_field_expression_by_id

Get the applied field expression for a Conga Revenue cart, processed asynchronously. Returns an OK 200 response on success; the upstream docs do not document the response body shape, so treat the returned fields as opaque. Optional filters: lineItemId, primaryLineNumber, filter. Required: id.

list_all_conga_cart_incentives

Get the incentive applied to a Conga Revenue cart. Returns the incentive record including Id, Name, Status, UseType, EffectiveDate, and ExpirationDate. Required: cart_id.

create_a_conga_cart_incentive

Apply a new incentive to a Conga Revenue cart. Returns the applied incentive record including Id, Name, Status, UseType, and EffectiveDate. Required: cart_id.

conga_cart_incentives_bulk_update

Update an incentive on a Conga Revenue cart. Returns the updated incentive record including Id, Name, Status, UseType, and EffectiveDate. Required: cart_id.

conga_cart_incentives_bulk_delete

Remove an incentive from a Conga Revenue cart. Returns the incentive record including Id, Name, Status, UseType, and EffectiveDate. Required: cart_id.

get_single_conga_item_waterfallchart_by_id

Get the price waterfall detail for a line item in a Conga cart. Returns an empty 204 response on success. Required: id, cart_id.

conga_item_waterfallcharts_get_chart

Get a specific price waterfall chart for a line item in a Conga cart by chart id. Returns an empty 204 response on success. Required: cart_id, lineitem_id, and waterfallchart_id.

get_single_conga_cart_waterfallchart_by_id

Get batch price waterfall details for all line items in a cart in Conga Revenue Lifecycle. Returns the waterfall chart detail payload; its structure is not field-documented upstream, and the API may return 204 No Content. Required: id.

list_all_conga_cart_summarygroups

List the summary groups for a Conga Revenue cart. Returns the summary group records. Returns: id. Required: cart_id.

create_a_conga_cart_summarygroup

Add summary group records to a Conga Revenue cart to reconfigure existing cart use cases. Returns the added summary group record. Returns: id. Required: cart_id.

conga_cart_summarygroups_bulk_update

Update the summary groups for a Conga Revenue cart based on user adjustments. Returns the updated summary group record. Returns: id. Required: cart_id.

list_all_conga_item_usage_tiers

Get the usage price tiers configured for a line item in a Conga Revenue cart. Returns an empty 204 response on success. Required: cart_id, item_id.

create_a_conga_item_usage_tier

Create usage price tiers for a line item in a Conga Revenue cart by sending a bare JSON array of tier objects in the request body. Returns an empty 204 response on success. Required: cart_id, item_id.

conga_item_usage_tiers_bulk_update

Update usage price tiers for a line item in a Conga Revenue cart by sending a bare JSON array of tier objects in the request body; each tier must include its ID. Returns an empty 204 response on success. Required: cart_id, item_id.

conga_item_usage_tiers_bulk_delete

Delete usage price tiers for a line item in a Conga Revenue cart by sending a bare JSON array of tier IDs or external IDs in the request body. Returns an empty 204 response on success. Required: cart_id, item_id.

list_all_conga_details

Get bundle details for a cart line in Conga Revenue. Returns the bundle details object, including its id and attributes holding the option groups, child option groups, options, and sub-bundles that make up the bundle. Required: cart_id, line_number.

list_all_conga_categorie_products

List active products in a Conga Revenue category by category_id, including all products of child categories when a root or sub-category id is given. Returns: createdBy, createdDate, id, name, currency, digest, customizable, description, family, uom, version, layout, prices, translations, and 32 more. Max 500 records per page. Required: category_id.

conga_categorie_products_list_2

List products in a Conga Revenue Admin category by category_id. Returns: createdBy, createdDate, id, modifiedBy, modifiedDate, name, currency, digest, configurationType, customizable, description, displayUrl, effectiveDate, excludeFromSitemap, expirationDate, family, uom, version, layout, prices, translations, and 25 more. Required: category_id.

list_all_conga_categories

List categories from the Conga Revenue catalog with runtime visibility rules applied. Returns: createdBy, createdDate, id, modifiedBy, modifiedDate, name, currency, digest, ancestorId, ancestorPath, description, label, type, sequence, and 13 more. Name search matches only the first 20 characters of the input; up to 500 records per page.

get_single_conga_category_by_id

Get a category's details and its sub-category hierarchy from the Conga Revenue catalog by id. Returns: createdBy, createdDate, id, modifiedBy, modifiedDate, name, currency, digest, ancestorId, ancestorPath, hierarchyId, description, label, type, sequence, and 12 more. Passing All as the id retrieves all categories in the price list. Required: id.

create_a_conga_category

Create one or more categories in Conga Revenue from a JSON array of category objects. Returns the structure of each category created with its id, Name, Description, and SearchFilterFields. A parent category that already has associated products returns an error.

conga_categories_bulk_create

Add multiple existing categories under a destination category in Conga Revenue. Returns an empty 200 response on success. Required: category_id.

get_single_conga_favorite_by_id

Get a single favorite by id. Returns the favorite configuration record including id, Name, Description, IsActive, Scope, Items, and CartId. Required: id.

conga_favorites_get_preview

Preview a favorite by id using the configured preview response field list. Returns: id, Name, Description. Required: favorite_id.

list_all_conga_favorites

List active favorites associated with a price list. Returns favorite records with id, Name, Description, IsActive, Scope, Items, and CartId. Max 500 records per page. The upstream endpoint is deprecated.

create_a_conga_favorite

Create favorites from cart line items based on your business requirements. Returns the created favorite record with id, Name, Description, IsActive, Scope, Items, and CartId.

conga_favorites_publish

Publish a favorite to one or more price lists by id. Returns: id, Name, Description, Items. The upstream endpoint is deprecated. Required: favorite_id.

update_a_conga_favorite_by_id

Update a favorite in Conga Revenue by id. Sends favorite record fields to update such as Name, Description, and Scope. Returns 200 OK with no response body. Required: id.

delete_a_conga_favorite_by_id

Delete a favorite in Conga Revenue by id. Returns an empty 204 response on success. Required: id. Deprecated upstream.

conga_favorites_bulk_delete

Delete one or more favorite records in Conga Revenue by sending an array of favorite configuration records (Name, Description, Scope). Returns an empty 204 response on success. Deprecated upstream.

get_single_conga_job_status_by_id

Get the status details of a specific job in Conga Advantage Platform by id. Returns the job status record including id and errors. Required: id.

conga_job_status_bulk_delete

Delete one or more jobs in Conga Advantage Platform by JobId, including their associated child jobs. The request body is an array of JobIds to delete. Returns an empty 204 response on success.

conga_job_status_bulk_get

Get status details for multiple jobs in Conga Advantage Platform in one call by passing an array of job status requests in the body. Returns job status records including id and errors.

list_all_conga_locations

List account locations in Conga Revenue Lifecycle. Returns each location with its id and an attributes object whose fields are defined by the upstream AccountLocation entity. Optionally pass priceListId or cartId. Max 500 records per page.

list_all_conga_price_lists_actives

Retrieve the active price list in Conga Revenue Catalog. Returns the price list object including its id, name, description, and type.

list_all_conga_products

List active Conga Revenue products in a price list, with filtering, sorting, and keyword search support. Returns: createdBy, createdDate, id, modifiedBy, name, currency, digest, customizable, description, family, uom, version, layout, prices, translations, and 31 more. The search keyword matches at most 20 characters; up to 500 records per page.

get_single_conga_product_by_id

Get a Conga Revenue product's details by id. Only active products with an active price list and price list item are returned. Returns: Id, Name. Required: id.

conga_products_search

Search a Conga Revenue product's bundle context (option groups, options, attribute groups, attributes) for text matches. Returns: Id, Name. Required: product_id.

create_a_conga_business_object_reactivate

Reactivates the cart for a Conga business object, syncing quote fields to the cart and re-evaluating config rules, pricing, and formulas for line items (no OOTB fields updated yet). Returns an empty response on success. Deprecated; use the carts/reactivate endpoint instead. Required: business_object_id, type.

create_a_conga_carts_reactivate

Reactivate a cart in Conga Revenue by syncing fields from the quote to the cart and re-evaluating config rules, pricing, and formulas for line items. Returns a success status (OK or Accepted) with no documented response body. Proposal). Only OOTB PurchaseId syncs through to line items. Required: business_object_id, type.

create_a_conga_cart_migrate

Migrate a cart in Conga Revenue by its cart id. Returns 200 OK on success. A cart with Abandoned or Superseded status cannot be migrated. Required: cart_id.

create_a_conga_cart_promotion

Apply a promotion to a cart in Conga Revenue. Validates and applies the promotion to the given cart. Returns an empty 200 response on success. Required: cart_id.

create_a_conga_cart_order

Check out a Conga cart to create an order and its order line items; the cart need not be Finalized and can be checked out even from Draft status. Returns the created order object including its id and status (Draft immediately after checkout). Required: cart_id.

create_a_conga_cart_quote

Check out a Conga cart to create a new quote/proposal, passing cart line items to quote line items. Returns the created quote including its id and status. The cart must contain at least one product; multiple quotes can be created from the same cart. Required: cart_id.

create_a_conga_cart_validate

Validate a cart in Conga Revenue for a given cart id and validation action, submitting free-form action parameters. Returns an empty 202 Accepted response on success. Required: cart_id.

create_a_conga_cart_abandon

Validate and abandon a cart in Conga Revenue. On success the API returns an empty 200 response; validation failures return an error. Required: cart_id.

create_a_conga_rule_action_ignore

Validate and ignore a rule action on a cart in Conga Revenue Lifecycle. Returns no response body on success. Required: cart_id, rule_action_id.

create_a_conga_cart_total

Process (recalculate) the totals of a Conga Revenue cart identified by cart_id. Returns an empty 202 Accepted response on success — totals processing runs asynchronously. Required: cart_id.

create_a_conga_cart_clone_line

Clone lines from a source cart into an existing cart in Conga Revenue. Returns a 200 OK with no documented response body. Required: cart_id.

create_a_conga_items_clone

Clone cart line items in Conga Revenue by passing an array of primary line numbers in the body. Clones keep their saved configuration, pricing is re-evaluated, copies are appended at the end of the cart, and manual adjustments are not copied. Returns an empty response on success (200 OK or 202 Accepted). Required: cart_id.

create_a_conga_cart_reprice

Reprice one or more line items in a Conga Revenue cart by primary line number. Sends an array of primary line numbers for the given cart; the API responds 200 OK or 202 Accepted with no documented response body. Required: cart_id.

create_a_conga_cart_collaboration_request

Add a collaboration request to a cart in Conga Revenue. The body carries the request details such as CollaborationType, Priority, LineNumbers, account and contact references, and dates. Required: cart_id. Returns 200 OK on success.

conga_cart_collaboration_requests_merge

Merge a collaboration request into its parent cart in Conga Revenue. Required: cart_id and collaboration_request_id. Returns 200 OK or 202 Accepted on success.

create_a_conga_collaboration_request_submit_for_merge

Submit a collaboration request for merge within a cart in Conga Revenue Lifecycle. Returns a 200 OK response with no documented response body. Required: cart_id, collaboration_request_id.

create_a_conga_cart_export

Export all line items from a Conga Revenue cart as a downloadable CSV file containing cart header fields, primary line items, and secondary line items. Returns the CSV file directly, or an empty 204 response when there is nothing to export. Required: cart_id.

create_a_conga_cart_import

Import ProductId and Quantity line items into a Conga Revenue cart from a CSV file. Returns an empty 200 response on success. CSV must have a valid header row plus exactly two columns — ProductId (valid GUID) and Quantity (whole number ≥ 0); max 5000 data rows and 100 MB file size. Required: cart_id.

create_a_conga_lookupfield_data_query

Query lookup field object records in Conga Revenue based on the lookup field setting. Returns matching records with their id and content-type-specific attributes. Requires a LookupFieldDataRequest JSON payload.

create_a_conga_item_auto_ramp

Create ramp line items for a specific cart line item in Conga Revenue Lifecycle. Returns no response body on success (200 OK, or 202 Accepted while the ramp request is processed). Required: cart_id, item_id.

create_a_conga_items_ramp_line

Create mass ramp lines for a cart in Conga Revenue. Success returns no response body. Required: cart_id.

conga_items_ramp_lines_bulk_update

Update ramp line items for a given cart in Conga Revenue. The body is a bare list of line items, each with fields such as Id, LineType, PricingStatus, Quantity, SellingTerm, Product, and PriceList. Success returns no response body. Required: cart_id.

conga_items_ramp_lines_bulk_delete

Delete ramp line items for a given cart in Conga Revenue. The body is a list of ramp lines with the Id of each line to delete. Success Returns an empty 204 response on success. Required: cart_id.

create_a_conga_item_ramp_line

Add a ramp line item to a line item in a Conga Revenue cart, sending the ramp line item (Id, Name, Quantity, LineType, Product, PriceList) as JSON. Returns the created ramp line item with Id, Name, Quantity, LineType, PricingStatus, Product, and PriceList. Required: cart_id, item_id.

conga_item_ramp_lines_bulk_update

Update a single ramp line item on a line item in a Conga Revenue cart, sending the updated ramp line item (Id, Name, Quantity, LineType, Product, PriceList) as JSON. Returns the updated ramp line item with Id, Name, Quantity, LineType, PricingStatus, Product, and PriceList. Required: cart_id, item_id.

conga_item_ramp_lines_bulk_delete

Delete a ramp line item identified by cart and line item from a Conga Revenue cart, sending the ramp line with its id in the JSON body. Returns the deleted ramp line item with Id, Name, Quantity, and LineType. Required: cart_id, item_id.

create_a_conga_cart_ramp_period

Generate ramp periods for a cart in Conga Revenue. Returns an empty 204 response on success. Required: cart_id.

create_a_conga_items_ramp

Create ramp lines for one or more cart line items in a Conga Revenue cart. Returns no documented response payload; 202 Accepted signals asynchronous processing. Required: cart_id.

conga_items_ramps_update_2

Add ramp lines to already ramped line items in a Conga Revenue cart. Returns no documented response payload; 202 Accepted signals asynchronous processing. Required: cart_id.

conga_items_ramps_bulk_update

Update existing ramp lines in a Conga Revenue cart. Returns no documented response payload; 202 Accepted signals asynchronous processing. Required: cart_id.

conga_items_ramps_bulk_delete

Delete ramp line items from a Conga Revenue cart. Returns no documented response payload; 202 Accepted signals asynchronous processing. Required: cart_id.

create_a_conga_cart_rebate_estimate

Perform the estimated rebate details for a cart in Conga Revenue. Returns an empty 200 response on success. Required: cart_id.

create_a_conga_categorie_service

List active service products in a category in Conga Revenue via a POST search; results sort alphabetically by product name by default, and a root or sub-category ID returns products from all child categories. Returns each product's Name, ConfigurationType, Uom, IsActive, and Prices (ListPrice, PriceList). Required: category_id.

create_a_conga_favorite_addtocart

Add a favorite to a cart in Conga Revenue, adding the favorite identified by favorite_id to the cart identified by addtocart_id. Returns a 200 OK response with no body. This endpoint is deprecated. Required: favorite_id, addtocart_id.

create_a_conga_products_detail

Retrieve details for multiple Conga Revenue Lifecycle products by product ID via a POST batch fetch. Returns an empty 204 response on success. Requires a JSON array of product IDs in the request body.

create_a_conga_products_compare

Compare the attributes of multiple products in Conga Revenue Lifecycle by productId. Returns an empty 204 response on success. Requires a JSON array of product IDs in the request body.

create_a_conga_service

List service products in Conga Revenue. Retrieves active service products associated with a provided price list ID, applying search, filter, sort, and pagination; search keywords match at most 20 characters. Returns each product's Name, ConfigurationType, Uom, IsActive, and Prices (ListPrice with its PriceList Id and Name).

create_a_conga_search

Search products in the Conga Revenue catalog by applying facet filters (Product Type, Family, Configuration Type) through query parameters and the request body. Returns: IsActive, Name. Max 500 records per page; an empty request body returns all products without facet filters.

create_a_conga_quote_accept

Accept a Conga Revenue quote and create the resulting order and order line items. Returns: id. The quote must be in an approval stage other than Accepted. Required: quote_id.

create_a_conga_quotes_upsert_quote

Upsert a quote in Conga Revenue, creating it or updating an existing one in a single call. Returns an empty 200 response on success. The request body carries the quote payload, e.g. Name, IsActive, Account, PriceList, Currency, and ExpectedStartDate/ExpectedEndDate.

conga_quotes_clone

Clone an existing Conga quote by its internal id. Returns the cloned quote record including Id, Name, ApprovalStage, Account, and PriceList. Required: quote_id.

create_a_conga_quote

Create one or more Conga quotes from a list of quote definitions in the request body. Returns the created quotes with Id, Name, ApprovalStage, Account, and PriceList.

list_all_conga_quotes

List Conga quotes. Returns quote records including Id, Name, IsActive, ApprovalStage, Account, and PriceList.

get_single_conga_quote_by_id

Get a single Conga quote by id. Returns the full quote object including Id, Name, IsActive, ApprovalStage, Account, PriceList, and ExpectedStartDate. Required: id.

conga_quotes_bulk_update

Update one or more Conga quotes in a single batch. The request body is a list of quotes with updated data. Returns the updated quotes with Id, Name, ApprovalStage, Account, and PriceList.

update_a_conga_quote_by_id

Update a quote in Conga Revenue by id. Returns the updated quote's id, Name, ApprovalStage, Currency, and its related Account, Location, PriceList, and PrimaryContact details. Required: id.

conga_quotes_bulk_delete

Delete one or more quotes in Conga by passing a JSON array of quote records; each record's id identifies the quote to remove. Returns an empty response on success.

delete_a_conga_quote_by_id

Delete a quote in Conga by id, where the id matches the quote to remove. Returns an empty response on success. Required: id.

create_a_conga_quote_clone_quote

Clone a quote in Conga Revenue by its external quote ID, creating a new quote with the field overrides supplied in the request body. Returns a 201 Created response on success. Required: external_id.

create_a_conga_quote_agreement

Create an agreement from a quote in Conga Revenue Lifecycle, where the quote ID matches the supplied quote_id. Returns no documented response body; the operation completes with a 201 Created or 202 Accepted status. Required: quote_id.

create_a_conga_order

Create one or more new orders in Conga Revenue Lifecycle, typically when importing from external systems or entering orders manually. Returns the created order records as an array of Order objects. Send an array of new order payloads (items, customer info) as the body; Conga defaults billing and shipping accounts when omitted.

conga_orders_activate

Activate an order in Conga Revenue Lifecycle so it becomes live and effective; the effective date drives when billing cycles begin. Returns the upstream AsyncTaskResponse handle for the submitted activation. Required: order_id. Set isAsync=true to process asynchronously in the background.

conga_orders_cancel

Cancel an order in Conga Revenue Lifecycle, voiding it and preventing further processing; canceled orders cannot be reactivated. Returns the updated Order record as defined by the upstream Order schema. Required: order_id.

conga_orders_confirm

Confirm an order in Conga Revenue Lifecycle, transitioning it from draft or pending status to confirmed and locking it for the next processing stage. Returns the updated Order record as defined by the upstream Order schema. Required: order_id.

conga_orders_split

Split an order in Conga Revenue Lifecycle into multiple orders using the split details in the request body (upstream SplitOrderRequestModel). Returns 200 OK on success; the upstream reference documents no response body for this operation. Required: order_id.

list_all_conga_orders

Search and list orders in Conga Revenue. Filter by customer, date range, order status, or other properties using filter and filterExpression, order results with sort, and select fields with field. Returns order records: id, attributes (the schema-defined order fields).

get_single_conga_order_by_id

Get a single Conga Revenue order by id. Returns the complete order record: id, attributes (the order's schema-defined fields). Pass includes to expand related data such as line items, customer information, or pricing. Required: id.

conga_orders_bulk_update

Update multiple Conga Revenue orders at once with a JSON array of updates — each item must include the order's id plus the fields to change. Returns the updated orders (id plus schema-defined order fields). External orders restrict which fields can be modified.

update_a_conga_order_by_id

Update a single Conga Revenue order by id with a JSON object of the fields to change and their new values. Returns the updated order record: id, attributes (the order's schema-defined fields). Some fields are restricted for orders originating from external systems to prevent data conflicts. Required: id.

conga_orders_bulk_delete

Permanently delete multiple Conga Revenue orders in one call; this action cannot be undone. Requires a JSON array of the orders to delete, each including its id. Returns an empty 204 response on success.

delete_a_conga_order_by_id

Delete an order in Conga Revenue by id. Permanently removes the order from the system; this action cannot be undone. Returns an empty 204 response on success. Required: id.

create_a_conga_order_create_child_record

Generate all downstream child records for an order in Conga Revenue Lifecycle — the subscriptions, billing schedules, and asset records needed to fulfill it. Can run synchronously or in the background for large orders. Returns an empty 204 response on success. Required: order_id.

create_a_conga_order_accept_change

Accept a Conga Revenue change order: finalizes and applies the amendments permanently and merges the change order with the original order. Returns the updated Order object, including Id, Name, Description, and Type. Required: order_id.

create_a_conga_order_change

Initiate a change order in Conga Revenue to amend an existing active order — adjusting quantities, products, or terms without canceling the original. Returns the change order as an Order record: its id plus the upstream Order fields. Changes must be accepted or reverted before they take effect. Required: order_id.

create_a_conga_order_revert_change

Revert the changes made to a Conga Revenue order during the amendment process, discarding all pending changes and restoring the order to its original state. Returns the restored order record including its Id, Name, Description, and Type. Required: order_id.

create_a_conga_orders_activate

Bulk activate multiple orders in one operation in Conga Revenue Lifecycle; each order becomes live on its own activation date. Returns an async task reference (id, attributes) pollable via the job-status endpoint. Defaults to asynchronous processing…

create_a_conga_orderlineitem

Add one or more line items to a Conga order. Returns the created line items with their Id, Name, Description, and Type. The body is an array of line items with product details, quantities, and pricing. New items inherit defaults such as billing account, shipping account, and currency from the parent order. Required: parent_id.

list_all_conga_orderlineitems

List all line items on a Conga order, automatically sorted by item sequence number. Returns each line item with its id. Supports filter, sort, includes, field, and filterExpression; up to 50 items per page by default. Required: parent_id.

get_single_conga_orderlineitem_by_id

Get a single line item on a Conga order by id, including its pricing, quantity, billing, and fulfillment details. Returns the line item record with its id. Required: id, parent_id.

conga_orderlineitems_bulk_update

Update multiple line items on a Conga order in one call. Returns the updated line items with their ids. The body is an array of updates, each containing an Id field plus the fields to modify. Items must be in an editable status (e.g. Draft or Pending); Activated items accept only the ready-for-billing date. Required: parent_id.

update_a_conga_orderlineitem_by_id

Update a single line item on a Conga order by id, sending a body of field names with their new values. Returns the updated line item with its id. Items must be in an editable status (e.g. Draft or Pending); external orders allow only certain fields to be modified. Required: id, parent_id.

conga_orderlineitems_activates_create_2

Activate specific order line items within a single Conga Revenue order so they can be fulfilled, billed, and tracked for revenue. Returns the AsyncTaskResponse with an id to poll via Job Status plus schema-defined attributes. isAsync=true recommended for large batches. Required: parent_id.

create_a_conga_orderlineitems_activate

Activate order line items across many Conga Revenue orders at once - monthly contract starts, go-lives, quarter-end activations. Returns the AsyncTaskResponse with an id to poll via Job Status plus schema-defined attributes. isAsync=true recommended for 50+…

create_a_conga_split_criteria

Create one or more split criteria setups in Conga from a JSON array of setup objects. Returns a batch response (data) with per-record results for the created setups.

list_all_conga_split_criterias

List split criteria setups in Conga. Returns each setup's id and attributes, which Conga documents only as an internal SplitCriteriaSetup schema. Supports filter, sort, fields, includes, and filterExpression.

get_single_conga_split_criteria_by_id

Get a single split criteria setup in Conga by id. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, Sequence, Description, Object, CriteriaValue, Action, Active, RecordType. Required: id.

conga_split_criterias_activate

Activate a split criteria setup in Conga by id. Returns a batch response (data) for the updated setup. Required: split_criteria_id.

conga_split_criterias_bulk_update

Update multiple split criteria setups in Conga from a JSON array, with per-record results returned in input order; partial success yields details for each record. Returns a batch response (data).

create_a_conga_asset_change

Change a cart's assets in Conga Revenue Lifecycle by submitting the list of asset IDs to change for that cart. Returns an empty 204 response on success. Required: cart_id.

create_a_conga_asset_terminate

Terminate the assets listed for a given cart in Conga Revenue. Returns an empty 204 response on success. Required: cart_id.

create_a_conga_asset_renew

Renew the assets listed on a cart in Conga Revenue. Requires cart_id and a request body carrying the asset IDs, renew date, and renew term. Returns an empty 204 response on success. Required: cart_id.

create_a_conga_asset_change_configuration

Change the configuration of an asset provided for a given cart in Conga Revenue. Returns an empty 204 response on success. Required: cart_id.

create_a_conga_asset_change_quantity

Change the quantities of assets in a Conga cart's asset list, updating the associated or implied quantity for each asset. Accepts an array of AssetChangeQuantityRequest items so multiple assets can be updated in a single request. Returns an empty 204 response on success. Required: cart_id.

create_a_conga_asset_suspend

Suspend the listed assets of a cart in Conga Revenue by suspension date; assets remain suspended until the suspension end date. Returns an empty 204 response on success. Required: cart_id.

conga_assets_resume

Resume the listed assets for a cart in Conga Revenue. Returns an empty 204 response on success. Required: cart_id.

conga_assets_restore

Restore line-item fields to their original values for a cart's assets in Conga Revenue. Returns an empty 204 response on success. Required: cart_id.

get_single_conga_asset_by_id

List a cart's asset line items in Conga Revenue. Returns asset line item records (id). Required: id.

list_all_conga_assets

List asset line items for the given account(s) in Conga Revenue. Returns asset line item records (id). Narrow results with accountIds, cartId, filter, filterExpression, sort, and productSearchString.

conga_assets_list_2

List the child asset line items (primary, secondary, and option) under a parent bundle in Conga Revenue, excluding the parent bundle record. Returns asset line item records (id). Required: parent_asset_id.

create_a_conga_asset_swap

Swap an asset in Conga Revenue for the cart identified by cart_id, replacing it with any eligible replacement product effective a given date. Requires cart_id and an AssetSwapRequest body. Returns an empty 204 response on success. Required: cart_id.

create_a_conga_asset_terminate_preview

Calculate termination metrics for assets in Conga Revenue Lifecycle based on a provided termination date — a preview that changes nothing. Requires an AssetTerminateRequest JSON body; the upstream reference does not enumerate its fields. Returns the computed termination-metrics payload; response fields are not enumerated in the upstream docs.

create_a_conga_assets_related_purchase

Search related purchased assets in Conga Revenue for the given asset IDs. Returns the matching purchased asset records as a JSON array; the upstream API documents no individual record fields for this response.

create_a_conga_attribute

Create one or more attributes in Conga Revenue Lifecycle by submitting a JSON array of attribute objects. Returns the created attribute records including Id, Name, Type, DefaultValue, and DisplayName.

list_all_conga_attributes

Retrieve the collection of attributes in Conga Revenue Lifecycle. Returns attribute records including Id, Name, Type, DefaultValue, and IsRequired.

get_single_conga_attribute_by_id

Get a single attribute in Conga Revenue Lifecycle by id. Returns the attribute record including Id, Name, Type, DefaultValue, and IsRequired. Required: id.

conga_attributes_bulk_update

Update one or more attributes in Conga Revenue Lifecycle in a single request. Returns the updated attribute records including Id, Name, Type, DefaultValue, and IsRequired.

update_a_conga_attribute_by_id

Update a single attribute in Conga Revenue Lifecycle by id. Returns the updated attribute record including Id, Name, Type, DefaultValue, and IsRequired. Required: id.

conga_attributes_bulk_delete

Delete one or more Conga Revenue attributes in a single call by supplying their record ids. Returns one delete-status record per submitted Id.

delete_a_conga_attribute_by_id

Delete a single Conga Revenue attribute by id. Returns the delete status for the deleted record. Required: id.

create_a_conga_attribute_constraint_rule_entry

Create multiple attribute constraint rule entries under a parent attribute constraint rule in Conga Revenue. The body is a bare JSON array of entry objects. Returns the created entries with their id and attributes. Required: parent_id.

list_all_conga_attribute_constraint_rule_entries

List the attribute constraint rule entries of a parent attribute constraint rule in Conga Revenue. Returns each entry with its id and attributes. Supports filter, sort, field selection, and includes. Required: parent_id.

get_single_conga_attribute_constraint_rule_entry_by_id

Get a single attribute constraint rule entry by id under a parent attribute constraint rule in Conga Revenue. Returns the entry with its id and attributes. Required: id, parent_id.

conga_attribute_constraint_rule_entries_bulk_update

Update multiple attribute constraint rule entries of a parent attribute constraint rule in Conga Revenue. The body is a bare JSON array of untyped entry objects to update. Returns the updated entries with their id and attributes. Required: parent_id.

update_a_conga_attribute_constraint_rule_entry_by_id

Update an existing attribute constraint rule entry by id under a parent attribute constraint rule in Conga Revenue. The body is the updated entry object. Returns the updated entry with its id and attributes. Required: id, parent_id.

conga_attribute_constraint_rule_entries_bulk_delete

Delete multiple attribute constraint rule entries under a parent rule in Conga by posting an array of entry records to delete. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_attribute_constraint_rule_entry_by_id

Delete a single attribute constraint rule entry by id under a parent rule in Conga. Returns an empty 200 response on success. Required: id, parent_id.

conga_attribute_constraint_rule_entries_import_entries

Import attribute constraint rule entries into a parent rule in Conga from a CSV file. Returns an empty 200 response on success. Required: parent_id.

conga_attribute_constraint_rule_entries_export_entries

Download the attribute constraint rule entries of a parent rule in Conga as a CSV file. Returns the entries as a CSV file download. Required: parent_id.

create_a_conga_attribute_constraint_rule

Create one or more Conga attribute constraint rules from a JSON array of rules. Returns the created rules including Id, Name, IsActive, Actions, and Conditions.

list_all_conga_attribute_constraint_rules

List all Conga attribute constraint rules in the system. Returns rule records including Id, Name, IsActive, IsBundleContext, Actions, and Conditions.

get_single_conga_attribute_constraint_rule_by_id

Get a single Conga attribute constraint rule by id. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, RuleType, Description, MessageType, Message, IsActive, StartDate, EndDate, AttributeGroup, OptionGroup, Product, Sequence, IsBundleContext, Actions, Conditions. Required: id.

conga_attribute_constraint_rules_bulk_update

Update one or more Conga attribute constraint rules from a JSON array of rules. Returns the updated rules including Id, Name, IsActive, Actions, and Conditions.

update_a_conga_attribute_constraint_rule_by_id

Update a single Conga attribute constraint rule by id. Returns the updated rule including Id, Name, IsActive, IsBundleContext, Actions, and Conditions. Required: id.

conga_attribute_constraint_rules_bulk_delete

Delete one or more Attribute Constraint Rules in Conga Revenue based on the list of rule Ids supplied in the request body. Returns an empty 204 response on success.

delete_a_conga_attribute_constraint_rule_by_id

Delete a single Attribute Constraint Rule in Conga Revenue by its identifier. Returns an empty 204 response on success. Required: id.

create_a_conga_attribute_group_attribute

Create one or more attribute group members in a Conga Revenue attribute group. Returns the created member records including Id, Name, Sequence, and Attribute. The request body is an array of member records; the parent attribute group is filled automatically. Required: parent_id.

list_all_conga_attribute_group_attributes

List attribute group members of a Conga Revenue attribute group. Returns member records including Id, Name, Sequence, and Attribute. Required: parent_id.

get_single_conga_attribute_group_attribute_by_id

Get a single attribute group member of a Conga Revenue attribute group by id. Returns the member record including Id, Name, Sequence, and Attribute. Required: id, parent_id.

conga_attribute_group_attributes_bulk_update

Update one or more attribute group members in a Conga Revenue attribute group. Returns the updated member records including Id, Name, Sequence, and Attribute. Each array item identifies the record to update. Parent reassignment is not allowed. Required: parent_id.

update_a_conga_attribute_group_attribute_by_id

Update a single attribute group member of a Conga Revenue attribute group. Returns the updated member record including Id, Name, Sequence, and Attribute. Only the fields to change need to be sent. Required: id, parent_id.

conga_attribute_group_attributes_bulk_delete

Delete one or more Conga Revenue attribute group members from a parent attribute group by passing their Ids in the body. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_attribute_group_attribute_by_id

Delete a single Conga Revenue attribute group member of an attribute group record by id. Returns an empty 204 response on success. Required: id, parent_id.

create_a_conga_attribute_group

Create one or more attribute groups in Conga Revenue Lifecycle via a JSON array body. Returns: Id, Description.

list_all_conga_attribute_groups

List attribute groups in Conga Revenue Lifecycle. Returns each group's Id, Name, Description, AttributeMatrix, ThreeColumnAttributeDisplay, and TwoColumnAttributeDisplay. Supports filter, sort, includes, field, and filterExpression.

get_single_conga_attribute_group_by_id

Get a single attribute group by id in Conga Revenue Lifecycle. Returns: Id, Name, Description. Required: id.

conga_attribute_groups_bulk_update

Update one or more attribute groups in Conga Revenue Lifecycle via a JSON array body. Returns: Id, Name, Description, AttributeMatrix, ThreeColumnAttributeDisplay, TwoColumnAttributeDisplay.

update_a_conga_attribute_group_by_id

Update a single attribute group by id in Conga Revenue Lifecycle. Returns: Id, Name, Description, AttributeMatrix, ThreeColumnAttributeDisplay, TwoColumnAttributeDisplay. Required: id.

conga_attribute_groups_bulk_delete

Delete one or more Conga attribute groups in a single call; deleting a group also removes its associations with attributes and products. Returns an empty 204 response on success.

delete_a_conga_attribute_group_by_id

Delete a single Conga attribute group record by id. Returns an empty 204 response on success. Required: id.

create_a_conga_attribute_matrix

Create one or more attribute matrices in Conga Revenue with product scope settings, optionally active upon creation. The request body is a JSON array of attribute matrix objects. Returns the created matrices including Id, Name, IsActive, EffectiveDate, and Attributes.

list_all_conga_attribute_matrices

List attribute matrices in Conga Revenue, optionally narrowed to those associated with a given product or attribute. Returns: Id, Name, Description.

get_single_conga_attribute_matrix_by_id

Get a single attribute matrix in Conga Revenue by id. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, AccountScope, AccountScopeOper, IsActive, ApplicationType, Description, EffectiveDate, ExpirationDate, ProductFamilyScope, ProductFamilyScopeOper, ProductGroupScope, and 5 more. Required: id.

conga_attribute_matrices_bulk_update

Update one or more attribute matrices in Conga Revenue in a single call; the request body is a JSON array of attribute matrix objects. Returns each updated matrix with Id, Name, IsActive, ApplicationType, Description, AccountScope, and Attributes.

update_a_conga_attribute_matrix_by_id

Update a single attribute matrix in Conga Revenue by id. Returns the updated matrix with Id, Name, IsActive, ApplicationType, Description, AccountScope, and Attributes. Required: id.

conga_attribute_matrices_bulk_delete

Delete one or more attribute matrices in Conga Revenue Lifecycle by supplying their record Ids in the request body. Returns an empty 200 response on success.

create_a_conga_attribute_matrice_entry

Create multiple attribute matrix entries under an attribute matrix in Conga Revenue Lifecycle by sending a JSON array of entries. Returns: Id, Name. Required: parent_id.

list_all_conga_attribute_matrice_entries

List attribute matrix entries for an attribute matrix in Conga Revenue Lifecycle. Returns entries with Id, Name, Attributes, and Sequence. Supports filter, sort, includes, field, and filterExpression. Required: parent_id.

get_single_conga_attribute_matrice_entry_by_id

Get a single attribute matrix entry by id under an attribute matrix in Conga Revenue Lifecycle. Returns: Id, Name. Required: id, parent_id.

conga_attribute_matrice_entries_bulk_update

Update multiple attribute matrix entries of an attribute matrix in one call in Conga Revenue Lifecycle by sending a JSON array of entries. Returns: Id, Name, Attributes, Sequence. Required: parent_id.

update_a_conga_attribute_matrice_entry_by_id

Update an existing attribute matrix entry by id in Conga Revenue Lifecycle. Returns: Id, Name, Attributes, Sequence. Required: id, parent_id.

conga_attribute_matrice_entries_bulk_delete

Delete multiple Conga attribute matrix entries under a parent attribute matrix. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_attribute_matrice_entry_by_id

Delete a single Conga attribute matrix entry by id under a parent attribute matrix. Returns an empty 200 response on success. Required: id, parent_id.

conga_attribute_matrice_entries_import_entries

Import Conga attribute matrix entries from a CSV file under a parent attribute matrix. Each data row creates a new entry with an auto-generated GUID and a name in the format AVMEntry-{GUID}. Returns an empty 200 response on success. Required: parent_id.

conga_attribute_matrice_entries_export_entries

Export all Conga attribute matrix entries for a parent attribute matrix as a CSV file. Returns: file. Required: parent_id.

create_a_conga_categorie_add

Add an existing category, along with its child categories and product associations, under a destination category in Conga Revenue. Returns an empty 200 response on success. Deprecated. Required: category_id.

create_a_conga_categorie_product_category

Create one or more product categories under a parent category in Conga Revenue. Returns the created records with Id, Name, Product, Default, and Sequence. Required: parent_id.

list_all_conga_categorie_product_categories

List the product category records for a parent category in Conga Revenue. Returns records with Id, Name, Product, Default, and Sequence. Required: parent_id.

get_single_conga_categorie_product_category_by_id

Get a single product category by id under a parent category in Conga Revenue. Returns the record with Id, Name, Product, Default, and Sequence. Required: id, parent_id.

conga_categorie_product_categories_bulk_update

Update multiple product categories in one call under a parent category in Conga Revenue. Returns the updated records with Id, Name, Product, Default, and Sequence. Required: parent_id.

update_a_conga_categorie_product_category_by_id

Update a single product category by id under a parent category in Conga Revenue. Returns the updated record with Id, Name, Product, Default, and Sequence. Required: id, parent_id.

conga_categorie_product_categories_bulk_delete

Bulk delete one or more product categories under a specified parent category in Conga Revenue. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_categorie_product_category_by_id

Delete a product category by id from its parent category in Conga Revenue. Returns an empty 200 response on success. Required: id, parent_id.

conga_clones_clone

Create a clone of an existing object in Conga Revenue by its type and identifier, overriding any field values supplied in the body. Returns an empty 201 Created response on success. Required: object_name, object_id.

create_a_conga_constraint_rule_action

Create one or more constraint rule actions (max 100 per call) under a parent constraint rule in Conga Revenue. Returns the auto-generated constraint rule action Id. Required: parent_id.

list_all_conga_constraint_rule_actions

List all constraint rule actions in a parent constraint rule in Conga Revenue. Returns: Id, Name, ActionType, IsAutoExclude, MatchInAsset, MatchInCartOptions, MatchInOptions, MatchInPrimaryLines, IsRepeatInclusion. Narrow results with filter, sort, includes, field, or filterExpression. Required: parent_id.

get_single_conga_constraint_rule_action_by_id

Get a single constraint rule action by id within a parent constraint rule in Conga Revenue. Returns: Id, Name, ActionType, IsAutoExclude, MatchInAsset, MatchInCartOptions, MatchInOptions, MatchInPrimaryLines, IsRepeatInclusion. Required: id, parent_id.

conga_constraint_rule_actions_bulk_update

Update specific fields on one or more constraint rule actions in a parent constraint rule in Conga Revenue. Returns the updated action records with fields such as Id, Name, ActionType, and Sequence. Any field except the action Id can be updated. Required: parent_id.

update_a_conga_constraint_rule_action_by_id

Update a single constraint rule action by id within a parent constraint rule in Conga Revenue. Returns the updated action record with fields such as Id, Name, ActionType, and Sequence. Required: id, parent_id.

conga_constraint_rule_actions_bulk_delete

Delete multiple constraint rule actions in a Conga Revenue constraint rule by sending an array of records identifying the actions to remove. Returns an empty 200 OK response on success. Required: parent_id.

delete_a_conga_constraint_rule_action_by_id

Delete a single constraint rule action in a Conga Revenue constraint rule by id. Returns an empty 200 OK response on success. Required: id, parent_id.

create_constraint_rule_action_constraint_rule_action_expression

Create one or more ConstraintRuleActionExpressions under a ConstraintRuleAction in Conga Revenue. Returns a unique expression id (string) generated by CPQ. Maximum 1000 expressions per request. Required: parent_id.

list_constraint_rule_action_constraint_rule_action_expressions

List all ConstraintRuleActionExpressions in a ConstraintRuleAction, with their details. Returns each expression's id. Default 50 records per page. Required: parent_id.

get_constraint_rule_action_constraint_rule_action_expression

Get a single ConstraintRuleActionExpressions record in a ConstraintRuleAction by id. Returns the expression's id. Required: id, parent_id.

constraint_rule_action_constraint_rule_action_expressions_bulk_u

Update specific fields on one or more ConstraintRuleActionExpressions under a ConstraintRuleAction. Returns the updated expression records including id. Any field except the expression id can be updated. Required: parent_id.

update_constraint_rule_action_constraint_rule_action_expression

Update specific fields on a specified ConstraintRuleActionExpressions. Returns the updated expression including id. Any field except the expression id can be updated. Required: id, parent_id.

constraint_rule_action_constraint_rule_action_expressions_bulk_d

Delete one or more ConstraintRuleActionExpressions under a parent ConstraintRuleAction in Conga Revenue. Returns an empty 204 response on success. Required: parent_id.

delete_constraint_rule_action_constraint_rule_action_expression

Delete a specified ConstraintRuleActionExpression in a parent ConstraintRuleAction in Conga Revenue. Returns an empty 204 response on success. Required: id, parent_id.

create_a_conga_constraint_rule_condition

Create one or more constraint rule conditions in a Conga constraint rule. Returns the generated condition id. Up to 100 conditions per call. Required: parent_id.

list_all_conga_constraint_rule_conditions

List all constraint rule conditions in a Conga constraint rule, with their details. Returns: id, Name, MatchInCartOptions, MatchInLocation, MatchInOptions, MatchInPrimaryLines, MatchInRelatedLines, MatchInServiceAssets. Required: parent_id.

get_single_conga_constraint_rule_condition_by_id

Get a single constraint rule condition by id in a Conga constraint rule. Returns: id, Name, MatchInCartOptions, MatchInLocation, MatchInOptions, MatchInPrimaryLines, MatchInRelatedLines, MatchInServiceAssets. Required: id, parent_id.

conga_constraint_rule_conditions_bulk_update

Update one or more constraint rule conditions in a Conga constraint rule; any field can be updated except the condition id. Returns the updated conditions with id, Name, ConditionCriteria, Sequence. Required: parent_id.

update_a_conga_constraint_rule_condition_by_id

Update a single constraint rule condition by id in a Conga constraint rule. Returns the updated condition: id, Name, ConditionCriteria, Sequence. Required: id, parent_id.

conga_constraint_rule_conditions_bulk_delete

Bulk-delete one or more constraint rule conditions from a Conga constraint rule. Returns one or more records reporting each deleted condition's delete status. Required: parent_id.

delete_a_conga_constraint_rule_condition_by_id

Delete a single constraint rule condition from a Conga constraint rule. Required: id, parent_id.

create_a_conga_constraint_rule

Create one or more Conga Revenue constraint rules by posting an array of rule records with their actions and conditions; a single request can create up to 1000 rules. Returns the auto-generated constraint rule id.

list_all_conga_constraint_rules

List all Conga constraint rules with their details, narrowed by query filters. Returns constraint rule records including Id, Name, IsActive, IsBundleContext, Actions, and Conditions.

get_single_conga_constraint_rule_by_id

Get a single Conga constraint rule by id. Returns the constraint rule including Id, Name, IsActive, IsBundleContext, Actions, and Conditions. Required: id.

conga_constraint_rules_bulk_update

Update specified fields on one or more Conga constraint rules in a single request; any field except the constraint rule Id can be updated. Returns the updated constraint rules including Id, Name, IsActive, Actions, and Conditions.

update_a_conga_constraint_rule_by_id

Update fields on a single Conga constraint rule by id; any field except the constraint rule Id can be updated. Returns the updated constraint rule including Id, Name, IsActive, Actions, and Conditions. Required: id.

conga_constraint_rules_bulk_delete

Delete up to 1000 Conga constraint rules in one request; each rule's associated conditions and actions are deleted as well. Returns one or more records reporting the delete status for each submitted rule Id. Requires a JSON array of constraint rules, each with Id.

delete_a_conga_constraint_rule_by_id

Delete a single Conga constraint rule by id. Returns one or more records reporting the delete status for the given rule Id. Required: id.

create_field_expression_constraint_rule_action_expression

Create one or more ConstraintRuleActionExpressions for a field expression in Conga Revenue. Pass an array of expression records (max 1000 per call). Returns: id, Id. Required: parent_id.

list_all_field_expression_constraint_rule_action_expressions

List all ConstraintRuleActionExpressions for a field expression in Conga Revenue, with their details. Returns: id, Id. Required: parent_id.

get_field_expression_constraint_rule_action_expression_by_id

Get a single ConstraintRuleActionExpression by id under a field expression in Conga Revenue, with its details. Returns: id, Id. Required: id and parent_id.

field_expression_constraint_rule_action_expressions_bulk_update

Update specific fields on one or more ConstraintRuleActionExpressions for a field expression in Conga Revenue. Returns the updated records: id, Id. Any field except the record id can be updated. Required: parent_id.

update_field_expression_constraint_rule_action_expression_by_id

Update specific fields on a ConstraintRuleActionExpression by id in Conga Revenue. Returns the updated record: id, Id. Required: id and parent_id. Any field except the record id can be updated.

field_expression_constraint_rule_action_expressions_bulk_delete

Delete one or more ConstraintRuleActionExpressions under a field expression's ConstraintRuleAction in Conga Revenue. Returns an empty 204 response on success. Required: parent_id.

delete_field_expression_constraint_rule_action_expression_by_id

Delete a single ConstraintRuleActionExpression in a ConstraintRuleAction of a Conga Revenue field expression. Returns an empty 204 response on success. Required: id and parent_id.

create_a_conga_field_expression

Create multiple field expressions in Conga Revenue by sending an array of field expression records. Returns the created field expression records including Id, Name, IsActive, ExpressionType, and Expression.

list_all_conga_field_expressions

List field expressions in Conga Revenue. Returns each record's Id, Name, IsActive, ExpressionType, and Expression.

get_single_conga_field_expression_by_id

Get a single field expression by id in Conga Revenue. Returns the field expression record including Id, Name, IsActive, ExpressionType, Expression, and SourceObject. Required: id.

conga_field_expressions_bulk_update

Update multiple field expressions in Conga Revenue by sending an array of records with updated data. Returns the updated records including Id, Name, IsActive, ExpressionType, and Expression.

update_a_conga_field_expression_by_id

Update a single field expression by id in Conga Revenue. Returns the updated record including Id, Name, IsActive, ExpressionType, and Expression. Required: id.

conga_field_expressions_bulk_delete

Delete multiple field expressions in Conga Revenue in a single call. Returns an empty response on success. Requires a JSON array body where each item carries the Id of the record to delete.

delete_a_conga_field_expression_by_id

Delete a single field expression in Conga Revenue by its identifier. Returns an empty response on success. Required: id.

create_a_conga_flow

Create one or more custom flows in Conga Revenue Lifecycle from a Flow request body. Display action settings and display column settings are created with defaults that the settings endpoints can override. Returns the created flow record with schema-specific fields defined by the upstream Flow schema.

list_all_conga_flows

List the flows defined in Conga Revenue Lifecycle. Returns the flow collection as schema-ref records; no fields are enumerated in the source. 204 No Content when empty. No required parameters.

get_single_conga_flow_by_id

Get a single flow record from Conga Revenue Lifecycle by its flow name. Returns the flow record as a schema-ref object; no fields are enumerated in the source. Required: id.

conga_flows_bulk_update

Update a flow in Conga Revenue Lifecycle identified by flowname. Returns the updated flow record with schema-specific fields defined by the upstream Flow schema. Required: flowname.

conga_flows_bulk_delete

Delete a flow from Conga Revenue Lifecycle identified by flowname. Returns a boolean indicating the deletion outcome. Required: flowname.

create_a_conga_flow_action

Create one or more flow actions for a Conga Revenue flow by posting a JSON array of flow action definitions. Returns the created actions with Name, ActionName, DisplayType, Sequence, Flow, and IsEnabled. Required: flowname.

list_all_conga_flow_actions

List the actions of a Conga Revenue flow based on its display action settings and display type. An empty response is returned when the flow has no actions. Required: flowname.

conga_flow_actions_bulk_update

Update the actions of a Conga Revenue flow; actions are created, updated, or deleted based on the JSON array request body. Returns the resulting flow actions with Name, ActionName, DisplayType, Sequence, IsEnabled, and DisplayAs. Required: flowname.

create_a_conga_flow_display

Create one or more column displays for a flow in Conga Revenue. Sends an array of display definitions; returns the created display records including Name, FieldName, DisplayType, Sequence, and IsEditable. Required: flowname.

list_all_conga_flow_displays

List the column displays configured for a flow in Conga Revenue, based on the configured display column settings and display type. Returns display records including FieldName, Sequence, IsEditable, Style, and StyleClass. Required: flowname.

conga_flow_displays_bulk_update

Update one or more column displays for a flow record in Conga Revenue. Sends an array of updated display definitions; returns the updated display records including Name, FieldName, DisplayType, and Sequence. Required: flowname.

create_a_conga_flow_setting

Create a custom setting for a Conga Revenue flow. Returns the created setting entries as an array of free-form key/value objects whose fields vary by setting. Required: flowname, settingname.

list_all_conga_flow_settings

Retrieve the custom settings defined for a Conga Revenue flow; flow-level settings take precedence over global-level ones. Returns a map of setting names to their values, covering Config System Properties, Incentive System Properties, Installed Products Settings, and more. Required: flowname.

update_a_conga_flow_setting_by_id

Update custom settings associated with a Conga Revenue flow (Config Page Settings and Catalog Page Settings categories). Returns the updated setting entries as an array of free-form key/value objects. childsettingname is not supported in this release. Required: id, flowname.

delete_a_conga_flow_setting_by_id

Delete a setting or child setting for a Conga Revenue flow. Returns an empty 204 response on success. Required: id, flowname.

conga_flow_settings_create_child_setting

Create a child setting under a custom setting for a Conga Revenue flow. Returns the created child setting entries as an array of free-form key/value objects whose fields vary by setting. Required: flowname, settingname, childsettingname.

conga_flow_settings_delete_child_setting

Delete a custom setting or child setting for a flow in Conga Revenue by flow name. Returns an empty 204 response on success. Required: flowname, settingname, childsettingname.

get_single_conga_flow_setting_by_id

Retrieve custom settings for a flow in Conga Revenue by setting name, covering config page and catalog page settings. Returns an open settings object mapping setting keys to their values. Required: id, flowname.

conga_flow_settings_get_child_setting

Retrieve a child setting's custom settings for a flow in Conga Revenue by child setting name. Returns an open settings object mapping setting keys to their values. Required: flowname, settingname, childsettingname. Note: childsettingname is not supported in this release.

conga_flow_settings_bulk_update

Update custom settings associated with a flow in Conga Revenue by child setting name, covering config page and catalog page settings. Returns the updated settings as an untyped list; the source documents no item fields. Required: settingname, childsettingname, flowname.

create_a_conga_flow_view

Create one or more views for a flow in Conga Revenue. Returns the created views with their name, sequence, field name, editable flag, style, and style class. Required: flow_name.

list_all_conga_flow_views

Retrieve the column displays (views) configured for a flow, based on the Display Column Settings and Display Type. Returns views with their name, sequence, field name, editable flag, style, and style class. Required: flow_name.

get_single_conga_flow_view_by_id

Get a single view associated with a flow by id (the view name). Returns the view's name, sequence, field name, editable flag, style, and style class. Required: flow_name and id.

conga_flow_views_bulk_update

Update one or more views for a flow in Conga Revenue. Returns the updated views with their name, sequence, field name, editable flag, style, and style class. Required: flow_name.

conga_flow_views_bulk_delete

Delete a view from a flow in Conga Revenue. Returns an empty 200 response on success. Required: view_name, flow_name.

create_a_conga_deal_guidance_color_band

Create one or more Conga deal guidance color bands, assigning shapes and colors to differentiate deals and define margins. Requires a list of color band objects in the body. A maximum of 6 deal bands can be created.

list_all_conga_deal_guidance_color_bands

List Conga deal guidance color bands by deal guidance rule, narrowing results with optional query parameters.

get_single_conga_deal_guidance_color_band_by_id

Get a single Conga deal guidance color band record by id. Returns the band's Id, Name, ColorCode, DealColor, DealShape, and percentile range fields. Required: id.

conga_deal_guidance_color_bands_bulk_update

Update specific fields on one or more Conga deal guidance color bands. Requires a list of color band objects, each including Id; any field except the color band ID can be updated.

update_a_conga_deal_guidance_color_band_by_id

Update specific fields on a single Conga deal guidance color band by id. Required: id.

conga_deal_guidance_color_bands_bulk_delete

Delete one or more deal color bands in Conga Revenue in a single call. Returns an empty 200 response on success.

delete_a_conga_deal_guidance_color_band_by_id

Delete a single deal color band in Conga Revenue by its id. Returns an empty 200 response on success. Required: id.

create_a_conga_deal_guidance_dimension_set_dimension

Create one or more deal guidance dimension set members for a dimension set in Conga Revenue. Returns: Id, Name. Required: parent_id.

list_all_conga_deal_guidance_dimension_set_dimensions

List deal guidance dimension set members of a dimension set in Conga Revenue. Returns: Id, Name. Required: parent_id.

get_single_conga_deal_guidance_dimension_set_dimension_by_id

Get a single deal guidance dimension set member by id within a parent dimension set in Conga Revenue. Returns: Id, Name. Required: id, parent_id.

conga_deal_guidance_dimension_set_dimensions_bulk_update

Update one or more deal guidance dimension set members of a dimension set in Conga Revenue. Returns: Id, Name, Dimension, InputType, Sequence. Required: parent_id.

update_a_conga_deal_guidance_dimension_set_dimension_by_id

Update a single deal guidance dimension set member by id in a parent dimension set in Conga Revenue. Returns: Id, Name, Dimension, InputType, Sequence. Required: id, parent_id.

conga_deal_guidance_dimension_set_dimensions_bulk_delete

Delete one or more deal guidance dimension set members for a parent dimension set in Conga Revenue. Returns an empty 200 OK response on success. Required: parent_id.

delete_a_conga_deal_guidance_dimension_set_dimension_by_id

Delete a single deal guidance dimension set member by id from a parent dimension set in Conga Revenue. Returns an empty 200 OK response on success. Required: id, parent_id.

create_a_conga_deal_guidance_dimension_set

Create deal guidance dimension sets for a pricing deal in Conga Revenue. Accepts a list of dimension sets and returns the created records with Id, Name, BusinessObject, Description, and GuidanceType.

list_all_conga_deal_guidance_dimension_sets

List deal guidance dimension sets for a pricing deal in Conga Revenue. Returns each record's Id, Name, BusinessObject, Description, and GuidanceType.

get_single_conga_deal_guidance_dimension_set_by_id

Get a single deal guidance dimension set by id in Conga Revenue. Returns the record's Id, Name, BusinessObject, Description, and GuidanceType. Required: id.

conga_deal_guidance_dimension_sets_bulk_update

Update multiple deal guidance dimension sets for a pricing deal in Conga Revenue with a list of updated records. Returns the updated records with Id, Name, BusinessObject, Description, and GuidanceType.

update_a_conga_deal_guidance_dimension_set_by_id

Update a deal guidance dimension set by id in Conga Revenue. Returns the updated record with Id, Name, BusinessObject, Description, and GuidanceType. Required: id.

conga_deal_guidance_dimension_sets_bulk_delete

Delete one or more deal guidance dimension sets for a pricing deal in Conga Revenue. Returns an empty response on success.

delete_a_conga_deal_guidance_dimension_set_by_id

Delete a single deal guidance dimension set in Conga Revenue by its id. Returns an empty response on success. Required: id.

create_a_conga_deal_guidance_dimension

Create one or more deal guidance dimensions on a field in Conga Revenue so deal rule criteria can be set for deal evaluations. Sends a list of dimension records. Returns: id, Description.

list_all_conga_deal_guidance_dimensions

List deal guidance dimensions in Conga Revenue. Returns the dimension records including id, Name, BusinessObject, Datasource, Description, and DimensionType.

get_single_conga_deal_guidance_dimension_by_id

Get a single deal guidance dimension by id in Conga Revenue. Returns the dimension record including id, Name, BusinessObject, Datasource, Description, and DimensionType. Required: id.

conga_deal_guidance_dimensions_bulk_update

Update one or more deal guidance dimensions in Conga Revenue based on the payload passed. Returns the updated dimension records including id, Name, BusinessObject, Datasource, Description, and DimensionType.

update_a_conga_deal_guidance_dimension_by_id

Update a single deal guidance dimension by id in Conga Revenue. Returns the updated dimension record including id, Name, BusinessObject, Datasource, Description, and DimensionType. Required: id.

conga_deal_guidance_dimensions_bulk_delete

Delete one or more Conga deal guidance dimensions in a single call by passing an array of records, each with the Id of the record to delete. Returns an empty 200 response on success.

delete_a_conga_deal_guidance_dimension_by_id

Delete a single Conga deal guidance dimension by id. Returns an empty 200 response on success. Required: id.

create_a_conga_deal_guidance_rule

Create one or more deal guidance rules in Conga Revenue from an array of rule objects in the request body. Returns the created rule record including Name, IsActive, Sequence, MatchRule, and Measure.

list_all_conga_deal_guidance_rules

List deal guidance rules in Conga Revenue. Returns rule records with Name, IsActive, Sequence, MatchRule, and Id. Supports filter, sort, field, includes, and filterExpression query parameters.

get_single_conga_deal_guidance_rule_by_id

Get a single deal guidance rule by id in Conga Revenue. Returns the rule record including Name, IsActive, Sequence, MatchRule, DimensionSet, and Id. Required: id.

conga_deal_guidance_rules_bulk_update

Update one or more deal guidance rules in Conga Revenue from an array of rule objects in the request body. Returns the updated rule records including Name, IsActive, Sequence, MatchRule, and Id.

update_a_conga_deal_guidance_rule_by_id

Update a single deal guidance rule by id in Conga Revenue with a rule object in the request body. Returns the updated rule record including Name, IsActive, Sequence, MatchRule, and Id. Required: id.

conga_deal_guidance_rules_bulk_delete

Bulk delete one or more deal guidance rules in Conga Revenue using the record Ids provided in the request body. Returns an empty response on success.

delete_a_conga_deal_guidance_rule_by_id

Delete a single deal guidance rule record in Conga Revenue by id. Returns an empty response on success. Required: id.

create_a_conga_feature_set_feature

Add one or more features to a Conga Revenue feature set; the parent feature set is filled automatically. Returns the created feature records with Id, Name, and Description. Required: parent_id.

list_all_conga_feature_set_features

List the features in a Conga Revenue feature set, narrowed by optional filter, sort, includes, field, and filterExpression parameters. Returns feature records with Id, Name, and Description. Required: parent_id.

get_single_conga_feature_set_feature_by_id

Get a single feature in a Conga Revenue feature set by id. Returns the feature record with Id, Name, and Description. Required: parent_id and id.

conga_feature_set_features_bulk_update

Update one or more features in a Conga Revenue feature set with a single PATCH call; parent reassignment is not allowed. Returns the updated feature records with Id, Name, and Description. Required: parent_id.

update_a_conga_feature_set_feature_by_id

Update a single feature in a Conga Revenue feature set by id. Returns the updated feature record with Id, Name, and Description. Required: parent_id and id.

conga_feature_set_features_bulk_delete

Delete one or more features from a feature set collection in Conga Revenue. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_feature_set_feature_by_id

Delete a single feature document from a feature set in Conga Revenue by its identifier. Returns an empty 200 response on success. Required: id, parent_id.

create_a_conga_feature_set

Create one or more feature sets in Conga Revenue by posting an array of feature set records. Returns the created feature set records including Id, Name, and Description.

list_all_conga_feature_sets

List all feature sets in Conga Revenue. Returns feature set records including Id, Name, and Description.

get_single_conga_feature_set_by_id

Get a single feature set by id in Conga Revenue. Returns the feature set record including Id, Name, and Description. Required: id.

conga_feature_sets_bulk_update

Update multiple feature sets in Conga Revenue in a single call. Returns the updated feature set records including Id, Name, Description, and Sequence.

update_a_conga_feature_set_by_id

Update a single feature set by id in Conga Revenue. Returns the updated feature set record including Id, Name, Description, and Sequence. Required: id.

conga_feature_sets_bulk_delete

Delete multiple feature sets in Conga Revenue Lifecycle in a single call by sending a JSON array of feature set records. Returns an empty 204 response on success.

delete_a_conga_feature_set_by_id

Delete a single feature set in Conga Revenue Lifecycle by id. Returns an empty 204 response on success. Required: id.

create_a_conga_feature_set_product_feature

Create one or more product feature junction records under a Conga Revenue feature set by posting a JSON array of records. Returns: Id, Name. Required: parent_id.

list_all_conga_feature_set_product_features

List product feature junction records under a Conga Revenue feature set. Returns records with Id and Name. Required: parent_id.

get_single_conga_feature_set_product_feature_by_id

Get a product feature junction record by id under a Conga Revenue feature set. Returns: Id, Name. Required: id, parent_id.

conga_feature_set_product_features_bulk_update

Update multiple product feature junction records under a Conga Revenue feature set in one call. Returns the updated junction records with Id, Name, and FeatureSet. Required: parent_id.

update_a_conga_feature_set_product_feature_by_id

Update a product feature junction record by id under a Conga Revenue feature set. Returns the updated junction record with Id, Name, and FeatureSet. Required: id, parent_id.

conga_feature_set_product_features_bulk_delete

Delete multiple product feature junction records for a feature set in Conga Revenue. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_feature_set_product_feature_by_id

Delete a single product feature junction record by id from a feature set in Conga Revenue. Returns an empty 204 response on success. Required: id and parent_id.

create_a_conga_hierarchy

Create one or more hierarchy records in Conga Revenue by sending a JSON array of hierarchies. Returns the created hierarchy records including Id, Name, IsActive, HierarchyLabel, and Type.

list_all_conga_hierarchies

List hierarchy records in Conga Revenue. Returns the hierarchy records including Id, Name, IsActive, HierarchyLabel, and Type.

get_single_conga_hierarchy_by_id

Get a single hierarchy record from Conga Revenue by id. Returns the hierarchy including Id, Name, IsActive, HierarchyLabel, and Type. Required: id.

conga_hierarchies_bulk_update

Update one or more hierarchy records in Conga Revenue with a JSON array of records. Returns the updated hierarchy records including Id, Name, IsActive, HierarchyLabel, and Type. Each record must include its Id.

update_a_conga_hierarchy_by_id

Update a single hierarchy record in Conga Revenue by id. Returns the updated hierarchy including Id, Name, IsActive, HierarchyLabel, and Type. Required: id.

conga_hierarchies_bulk_delete

Delete one or more hierarchy records in Conga Revenue by submitting a JSON array of the records to remove, each with its Id, in a single request. Returns an empty 204 response on success.

delete_a_conga_hierarchy_by_id

Delete a single hierarchy record in Conga Revenue by its id. Returns an empty 204 response on success. Required: id.

create_a_conga_hierarchie_price_list_category

Create one or more price list categories under a hierarchy in Conga Revenue. Returns the created category records including Id, Name, IsActive, Sequence, and their Hierarchy and PriceList references. Required: parent_id.

list_all_conga_hierarchie_price_list_categories

List price list categories under a hierarchy in Conga Revenue. Returns category records including Id, Name, IsActive, Sequence, and their Hierarchy and PriceList references. Required: parent_id.

get_single_conga_hierarchie_price_list_category_by_id

Get a single price list category by id under a hierarchy in Conga Revenue. Returns the category record including Id, Name, IsActive, Sequence, and its Hierarchy and PriceList references. Required: id, parent_id.

conga_hierarchie_price_list_categories_bulk_update

Update multiple price list categories under a hierarchy in a single call in Conga Revenue. Returns the updated category records including Id, Name, IsActive, Sequence, and their Hierarchy and PriceList references. Required: parent_id.

update_a_conga_hierarchie_price_list_category_by_id

Update a single price list category by id under a hierarchy in Conga Revenue. Returns the updated category record including Name, IsActive, Sequence, and its Hierarchy and PriceList references. Required: id, parent_id.

conga_hierarchie_price_list_categories_bulk_delete

Delete multiple price list categories under a hierarchy in Conga Revenue. Requires parent_id and a JSON array of items each with Id. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_hierarchie_price_list_category_by_id

Delete a price list category by id under a hierarchy in Conga Revenue. Requires parent_id and id. Returns an empty 204 response on success. Required: id, parent_id.

create_a_conga_incentive_coupon

Create one or more incentive coupons under a parent incentive in Conga Revenue; the parent incentive is filled automatically. Returns the coupon records including Id, Name, CouponCode, Status, and PriceDimension. Required: parent_id.

list_all_conga_incentive_coupons

List the incentive coupons that belong to a parent incentive in Conga Revenue. Returns coupon records including Id, Name, CouponCode, CouponLimit, EffectiveDate, and Status. Required: parent_id.

get_single_conga_incentive_coupon_by_id

Get a single incentive coupon by id under a parent incentive in Conga Revenue. Returns the coupon record including Id, Name, CouponCode, CouponLimit, EffectiveDate, and Status. Required: id, parent_id.

conga_incentive_coupons_bulk_update

Update one or more incentive coupons under a parent incentive in Conga Revenue; parent reassignment is not allowed. Returns the updated coupon records including Id, Name, CouponCode, and Status. Required: parent_id.

update_a_conga_incentive_coupon_by_id

Update a single incentive coupon by id under a parent incentive in Conga Revenue. Returns the updated coupon record including Id, Name, CouponCode, CouponLimit, EffectiveDate, and Status. Required: id, parent_id.

conga_incentive_coupons_bulk_delete

Delete one or more Conga Revenue incentive coupons from a parent incentive's collection. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_incentive_coupon_by_id

Delete a single Conga Revenue incentive coupon by its id from the specified parent incentive. Returns an empty 204 response on success. Required: id and parent_id.

create_a_conga_coupons_generate

Auto-generate a specified number of incentive coupons under a parent incentive in Conga Revenue; the parent incentive is filled automatically. Required: parent_id, number_of_coupons. Returns a 200 OK with no documented response body on success.

create_a_conga_incentive_limit

Create one or more incentive limits under a parent incentive in Conga Revenue; the parent incentive is filled automatically. Returns the created incentive limit record including Id, Name, LimitMetric, LimitValue, and RecurrenceType. Required: parent_id.

list_all_conga_incentive_limits

List the incentive limits of a parent incentive in Conga Revenue. Returns incentive limit records including Id, Name, LimitMetric, LimitValue, and RecurrenceType. Required: parent_id.

get_single_conga_incentive_limit_by_id

Get a single incentive limit by id under a parent incentive in Conga Revenue. Returns the incentive limit record including Id, Name, LimitMetric, LimitValue, and RecurrenceType. Required: id, parent_id.

conga_incentive_limits_bulk_update

Update one or more incentive limits of a parent incentive in Conga Revenue; parent reassignment is not allowed. Returns the updated incentive limit record including Id, Name, LimitMetric, LimitValue, and RecurrenceType. Required: parent_id.

update_a_conga_incentive_limit_by_id

Update a single incentive limit by id under a parent incentive in Conga Revenue. Returns the updated incentive limit record including Id, Name, LimitMetric, LimitValue, and RecurrenceType. Required: id, parent_id.

conga_incentive_limits_bulk_delete

Delete one or more incentive limits from a parent incentive in Conga Revenue Lifecycle. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_incentive_limit_by_id

Delete a single incentive limit from a parent incentive in Conga Revenue Lifecycle by its identifier. Returns an empty 200 response on success. Required: id, parent_id.

create_a_conga_incentive_rule_entry

Create one or more incentive rule entries under a parent incentive rule in Conga Revenue; the parent is filled automatically. Returns the created entries with fields such as Name, AdjustmentAmount, AdjustmentType, Sequence, and Id. The request body is a JSON array of entry objects. Required: parent_id.

list_all_conga_incentive_rule_entries

List incentive rule entries for a parent incentive rule in Conga Revenue. Returns entries with fields such as Name, AdjustmentAmount, AdjustmentType, Sequence, and Id. Supports the filter, sort, includes, field, and filterExpression query parameters. Required: parent_id.

get_single_conga_incentive_rule_entry_by_id

Get a single incentive rule entry by id under a parent incentive rule in Conga Revenue. Returns the entry with fields such as Name, AdjustmentAmount, AdjustmentType, Sequence, and Id. Required: id, parent_id.

conga_incentive_rule_entries_bulk_update

Update one or more incentive rule entries under a parent incentive rule in Conga Revenue; parent reassignment is not allowed. Returns the updated entries with fields such as Name, AdjustmentAmount, AdjustmentType, and Id. The body is a JSON array of entry records, each identified by Id. Required: parent_id.

update_a_conga_incentive_rule_entry_by_id

Update a single incentive rule entry by id under a parent incentive rule in Conga Revenue. Returns the updated entry with fields such as Name, AdjustmentAmount, AdjustmentType, and Id. Required: id, parent_id.

conga_incentive_rule_entries_bulk_delete

Delete one or more incentive rule entries from a parent incentive rule in Conga. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_incentive_rule_entry_by_id

Delete a single incentive rule entry by id from a parent incentive rule in Conga. Returns an empty 200 response on success. Required: id, parent_id.

create_a_conga_incentive_rule

Add one or more incentive rules to a parent incentive in Conga Revenue. The parent incentive is filled automatically. Returns the created rule records with Name, BenefitType, RateType, EffectiveDate, and IsActive. Required: parent_id.

list_all_conga_incentive_rules

List the incentive rules that belong to a parent incentive in Conga Revenue. Returns rule records with Name, BenefitType, RateType, EffectiveDate, and IsActive. Required: parent_id.

get_single_conga_incentive_rule_by_id

Get a single incentive rule by id under a parent incentive in Conga Revenue. Returns the rule document with Id, Name, BenefitType, RateType, and EffectiveDate. Required: id, parent_id.

conga_incentive_rules_bulk_update

Update one or more incentive rules under a parent incentive in Conga Revenue by sending an array of rule records. Parent reassignment is not allowed. Returns the updated rule records with Name, RateType, EffectiveDate, and IsActive. Required: parent_id.

update_a_conga_incentive_rule_by_id

Update a single incentive rule by id under a parent incentive in Conga Revenue. Returns the updated rule record with Name, BenefitType, RateType, EffectiveDate, and IsActive. Required: id, parent_id.

conga_incentive_rules_bulk_delete

Delete one or more incentive rules from the collection under a parent incentive in Conga Revenue. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_incentive_rule_by_id

Delete a single incentive rule from a parent incentive's collection in Conga Revenue by id. Returns an empty 204 response on success. Required: parent_id and id.

create_a_conga_incentive

Create one or more incentives in Conga Revenue with a single request. Accepts a JSON array of incentive objects. Returns the created incentives with Id, Name, Status, EffectiveDate, and ExpirationDate.

list_all_conga_incentives

List incentives in Conga Revenue. Returns each incentive's Id, Name, Status, IsActive, EffectiveDate, and ExpirationDate.

get_single_conga_incentive_by_id

Get a single incentive by id in Conga Revenue. Returns the incentive record including Id, Name, Status, UseType, ApplicationMethod, AutoApply, EffectiveDate, ExpirationDate, and Description. Required: id.

conga_incentives_bulk_update

Update multiple incentives in Conga Revenue with a single request. Each item in the array requires Id plus the fields to change (Name, Status, IsActive, EffectiveDate, ExpirationDate). Returns the updated incentives.

update_a_conga_incentive_by_id

Update a single incentive by id in Conga Revenue. Send the incentive fields to change (Name, Status, IsActive, EffectiveDate, ExpirationDate). Returns the updated incentive. Required: id.

conga_incentives_bulk_delete

Delete multiple incentives in Conga Revenue in a single call. Returns an empty 200 response on success.

delete_a_conga_incentive_by_id

Delete a single incentive in Conga Revenue by its identifier. Returns an empty 200 response on success. Required: id.

create_a_conga_lookupfield_setting

Create multiple lookup field settings in Conga Revenue by posting an array of settings (Name, ObjectName, LookupFieldName, DisplayFields, FilterCriteria, LookupRecordLimit, EnableQuickView). Returns an empty 200 response on success.

list_all_conga_lookupfield_settings

List the collection of lookup field settings in Conga Revenue. Returns records with Id, Name, ObjectName, LookupFieldName, DisplayFields, FilterCriteria, LookupRecordLimit, and EnableQuickView.

get_single_conga_lookupfield_setting_by_id

Get a single lookup field setting by id in Conga Revenue. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, ObjectName, LookupFieldName, DisplayFields, FilterCriteria, LookupRecordLimit, EnableQuickView, SortFieldName, SortDirection, SourceObject, SourceField. Required: id.

conga_lookupfield_settings_bulk_update

Update multiple lookup field settings in Conga Revenue by patching an array of settings, each carrying its record Id. Returns an empty 200 response on success.

update_a_conga_lookupfield_setting_by_id

Update a single lookup field setting by id in Conga Revenue. Accepts Name, ObjectName, LookupFieldName, DisplayFields, FilterCriteria, LookupRecordLimit, and EnableQuickView. Returns an empty 200 response on success. Required: id.

conga_lookupfield_settings_bulk_delete

Delete multiple lookup field settings in Conga Revenue with a single call by supplying the records to remove in the request body, each identified by its Id. Returns an empty 204 response on success.

delete_a_conga_lookupfield_setting_by_id

Delete a single lookup field setting in Conga Revenue by id. Returns an empty 204 response on success. Required: id.

create_a_conga_option_group_product

Create one or more option group members to add products to a Conga Revenue option group. Returns: Id, Name. Required: parent_id.

list_all_conga_option_group_products

List the products (option group members) of a Conga Revenue option group with optional filter, sort, field selection, and includes. Returns: Id, Name. Required: parent_id. Limit defaults to 50 per page.

get_single_conga_option_group_product_by_id

Get a single option group member (product) of a Conga Revenue option group by id. Returns: Id, Name. Required: parent_id and id.

conga_option_group_products_bulk_update

Update one or more option group members (products) of a Conga Revenue option group — add, remove, or update options. Returns: Id, Name, ConfigurationType, IsActive, IsCustomizable. Required: parent_id.

update_a_conga_option_group_product_by_id

Update a single option group member (product) of a Conga Revenue option group by id. Returns: Id, Name, ConfigurationType, IsActive, IsCustomizable. Required: id, parent_id.

conga_option_group_products_bulk_delete

Delete one or more products from an option group in Conga Revenue. Requires parent_id (the parent option group identifier) and a request body array of records to delete, each with Id. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_option_group_product_by_id

Delete a single product (option group member) from an option group in Conga Revenue. Requires parent_id (the parent option group identifier) and id (the option group member identifier). Returns an empty 204 response on success. Required: id, parent_id.

conga_option_groups_clone

Clone an option group in Conga Revenue by creating a copy of the option group with the given id. Returns a success response; the upstream docs define no response body fields for this operation. Required: option_group_id.

create_a_conga_option_group

Create one or more option groups in Conga Revenue from a JSON array of option group definitions. Returns the structure of the newly created option groups including Id, Name, Label, Description, IsPicklist, MinOptions, and MaxOptions.

conga_option_groups_bulk_create

Add multiple existing option groups under a destination option group in Conga Revenue, forming a hierarchy. Returns a success response; the upstream docs define no response body fields for this operation. Required: option_group.

get_single_conga_option_group_by_id

Get a single option group by id in Conga Revenue, retrieving details of that option group. Returns a success response; the upstream docs define no response body fields for this operation. Required: id.

update_a_conga_option_group_by_id

Update a single option group record by id in Conga Revenue. Returns the updated option group including Id, Name, Label, Description, IsPicklist, MinOptions, and MaxOptions. Required: id.

conga_option_groups_bulk_update

Update one or more option groups in Conga Revenue from an array of records. Returns the updated option group structures including Id, Name, Label, Description, MinOptions, and MaxOptions.

delete_a_conga_option_group_by_id

Delete a single option group in Conga Revenue by id. Returns an empty 200 response on success. Required: id.

conga_option_groups_bulk_delete

Delete one or more option groups in Conga Revenue from an array of records; each option group is deleted along with its associated options and child option groups. Returns an empty 200 response on success.

create_a_conga_option_group_add

Add an existing option group as a child under a destination option group in Conga Revenue. Returns a 200 OK confirmation with no documented response body. Deprecated; use the bulk add endpoint instead. Required: option_group.

create_a_conga_price_dimension

Create one or more price dimensions in Conga Revenue. Returns a unique price dimension ID (string) that CPQ automatically generates. Requires the price dimension list as the request body (each item carries Name, Label, Type, IsActive, AttributeGroup, Incentive, and related fields).

list_all_conga_price_dimensions

List all price dimensions in Conga Revenue. Returns price dimension records including Id, Name, Label, IsActive, Type, AttributeGroup, and Incentive. Supports optional filter, sort, includes, field, and filterExpression query parameters to narrow results.

get_single_conga_price_dimension_by_id

Get a single price dimension by id in Conga Revenue. Returns the price dimension record including Id, Name, Label, IsActive, Type, AttributeGroup, and Incentive. Required: id.

conga_price_dimensions_bulk_update

Update specific fields on one or more price dimensions in Conga Revenue in a single call; any field except the price dimension Id can be updated. Returns the updated price dimension records including Id, Name, Label, IsActive, and Type. Requires the list of updates as the body, with Id on each item.

update_a_conga_price_dimension_by_id

Update a price dimension by id in Conga Revenue. Returns the updated price dimension record including Id, Name, Label, IsActive, Type, AttributeGroup, and Incentive. Required: id.

conga_price_dimensions_bulk_delete

Delete up to 100 price dimensions in Conga Revenue in a single bulk call. Returns the delete status for each deleted record ID.

delete_a_conga_price_dimension_by_id

Delete a single Conga Revenue price dimension by id. Returns an empty 200 response on success. Required: id.

create_a_conga_price_list

Create one or more price lists in Conga Revenue by posting an array of price list records (max 100 per request). Returns the CPQ-generated price list Id.

list_all_conga_price_lists

List all price lists in Conga Revenue with their details. Returns: Id, Name, Description, Type. Default 50 per page.

get_single_conga_price_list_by_id

Get a single price list in Conga Revenue by id. Returns the price list record including Id, Name, IsActive, Currency, Account, and BasedOnPriceList. Required: id.

conga_price_lists_bulk_update

Update specific fields on one or more price lists in Conga Revenue. Returns the updated records: Id, Name, IsActive, Currency, Type. The price list Id cannot be changed.

update_a_conga_price_list_by_id

Update specific fields on a price list in Conga Revenue by id. Returns the updated record: Id, Name, IsActive, Currency, Type. Required: id.

conga_price_lists_bulk_delete

Delete one or more Conga Revenue price lists in a single call. Returns an undocumented delete-status record for each submitted record ID.

delete_a_conga_price_list_by_id

Delete a Conga Revenue price list by id. Returns an undocumented delete-status record for the deleted record's ID. Required: id.

create_a_conga_price_list_price_list_category

Create one or more price list categories under a parent price list in Conga Revenue. Sends a JSON array of category records and returns the created categories with Id, Name, IsActive, Sequence, Hierarchy, and PriceList. Required: parent_id.

list_all_conga_price_list_price_list_categories

List price list categories for a parent price list in Conga Revenue. Returns category records with Id, Name, IsActive, Sequence, Hierarchy, and PriceList. Required: parent_id.

get_single_conga_price_list_price_list_category_by_id

Get a single price list category by id under a parent price list in Conga Revenue. Returns the category record with Id, Name, IsActive, Sequence, Hierarchy, and PriceList. Required: parent_id and id.

conga_price_list_price_list_categories_bulk_update

Update multiple price list categories at once under a parent price list in Conga Revenue. Sends a JSON array where each item carries its Id plus the fields to change. Returns the updated categories with Id, Name, IsActive, Sequence, Hierarchy, and PriceList. Required: parent_id.

update_a_conga_price_list_price_list_category_by_id

Update a single price list category by id under a parent price list in Conga Revenue. Returns the updated category with Id, Name, IsActive, Sequence, Hierarchy, and PriceList. Required: parent_id and id.

conga_price_list_price_list_categories_bulk_delete

Delete one or more price list categories from a Conga price list in a single bulk call. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_price_list_price_list_category_by_id

Delete a single price list category by id from a Conga price list. Returns an empty 204 response on success. Required: id and parent_id.

create_a_conga_price_list_price_list_item

Create one or more price list items in a specific Conga Revenue price list, passing one array element per record (max 1000 per call). Returns the unique price list item id generated by CPQ. Required: parent_id.

conga_price_list_price_list_items_clone

Clone a price list item in a Conga Revenue price list, optionally deep cloning and overriding fields. Returns the id of the cloned price list item. Required: parent_id, price_list_item_id.

list_all_conga_price_list_price_list_items

List all price list items in a Conga Revenue price list, with their details, narrowed via filter, sort, field selection, related includes, or a filter expression. Returns: Id, Name, Description. Required: parent_id.

get_single_conga_price_list_price_list_item_by_id

Get a single price list item by id within a Conga Revenue price list, with its details. Returns: Id, Name, Description. Required: id, parent_id.

conga_price_list_price_list_items_bulk_update

Update specific fields on one or more price list items in a Conga Revenue price list (any field except the price list item Id). Returns the updated item or items including Id, Name, IsActive, BillingFrequency, PriceMethod, PriceType, Product, and PriceList. Required: parent_id.

update_a_conga_price_list_price_list_item_by_id

Update specific fields on a price list item within a price list in Conga Revenue. Returns the updated price list item: Id, Name, IsActive, ChargeType, PriceMethod, PriceType, BillingFrequency, plus related Product and PriceList references. The item ID cannot be updated. Required: id, parent_id.

conga_price_list_price_list_items_bulk_delete

Delete one or more price list items from a price list in Conga Revenue. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_price_list_price_list_item_by_id

Delete a price list item by id from a price list in Conga Revenue. Returns an empty 204 response on success. Required: id, parent_id.

create_a_conga_matrix

Create one or more price matrices in Conga Revenue for the same or different price list items. Returns the created matrix records with their CPQ-generated Id, plus Name, IsActive, Dimension1, and PriceListItem. Accepts up to 1000 matrix records per request.

list_all_conga_matrices

List all price matrices in Conga Revenue with their details. Returns: Id, Name, Description.

get_single_conga_matrix_by_id

Get a single price matrix in Conga Revenue by id. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, Description, Dimension1, Dimension1ValueType, Dimension2, Dimension2ValueType, Dimension3, Dimension3ValueType, Dimension4, Dimension4ValueType, Dimension5, Dimension5ValueType, and 9 more. Required: id.

conga_matrices_bulk_update

Update specific fields on one or more price matrices in Conga Revenue. Returns the updated matrix records including Id, Name, IsActive, Dimension1, and PriceListItem. Can update any field except the matrix Id.

update_a_conga_matrix_by_id

Update a single price matrix in Conga Revenue by id with the details provided in the request body. Returns: Id, Name, Description, IsActive, EnableDateRange, EnableUsageIndexing, InitialRows, Sequence, Dimension1, PriceListItem. Required: id.

conga_matrices_bulk_delete

Delete up to 100 price matrices in Conga Revenue in one request, identifying each record to delete by its Id. Returns a per-record delete confirmation for each id submitted. Max 100 matrices per request.

delete_a_conga_matrix_by_id

Delete a single price matrix in Conga Revenue by id. Returns an empty response on success. Required: id.

create_a_conga_matrice_matrix_entry

Create one or more price matrix entries in a Conga price matrix. Returns the generated price matrix entry Id. Required: parent_id. Maximum 1000 entries per call; pass a JSON array of entry objects.

list_all_conga_matrice_matrix_entries

List all price matrix entries for a specific Conga price matrix. Returns entries with Id, Name, IsActive, PriceMatrix, Dimension1Value, IsIncluded, Sequence, and Currency. Required: parent_id. Supports optional filters, sort, and field selection.

get_single_conga_matrice_matrix_entry_by_id

Get a single price matrix entry in a Conga price matrix by id. Returns: Id, Name. Required: parent_id, id.

conga_matrice_matrix_entries_bulk_update

Update specific fields on one or more price matrix entries in a Conga price matrix via a JSON array body. Returns the updated entries with Id, Name, IsActive, PriceMatrix, Dimension1Value, IsIncluded, Sequence, and Currency. Required: parent_id. The price matrix entry Id itself cannot be updated.

update_a_conga_matrice_matrix_entry_by_id

Update specific fields on a price matrix entry in a Conga price matrix. Returns the updated entry with Id, Name, IsActive, PriceMatrix, Dimension1Value, IsIncluded, Sequence, and Currency. Required: parent_id, id. The price matrix entry Id cannot be updated.

conga_matrice_matrix_entries_bulk_delete

Batch-delete price matrix entries under a parent price matrix in Conga. Returns one or more delete-status records, one for each specified record ID. A maximum of 100 entries can be deleted per call. Required: parent_id.

delete_a_conga_matrice_matrix_entry_by_id

Delete a single price matrix entry by id under a parent price matrix in Conga. Returns the delete status for the specified record ID. Required: id, parent_id.

create_a_conga_rule_rule_entry

Create one or more price rule entries under a parent price rule in Conga; a maximum of 100 entries can be created per price rule. Returns a unique price rule entry Id generated by CPQ. Required: parent_id.

list_all_conga_rule_rule_entries

List all price rule entries in a parent price rule in Conga, with their details; filter, sort, and field-selection query parameters can narrow the results. Returns entries with Id, Name, AdjustmentAmount, AdjustmentType, Currency, PriceListItem, and Sequence. Required: parent_id.

get_single_conga_rule_rule_entry_by_id

Get a single price rule entry by id under a parent price rule in Conga. Returns the entry's Id, Name, AdjustmentAmount, AdjustmentType, Currency, PriceListItem, and Sequence. Required: id, parent_id.

conga_rule_rule_entries_bulk_update

Update specific fields on one or more price rule entries under a parent price rule in Conga; any field except the entry Id can be updated. Returns the updated price rule entries including Id, Name, AdjustmentAmount, AdjustmentType, and Currency. Required: parent_id.

update_a_conga_rule_rule_entry_by_id

Update a single price rule entry by id under a parent price rule in Conga. Returns the updated entry with Id, Name, AdjustmentAmount, AdjustmentType, Currency, PriceListItem, and Sequence. Required: id, parent_id.

conga_rule_rule_entries_bulk_delete

Delete one or more price rule entries from a parent price rule in Conga Revenue Lifecycle. Returns the delete status of each supplied record ID. Required: parent_id.

delete_a_conga_rule_rule_entry_by_id

Delete a single price rule entry by id from a parent price rule in Conga Revenue Lifecycle. Returns an empty 200 response on success. Required: id, parent_id.

create_a_conga_rule_set_rule

Create one or more price rules in a Conga price rule set by sending an array of price rule objects. Returns the unique price rule Id (string) that CPQ automatically generates. Required: parent_id.

list_all_conga_rule_set_rules

List all price rules in a Conga price rule set with their details. Returns price rules including Id, Name, IsActive, RuleType, and Sequence. Required: parent_id.

get_single_conga_rule_set_rule_by_id

Get a single price rule document in a Conga price rule set by id. Returns the price rule including Id, Name, IsActive, RuleType, and Dimension1. Required: id, parent_id.

conga_rule_set_rules_bulk_update

Update specific fields on one or more price rules in a Conga price rule set; any field except the price rule Id can be changed. Returns the updated price rules including Id, Name, IsActive, and RuleType. Required: parent_id.

update_a_conga_rule_set_rule_by_id

Update a single price rule in a Conga price rule set by id. Returns the updated price rule including Id, Name, IsActive, RuleType, and Sequence. Required: id, parent_id.

conga_rule_set_rules_bulk_delete

Delete one or more price rules from a Conga Revenue price rule set, along with their related price rule entries. Returns the delete status for each record in the request; a maximum of 100 price rules can be deleted per call. Required: parent_id.

delete_a_conga_rule_set_rule_by_id

Delete a single price rule document from a Conga Revenue price rule set by id. Returns an empty response on success. Required: id, parent_id.

create_a_conga_rule_set

Create one or more Conga Revenue price rule sets from a JSON array body. Returns: Id. Requires a JSON array of rule set objects.

list_all_conga_rule_sets

List all Conga Revenue price rule sets with their details. Returns price rule set records including Id, Name, IsActive, ChargeType, Sequence, and Type. Optional filter, sort, includes, field, and filterExpression parameters narrow the results.

get_single_conga_rule_set_by_id

Get a single Conga Revenue price rule set by id. Returns: Id, Name, Description, Type. The optional includes parameter expands related entities. Required: id.

conga_rule_sets_bulk_update

Update specific fields on one or more Conga Revenue price rule sets. Returns the updated rule sets including Id, Name, IsActive, Sequence, and Type. Requires a JSON array of items, each with Id. The rule set ID itself cannot be updated.

update_a_conga_rule_set_by_id

Update a single Conga Revenue price rule set by id. Returns the updated rule set including Id, Name, IsActive, Sequence, and Type. Required: id.

conga_rule_sets_bulk_delete

Delete one or more price rule sets in Conga Revenue (CPQ). Max 100 per call; deleting a rule set also deletes its related price rules and price rule entries. Returns the per-record delete status for each supplied Id (field-level response shape not documented).

create_a_conga_price_list_item_price_escalator

Create one or more price escalators for a price list item in Conga Revenue; the parent price list item is filled automatically. Returns the created escalator records including Id, Name, AdjustmentAmount, AdjustmentType, PeriodNumber, and PriceListItem. Required: parent_id.

list_all_conga_price_list_item_price_escalators

List the price escalators of a price list item in Conga Revenue. Returns escalator records including Id, Name, AdjustmentAmount, AdjustmentAppliesTo, AdjustmentSource, AdjustmentType, PeriodNumber, and PriceListItem. Required: parent_id.

get_single_conga_price_list_item_price_escalator_by_id

Get a single price escalator by id under a price list item in Conga Revenue. Returns the escalator record including Id, Name, AdjustmentAmount, AdjustmentAppliesTo, AdjustmentType, PeriodNumber, and PriceListItem. Required: id, parent_id.

conga_price_list_item_price_escalators_bulk_update

Update one or more price escalators of a price list item in Conga Revenue. Returns the updated escalator records including Id, Name, AdjustmentAmount, AdjustmentType, and PriceListItem. Parent reassignment is not allowed. Required: parent_id.

update_a_conga_price_list_item_price_escalator_by_id

Update a single price escalator by id under a price list item in Conga Revenue. Returns the updated escalator record including Id, Name, AdjustmentAmount, AdjustmentAppliesTo, AdjustmentType, PeriodNumber, and PriceListItem. Required: id, parent_id.

conga_price_list_item_price_escalators_bulk_delete

Delete one or more price escalators from a price list item in Conga Revenue by sending a JSON array of the records to remove, each identified by its Id. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_price_list_item_price_escalator_by_id

Delete a single price escalator from a price list item in Conga Revenue by its identifier. Returns an empty 200 response on success. Required: id, parent_id.

create_a_conga_product_price_list_item

Create one or more price list items under a product in Conga Revenue. Pass an array of price list item records (max 1000 per call); returns each created item with its generated Id plus Name, PriceType, and Product. Required: parent_id.

conga_product_price_list_items_clone

Clone a price list item under a product in Conga Revenue. Optionally deep-clone related objects and apply field overrides in the request body. Returns the cloned item with its Id, Name, PriceType, and Product reference. Required: parent_id, price_list_item_id.

list_all_conga_product_price_list_items

List all price list items in a product's price list in Conga Revenue, with their details. Supports filter conditions, a sort expression, related-entity includes, and comma-separated field selection. Returns items with Id, Name, PriceType, Product, and PriceList. Required: parent_id.

get_single_conga_product_price_list_item_by_id

Get a single price list item by id under a product in Conga Revenue. Returns the item with Id, Name, PriceType, Product, and PriceList. Required: id, parent_id.

conga_product_price_list_items_bulk_update

Update specific fields on one or more price list items for a product in Conga Revenue; the price list item ID itself cannot be changed. Returns the updated items with Id, Name, PriceType, and Product. Required: parent_id.

update_a_conga_product_price_list_item_by_id

Update a price list item of a product in Conga Revenue. Updates any field except the price list item ID and returns the updated item with fields such as Id, Name, IsActive, ChargeType, PriceType, PriceList, and Product. Required: id, parent_id.

conga_product_price_list_items_bulk_delete

Delete one or more price list items of a product in Conga Revenue by sending an array of item records in the body. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_product_price_list_item_by_id

Delete a single price list item of a product in Conga Revenue by id. Returns an empty 204 response on success. Required: parent_id and id.

create_a_conga_product_product_category

Create multiple product categories for a product in Conga Revenue by posting an array of category records with fields such as Name, Product, and Sequence. Returns a 201 Created response on success. Required: parent_id.

list_all_conga_product_product_categories

List the product category records for a category in Conga Revenue. Returns an empty 204 response when no records are found. Required: parent_id.

get_single_conga_product_product_category_by_id

Get a single product category by id under a parent product in Conga Revenue. Required: id and parent_id.

conga_product_product_categories_bulk_update

Update multiple product categories in Conga Revenue by patching an array of category records, each including the record's Id. Returns a 200 OK response on success. Required: parent_id.

update_a_conga_product_product_category_by_id

Update a single product category by id in Conga Revenue with the provided field values such as Name, Product, Default, and quantity limits. Returns a 200 OK response on success. Required: id and parent_id.

conga_product_product_categories_bulk_delete

Delete one or more product categories from a product in Conga Revenue by sending a JSON array of categories, each with the Id of the record to delete. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_product_product_category_by_id

Delete a single product category from a product in Conga Revenue by its id. Returns an empty 200 response on success. Required: id, parent_id.

create_a_conga_product_product_feature

Create one or more product feature junction records for a product in Conga Revenue. Accepts a JSON array of ProductFeature records. Returns: Id, Name. Required: parent_id.

list_all_conga_product_product_features

List product feature junction records for a product in Conga Revenue. Returns: Id, Name. Required: parent_id.

get_single_conga_product_product_feature_by_id

Get a single product feature junction record by id for a product in Conga Revenue. Returns: Id, Name. Required: parent_id, id.

conga_product_product_features_bulk_update

Update multiple product feature junction records for a product in Conga Revenue by sending a JSON array of records. Returns: Id, Name, FeatureSet. Required: parent_id.

update_a_conga_product_product_feature_by_id

Update a single product feature junction record by id for a product in Conga Revenue. Returns: Id, Name, FeatureSet. Required: parent_id, id.

conga_product_product_features_bulk_delete

Delete multiple product feature junction records from a product in Conga Revenue. Returns an empty 200 OK response on success. Required: parent_id.

delete_a_conga_product_product_feature_by_id

Delete a single product feature junction record from a product in Conga Revenue. Returns an empty 200 OK response on success. Required: id, parent_id.

create_a_conga_product_product_feature_value

Create product feature value junction records under a product in Conga Revenue. Sends a bare JSON array of records to create. Returns: Id, Name. Required: parent_id.

list_all_conga_product_product_feature_values

List product feature value junction records for a product in Conga Revenue. Returns: Id, Name. Required: parent_id.

get_single_conga_product_product_feature_value_by_id

Get a single product feature value junction record by id for a product in Conga Revenue. Returns: Id, Name. Required: id, parent_id.

conga_product_product_feature_values_bulk_update

Update multiple product feature value junction records for a product in one call in Conga Revenue. Sends a bare JSON array of records to update. Returns: Id, Name, Value, Feature. Required: parent_id.

update_a_conga_product_product_feature_value_by_id

Update a single product feature value junction record by id for a product in Conga Revenue. Sends the updated record fields (Name, Value, Feature). Returns: Id, Name, Value, Feature. Required: id, parent_id.

conga_product_product_feature_values_bulk_delete

Bulk delete product feature value junction records for a product in Conga Revenue by sending a JSON array of the records to remove, each identified by its Id. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_product_product_feature_value_by_id

Delete a product feature value junction record in Conga Revenue by id, removing the association between a product and a feature while preserving both entities. Returns an empty 204 response on success. Required: parent_id and id.

create_a_conga_product_product_group_member

Create one or more product group members for a product group in Conga Revenue Lifecycle. Accepts an array of member records (Name, Product, Sequence). Returns an empty 201 Created response on success. Required: parent_id.

list_all_conga_product_product_group_members

List product group members of a product group in Conga Revenue Lifecycle. Returns member records with Id, Name, Product, and Sequence. Supports filter, sort, field selection, and related-entity includes. Required: parent_id.

get_single_conga_product_product_group_member_by_id

Get a product group member by id within a product group in Conga Revenue Lifecycle. Returns the member record with Id, Name, Product, and Sequence. Required: id, parent_id.

conga_product_product_group_members_bulk_update

Update one or more product group members of a product group in Conga Revenue Lifecycle by sending an array of field updates. Returns the updated member structure with Id, Name, Product, and Sequence. Required: parent_id.

update_a_conga_product_product_group_member_by_id

Update a product group member by id within a product group in Conga Revenue Lifecycle. Returns the updated member with Id, Name, Product, and Sequence. Required: id, parent_id.

conga_product_product_group_members_bulk_delete

Delete one or more product group members from a product in Conga Revenue. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_product_product_group_member_by_id

Delete a product group member from a product in Conga Revenue by id. Returns an empty 200 response on success. Required: id, parent_id.

create_a_conga_product_attribute_group

Create one or more attribute groups on a product in Conga Revenue (the product can be a standalone, bundle, or option). Returns the created records including Id, Name, AttributeGroup, FieldUpdateCriteriaIds, and Sequence. Required: parent_id.

list_all_conga_product_attribute_groups

List the attribute groups associated with a given product in Conga Revenue. Returns product attribute group records including Id, Name, AttributeGroup, FieldUpdateCriteriaIds, and Sequence. Required: parent_id.

get_single_conga_product_attribute_group_by_id

Get a single product attribute group by id under a parent product in Conga Revenue. Returns the record including Id, Name, AttributeGroup, FieldUpdateCriteriaIds, and Sequence. Required: id, parent_id.

conga_product_attribute_groups_bulk_update

Update one or more product attribute groups for a parent product in Conga Revenue. Returns the updated records including Id, Name, AttributeGroup, FieldUpdateCriteriaIds, and Sequence. Required: parent_id.

update_a_conga_product_attribute_group_by_id

Update a single product attribute group by id under a parent product in Conga Revenue. Returns the updated record including Id, Name, AttributeGroup, FieldUpdateCriteriaIds, and Sequence. Required: id, parent_id.

conga_product_attribute_groups_bulk_delete

Delete one or more product attribute groups associated with a Conga Revenue product (standalone, bundle, or option). Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_product_attribute_group_by_id

Delete a single product attribute group from a Conga Revenue product by its identifier. Returns an empty 200 response on success. Required: id, parent_id.

list_all_conga_search_typeaheads

Search products in Conga Revenue Lifecycle using typeahead autosuggest. Returns matching product records with id, name, and description. Set search-type to Product to run the search; the query keyword is truncated to 20 characters, and if no query is passed all products are retrieved.

get_single_conga_job_status_batch_by_id

Get the current status of a batchable job or operation in Conga, along with its child jobs if applicable. Returns: id. Required: id.

get_single_conga_asset_termination_date_by_id

Get the default asset termination date for a cart in Conga Revenue Lifecycle, computed by the asset termination callback. Returns an opaque JSON payload with no documented body schema. Required: id.

list_all_conga_assets_group_summaries

Fetch a grouped summary of asset line items in Conga Revenue Lifecycle for the given account(s), grouped by an Asset Line Item field. Returns summary records whose fields depend on the chosen grouping field (id and grouping-specific attributes). No parameters are required.

get_single_conga_coterm_by_id

Get assets matching co-termination criteria in Conga Revenue Lifecycle. Returns the matching asset records with their id and upstream-defined attributes. Required: id.

list_all_conga_replacement_products

List replacement products for a specific product in Conga Revenue Lifecycle. Returns each replacement product's Name, Uom, ConfigurationType, IsActive, and Prices (list price and price list details). Required: product_id, priceListId.

list_all_conga_categorie_price_lists

List price lists for a given category in Conga Revenue. Returns the price list records including id and name. Required: category_id.

get_single_conga_clone_status_by_id

Get the status of a deep clone operation in Conga Revenue Lifecycle by id. Returns the CPQJobStatus record including its id and schema-specific attributes. Required: id.

list_all_conga_supported_objects

List the related cloneable objects for a given source entity in Conga Revenue. Returns the cloneable object entries with their id and upstream-defined attributes. Required: object_name.

list_all_conga_constraint_rule_action_field_expressions

List the lookup records for field expressions of a constraint rule action in Conga Revenue. Returns FieldExpression lookup records with Id, Name, IsActive, Expression, ExpressionType, and SourceObject. Required: constraint_rule_action_id.

list_all_conga_field_expression_constraint_rule_actions

List the constraint rule action lookup records for a field expression in Conga Revenue Lifecycle. Returns: id, ActionType, IsAutoExclude, MatchInAsset, MatchInCartOptions, MatchInOptions, MatchInPrimaryLines, IsRepeatInclusion. Required: field_expression_id.

list_all_conga_deal_guidance_rule_entries

List rule entries for a Conga deal guidance rule. Returns rule entries with Id, Name, Sequence, and their band and dimension values. Required: parent_id.

get_single_conga_deal_guidance_rule_entry_by_id

Get a single rule entry for a Conga deal guidance rule by id. Returns the entry's Id, Name, Sequence, and band and dimension values. Required: id, parent_id.

conga_deal_guidance_rule_entries_bulk_update

Update one or more rule entries for a Conga deal guidance rule in a single request. Returns the updated entries with Id, Name, Sequence, and band and dimension values. Required: parent_id.

update_a_conga_deal_guidance_rule_entry_by_id

Update a single rule entry for a Conga deal guidance rule by id. Returns the updated entry's Id, Name, Sequence, and band and dimension values. Required: id, parent_id.

conga_deal_guidance_rule_entries_bulk_delete

Delete one or more rule entries for a Conga deal guidance rule. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_deal_guidance_rule_entry_by_id

Delete a single rule entry from a deal guidance rule in Conga Revenue. Returns an empty 200 response on success. Required: parent_id and id.

list_all_conga_open_search_sync_audits

List OpenSearch sync audit records in Conga Revenue, tracking synchronization events between the system and OpenSearch. Returns paginated audit records, each with an id and content-type-specific attributes. Max 500 records per page.

list_all_conga_option_group_bundles

List the bundle products associated with a Conga Revenue option group. Returns product records with id and vendor-defined attributes (the upstream docs do not enumerate the response fields). Required: option_group_id.

list_all_conga_option_group_parent_option_groups

List the parent option groups linked to an option group in Conga Revenue. Returns the collection of parent option group records, each with its id and schema-defined attributes. Required: option_group_id.

list_all_conga_option_group_constraint_rules

List constraint rules configured for an option group in Conga Revenue. Returns: id, Name, IsActive, IsBundleContext, Actions, Conditions. Required: option_group_id.

list_all_conga_price_dimension_datasource_values

Fetch the datasource values configured for a price dimension in Conga Revenue by its name. Returns a 200 OK response whose payload fields are not enumerated in the upstream API documentation. Required: name.

list_all_conga_price_list_categories

List category records for a specific price list in Conga Revenue Lifecycle. Returns each category record with its id plus content-type-specific attribute fields. Required: price_list_id.

list_all_conga_price_list_products

List the product lookup records for a specific Conga Revenue price list. Returns: Name. Required: price_list_id.

list_all_conga_product_price_lists

List the price lists associated with a specific product in Conga Revenue. Returns each price list record with its id and vendor-defined attributes. Required: product_id.

list_all_conga_product_attributes

List the attributes configured for a product in Conga Revenue. Returns each attribute's Id, Name, Type, DefaultValue, DisplayName, IsRequired, and Description. Defaults to 50 records per page. Required: product_id.

list_all_conga_product_categories

List the category lookup records for a Conga Revenue product. Returns the lookup records including each record's id. Required: product_id.

list_all_conga_product_product_groups

List product groups for a specific product in Conga Revenue. Returns product group records with product-group-specific fields (id plus upstream ProductGroup attributes). Required: product_id.

list_all_conga_product_constraint_rules

List all constraint rules configured for a product in Conga Revenue. Returns each rule's Name, IsActive, IsBundleContext, Actions, and Conditions. Required: product_id.

list_all_conga_product_attribute_rules

List all attribute rules defined for a specific product in Conga Revenue Lifecycle. Returns the collection of attribute rule records when found; returns an empty 204 response when none exist. Required: product_id.

list_all_conga_attribute_rule_actions

List the product attribute rule actions of a Product Attribute Rule in Conga Revenue. Returns actions including Id, Name, Action, TargetField, and Message. Required: parent_id.

get_single_conga_attribute_rule_action_by_id

Get a single product attribute rule action of a Product Attribute Rule in Conga Revenue. Returns the action including Id, Name, Action, TargetField, and Message. Required: id, parent_id.

conga_attribute_rule_actions_bulk_update

Update one or more product attribute rule actions of a Product Attribute Rule in Conga Revenue. Returns the updated actions including Id, Name, Action, and TargetField. Required: parent_id.

update_a_conga_attribute_rule_action_by_id

Update a single product attribute rule action of a Product Attribute Rule in Conga Revenue. Returns the updated action including Id, Name, Action, TargetField, and Message. Required: id, parent_id.

conga_attribute_rule_actions_bulk_delete

Delete one or more product attribute rule actions of a Product Attribute Rule in Conga Revenue. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_attribute_rule_action_by_id

Delete a product attribute rule action for a specific Product Attribute Rule in Conga Revenue. Returns an empty 200 response on success. Required: id, parent_id.

list_all_conga_attribute_rules

List all product attribute rules in Conga Revenue Lifecycle, narrowing results with filter, sort, includes, field, and filterExpression. Returns each rule's id, Name, Description, IsActive, ConditionCriteria, and account/product scope fields. Pagination handled automatically.

get_single_conga_attribute_rule_by_id

Get a single product attribute rule by id in Conga Revenue Lifecycle. Returns: id, Name, Description, IsActive. Use includes to fetch child records. Required: id.

conga_attribute_rules_bulk_update

Update one or more product attribute rules in Conga Revenue Lifecycle by sending an array of rule records, each identifying the record with Id. Returns the updated rules with their id, Name, IsActive, ConditionCriteria, and account/product scope fields.

update_a_conga_attribute_rule_by_id

Update a single product attribute rule by id in Conga Revenue Lifecycle. Returns the updated rule including id, Name, IsActive, ConditionCriteria, ConditionCriteriaExpression, and account/product scope fields. Required: id.

conga_attribute_rules_bulk_delete

Delete one or more product attribute rules in Conga Revenue Lifecycle by sending an array of rule records that identify the rules to remove. Returns an empty response on success.

delete_a_conga_attribute_rule_by_id

Delete a single product attribute rule in Conga Revenue by id. Returns an empty 204 response on success. Required: id.

list_all_conga_product_groups

List Conga Revenue product groups. Returns product group records with Id, Name, and Description. Supports filter, sort, field selection, related-resource includes, and a filterExpression.

get_single_conga_product_group_by_id

Get a single Conga Revenue product group by id. Returns the product group record with Id, Name, and Description. Required: id.

conga_product_groups_bulk_update

Update one or more Conga Revenue product groups in a single call. Returns the updated product group records with Id, Name, and Description.

update_a_conga_product_group_by_id

Update a Conga Revenue product group by id with the details provided in the request body. Returns the ID and updated structure of the product group: Id, Name, Description. Required: id.

conga_product_groups_bulk_delete

Delete one or more Conga Revenue product groups in a single call. Returns an empty 204 response on success.

delete_a_conga_product_group_by_id

Delete a product group in Conga Revenue by id. Deletes the product group whose ID matches the supplied id. Returns an empty 204 response on success. Required: id.

list_all_conga_product_group_constraint_rules

List the constraint rule records for a product group in Conga Revenue. Returns each rule's id, Name, IsActive flag, and its nested Actions and Conditions. Required: product_group_id.

list_all_conga_product_group_attribute_rules

List the attribute rule records for a product group in Conga. Returns each rule with Name, IsActive, IsBundleContext, Actions, and Conditions. Required: product_group_id. Defaults to 50 records per page.

list_all_conga_product_group_attribute_matrices

List the attribute matrix records for a product group in Conga Revenue. Returns records with an id plus attribute matrix fields (attributes) defined by the upstream AttributeMatrix schema. Required: product_group_id. Returns an empty 204 when the product group has no attribute matrices.

list_all_conga_product_group_product_group_members

List the product group members of a Conga Revenue product group. Returns: Id, Name. Required: parent_id.

get_single_conga_product_group_product_group_member_by_id

Get a single product group member of a Conga Revenue product group by id. Returns: Id, Name. Required: id, parent_id.

conga_product_group_product_group_members_bulk_update

Update one or more product group members of a Conga Revenue product group in a single request. Returns the updated member structure including Id, Name, Product, and Sequence. Required: parent_id.

update_a_conga_product_group_product_group_member_by_id

Update a product group member of a Conga Revenue product group by id. Returns the updated member with Id, Name, Product, and Sequence. Required: id, parent_id.

conga_product_group_product_group_members_bulk_delete

Delete one or more product group members from a Conga Revenue product group. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_product_group_product_group_member_by_id

Delete a product group member from a product group in Conga Revenue Lifecycle. Returns an empty 200 response on success. Required: id, parent_id.

list_all_conga_product_group_products

List the products belonging to a product group in Conga Revenue. Returns each product's Name, ConfigurationType, Uom, IsActive, and Prices with ListPrice and PriceList details. Required: product_group_id.

list_all_conga_product_option_group_products

List the product option components of a Conga Revenue product option group. Returns: Id, Name. Required: parent_id. Options of sub-bundles are not retrieved.

get_single_conga_product_option_group_product_by_id

Get a single product option component by id within a Conga Revenue product option group. Returns: Id, Name. Required: id and parent_id.

conga_product_option_group_products_bulk_update

Update one or more product option components of a Conga Revenue product option group in a single request. Returns the updated components with Id, Name, MinQuantity, MaxQuantity, IsModifiable, and ParentProduct/ComponentProduct references. Required: parent_id.

update_a_conga_product_option_group_product_by_id

Update a single product option component by id within a Conga Revenue product option group. Returns the updated component with Id, Name, MinQuantity, MaxQuantity, IsModifiable, and ParentProduct/ComponentProduct references. Required: id and parent_id.

conga_product_option_group_products_bulk_delete

Delete product option components from a Conga Revenue product option group in a single request. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_product_option_group_product_by_id

Delete a single product option component from a parent product option group in Conga Revenue by id. Returns an empty 200 response on success. Required: id, parent_id.

list_all_conga_product_option_prices

List product option prices in Conga Revenue Lifecycle. Returns product option price records including Id, Name, Sequence, AdjustmentAmount, AdjustmentType, ChargeType, and PriceList.

get_single_conga_product_option_price_by_id

Get a single product option price by id in Conga Revenue Lifecycle. Returns the product option price record including Id, Name, Sequence, AdjustmentAmount, AdjustmentType, ChargeType, and PriceList. Required: id.

conga_product_option_prices_bulk_update

Update multiple product option prices in Conga Revenue Lifecycle with a single request. Returns the updated product option price records with fields such as Id, Name, Sequence, AdjustmentAmount, AdjustmentType, ChargeType, and PriceList.

update_a_conga_product_option_price_by_id

Update a single product option price by id in Conga Revenue Lifecycle. Returns the updated record including Id, Name, Sequence, AdjustmentAmount, AdjustmentType, ChargeType, and PriceList. Required: id.

conga_product_option_prices_bulk_delete

Delete multiple product option prices in Conga Revenue Lifecycle with a single request. Returns an empty 204 response on success.

delete_a_conga_product_option_price_by_id

Delete a single product option price in Conga Revenue by its id. Returns an empty 204 response on success. Required: id.

list_all_conga_feature_product_feature_values

List product feature values (junction records) under a parent feature in Conga Revenue. Returns records with Id, Name, Value, and the associated Feature. Required: parent_id.

get_single_conga_feature_product_feature_value_by_id

Get a single product feature value (junction record) by id under a parent feature in Conga Revenue. Returns the record with Id, Name, Value, and the associated Feature. Required: id, parent_id.

conga_feature_product_feature_values_bulk_update

Update multiple product feature values (junction records) at once by sending a JSON array of records. Returns the updated records with Id, Name, Value, and the associated Feature. Required: parent_id.

update_a_conga_feature_product_feature_value_by_id

Update a single product feature value (junction record) by id under a parent feature in Conga Revenue. Returns the updated record with Id, Name, Value, and the associated Feature. Required: id, parent_id.

conga_feature_product_feature_values_bulk_delete

Delete multiple product feature values (junction records) at once by sending a JSON array of the records to remove. Returns an empty 200 response on success. Required: parent_id.

delete_a_conga_feature_product_feature_value_by_id

Delete a product feature value junction record in Conga by id, removing the link between a product and its feature while preserving both entities. Returns an empty 200 response on success. Required: id, parent_id.

get_single_conga_product_option_group_by_id

Retrieve a product option group under a product in Conga. Returns the option group record including Id, Name, IsGlobal, MinOptions, and MaxOptions. Required: id, parent_id.

list_all_conga_product_option_groups

List the option groups of a product in Conga. Requires parent_id. Supports Conga filter expressions (e.g. eq, like), sort like asc(Name), field selection, includes, and filterExpression; returns 204 No Content when nothing matches. Default page size is 50. Required: parent_id.

update_a_conga_product_option_group_by_id

Update a product option group under a product in Conga. Returns the updated record including Id, Name, IsGlobal, MinOptions, and MaxOptions. The body accepts the fields to patch, such as Name, Label, MinOptions, and MaxOptions. Required: id, parent_id.

conga_product_option_groups_bulk_update

Update multiple product option groups of a product in one request in Conga. Returns option group records with Id, Name, IsGlobal, MinOptions, and MaxOptions. The body is an array of updates, each identified by Id. Required: parent_id.

delete_a_conga_product_option_group_by_id

Delete a product option group under a product in Conga. Returns an empty 204 response on success. Required: id, parent_id.

conga_product_option_groups_bulk_delete

Delete one or more product option groups under a parent product in Conga Revenue. Returns an empty 200 response on success. Required: parent_id.

list_all_conga_option_group_components

List the product option components of an option group under a parent product in Conga Revenue. Returns component records with id and attributes; the attribute fields are defined upstream and not enumerated in the API reference. Required: parent_id, option_group_id.

list_all_conga_quote_locations

List proposal locations for a parent proposal (quote) in Conga Revenue Lifecycle. Returns location records with Id, Name, Location, and Proposal. Required: parent_id.

get_single_conga_quote_location_by_id

Get a single proposal location under a parent proposal in Conga Revenue Lifecycle by id. Returns the record with Id, Name, Location, and Proposal. Required: parent_id and id.

conga_quote_locations_bulk_delete

Delete one or more proposal locations from a parent proposal in Conga Revenue Lifecycle by sending a JSON array of records to delete. Returns an empty response on success. Required: parent_id.

delete_a_conga_quote_location_by_id

Delete a single proposal location under a parent proposal in Conga Revenue Lifecycle by id. Required: parent_id and id. Returns an empty response on success.

conga_quote_locations_bulk_update

Update one or more proposal locations under a parent proposal in Conga Revenue Lifecycle by sending a JSON array of records. Returns: Id, Name, Location, Proposal. Parent reassignment is not allowed. Required: parent_id.

list_all_conga_incentive_related_incentives

List the related incentives that belong to a parent incentive in Conga Revenue. Returns related incentive records including Id, Name, FromIncentive, ToIncentive, and RelationType. Required: parent_id.

get_single_conga_incentive_related_incentive_by_id

Get a single related incentive by id under a parent incentive in Conga Revenue. Returns the record's Id, Name, FromIncentive, ToIncentive, and RelationType. Required: id, parent_id.

conga_incentive_related_incentives_bulk_update

Update one or more related incentives in a parent incentive's collection in Conga Revenue by sending an array of records. Parent reassignment is not allowed. Returns the updated records including Id, Name, FromIncentive, ToIncentive, and RelationType. Required: parent_id.

update_a_conga_incentive_related_incentive_by_id

Update a single related incentive by id under a parent incentive in Conga Revenue. Returns the updated record with Id, Name, FromIncentive, ToIncentive, and RelationType. Required: id, parent_id.

conga_incentive_related_incentives_bulk_delete

Delete one or more related incentives from a parent incentive's collection in Conga Revenue by sending an array of records to remove. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_incentive_related_incentive_by_id

Delete a single related incentive from its parent incentive in Conga Revenue Lifecycle. Returns an empty 204 response on success. Required: id, parent_id.

list_all_conga_price_list_item_related_price_list_items

List related price list items for a parent price list item in Conga Revenue Lifecycle. Returns: Id, Name. Required: parent_id.

get_single_conga_price_list_item_related_price_list_item_by_id

Get a related price list item by id under a parent price list item in Conga Revenue Lifecycle. Returns: Id, Name. Required: id, parent_id.

conga_price_list_item_related_price_list_items_bulk_update

Update one or more related price list items under a parent price list item in Conga Revenue Lifecycle. Returns the updated records: Id, Name, RelatedPLI, RelationType, RelatedAdjustmentAmount, RelatedAdjustmentType. Parent reassignment is not allowed. Required: parent_id.

update_a_conga_price_list_item_related_price_list_item_by_id

Update a single related price list item by id under a parent price list item in Conga Revenue Lifecycle. Returns the updated record: Id, Name, RelatedPLI, RelationType, RelatedAdjustmentAmount, RelatedAdjustmentType. Required: id, parent_id.

conga_price_list_item_related_price_list_items_bulk_delete

Delete one or more related price list items under a parent price list item in Conga Revenue Lifecycle. Pass the record Ids to delete in the request body. Returns an empty 204 response on success. Required: parent_id.

delete_a_conga_price_list_item_related_price_list_item_by_id

Delete a single related price list item in Conga Revenue Lifecycle by id under its parent price list item. Returns an empty 200 response on success. Required: id, parent_id.

list_all_conga_storefronts_actives

Retrieve the active storefront in Conga Revenue by its identifier. Returns the StoreFront record with its id and the content-type-specific attribute fields defined by the upstream entity schema.

list_all_conga_storefronts

List storefront records in Conga Revenue. Returns storefront fields including Id, Name, Channel, DefaultPriceList, and DefaultAccount.

get_single_conga_storefront_by_id

Get a single storefront record by id in Conga Revenue. Returns the storefront with Id, Name, Channel, DefaultPriceList, and DefaultAccount. Required: id.

conga_storefronts_bulk_update

Update one or more storefronts in Conga Revenue from a JSON array of storefront records. Returns the updated storefront data including Id, Name, Channel, DefaultPriceList, and DefaultAccount.

update_a_conga_storefront_by_id

Update a single storefront by id in Conga Revenue. Returns the updated storefront data including Id, Name, Channel, DefaultPriceList, and DefaultAccount. Required: id.

conga_storefronts_bulk_delete

Delete one or more storefront records in Conga Revenue by the Id values provided in the request body. Returns an empty 200 response on success.

delete_a_conga_storefront_by_id

Delete a Conga Revenue storefront by id. Returns an empty 204 response on success. Required: id.

list_all_conga_type_aheads

Retrieve type-ahead results for a Conga Revenue object. Returns a list of suggestion objects whose keys and string values are specific to the requested object type. Required: objectname.

list_all_conga_visibility_rules

List all Conga Revenue visibility rules in the system, narrowed down by record name. Returns per rule: Name, IsActive, BusinessObject, Description. No required parameters.

get_single_conga_visibility_rule_by_id

Get a single Conga Revenue visibility rule by id. Returns: Id, Name, Description, IsActive. Required: id.

conga_visibility_rules_bulk_update

Update one or more Conga Revenue visibility rules, which control which products are displayed in the catalog. Returns the updated rules with: Name, IsActive, BusinessObject, Description, InclusionCriteria.

update_a_conga_visibility_rule_by_id

Update a single Conga Revenue visibility rule by id. Returns: Id, Name, BusinessObject, Description, InclusionCriteria, PriceList, IsActive, Sequence, Users. Required: id.

conga_visibility_rules_bulk_delete

Delete one or more Conga Revenue visibility rules by sending their Ids in the request body. Returns: Id, Name, Description, IsActive.

delete_a_conga_visibility_rule_by_id

Delete a visibility rule in Conga Revenue by id. Returns an empty 200 response on success. Required: id.

list_all_conga_waterfall_charts

List all waterfall charts in a Conga waterfall with their details. Returns charts with Id, Name, Sequence, Description, IsActive, Waterfall, and PricePoints. Required: parent_id.

get_single_conga_waterfall_chart_by_id

Get a single waterfall chart by id in a Conga waterfall. Returns the chart: Id, Name, Sequence, Description, IsActive, Waterfall, and PricePoints. Required: id, parent_id.

conga_waterfall_charts_bulk_update

Update specific fields on one or more waterfall charts in a Conga waterfall by sending an array of chart records. Returns the updated charts: Id, Name, Sequence, Description, IsActive, Waterfall, and PricePoints. The waterfall ID cannot be updated. Required: parent_id.

update_a_conga_waterfall_chart_by_id

Update a single waterfall chart by id in a Conga waterfall. Returns the updated chart: Id, Name, Sequence, Description, IsActive, Waterfall, and PricePoints. The waterfall ID cannot be updated. Required: id, parent_id.

conga_waterfall_charts_bulk_delete

Delete one or more waterfall charts in a Conga waterfall by sending an array of chart records. Returns, for each processed record: id and its delete status. Required: parent_id.

delete_a_conga_waterfall_chart_by_id

Delete a waterfall chart in Conga Revenue Lifecycle by id under its parent waterfall. Returns an empty 200 response on success. Required: id, parent_id.

list_all_conga_waterfall_rule_set_rules

List all waterfall rules in a Conga Revenue waterfall rule set, with their details. Returns: Id, Name, IsActive. Required: parent_id.

get_single_conga_waterfall_rule_set_rule_by_id

Get a single waterfall rule document in a Conga Revenue waterfall rule set by id. Returns: Id, Name, IsActive. Required: id, parent_id.

conga_waterfall_rule_set_rules_bulk_update

Update specific fields on one or more waterfall rules in a Conga Revenue waterfall rule set; any field can be updated except the waterfall rule Id. Returns the updated rule records: Id, Name, Sequence, IsActive, AllowableAction, RuleType. Required: parent_id.

update_a_conga_waterfall_rule_set_rule_by_id

Update a single waterfall rule in a Conga Revenue waterfall rule set by id. Returns the updated rule: Id, Name, Sequence, IsActive, AllowableAction, PricePoints, RuleType, Dimension1. Required: id, parent_id.

conga_waterfall_rule_set_rules_bulk_delete

Delete up to 100 waterfall rules from a Conga Revenue waterfall rule set; their related waterfall rule entries are deleted as well. Returns 200 OK with a per-record delete status payload whose shape the provider does not document. Required: parent_id.

delete_a_conga_waterfall_rule_set_rule_by_id

Delete a waterfall rule in Conga Revenue by id within its parent waterfall ruleset. Returns an empty 204 response on success. Required: id, parent_id.

list_all_conga_waterfall_rule_entries

List all waterfall rule entries of a Conga Revenue waterfall rule, with their details. Returns entries with Id, Name, Sequence, WaterfallRule, AdjustmentType, AdjustmentAmount, and Dimension1Value. Required: parent_id.

get_single_conga_waterfall_rule_entry_by_id

Get a single waterfall rule entry by id within a parent Conga Revenue waterfall rule. Returns the entry with Id, Name, Sequence, WaterfallRule, AdjustmentType, AdjustmentAmount, and Dimension1Value. Required: id, parent_id.

conga_waterfall_rule_entries_bulk_update

Update specific fields on one or more waterfall rule entries of a Conga Revenue waterfall rule; any field except the entry Id can be updated. Returns the updated entries with Id, Name, Sequence, AdjustmentType, and AdjustmentAmount. Required: parent_id.

update_a_conga_waterfall_rule_entry_by_id

Update a single waterfall rule entry by id within a parent Conga Revenue waterfall rule. Returns the updated entry with Id, Name, Sequence, WaterfallRule, AdjustmentType, AdjustmentAmount, and Dimension1Value. Required: id, parent_id.

conga_waterfall_rule_entries_bulk_delete

Delete one or more waterfall rule entries (condition or dimension type) from a Conga Revenue waterfall rule. Returns one or more records with the delete status of each deleted record ID. Required: parent_id.

delete_a_conga_waterfall_rule_entry_by_id

Delete a single waterfall rule entry from a parent waterfall rule in Conga Revenue Lifecycle. Returns an empty 200 response with no body on success. Required: id, parent_id.

list_all_conga_waterfall_rule_sets

List waterfall rulesets in Conga Revenue Lifecycle. Returns each ruleset with Id, Name, Sequence, IsActive, PriceList, ProductGroup, Category, and ChargeType. Supports filter, sort, includes, field, and filterExpression parameters.

get_single_conga_waterfall_rule_set_by_id

Get a single waterfall ruleset by id in Conga Revenue Lifecycle. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, ApplicationMethod, Category, ChargeType, Criteria, EnableCurrency, Currency, Description, EffectiveDate, EnableDateRange, ExpirationDate, IsActive, PriceList, and 6 more. Required: id.

conga_waterfall_rule_sets_bulk_update

Bulk update waterfall rulesets in Conga Revenue Lifecycle. Returns the updated rulesets including Id, Name, Sequence, IsActive, and PriceList. Requires an array of ruleset objects, each with its Id.

update_a_conga_waterfall_rule_set_by_id

Update a waterfall ruleset by id in Conga Revenue Lifecycle. Returns the updated ruleset with Id, Name, Sequence, IsActive, PriceList, ProductGroup, Category, and ChargeType. Required: id.

conga_waterfall_rule_sets_bulk_delete

Delete multiple waterfall rulesets in Conga Revenue Lifecycle in one call. Requires an array of ruleset objects, each with its Id. Returns an empty 204 response on success.

delete_a_conga_waterfall_rule_set_by_id

Delete a waterfall ruleset in Conga by its identifier. Returns an empty 204 response on success. Required: id.

list_all_conga_waterfalls

List waterfalls in Conga Revenue Lifecycle. Returns waterfall records including Id, Name, Description, IsActive, Sequence, and PricePoints.

get_single_conga_waterfall_by_id

Get a single waterfall by id in Conga Revenue Lifecycle. Returns the waterfall record including Id, Name, Description, IsActive, Sequence, and PricePoints. Required: id.

conga_waterfalls_bulk_update

Update multiple waterfalls in Conga Revenue Lifecycle in a single call. Returns: Id, Name, Description, IsActive, Sequence, PricePoints.

update_a_conga_waterfall_by_id

Update a single waterfall by id in Conga Revenue Lifecycle. Returns the updated waterfall record including Id, Name, Description, IsActive, Sequence, and PricePoints. Required: id.

conga_waterfalls_bulk_delete

Delete multiple waterfalls in Conga Revenue Lifecycle in a single call. Returns an empty 204 response on success.

delete_a_conga_waterfall_by_id

Delete a single waterfall in Conga Revenue Lifecycle by its identifier. Returns an empty 200 response on success. Required: id.

list_all_conga_responsefield_configurations

List the names of ResponseFieldConfigurations for a category in Conga Revenue. Returns the list of configuration names. Required: category_name.

get_single_conga_responsefield_configuration_by_id

Get a FieldSetConfiguration by name in Conga Revenue. Returns the requested FieldSetConfiguration. The id is the configuration name to fetch, e.g. ResponseFieldList_Default. Required: category_name, id.

conga_responsefield_configurations_bulk_update

Update an existing FieldSetConfiguration in Conga Revenue. The request payload is a bare JSON array of configuration objects. Returns an empty 202 Accepted response on success. Required: config_name, category_name.

conga_responsefield_configurations_bulk_delete

Delete a FieldSetConfiguration by name in Conga Revenue. Returns an empty 202 Accepted response on success. Required: config_name, category_name.

list_all_conga_tax_codes

List tax codes in Conga Revenue Lifecycle. Returns tax code records with their id and upstream-defined attributes. Defaults to 50 items per page.

get_single_conga_tax_code_by_id

Get a tax code from Conga Revenue Lifecycle by its identifier. Returns the tax code record including its Id, Name, and Description. Required: id.

conga_tax_codes_bulk_update

Update fields on one or more tax codes in Conga Revenue Lifecycle by sending an array of tax code objects with their updated fields. Returns the updated tax code records including id and upstream-defined attributes. The tax code ID itself cannot be updated.

update_a_conga_tax_code_by_id

Update a tax code by id in Conga Revenue Lifecycle with the details provided in the request body. Returns the updated tax code record including its id and upstream-defined attributes. Required: id.

conga_tax_codes_bulk_delete

Delete one or more tax codes in Conga Revenue Lifecycle. Returns one or more records with the delete status for each supplied Id. Maximum 100 tax codes per call.

delete_a_conga_tax_code_by_id

Delete a single tax code in Conga Revenue by its id. Returns an empty 204 response on success. Required: id.

list_all_conga_field_sets

List the field sets available in Conga Revenue. Returns the collection of field sets; the upstream API does not document the field-set item structure.

conga_field_sets_list_2

List the fields in a specific field set in Conga Revenue. Returns the fieldset's fields as an array of field-name strings, the same shape used to update the fieldset. Required: name.

conga_field_sets_bulk_update

Add or remove fields in a field set in Conga Revenue by sending the fieldset's field names as a JSON array of strings. Returns the updated field list as an array of strings. Required: name.

list_all_conga_feature_settings

List all feature settings in Conga Revenue. Returns every feature setting as a map of setting names to their boolean values.

get_single_conga_feature_setting_by_id

Get a single feature setting by name in Conga Revenue. Returns the feature setting as a map of the setting name to its boolean value. Required: id.

conga_feature_settings_bulk_update

Update one or more feature settings in Conga Revenue with the provided boolean values. Returns the resulting feature settings as a map of setting names to boolean values. Requires a non-empty JSON object mapping valid, non-empty feature setting names to boolean values.

list_all_conga_programs

List rebate programs in Conga Revenue Lifecycle. Accepts optional filter, sort, includes, field, and filterExpression query parameters. Returns rebate program records as defined by the upstream IncentiveProgram schema. Deprecated by Conga.

get_single_conga_program_by_id

Get a single rebate program in Conga Revenue Lifecycle by id. Accepts an optional includes query parameter to add related entities. Returns the IncentiveProgram record: Id, Name, Description; an empty 204 response when none is found. Deprecated by Conga. Required: id.

conga_programs_bulk_update

Update multiple rebate programs in Conga Revenue Lifecycle with one request. Requires a request body containing the list of rebate program objects with their updated data. Returns an empty 200 response on success. Deprecated by Conga.

update_a_conga_program_by_id

Update a single rebate program in Conga Revenue Lifecycle by id. Requires id and a request body with the program's updated data. Returns an empty 200 response on success. Deprecated by Conga. Required: id.

conga_programs_bulk_delete

Delete multiple rebate programs in Conga Revenue Lifecycle in one request. Requires a request body containing the list of rebate program objects to delete. Returns an empty 200 response on success. Deprecated by Conga.

delete_a_conga_program_by_id

Delete a rebate program in Conga by its id. Returns an empty 204 response on success. Required: id.

list_all_conga_rebate_conditions

List the incentive conditions that belong to a rebate in Conga. Returns the collection of incentive conditions on success, or a 204 No Content response when the rebate has none. Supports optional filter, sort, field, and filterExpression parameters. Required: parent_id.

get_single_conga_rebate_condition_by_id

Get a single incentive condition of a rebate in Conga by its id. Returns the incentive condition on success, or a 204 No Content response when no matching condition exists. Required: id, parent_id.

conga_rebate_conditions_bulk_update

Update one or more incentive conditions of a rebate in Conga. Send the list of condition records with their updated values as the request body. Returns a 200 OK response on success. Required: parent_id.

update_a_conga_rebate_condition_by_id

Update a single incentive condition of a rebate in Conga by its id. Send the updated state of the condition as the request body. Returns a 200 OK response on success. Required: id, parent_id.

conga_rebate_conditions_bulk_delete

Delete one or more incentive conditions from a rebate in Conga. Send the list of condition records to delete as the request body. Returns a 200 OK response on success. Required: parent_id.

delete_a_conga_rebate_condition_by_id

Delete a single incentive condition under a parent rebate in Conga. Returns an empty 200 OK response on success. Required: id, parent_id.

list_all_conga_rebate_rule_entries

List the rebate rule entries under a parent rebate rule in Conga Revenue. Returns the entry records, each with its id. Required: parent_id.

get_single_conga_rebate_rule_entry_by_id

Get a single rebate rule entry document by id under a parent rebate rule in Conga Revenue. Returns the entry record with its id. Required: id, parent_id.

conga_rebate_rule_entries_bulk_update

Update one or more rebate rule entries under a parent rebate rule in Conga Revenue by passing an array of entry records in the body. Returns the updated entries with their id. Parent reassignment is not allowed. Required: parent_id.

update_a_conga_rebate_rule_entry_by_id

Update a single rebate rule entry by id under a parent rebate rule in Conga Revenue by passing the updated state of the entry in the body. Returns the updated entry record with its id. Required: id, parent_id.

conga_rebate_rule_entries_bulk_delete

Delete one or more rebate rule entries under a parent rebate rule in Conga Revenue by passing an array of the records to delete in the body. Returns an empty response on success. Required: parent_id.

delete_a_conga_rebate_rule_entry_by_id

Delete a single rebate rule entry in Conga by its id from the specified parent rebate rule. Returns an empty 200 response on success. Required: id, parent_id.

list_all_conga_rebate_rules

List the rebate rules under a parent rebate in Conga Revenue Lifecycle. Returns rebate rule fields such as id, Name, IsActive, Actions, and Conditions. Required: parent_id.

get_single_conga_rebate_rule_by_id

Get a single rebate rule by id under a parent rebate in Conga Revenue Lifecycle. Returns the rebate rule including id, Name, IsActive, Actions, and Conditions. Required: id, parent_id.

conga_rebate_rules_bulk_update

Update one or more rebate rules under a parent rebate in Conga Revenue Lifecycle. Returns the updated rebate rules including Name, IsActive, Actions, and Conditions. Parent reassignment is not allowed. Required: parent_id.

update_a_conga_rebate_rule_by_id

Update a single rebate rule by id under a parent rebate in Conga Revenue Lifecycle. Returns the updated rebate rule including Name, IsActive, Actions, and Conditions. Required: id, parent_id.

list_all_conga_rebates

List rebates in Conga Revenue. Returns the collection of rebate records, each with its id and record-specific attributes. Defaults to 50 records per page.

get_single_conga_rebate_by_id

Get a single rebate by its identifier in Conga Revenue. Returns the rebate record including its Id, Name, and Description. Required: id.

conga_rebates_bulk_update

Update multiple rebates in Conga Revenue in one request by sending a JSON array of rebate records with updated data.

update_a_conga_rebate_by_id

Update a single rebate by id in Conga Revenue using a free-form body of the fields to change. Returns the updated rebate record including its id and record-specific attributes. Required: id.

list_all_conga_incentive_programs

List incentive programs in Conga, optionally filtered, sorted, and with related entities included. Returns the collection of incentive programs as an IncentiveProgram object per item (the source does not enumerate its fields). Optional: filter, filterExpression, sort, field, includes.

get_single_conga_incentive_program_by_id

Get a single Conga incentive program by its id. Returns an IncentiveProgram object including its Id (the source does not enumerate its remaining fields). Optional: includes (related entities to include). Required: id.

update_a_conga_incentive_program_by_id

Update a single Conga incentive program by its id, sending the updated program data as a free-form JSON object. Returns 200 OK without a documented response body. Required: id.

conga_incentive_programs_bulk_update

Update multiple Conga incentive programs in a single request by sending an array of updated program objects (each item is a free-form object). Returns 200 OK without a documented response body.

list_all_conga_price_program_business_objects

List the business objects associated with a price program in Conga Revenue Lifecycle. Returns each business object's id and type. Required: price_program_id, type.

list_all_conga_business_object_price_programs

List the price programs associated with a business object in Conga Revenue. Returns associated price program records with their id and attributes (price-program fields defined upstream; the record shape follows the incentive schema in conga, so consult the upstream docs for the field-level breakdown). Required: business_object_id.

list_all_conga_price_program_rule_entries

List price program rule entries under a parent price program rule in Conga. Returns entries including Id, Name, AdjustmentAmount, AdjustmentType, ProductFamily, Currency, and Sequence. Supports filter, sort, field, includes, and filterExpression. Required: parent_id.

get_single_conga_price_program_rule_entry_by_id

Get a single price program rule entry by id under a parent price program rule in Conga. Returns the entry document including Id, Name, AdjustmentAmount, AdjustmentType, ProductFamily, Currency, and Sequence. Required: id, parent_id.

conga_price_program_rule_entries_bulk_update

Update one or more price program rule entries under a parent price program rule in Conga. Parent reassignment is not allowed. Returns an empty 200 response on success. Required: parent_id.

update_a_conga_price_program_rule_entry_by_id

Update a single price program rule entry by id under a parent price program rule in Conga. Returns the updated record including Id, Name, AdjustmentAmount, AdjustmentType, Currency, and Sequence. Required: id, parent_id.

list_all_conga_price_program_rules

List incentive rules of a price program in Conga, filterable and sortable. Returns: Id, Name, Description, IsActive. Required: parent_id.

get_single_conga_price_program_rule_by_id

Get a single incentive rule of a price program in Conga by id. Returns: Id, Name, Description, IsActive. Required: id, parent_id.

conga_price_program_rules_bulk_update

Update one or more incentive rules of a price program in Conga by sending an array of rule records, each identified by its Id; parent reassignment is not allowed. Returns the updated rules including Name, AdjustmentAppliesTo, EffectiveDate, IsActive, Id. Required: parent_id.

update_a_conga_price_program_rule_by_id

Update a single incentive rule of a price program in Conga by id with the updated rule state. Returns the updated rule including Name, AdjustmentAppliesTo, EffectiveDate, ExpirationDate, IsActive, Id. Required: id, parent_id.

list_all_conga_price_programs

List price program incentives in Conga Revenue. Returns the incentive collection with fields such as Name, Status, EffectiveDate, ExpirationDate, ApplicationMethod, UseType, SubUseType, ContextType, IsActive, and Id. Optional filter, sort, field, includes, and filterExpression parameters narrow the results.

get_single_conga_price_program_by_id

Get a single price program incentive in Conga Revenue by its identifier. Returns the incentive record including Name, Status, EffectiveDate, ExpirationDate, ApplicationMethod, UseType, SubUseType, ContextType, IsActive, and Id. Required: id.

conga_price_programs_bulk_update

Update multiple price program incentives in Conga Revenue with a single PATCH request. The body is a JSON array of incentive records with updated data, each identified by its Id (e.g. Name, ApplicationMethod, EffectiveDate, ExpirationDate, Status, IsActive, scope arrays). Returns the updated data sent for the incentives.

update_a_conga_price_program_by_id

Update a single price program incentive in Conga Revenue by id with a PATCH body of the incentive's updated data (e.g. Name, ApplicationMethod, EffectiveDate, ExpirationDate, Status, IsActive, scope arrays). Returns the updated data sent for the incentive. Required: id.

get_single_conga_custom_plan_template_by_id

Get a custom plan template by id in Conga Revenue Billing. Returns the plan template record including Id, Name, ComputationMethod, StartDateBasedOn, Description, and Items with line-item details. Required: id.

conga_custom_plan_templates_update_activate

Activate or deactivate a custom plan template in Conga Revenue Billing by passing its id and the desired active flag. Returns a batch response reporting Success, StatusCode, and Errors. Required: plan_template_id.

conga_custom_plan_templates_bulk_update

Edit one or more custom plan templates along with their template line items in Conga. Sends an array of template records and returns a batch response reporting Success, Data (updated record IDs), StatusCode, and Errors.

list_all_conga_preferences

List billing preference records in Conga Revenue. Returns each record's Id, Name, Active and Default flags, billing cycle and proration settings, CreatedDate, and ETag. Pass includes=history to include Billing Preference History records.

get_single_conga_preference_by_id

Get a single billing preference record by id in Conga Revenue. Returns the preference's Id, Name, Active and Default flags, billing cycle and proration settings, and CreatedDate and ModifiedDate timestamps. Pass includes=history to include its Billing Preference History records. Required: id.

conga_preferences_update_activate

Activate or deactivate a billing preference record in Conga Revenue by toggling its Active flag. Returns a batch result with Success, Data, StatusCode, Errors, and Warnings. The active flag defaults to true. Required: preference_id.

conga_preferences_mark_default

Mark a billing preference record as the organization default. Returns a batch result with Success, Data, Errors, and StatusCode. Required: preference_id. Only one preference record can be the org default.

conga_preferences_bulk_update

Update one or more billing preference records in Conga Revenue in a single request. Returns a batch result with Success, Data (the updated records with their IDs), StatusCode, Errors, and Warnings.

get_single_conga_schedule_by_id

Get the billing schedules for a billing header in Conga Revenue. Returns an array of schedule entries, each carrying an id and an attributes object that holds the billing header, billing schedule records, and billing schedule details for that header. Required: id.

get_single_conga_custom_plan_by_id

Get a Conga Revenue Lifecycle custom plan by its unique identifier. Returns the CustomPlan record including Id, Name, and Description. Required: id.

conga_custom_plans_bulk_update

Edit one or more Conga custom billing plans in a batch (pre-billing, template reassignment, or post-billing milestone edits). Returns a batch response with Summary and per-item Results (Id, IsSuccess). BusinessObjectType cannot be changed, and term-based plans cannot be edited, after billing generation.

list_all_conga_payment_terms

List Conga billing payment term records. Returns payment term objects including Id, Name, Description, Active, IsDefault, StartBasis, and StartValue. Supports optional filter, sort, includes, fields, and filterExpression parameters. Defaults to 50 per page.

get_single_conga_payment_term_by_id

Get a single Conga billing payment term record by id. Returns the payment term object including Id, Name, Description, Active, IsDefault, StartBasis, and StartValue. Required: id.

conga_payment_terms_update_activate

Activate or deactivate a Conga billing payment term record by toggling its Active flag. Returns a batch response with Success, Data, StatusCode, and Errors. Required: payment_term_id.

conga_payment_terms_mark_default

Mark a Conga billing payment term record as the organization default; there can be only one default payment term record. Returns a batch response with Success, Data, StatusCode, and Errors. Required: payment_term_id.

conga_payment_terms_bulk_update

Update one or more Conga billing payment term records in a batch. Returns a batch response with Success, Data, StatusCode, and Errors, where Data carries the updated payment term records with their Ids. Partial success returns 207 Multi-Status.

list_all_conga_product_configurations

List product billing configuration records in Conga Revenue. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, Product, InvoiceLevelForBundle, CreateBillingForInformationalProducts.

get_single_conga_product_configuration_by_id

Get a single product billing configuration record in Conga Revenue by id. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, Product, InvoiceLevelForBundle, CreateBillingForInformationalProducts. Required: id.

conga_product_configurations_bulk_update

Update one or more product billing configuration records in Conga Revenue via a batch PATCH. Returns the updated records with their Id, Name, Product, InvoiceLevelForBundle, and CreateBillingForInformationalProducts.

list_all_conga_usage_inputs

List usage input records in Conga Revenue Lifecycle. Returns a collection of usage input records with fields such as Id, Type, PeriodStartDate, PeriodEndDate, Quantity, and RatingStatus.

get_single_conga_usage_input_by_id

Get a single usage input record in Conga Revenue Lifecycle by its id. Returns the usage input record with fields such as Id, Type, PeriodStartDate, PeriodEndDate, Quantity, and RatingStatus. Required: id.

conga_usage_inputs_bulk_update

Update multiple usage input records in Conga Revenue Lifecycle by sending a JSON array of records. Returns the updated record IDs along with fields such as Id and Type.

get_single_conga_forecast_by_id

Get forecast data for a business object in Conga Revenue Lifecycle. Returns: IsSuccess, ErrorMessage, ForecastBillingScheduleRecords, ForecastBillingSummaries. business_object_type can be Proposal, ProductConfiguration, Order, LineItem, or OrderLineItem. Required: id, business_object_type.

get_single_conga_creditmemo_by_id

Get a single Conga credit memo by id. Returns the credit memo record with its id and content-type-specific attributes covering the memo details, associated line items, and accounts receivable transactions. Required: id.

get_single_conga_configure_request_by_id

Get an invoice configuration request in Conga Invoicing by its unique identifier. Returns the full request record including Id, Name, RunType, Status, ProcessFrom, ProcessTo, and FilterCriteria. Required: id.

conga_configure_requests_bulk_update

Update an existing invoice configuration request in Conga Invoicing with modified invoice run settings. Returns the updated request record including Id, Name, RunType, Status, and FilterCriteria.

get_single_conga_configure_request_estimate_by_id

Get a preview estimate of an invoice configuration request in Conga. Returns the preview result with its id and attributes, where attributes carry the billing schedule records and estimated invoice details. Required: id.

list_all_conga_configure_request_request_results

List the invoice request results for a Conga Revenue invoice configuration request. Returns the request result records with Id and Name per the vendor's InvoiceRequestResult schema. Required: configure_request_id.

get_single_conga_request_result_by_id

Get an invoice request result by its id in Conga. Returns the record's id and an attributes object whose fields follow the upstream InvoiceRequestResult schema. Required: id.

list_all_conga_request_result_invoices

List the invoices associated with a specific invoice request result in Conga Revenue. Returns an array of Invoice records, each including its Id — the upstream reference does not enumerate the remaining Invoice fields. Required: request_result_id.

get_single_conga_invoice_by_id

Get the details of a specific invoice in Conga Revenue by id. Returns the invoice object with content-type-specific fields as defined by the upstream InvoiceResponse schema (invoice details, associated line items, and accounts receivable transactions). Required: id.

conga_split_criteria_activates_update_2

Activate or deactivate multiple split criteria setups in Conga Revenue (invoicing service) with one batch call. Returns a 207 Multi-Status batch result with the per-item toggle outcome, or 400 if the input is invalid.

conga_split_criteria_activates_bulk_update

Activate or deactivate multiple split criteria setups in Conga Revenue (order service) with one batch call. Returns a 207 Multi-Status batch result with the per-item toggle outcome, or 400 if the input is invalid.

conga_custom_plan_templates_activates_bulk_update

Activate or deactivate one or more custom plan templates in bulk in Conga Revenue. Each array item requires Id (the custom plan template id) and Active (true to activate, false to deactivate); each template is validated and processed individually. Returns: Summary, Results.

conga_preferences_activates_bulk_update

Activate or deactivate a list of Conga Billing preference records; toggles the Active flag for each submitted preference id. Returns the batch response with the activation result for each preference (the vendor docs do not enumerate its fields).

conga_payment_terms_activates_bulk_update

Activate or deactivate a list of payment term records in Conga Revenue by passing an array of toggle entries, each with a payment term id and a true/false active value. Returns the vendor's BaseResponseBatchResponse wrapper with per-record activation status; its fields are not documented upstream. Partial success returns 207 Multi-Status.

conga_ramp_lines_splits_bulk_update

Split a ramp line item into multiple periods in Conga Revenue. Returns an empty response body on success. Requires cart_id, item_id, and a split configuration body with NoOfSplits and SplitPeriods. Required: cart_id, item_id.

conga_summarygroups_adhocs_bulk_update

Update the ad hoc summary groups of a Conga Revenue cart with the caller's changes. Returns 200 OK on success; the API documents no response body. Required: cart_id.

conga_adjustments_update_approval_stages_bulk_update

Update the approval stage of one or more billing schedule details in Conga Revenue Lifecycle. Sends a JSON array of items, each carrying the BillingScheduleDetailId and its new approval stage, and returns a JSON array with one result object per submitted schedule detail.

conga_milestone_completes_bulk_update

Mark milestone-type billing schedule details as complete in Conga Revenue Lifecycle Billing; once complete, the actual fee amount is computed from the percentage of TCV (sales) held in the BSDs. Returns an array of complete-milestone result objects.

conga_item_adjustments_bulk_delete

Delete adjustments from a line item in a Conga cart by passing their ids as a JSON array in the request body. Returns an empty 204 response on success. Required: cart_id, line_item_id.

conga_favorite_items_bulk_delete

Delete line-items from within a Favorite in Conga Revenue Lifecycle. Returns an empty 200 OK response on success. This operation is marked deprecated in the upstream API. Required: favorite_id.

get_single_conga_documents_contract_type_requirement_by_id

Get a single Conga CLM document requirement setting by ID. Returns Success, Data (the setting with Id, Name, ContractType, DocumentType, IsRequired, Action, CreatedDate, ModifiedDate), Warnings, and Errors. Required: id.

list_all_conga_documents_contract_type_requirements

List Conga CLM document requirement settings filtered by a contract type and action. Returns Success, Data (RecordCount, a settings array with Id, Name, ContractType, DocumentType, IsRequired, Action, plus NextCursor and StatusCode), Warnings, and Errors.

conga_documents_contract_type_requirements_bulk_update

Update one or more Conga CLM document requirement settings in a single bulk call. Returns Success, Data (array of updated records), Warnings, and Errors. Requires a JSON array body where every record includes Id.

get_single_conga_import_job_by_id

Get the result (failure or success) of a Conga CLM bulk import job by id. Returns: Success, Data, Warnings, Errors. Required: id.

create_a_conga_import_job

Create a Conga CLM bulk import job by uploading a .CSV of accounts, contacts, or agreements for bulk import; the file is queued for async processing and invalid records are skipped. Returns: Success, Data, Warnings, Errors.

delete_a_conga_import_job_by_id

Permanently delete a Conga CLM bulk import job record by id. Returns: Success, Data, Warnings, Errors. Required: id.

get_single_conga_job_batch_by_id

Get uploaded file details for a bulk import batch in Conga CLM. Returns the API response envelope: Success, Data (the contents of the file uploaded for bulk data creation), Warnings, and Errors. Required: id, job_id.

list_all_conga_import_templates

List Conga CLM bulk import templates for the given format, used to build the .CSV files for bulk data uploads. Returns: Success, Data, Warnings, Errors. Only .CSV is supported as the template format. Required: format.

get_single_conga_clause_obligation_by_id

Get a clause obligation by id for a Conga CLM clause. Returns: Success, Data, Warnings, Errors. Required: id, clause_id.

create_a_conga_clause_obligation

Create a clause obligation for a Conga CLM clause; the obligation is added to the master obligation list and linked to the clause. Returns: Success, Data, Warnings, Errors. Required: clause_id, Name.

update_a_conga_clause_obligation_by_id

Update a clause obligation by id under a Conga CLM clause. Returns: Success, Data, Warnings, Errors. Required: id, clause_id.

conga_clause_obligations_bulk_delete

Delete clause obligations of a Conga CLM clause by passing a list of obligation IDs in the body; when no IDs are provided, all obligations for the clause are deleted (set deleteAll to true). Returns: Success, Data, Warnings, Errors. Required: clause_id.

delete_a_conga_clause_obligation_by_id

Delete a clause obligation by id from a Conga CLM clause. Returns: Success, Data, Warnings, Errors. Required: id, clause_id.

list_all_conga_names

Get a CLM configuration setting in Conga by its category and name; all CLM-related configurations are available in the CLM category. Returns the configuration response with Success, Data, Warnings, and Errors. Required: category, name.

get_single_conga_clm_contract_by_id

Get a contract's details by id in Conga CLM, including all contract fields and any configured custom fields. Returns: Id, Name, Account, RecordType, ContractCategory, TotalContractValue, Currency, ContractStartDate, ContractEndDate, RecordOwner, Status, StatusCategory, ContractNumber, ContractNumberAuto, Description, and 33 more. Required: id.

create_a_conga_clm_contract

Create a contract record in Conga CLM. Status and StatusCategory default to Request and the logged-in user becomes the RecordOwner. Returns: Id, Name, Account, RecordType, ContractCategory, TotalContractValue, Currency, ContractStartDate, ContractEndDate, RecordOwner, Status, StatusCategory, ContractNumber, and 35 more. Required: Name, RecordType.

conga_clm_contracts_activate

Activate a contract in Conga CLM by passing contract_id and the list of document IDs selected at activation; documents not selected are deleted. The contract must be fully signed with valid start and end dates. Returns: Success, Data, Warnings, Errors. Required: contract_id.

conga_clm_contracts_clone

Clone an existing contract in Conga CLM by contract_id to create a new contract version that copies all data from the original; the original's status is unchanged. Returns: Success, Data, Warnings, Errors. Required: contract_id.

conga_clm_contracts_cancel

Cancel a contract in Conga CLM by contract_id. The contract's status category must be Request, In Authoring, In Signatures, or In Filing; on success its status changes to Canceled. Returns: Success, Data, Warnings, Errors. Required: contract_id.

update_a_conga_clm_contract_by_id

Update a Conga CLM contract by id. Name and RecordType are required in the body; other standard and custom contract fields can also be set. Returns the updated contract including Id, Name, Account, RecordType, Status, ContractStartDate, and ContractEndDate. Required: id, Name, RecordType.

delete_a_conga_clm_contract_by_id

Permanently delete a Conga CLM contract by id. Returns true when the contract is deleted. Required: id.

conga_clm_contracts_bulk_delete

Permanently delete multiple Conga CLM contracts in one call by passing an array of contract IDs. Returns a map of each contract id to its deletion result status.

get_single_conga_contracts_clause_by_id

Get contract clause details from Conga CLM by id. Returns: Success, Data, Warnings, Errors. Required: id.

get_single_conga_clm_cycletime_by_id

Get a cycle-time group record by id in Conga CLM. Returns Success, Data (the record: Id, Name, CycleTimeField, FieldLabel, FromValue, ToValue, IsActive, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag), Warnings, and Errors. Required: id.

create_a_conga_clm_cycletime

Create a cycle-time group record in Conga CLM. Returns Success, Data (the created record with Id, Name, FieldLabel, FromValue, ToValue, and IsActive), Warnings, and Errors. Required: Name, FieldLabel, FromValue, ToValue.

update_a_conga_clm_cycletime_by_id

Update a cycle-time group record by id in Conga CLM. Returns Success, Data (the updated record with Id, Name, FieldLabel, FromValue, ToValue, and IsActive), Warnings, and Errors. Required: id, Name, FieldLabel, FromValue, ToValue.

delete_a_conga_clm_cycletime_by_id

Delete a cycle-time group record by id in Conga CLM. Returns Success, Data (boolean true when the record was deleted), Warnings, and Errors. Required: id.

list_all_conga_cycletimes_contractfields

List all field names of a Conga CLM contract or contract object that can be used in a cycle-time group record. Returns: Success, Data, Warnings, Errors.

list_all_conga_cycletimes_dashboards

List Conga CLM cycle-time group data for the predefined out-of-the-box status categories and statuses over the past 12 months. Returns: Success, Data, Warnings, Errors.

get_single_conga_contract_document_by_id

Get a single contract document by id from a contract in Conga. Returns an envelope with Success, Data (document details including the file blob), Warnings, and Errors. Required: id, contract_id.

create_a_conga_contract_document

Create a new contract document in Conga by uploading a file to a contract. On success, a contract whose previous status was Request changes to Author Contract. Returns an envelope with Success, Data (the new document's metadata), Warnings, and Errors. Required: contract_id.

update_a_conga_contract_document_by_id

Update a Conga contract document by uploading a new file version. Creates a new version ID with the same document ID and retains the previous version. Returns an envelope with Success, Data (the updated document's metadata), Warnings, and Errors. Required: id, contract_id.

conga_contract_documents_bulk_delete

Delete contract documents in Conga by document ID. Permanently removes the document data while retaining metadata with the IsDeleted flag set to true. Returns an envelope with Success, Data (deletion confirmation), Warnings, and Errors. Required: contract_id.

list_all_conga_documents_relateddocuments

List a contract's related documents in Conga CLM. Fetches every document related to the provided contract and returns the response envelope with Success and Data (the related document records). Required: contract_id.

get_single_conga_contract_obligation_by_id

Get a single contract obligation by id under a contract in Conga CLM. Returns the API envelope: Success, Data (the obligation with Id, Name, RecordType, Priority, AssigneeType, DueDate, ObligationNumber, and RecordOwner), Warnings, Errors. Required: id, contract_id.

create_a_conga_contract_obligation

Create a contract obligation for a contract in Conga CLM. Name is required; optionally set ObligationType, Priority, Frequency, Description, AccountableParty, Assignee, Reviewer, DueDate, and Comments. Returns the API envelope: Success, Data (the created obligation), Warnings, Errors. Required: contract_id, Name.

update_a_conga_contract_obligation_by_id

Update a contract obligation by id under a contract in Conga CLM. Returns the API envelope: Success, Data (the updated obligation with Id, Name, Priority, DueDate, ObligationNumber, and RecordOwner), Warnings, Errors. Required: id, contract_id.

conga_contract_obligations_bulk_delete

Delete contract obligations of a contract in Conga CLM. When the body lists obligation IDs only those are deleted; otherwise all obligations linked to the contract are deleted. Returns the API envelope: Success, Data (map of obligation IDs to Success/Fail status), Warnings, Errors. Required: contract_id.

delete_a_conga_contract_obligation_by_id

Delete a contract obligation by id under a contract in Conga CLM. Returns the API envelope: Success, Data (true when the obligation is deleted), Warnings, Errors. Required: id, contract_id.

get_single_conga_obligation_document_by_id

Get details of a single document attached to a contract obligation in Conga CLM. Returns: Success, Data, Warnings, Errors. Required: id, contract_id, obligation_id.

create_a_conga_obligation_document

Create a contract obligation document in Conga CLM by uploading a file. Returns: Success, Data, Warnings, Errors. Required: contract_id, obligation_id.

delete_a_conga_obligation_document_by_id

Delete a document from a contract obligation in Conga CLM by id. Returns: Success, Data, Warnings, Errors. Required: id, contract_id, obligation_id.

get_single_conga_obligation_fulfillment_by_id

Get a single Conga contract obligation fulfillment by id. Returns the fulfillment response envelope with Success, Data, Warnings, and Errors. Required: id, contract_id, obligation_id.

create_a_conga_obligation_fulfillment

Perform an action on a Conga contract obligation fulfillment, optionally attaching supporting documents. Returns the action result envelope with Success, Data, Warnings, and Errors. Required: contract_id, obligation_id, fulfillment_id, fulfillment_action.

update_a_conga_obligation_fulfillment_by_id

Update a Conga contract obligation fulfillment, e.g. change its due date or assignee/reviewer settings. Returns the updated fulfillment envelope with Success, Data, Warnings, and Errors. Required: id, contract_id, obligation_id.

list_all_conga_contract_relationships

List the contract relationships of a Conga CLM contract; details are returned when the contract has linked contracts. Returns Success, a Data array of related-agreement records (Id, RelationshipFromType, RelationshipToType), Warnings, and Errors. Required: contract_id.

create_a_conga_contract_relationship

Link one Conga CLM contract to another (IsAmendmentFor, IsAmendedBy, IsRenewalFor, IsRenewedBy); amending or renewing links the contracts automatically. Returns Success, a Data object with linked contract IDs and relationship details, Warnings, Errors. Required: contract_id.

delete_a_conga_contract_relationship_by_id

Unlink one contract from another in Conga CLM. Returns confirmation that the contracts are unlinked: Success, Data, Warnings, and Errors. Required: id, contract_id.

get_single_conga_contract_hierarchy_by_id

Get the contract hierarchy in Conga Revenue Lifecycle for the provided contract id, fetching its child and descendant contracts. Returns: Success, Data, Warnings, Errors. Required: id.

get_single_conga_clm_request_by_id

Get a Conga CLM contract request by id. Returns: Success, Data, Warnings, Errors. Required: id.

create_a_conga_clm_request

Create a contract request record in Conga CLM. Returns: Success, Data, Warnings, Errors. Required: Name, RecordType.

conga_clm_requests_convert

Convert a Conga CLM contract request into an agreement. Returns: Success, Data, Warnings, Errors. Required: contract_request_id.

update_a_conga_clm_request_by_id

Update a Conga CLM contract request by id. Returns: Success, Data, Warnings, Errors. Required: id, Name, RecordType, Account.

delete_a_conga_clm_request_by_id

Delete a draft contract request in Conga CLM; bundled requests are deleted together only if every request in the bundle is in Draft status. Returns: Success, Data, Warnings, Errors. Required: id.

list_all_conga_request_documents

Get the related documents metadata for a contract request in Conga CLM. Returns: Success, Data, Warnings, Errors. Required: request_id.

create_a_conga_request_document

Upload a document to a contract request in Conga CLM as multipart form data. Returns a confirmation of the upload with Success, Data, Warnings, and Errors. Required: request_id.

conga_request_documents_bulk_delete

Delete documents associated with a contract request in Conga CLM. Pass an array of document IDs to delete specific documents, or omit the body to delete all documents; document data is permanently removed while metadata is retained with IsDeleted set to true. Returns: Success, Data, Warnings, Errors. Required: request_id.

get_single_conga_request_action_eligibility_by_id

Get the current user's action authority for a Conga contract request — whether they can approve, reject, or convert it based on their role, their association with the request, and the request's status. Returns: Success, Data, Warnings, Errors. Required: id.

get_single_conga_request_teammember_by_id

Get details of a specific team member assigned to a contract request in Conga, including the associated team role. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, User, UserGroup, Contact, ExternalMember, TeamRole, ContractRequest. Required: id, contract_request_id.

create_a_conga_request_teammember

Add team members to a contract request in Conga and assign each a team role via a JSON array body. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, User, UserGroup, Contact, ExternalMember, TeamRole, ContractRequest. Required: contract_request_id.

update_a_conga_request_teammember_by_id

Update the details of a team member assigned to a contract request in Conga, such as changing its team role. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, User, UserGroup, Contact, ExternalMember, TeamRole, ContractRequest. Required: id, contract_request_id.

delete_a_conga_request_teammember_by_id

Remove a team member from a contract request in Conga. Returns: Success, Data, Warnings, Errors. Required: id, contract_request_id.

list_all_conga_teammembers_by_actions

List team members assigned to a Conga CLM contract request, filtered by a team role's contract action. Returns: Success, Data, Warnings, Errors. Required: contract_request_id, action_name.

conga_teammembers_by_actions_list_2

List team members assigned to a Conga CLM contract, filtered by a team role's contract action. Returns: Success, Data, Warnings, Errors. Required: contract_id, action_name.

get_single_conga_contract_teammember_by_id

Get a specific team member assigned to a Conga CLM contract, including their assigned team role. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, User, UserGroup, Contact, ExternalMember, ActiveDirectoryUser, TeamRole, Agreement, SigningOrder. Required: id, contract_id.

create_a_conga_contract_teammember

Add one or more team members to a Conga CLM contract and assign each a team role. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, User, UserGroup, Contact, ExternalMember, ActiveDirectoryUser, TeamRole, Agreement, SigningOrder. Required: contract_id.

update_a_conga_contract_teammember_by_id

Update the details of a team member assigned to a Conga CLM contract, including its member type, member reference, signing order, and team role. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, User, UserGroup, Contact, ExternalMember, TeamRole, Agreement, SigningOrder, and 1 more. Required: id, contract_id.

delete_a_conga_contract_teammember_by_id

Remove a team member from a Conga CLM contract. Returns: Success, Data, Warnings, Errors. Required: id, contract_id.

get_single_conga_documents_output_format_by_id

Get a document output format in Conga CLM by id. Returns: Success, Data, Warnings, Errors. Required: id.

create_a_conga_documents_output_format

Create a document output format (doc, docx, pdf, or rtf) with options such as adding a watermark in Conga CLM. Returns Success, Data (the newly created output format record), Warnings, and Errors. Requires a request body describing the output format.

delete_a_conga_documents_output_format_by_id

Delete a document output format by id in Conga CLM. Returns Success, Data, Warnings, and Errors confirming the deletion. Required: id.

conga_documents_output_formats_bulk_update

Update a document output format and its properties in Conga CLM. Returns: Success, Data, Warnings, Errors.

get_single_conga_documents_protection_by_id

Get a document protection setting in Conga CLM by id. Returns the API response with Success, Data (the document protection setting), Warnings, and Errors. Required: id.

create_a_conga_documents_protection

Add a document protection setting for a user role and a contract type in Conga CLM. Returns Success, Data, Warnings, and Errors, with Data reporting the creation result. Requires the document protection payload.

delete_a_conga_documents_protection_by_id

Delete a document protection setting in Conga CLM by id. Returns Success, Data (true when deleted), Warnings, and Errors. Required: id.

conga_documents_protections_bulk_update

Update a list of fields in a Conga CLM document protection setting. Returns Success, Data (the updated field names), Warnings, and Errors. Requires a body array of field updates identified by Id, such as IsRequired.

list_all_conga_in_effect_view_details

Get the in-effect view of contract detail changes for a Conga CLM contract, showing what changed during an amendment for change-history comparison. Returns the change records with their id and contract-field-specific attributes. Required: contract_id.

list_all_conga_in_effect_view_documents

List contract document changes recorded in the in-effect view of a Conga CLM contract, enabling comparison of an amendment's change history. Returns change records with id and amendment-specific fields under attributes. Required: contract_id.

list_all_conga_in_effect_view_clauses

Get the in-effect view of contract clause changes in Conga, fetching the clause changes that occurred during an amendment so its change history can be compared. Returns each clause change record's id and its change attributes. Required: contract_id. Optional skip and limit require a feature flag.

list_all_conga_contract_reviews

List active review cycles for a contract in Conga CLM. Returns: Success, Data, Warnings, Errors. Required: contract_id.

create_a_conga_contract_review

Initiate a Simple Review or Microsoft 365 Review for a Conga CLM contract, sending contract documents to reviewers. Returns: Success, Data, Warnings, Errors. Microsoft 365 Review accepts one DOCX document at a time. Required: contract_id, ReviewType, PrimaryDocumentIds, EmailSubject, EmailBody, To, Name.

conga_contract_reviews_cancel

Cancel an active contract review in Conga CLM and mark it as canceled. Not applicable to Simple Review; for Microsoft 365 Review, reviewer document access is revoked and reviewers are notified. Returns: Success, Data, Warnings, Errors. Required: contract_id, review_id.

get_single_conga_clm_teamrole_by_id

Get a single Conga CLM team role by id. Returns: Success, Data, Warnings, Errors. Required: id.

create_a_conga_clm_teamrole

Create a team role in Conga CLM to assign people to duties relating to contract negotiation, management, or enforcement, optionally mapping standard or custom contract actions. Returns: Success, Data, Warnings, Errors.

update_a_conga_clm_teamrole_by_id

Update an existing Conga CLM team role by id with new name, description, action mappings, or active state. Returns: Success, Data, Warnings, Errors. Required: id.

conga_clm_teamroles_bulk_delete

Permanently delete multiple Conga CLM team roles at once by passing an array of team role IDs in the request body. Returns: Success, Data, Warnings, Errors.

delete_a_conga_clm_teamrole_by_id

Permanently delete a Conga CLM team role by id. Returns: Success, Data, Warnings, Errors. Required: id.

list_all_conga_authorizes

Get user profile authorization for the Conga review service. Returns the authorization response object with content-type-specific fields: a review service auth URL or an auth token depending on administrator settings. Required: reviewtype.

list_all_conga_delegated_tokens

Get an auth token for the delegated flow in Conga, based on administrator settings, review type, and auth code. Returns the access token response payload from the Review service (opaque; field structure not enumerated upstream). Only for the delegated flow. Required: reviewtype.

get_single_conga_review_by_id

Get a Conga review's status details and properties by id. Returns: ReviewId, Name, ReviewStatus, ReviewType, Comment, CreatedBy, CreatedDate, CompletedBy, CompletedDate, CancelledBy, CancelDate, ObjectId, ObjectType, InitialDocumentId, FinalDocumentId, SharedDocumentId, SharedURL. Required: id, reviewtype.

list_all_conga_reviews

List Conga reviews for a parent object. Returns review status objects including id and the review's status information and properties (attributes). Required: objecttype, objectid.

conga_reviews_start

Send a Conga document for review to your selected approvers. Returns: SuccessfulReviews, FailedReviews. Required: reviewtype.

delete_a_conga_review_by_id

Cancel a Conga review process by id. Returns an empty 200 OK response on success. Required: id, reviewtype.

conga_reviews_add_group_reviewers

Add reviewers to a review within a review group for a Conga contract. Returns: Success, Data, Warnings, Errors. Required: contract_id, review_group_id, review_id.

conga_reviews_add_reviewers

Add one or more reviewers to an active review cycle for a contract in Conga CLM via the Reviewers array (name, email, recipient type); this API is applicable to Microsoft 365 reviews. Returns: Success, Data, Warnings, Errors. Required: contract_id, review_id.

conga_reviews_cancel_reviewer

Cancel a specific reviewer's participation in a review within a review group in Conga CLM, revoking their access to the document. Returns: Success, Data, Warnings, Errors. Required: contract_id, review_group_id, review_id, reviewer_id.

conga_reviews_end

End a review process you started in Conga; reviewtype supports Office365 and Normal. Optionally pass emailTemplateId and upload the reviewed file, which is required for Normal-type review flows. Returns a plain string confirmation. Required: reviewtype, reviewid.

conga_reviews_end_contract_review

End a contract review in Conga CLM and mark it completed; Simple reviews move the contract to Ready for Signature and Microsoft 365 reviewer access is revoked, with the final document stored as a new contract version. Returns: Success, Data, Warnings, Errors. Required: contract_id, review_id.

conga_reviews_end_group_review

End a review within a review group in Conga CLM, optionally uploading the reviewed document and suppressing the end-of-review email. Returns: Success, Data, Warnings, Errors. Required: contract_id, review_group_id, review_id.

conga_reviews_end_group_reviewer

End a specific reviewer's participation in a review cycle within a review group in Conga CLM. Returns: Success, Data, Warnings, Errors. Required: contract_id, review_group_id, review_id, reviewer_id. An optional reviewed document can be uploaded; the request succeeds without it.

conga_reviews_end_reviewer

End a reviewer's review in Conga and revoke their permission to review the document. Required: reviewtype, reviewid, reviewerid. Returns an empty 204 response on success.

conga_reviews_validate_site

Validate a custom-created Sharepoint site used for Microsoft 365 document reviews in Conga. Returns the Sharepoint site validation result object with provider-specific fields. Required: site_name.

conga_reviews_search_users

Search users by name or email ID in Conga CLM to add as reviewers for a contract's review cycle. Returns matching users with Id, Name, EmailId, RecipientType, and Role. Required: contract_id, review_type, search_string. Microsoft 365 reviews also search Active Directory users.

conga_reviews_end_reviewers

End the review of one or more reviewers in a Conga CLM contract review; all reviewers are notified by email. Returns: Success, Data, Warnings, Errors. Not applicable to Simple Review; a canceled or already-ended review cannot be ended. Required: contract_id, review_id.

conga_reviews_cancel_reviewers

Remove one or more reviewers from an active Conga CLM review, revoking their Microsoft 365 document access and notifying them by email. Returns: Success, Data, Warnings, Errors. Required: contract_id, review_id. Pass reviewer IDs in the ReviewerIds body array.

list_all_conga_reviewers

Get reviewers for a review process in Conga, including each reviewer's status details and associated details. Returns the reviewer status details for the review request. Required: reviewtype, reviewid.

create_a_conga_reviewer

Add reviewers to a review process that has already started in Conga. Returns a list of reviewer IDs for the reviewers added. Required: reviewid, reviewtype.

delete_a_conga_reviewer_by_id

Cancel a reviewer in a Conga review process and revoke their permission to review the document. Returns an empty 204 response on success. Required: id, reviewtype, reviewid.

conga_reviewers_search_users

Search Conga user profiles matching a search string, for example to pick reviewers for a review. Returns the user profiles matching searchText. Required: reviewtype, searchText.

list_all_conga_office_365_active_directory_users

Search existing Office365 Active Directory user profiles in Conga Review by search text. Returns an ADReviewUsers response with provider-specific user profile attributes. Optional: searchText.

list_all_conga_feature_settings_ais

Get the AI feature settings in Conga X-Author, which report whether the Copilot, Clause Semantic, and Redline AI features are enabled. Returns a record with an id and an attributes object carrying the upstream AIFeatureSettings fields.

list_all_conga_xauthor_feature_settings

Get the Conga X-Author feature settings that report the external data connection status. Returns the feature settings object with isExternalDataConnectionEnabled indicating whether the external data connection is enabled.

list_all_conga_feature_settings_alls

Get all feature settings configured for the org in Conga X-Author. Returns the settings under attributes; fields are model-specific and not enumerated upstream.

list_all_conga_xauthor_google_configs

Get the Google Drive support and service account configuration in Conga CLM. Returns the GoogleDriveConfig record with its id and an attributes object holding the drive and service-account settings; Conga's docs do not enumerate the individual fields.

list_all_conga_xauthor_layouts

Get the page field definitions and configuration metadata for a named layout in Conga X-Author. Returns the layout's PageFieldsResponse payload (attributes); nested fields follow the vendor's layout model. Required: layout_name.

list_all_conga_contract_playbooks

List the playbooks available for a contract in Conga X-Author, matched by contract type, source, and legal entity. Returns playbook records with an id and vendor-defined playbook attributes. Required: contract_id.

conga_contract_playbooks_execute

Execute a playbook against an input document in Conga X-Author. Returns the execution record with its id and vendor-defined execution attributes. Required: playbook_id, contract_id.

list_all_conga_playbook_rules

List playbook rules matched for a Conga contract based on its contract type, source, and legal entity. Returns rules with Name, IsActive, IsBundleContext, Actions, and Conditions. Required: playbook_id, contract_id.

get_single_conga_playbooks_match_by_id

Get the matched available playbooks for a specified contract in Conga Revenue Lifecycle. Returns the PlaybookMatchDetails record with its id and schema-specific attributes. Required: id.

get_single_conga_execution_status_by_id

Get the current execution status of a redline operation for a contract in Conga X-Author, including extraction and redlining progress. Returns: status, totalRules, rulesExtracted, rulesRedlined. Required: id, contract_id.

list_all_conga_clause_rule_results

Get the clause rule execution result for a specific execution in Conga X-Author. Returns: id, name, clauseId, clauseReferenceId, aiSuggestion, semanticMatch, textualMatch, riskAlignment, favorableCriteria, unfavorableCriteria, reviewStatus, isNotFoundInDocument, contentControlId, and 3 more. Required: execution_id, contract_id, playbook_id.

list_all_conga_document_rule_results

Get the document rule execution result for a specific execution in Conga X-Author. Returns the result object with schema-specific fields (id, attributes). Required: execution_id, contract_id, playbook_id.

list_all_conga_clauses_metadata

Get a template clause's filter metadata in Conga X-Author. Returns the clause filter metadata object under attributes; its fields follow the vendor's ClauseFilterMetadata schema and are not enumerated in the docs. Takes no query parameters.

get_single_conga_mark_metadatum_by_id

Get the mark clause filter metadata for a contract in Conga X-Author. Returns: agreementTypes, locales, languages, categories, clauseTypes, exceptions, riskRating, termExceptions, action. Required: id.

list_all_conga_xauthor_admin_settings

Get administrator settings for Conga Revenue Lifecycle (X-Author). Retrieves all application-related information, like the user profile and org details. Returns the administrator settings object with fields defined by the upstream AdminSettings model; the API reference does not enumerate them.

list_all_conga_admin_settings_google_service_configs

Get the Google account configuration for the org in Conga X-Author. Retrieves the configured Google Drive service account and folder settings. Returns the configuration payload as provided by the API; its field shape is vendor-defined and not enumerated in the documentation.

get_single_conga_xauthor_contract_by_id

Get agreement details by contract id in Conga X-Author. Returns: id, name, number, accountName, owner, statusCategory, status, endDate, createdDate, recordType, modifiedOn, modifiedById, modifiedByName, contactId, startDate, statusKey, versionAware, customProperties, source, legalEntity. Required: id.

create_a_conga_xauthor_contract

Create an agreement in Conga X-Author by posting the basic agreement object information; the request body follows the upstream Agreement schema. Returns a plain string response.

get_single_conga_contract_record_type_by_id

Get the agreement record type for a specific contract in Conga. Returns the record type object with content-type-specific fields (consult the Conga X-Author docs for the field-level breakdown). Required: id.

get_single_conga_redline_risk_by_id

Get the AI redline risk result for a contract attachment in Conga X-Author. Returns the risk result as an opaque string payload; the vendor documentation defines no structured response fields. Required: id, contract_id.

create_a_conga_redline_risk

Identify AI redline risks for a contract in Conga X-Author by submitting an AIRiskRedlineIdentificationRequest. Returns the identification result as an opaque string payload; the vendor documentation defines no structured response fields. Required: contract_id.

get_single_conga_content_by_id

Get the raw file content of a document attachment in Conga X-Author by attachment id. Returns the document file content as binary bytes, curated for Windows and Mac. Required: id.

get_single_conga_document_content_body_by_id

Get a document's content body in Conga by attachment id. Returns content-type-specific fields — the document content as a string and as content bytes — with the response model's fields not enumerated in the Conga docs. Required: id.

get_single_conga_xauthor_document_by_id

Get a document or attachment by id in Conga X-Author. Returns the document/attachment record with its id and content-type-specific attributes. Required: id.

get_single_conga_content_stream_by_id

Download the docx content stream for a Conga document attachment. Returns the raw docx document as a binary octet stream (file). Required: id.

get_single_conga_document_content_body_metadata_extracted_by_id

Get the extracted content-body metadata for a document attachment in Conga. Returns an opaque DocumentBodyModel payload (the document content as string and as content bytes); its fields are not enumerated in the source reference. Required: id.

list_all_conga_document_clauses

List the clauses contained in a document/attachment in Conga by its attachment ID. Returns an array of clause info records including id and name; the vendor does not enumerate the remaining clause fields. Required: attachment_id.

list_all_conga_document_document_properties

Get a Conga X-Author document's metadata and custom properties by attachment id. Returns the properties record with its id and content-type-specific attributes. Required: attachment_id.

list_all_conga_document_smart_elements

Get the fields and clauses defined in a document's metadata in Conga X-Author. Returns: documentClauses, documentFields. Required: attachment_id.

list_all_conga_document_protections

Get the protection level of a Conga X-Author document for a given version save option. Returns the document's protection type as a single ProtectionType enum value (plain string body), not a record object. Required: saveoption.

conga_document_protections_list_2

Get the protection type of a Conga X-Author document based on its current protection. Returns the resulting protection type as a single ProtectionType enum value (plain string body), not a record object. Required: currentprotection.

list_all_conga_reviews_details

Check the Send For Review status of a document in Conga X-Author. Returns the ParallelReview status record with its id and an attributes object whose fields are defined by the upstream ParallelReview model.

list_all_conga_reviews_status

Check whether a review cycle is pending for a document in Conga X-Author. Returns a boolean indicating whether a review cycle is pending or not. Filterable by agreementId and templateId.

get_single_conga_document_sync_attachment_id_by_id

Get the attachment id for a Conga X-Author document sync record by its external id. The upstream API does not document a response body for this lookup. Required: id.

list_all_conga_xauthor_accounts

Get account details for a specific account name in Conga Revenue Lifecycle (X-Author). Returns the account data as a dynamic key-value map whose values are all strings; the attribute keys are not enumerated in the source. Required: name.

list_all_conga_authorization_token_infos

Get token information in Conga X-Author: extracts the token after login and verifies whether the user is verified on the Conga Platform or Salesforce Platform. Returns the TokenInformation object; the upstream docs do not enumerate its fields.

list_all_conga_xauthor_record_types

List the record types available in the document in Conga X-Author. Returns an array of record type objects with content-type-specific fields defined upstream.

list_all_conga_compare_statuses

Get the semantic clause comparison status for one or more comparisons in Conga X-Author by comparison id. Returns a ClauseComparisonResponse record per requested id: id plus DTO-defined attributes. Pass the comparison ids to check via comparisonIds.

get_single_conga_clauses_configuration_by_id

Get a Conga X-Author clause configuration's detail by id, including its alternate clauses and sub-clauses. Returns: id, name, referenceId, isDefault, subClauses, alternateClauses. Required: id.

list_all_conga_clauses_bundles

Get a clause bundle by name from Conga X-Author. Returns matching clause bundle records with id and schema-specific bundle attributes defined by the upstream ClauseBundleResponse model. Required: name.

get_single_conga_version_richtext_content_by_id

Get the rich-text content of a clause version in Conga as text or HTML. Returns a marked-content payload whose shape is content-specific. Required: id, clause_id.

get_single_conga_document_size_by_id

Get the file size in MB of a Conga Revenue Lifecycle (x-author) document attachment by id. Returns the size as a single integer value in MB, with an int64 value supporting text/plain, application/json, and text/json response formats. Required: id.

list_all_conga_xauthor_contacts

Get contacts matching a name from Conga xAuthor. Returns an open object of contact details in which every key maps to a string value. Required: name.

list_all_conga_clauses_revertibles

List the agreement clause entries in a Conga contract document version that have their latest action as modified and are revertible. Returns each entry's id plus clause attributes (Conga's ModifiedAgreementClauseResponse model). Required: contract_id, document_version_id.

list_all_conga_contract_templates

List the templates available for an agreement in Conga X-Author. Returns template records with their id and attributes; each record's fields follow the upstream X-Author Template model. Required: contract_id.

get_single_conga_document_status_by_id

Get the IDE import job status for a document attached to a contract in Conga. Returns the status object with id plus content-specific job status fields in attributes. Status is null if no IDE import request has been made. Required: id, contract_id.

get_single_conga_documents_status_by_id

Get the extraction status of a document in Conga's intelligent imports. Returns a boolean: true if the document has already been sent for extraction, false otherwise. Required: id, contract_id.

get_single_conga_jobs_status_by_id

Get the status of an Intelligent Document Extraction (IDE) job for a document in Conga. Returns a vendor-defined IDE status payload whose fields are not enumerated in the API reference; it is null when no IDE import request was made, and indicates job completion or pending processing. Required: id, contract_id.

list_all_conga_risks_scales

List the risk scale data used by Intelligent Imports in Conga. Returns an array of risk scale records, each with id and attributes carrying the risk scale fields defined by the upstream RiskScaleResponse schema.

list_all_conga_xauthor_google_tokens

Get the Google authentication token used for communicating with Google APIs in Conga X-Author. Returns the token as a plain string value.

list_all_conga_xauthor_current_user_infos

Get information about the currently logged-in user in Conga X-Author. Returns the X-Author UserInfo response object; the upstream reference does not enumerate its fields.

create_a_conga_hierarchy_query

Get the contract hierarchy for a Conga CLM account by running a hierarchy query. Returns Success, Data (RecordCount, hierarchy contract records, NextCursor), Warnings, Errors. Optional body supports CriteriaExpression filtering, SortInfo sorting, and Fields selection. Required: account_id.

conga_hierarchy_queries_create_2

Get the contract hierarchy starting from a specific contract under a Conga CLM account. Returns Success, Data (RecordCount, hierarchy contract records, NextCursor), Warnings, Errors. Optional body supports SortInfo sorting and Fields selection. Required: account_id, contract_id.

create_a_conga_contract_type_requirements_query

Query contract type document requirement settings in Conga CLM by posting a CustomQuery body supporting Distinct, Fields, GroupBy, IncludeTotalCount, SortInfo, CriteriaExpression, Limit, and Skip. Returns: Success, Data, Warnings, Errors.

create_a_conga_conversation_threads_query

Query conversation thread records in Conga CLM by posting a query request. Returns Success, a Data object with RecordCount, the matching thread records (Id, Name, ObjectType, ObjectId, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate), NextCursor, and StatusCode, plus Warnings and Errors.

create_a_conga_obligations_activated_contract

Query activated contracts in Conga CLM that have their obligations configured. Returns the response envelope with Success, a Data array of contract records (Id, Name, Status, StatusCategory, TotalContractValue, and more), Warnings, and Errors. All query fields in the body are optional; no required body fields.

create_a_conga_templates_query

Query Conga CLM template records by posting a query object to the templates query endpoint. Returns the matching template records in a response envelope with Success, Data, Warnings, and Errors.

create_a_conga_activityhistory_query

Query activity history records for a specific contract in Conga CLM. Returns Success, Data (RecordCount, matching rows, NextCursor, StatusCode), Warnings, and Errors. Required: contract_id.

conga_activityhistory_queries_create_2

Query the combined activity history across all fulfillments of a contract obligation in Conga CLM. Returns Success, Data (rows with FulfillmentName, FulfillmentNumber, Comments, Date, User, Action, Status, AttachmentCount), Warnings, and Errors. Required: contract_id, obligation_id.

create_a_conga_activityhistory_feed

Fetch the Conga CLM activity feed for contracts owned or created by the current user. Entries are ordered by timestamp descending and default to a 7-day window. Returns: Success, Data, Warnings, Errors.

create_a_conga_jobs_query

List bulk import jobs in Conga Revenue Lifecycle by posting a CustomQuery JSON body with paging, sorting, and filter criteria. Returns the API response envelope: Success, Data (the matching bulk import jobs), Errors, and Warnings.

create_a_conga_obligations_query

Query all obligations for a clause in Conga CLM, filtering and sorting results via the request body. Returns: Success, Data, Warnings, Errors. Required: clause_id.

conga_obligations_queries_create_2

Query all obligations associated with a contract in Conga CLM, refining results with filters and sorting in the request body. Returns: Success, Data, Warnings, Errors. Required: contract_id.

create_a_conga_contracts_query

Query contract records in Conga CLM by posting a CustomQuery body. Returns: Success, Data, Warnings, Errors. Contracts with an In Progress or Canceled status are excluded from results.

conga_contracts_queries_create_2

Get one or more agreements in Conga X-Author for Contracts by posting a RequestQueryParam body (filter criteria, page size, offset). Returns: id, name, number, accountName, owner, statusCategory, status, endDate, createdDate, recordType, modifiedOn, modifiedById, modifiedByName, contactId, startDate, statusKey, versionAware, source, and 2 more.

create_a_conga_contract_clause

List all contract clauses for a contract, grouped by Clause and DocumentVersionId, returning the most recent version of each clause with its total version count. Returns: Success, Data, Warnings, Errors. Required: contract_id.

conga_contract_clauses_create_2

Create a new contract clause for a contract. Returns: Success, Data, Warnings, Errors. Required: contract_id.

conga_contract_clauses_bulk_create

Create multiple contract clauses for a contract in a single request. Returns: Success, Data, Warnings, Errors. Body: bare JSON array of clause objects (pass as body). Required: contract_id.

update_a_conga_contract_clause_by_id

Update an existing contract clause of a contract by id. Returns: Success, Data, Warnings, Errors. Required: contract_id and id.

conga_contract_clauses_bulk_update

Update multiple contract clauses of a contract in a single request; each clause object must include its ID field. Returns: Success, Data, Warnings, Errors. Body: bare JSON array of clause objects (pass as body). Required: contract_id.

delete_a_conga_contract_clause_by_id

Delete a contract clause from a contract in Conga CLM. Returns an empty 204 response on success. Required: id, contract_id.

conga_contract_clauses_bulk_delete

Delete multiple contract clauses of a contract in a single request. Returns per-clause deletion status: Success, Data (clause ID to status mapping), Warnings, Errors. Required: contract_id.

create_a_conga_documents_query

Query contract documents in Conga by executing a query request against a contract's document records. Returns the API response envelope with Success, Data (the matching contract documents), Warnings, and Errors. Required: contract_id.

create_a_conga_documents_querywithreview

Query contract documents of a Conga CLM contract for review status and document versions. Returns the query response envelope: Success, Data (the matching contract documents with review status and document versions), Warnings, and Errors. Required: contract_id.

create_a_conga_contract_importoffline

Import an offline contract document into a Conga CLM contract from imported third-party paper. Returns: Success, Data, Warnings, Errors. On success the contract status changes to "Author Contract". Required: contract_id.

create_a_conga_contracts_createoffline

Create a Conga CLM contract from an imported third-party contract document by uploading the file; the original document is attached to the new contract and on success its status changes to Author Contract. Returns the response envelope: Success, Data, Warnings, Errors.

create_a_conga_contracts_storeexecuted

Create a contract in Conga CLM from an executed contract document by uploading its binary file; on success the contract status changes to Activated. Returns the contract document details envelope including Success, Data (document metadata), Warnings, and Errors.

create_a_conga_importoffline_large

Import a large document into a Conga CLM contract by referencing a file already uploaded to a filestore. Returns the created contract document in the standard envelope: Success, Data (document metadata such as Id, DocumentId, Name, FileType, DocumentVersion), Warnings, and Errors. Required: contract_id, FileName, FilePath.

create_a_conga_storeexecuted_large

Store an executed large document in Conga CLM, linking a document already uploaded to a filestore to the specified contract. Returns the API envelope: Success, Data (the newly created contract document metadata), Warnings, and Errors. Requires a ContractLargeDocumentRequest body with the contract ID and the large document's file name and file path. Required: FileName, FilePath, Contract.

create_a_conga_createoffline_large

Create a Conga CLM contract from an imported third-party document by referencing a large file already uploaded to the filestore; the JSON body carries the file name, file path, and contract details. On success the contract status changes to "Author Contract". Returns: Success, Data, Warnings, Errors. Required: FileName, FilePath, Contract.

create_a_conga_documents_large

Upload a large contract document to a Conga CLM contract by linking a file already uploaded to the filestore, providing the file name and file path in the request payload. Returns: Success, Data, Warnings, Errors. Required: contract_id, FileName, FilePath.

create_a_conga_document_protect

Protect a contract document in Conga CLM by copying the document, applying the configured document action and protection level, and returning the protected copy. Returns: Success, Data, Warnings, Errors. Applies only to DOCX documents. Required: contract_id, document_id.

conga_document_protects_create_2

Apply or remove protection from a document in Conga Doc Automation (Ingress), such as edit restrictions on a Word file; the request is queued and processed asynchronously. Returns: actionName, isError, success, statusCode, message, job. Required: document_id.

create_a_conga_documents_querywithcompliance

Query contract documents for a contract in Conga CLM and return the matching records with their compliance status. Returns a Success/Data envelope along with Warnings and Errors. Required: contract_id.

create_a_conga_contract_amend

Amend a Conga CLM contract, creating a new version that shares the original's base contract number with an incremented decimal and copies all data from the original. Returns: Success, Data, Warnings, Errors. The contract's status must be Activated, Superseded, or Being Terminated. Required: contract_id.

create_a_conga_contract_renew

Renew a Conga contract at the end of its term. The renewed contract copies all data from the original and starts on the original's end date. Returns: Success, Data, Warnings, Errors. The contract's status must be Activated, Superseded, or Being Terminated. Required: contract_id.

create_a_conga_contract_terminate

Terminate a contract in Conga CLM by id; the contract must have an Activated status, and any related amended and renewed agreements are terminated along with it. Returns: Success, Data, Warnings, Errors. Required: contract_id.

create_a_conga_contract_expire

Expire a contract in Conga CLM when its contract term ends; the contract's status must be Activated, Superseded, or Being Terminated and is changed to Expired on success. Returns: Success, Data, Warnings, Errors. Required: contract_id.

create_a_conga_contract_submitrequest

Submit a request to process a Conga CLM contract based on the steps defined in its agreement rule. Returns: Success, Data, Warnings, Errors. Fails with an error if the contract ID is invalid or matches no submission rules. Required: contract_id.

create_a_conga_contract_update_contract_lifecycle_status

Update the status and status category of a Conga CLM contract by lifecycle action and record type. Returns an API envelope with Success, Data, Warnings, and Errors. Required: contract_id.

create_a_conga_history_query

Query fulfillment history for a specific obligation fulfillment of a contract in Conga CLM by posting a CustomQuery body. Returns: Success, Data, Warnings, Errors. Required: contract_id, obligation_id, fulfillment_id.

create_a_conga_query

Query records of a related object under a contract in Conga CLM. Returns Success, Data (matched records with Id, Name, Status, and contract dates, plus RecordCount and NextCursor), Warnings, and Errors. Record fields vary by object_name. Required: contract_id, object_name.

list_all_conga_queries

List all saved queries in Conga. Returns the paginated queries collection; the upstream API does not document the response fields.

conga_queries_create_2

Create a new query in Conga based on the provided request. Returns the ID of the created query record as a string. Requires a query request body.

get_single_conga_query_by_id

Get a saved query in Conga by id. Returns the saved query record; the upstream API does not document the response fields. Required: id.

update_a_conga_query_by_id

Update a saved query in Conga by id. Returns a boolean indicating whether the update was successful. Requires id and a query update request body. Required: id.

delete_a_conga_query_by_id

Delete a query in Conga Revenue Lifecycle by id. Returns a boolean indicating whether the deletion was successful. Required: id.

create_a_conga_relationships_link

Link a contract to another contract in Conga CLM by creating the specified relationship (e.g. IsAmendmentFor, IsRenewalFor). Returns: Success, Data, Warnings, Errors. Required: contract_id.

create_a_conga_relationships_query

Query the related contracts for a contract in Conga CLM — fetches the list of contracts linked to the given contract, accepting a sorting request body to order the results. Returns: Success, Data, Warnings, Errors. Required: contract_id.

create_a_conga_requests_query

Query contract request records in Conga CLM. Posts a CustomQuery body and returns the matching contract request records in an API response with Success, Data, Warnings, and Errors. Optionally set Fields, CriteriaExpression, SortInfo, Distinct, IncludeTotalCount, Limit, and Skip.

create_a_conga_requests_incoming_request

Get incoming contract requests in Conga CLM that are pending approval and assigned to the current user or their groups. Supports optional filtering, sorting, and grouping in the request body. Returns: Success, Data, Warnings, Errors.

create_a_conga_teammembers_query

Get all team members of a contract request in Conga CLM by submitting a custom team member query. Returns Success, Data (contract request team member records with Id, Name, User, UserGroup, Contact, TeamRole, CreatedDate), Warnings, and Errors. Required: contract_request_id.

conga_teammembers_queries_create_2

Get all team members of a contract in Conga CLM by submitting a custom team member query. Returns Success, Data (contract team member records with Id, Name, User, UserGroup, Contact, ExternalMember, ActiveDirectoryUser, TeamRole, Agreement), Warnings, and Errors. Required: contract_id.

create_a_conga_contract_generate

Generate a new contract document for a Conga CLM contract from an existing template created with X-Author for Contracts. Returns: Success, Data, Warnings, Errors. On success the contract status changes to Author Contract. Required: contract_id, contract_id.

create_a_conga_contract_regenerate

Regenerate a contract document in Conga CLM from an existing template. Returns the API envelope with Success, Data (details of the regenerated document), Warnings, and Errors. The contract status does not change. Required: contract_id, TemplateId.

create_a_conga_contract_supportingdocument

Generate a supporting document for a Conga CLM contract from an existing template created with X-Author for Contracts. Returns: Success, Data, Warnings, Errors. Required: contract_id and contract_id. The contract status does not change.

create_a_conga_contract_joindocument

Merge multiple documents of a Conga CLM contract into a single joined document by their document IDs. Returns the API response envelope with Success, Data carrying the joined document's ID, Warnings, and Errors. All documents to be joined must belong to the same contract. Required: contract_id, contract_id.

create_a_conga_contract_previewdocument

Generate a preview contract document from an existing template in Conga CLM. Returns: Success, Data, Warnings, Errors. Required: contract_id, TemplateId.

create_a_conga_documents_compare

Compare two document versions of a Conga CLM contract and get the generated comparison document as a base64 encoded PDF. Returns: Success, Data, Warnings, Errors. Required: contract_id, OriginalDocumentId, RevisedDocumentId.

create_a_conga_output_formats_query

Query document output format records in Conga Revenue Lifecycle by posting a CustomQuery body with optional field selection, sorting, criteria, and Limit/Skip paging. Returns Success, Data (Id, Name, Description, RecordOwner), Warnings, and Errors.

create_a_conga_protections_clone

Clone document protection settings in Conga Revenue Lifecycle, copying protections that do not already exist in the destination roles from the source role. Returns the API response envelope: Success, Data, Warnings, Errors. Requires the DocumentProtectionRequest body; missing required values return a 400 error. Required: SourceRoleId, DestinationRoles.

create_a_conga_protections_query

Query document protection settings in Conga CLM. Accepts a JSON query body supporting Distinct, Fields, GroupBy, IncludeTotalCount, SortInfo, CriteriaExpression, Limit, and Skip. Returns the response envelope: Success, Data (protection setting records with Id, Name, ObligationType, Priority, Description, and RecordOwner), Warnings, and Errors.

create_a_conga_fulfillments_query

Query active obligation fulfillments in Conga for the Manage Fulfillment listing, excluding Canceled and Superseded records and, for recurring obligations, overdue plus the next upcoming fulfillment. Returns Success, RecordCount, and fulfillment records with Id, Name, FulfillmentNumber, Status, DueDate, and Priority. Body supports filtering via…

conga_fulfillments_queries_create_2

Query fulfillment records for a specific obligation in a Conga contract. Returns Success, RecordCount, and matching records with Name, Id, Status, ContractNumber, and TotalContractValue. Body supports CriteriaExpression filtering, SortInfo sorting, and Limit/Skip pagination. Required: contract_id, obligation_id.

create_a_conga_objects_export

Export Conga CLM query results for a single object type to Excel or CSV. Returns the export result envelope: Success, Data, Warnings, and Errors. Required: file_name, format.

create_a_conga_multiple_export

Export Conga CLM search results across multiple objects to Excel or CSV. The JSON body is the search query payload (MultipleObjectsSearchQuery). Returns: Success, Data, Warnings, Errors. Required: file_name, format.

create_a_conga_reviews_token

Get an Active Directory access token from Conga CLM for Microsoft 365 Review, used to test Microsoft 365 SharePoint configurations. Returns the API envelope: Success, Data, Warnings, and Errors. Requires an application/json request body matching the upstream AccessTokenRequest schema.

create_a_conga_teamroles_query

Query team role records in Conga CLM by posting a query definition. Returns matching team roles with Id, Name, Description, Action, and IsActive, alongside the result's RecordCount, NextCursor, Success flag, and any Warnings or Errors.

create_a_conga_google_authorize

Generates an access token for the Google service account flow in Conga Review by decrypting the submitted encrypted service account JSON. Returns: AuthToken.

create_a_conga_reconcile_preview_data

Process a Conga X-Author document to prepare reconciliation preview data via field validation, field reconciliation, and clause reconciliation; execution short-circuits when validation finds invalid fields. Sends the document and related details in the PreviewReconciliationRequest body. Returns the ReconciliationResponse preview object.

create_a_conga_preview_data_sametagfield

Preview the same-tag field reconciliation for a Conga X-Author contract document: submit the document's same-tag field entries for reconciliation and get the per-field reconcile results for the preview. Returns a dictionary keyed by tag name whose values are arrays of field reconcile results (FieldReconcileModel).

create_a_conga_execution_result

Retrieve the playbook execution results for a contract in Conga, including clause rule and document rule outcomes. Returns: documentContent, shouldOpenNewInstance, clauseRuleResults, documentRuleResults. Required: execution_id, contract_id, playbook_id.

create_a_conga_content_run

Execute a playbook rule against a contract document's content in Conga. Returns the ExecutionDetails object for the run; the upstream docs do not enumerate its fields. The request body carries the document content and file name. Required: playbook_id, rule_id, contract_id.

create_a_conga_rule_run

Execute a playbook rule against a contract document in Conga using pre-extracted rule text. Returns: executionId, status, executionDocumentId. Required: playbook_id, rule_id, contract_id.

create_a_conga_xauthor_analytic

Add application usage data (analytics/metrics) for X-Author in Conga by posting an AnalyticsRequest JSON payload. Returns a 200 Success response with no response body documented.

create_a_conga_xauthor_log

Log an application exception in Conga X-Author (Revenue Lifecycle). Returns a plain string response on success.

create_a_conga_logs_custom_metric

Log custom metrics for the X-Author user in Conga Revenue Lifecycle. Sends a JSON payload containing the info for the XA version (Advance/Legacy/Desktop). Returns a plain string acknowledgement on success.

create_a_conga_xauthor_schema_metadata

Retrieve the entities from Conga X-Author schema metadata. Returns the list of field group objects; each group's fields are entity-specific and not enumerated in the API reference.

create_a_conga_template_migration_export

Export a Conga Revenue Lifecycle (X-Author) package for template migration by submitting a package migration request containing package details and related migration configuration. Returns an empty response body on success.

create_a_conga_template_migration_import

Import a template package into Conga XAuthor (Conga Revenue Lifecycle). Send a package migration request containing package details with related migration configuration in the JSON body. Returns an empty 200 response on success.

create_a_conga_templates_export

Export a template from Conga Revenue Lifecycle as a .zip file containing the template's metadata and related clauses. Returns the exported template as a binary .zip file stream. Accepts an ExportTemplateRequest body with filter criteria.

create_a_conga_templates_import

Import a Conga X-Author template by uploading the .zip file produced during the template export process as the ImportTemplateFile part of a multipart form request. Returns an opaque binary/string response body; no structured response fields are documented for the import result.

create_a_conga_me

Get agreements owned by the current logged-in user in Conga X-Author, based on the filter criteria, page size, and offset supplied in the request body. Returns an array of agreement records, each including id; the remaining fields follow the org's agreement object schema.

create_a_conga_contracts_recently_viewed

List recently viewed agreements in Conga Revenue. Returns an array of agreement records, each shaped by the X-Author Agreement model; the vendor docs do not enumerate the individual record fields. An optional RequestQueryParam filter body can be supplied; no required parameters.

create_a_conga_contracts_advance_query

Search Conga agreements with advanced search criteria. Returns the matching agreement records as an array. Pass the search criteria — filter expressions, field selection, sorting, offset, and limit — in the request body.

create_a_conga_redline_check_in

Check in and publish the AI redlined document for a contract in Conga X-Author, applying the supplied publish option, attachment id, and clause change details. Returns a plain-string confirmation body on success. Required: contract_id.

create_a_conga_redline_preview

Generate a preview of the updated agreement content based on an AI suggestion in Conga X-Author. Returns the preview content as a string. Required: contract_id.

create_a_conga_content_onedrive_stream

Get a Conga X-Author document's content as a Word Online (OneDrive) stream by posting a WordOnlineDocumentRequest body. Returns the OneDriveResponse object; the Conga source does not enumerate its fields. Required: attachment_id.

create_a_conga_content_no_datepicker

Convert SDT elements (date pickers, drop-down lists) in a Conga X-Author document to plain text and open the converted checked-out document in a new Word instance. Send the document content as the base64-encoded body; returns the converted document content as a string.

create_a_conga_documents_suggested_filename

Get the suggested file name for a document in Conga X-Author. Returns the DocumentFileNameResponse object with the suggested file name; the reference defines the response schema but does not enumerate its fields.

create_a_conga_documents_metadatum

Get agreement details extracted from an uploaded document file in Conga. Returns the document details record including its id and content-type-specific attributes defined by the upstream DocumentDetailsResponse contract.

conga_convert_opcxml_to_html_lookup

Convert document content from OPC XML format to HTML in Conga X-Author. Returns the converted document content as a string of HTML.

create_a_conga_documents_unprotect

Unprotect an agreement document in Conga without entering its password, disabling protection and applying full access based on the request body. Returns a plain string result rather than a fielded object.

create_a_conga_documents_protect

Protect an agreement document in Conga X-Author without entering or sharing its password, based on the fields passed in the request body such as Agreement Name and Protection Level. Returns a string result on success.

conga_documents_protects_create_2

Protect or unprotect one or more Conga documents asynchronously, such as applying a Word edit restriction, by sending the documents and protection configuration in the request. Returns: actionName, isError, success, statusCode, message, job.

create_a_conga_xauthor_document_sync

Sync a document in Conga X-Author (Revenue Lifecycle) by submitting a DocumentSyncRequest JSON payload. Returns a 200 success response; the source documents no response body fields. Requires a DocumentSyncRequest payload.

create_a_conga_document_sync_update_document_property

Update the document properties of an X-Author document in Conga Revenue Lifecycle by posting the serialized document-properties payload. Returns a 200 success response with no response body documented in the upstream spec. Optional query parameter: xaAddinLoadType, the X-Author add-in deployment type.

create_a_conga_encryption_encrypt

Encrypt a provided text string in Conga Revenue Lifecycle (xAuthor). Returns the encrypted text as a plain string.

create_a_conga_xauthor_query

Query dynamic lookup data for an object in Conga X-Author. Returns an array of lookup records whose fields are dynamic and depend on the queried object; the JSON body specifies the fields, entity, search value, search name, and condition. Required: object_name.

create_a_conga_alternates_re_order

Reorder a clause configuration's alternate clauses in Conga X-Author by submitting the clause configuration id together with its alternate clauses in their new order. Returns a 200 success response with no documented response body. Required: clause_id, configuration_id.

create_a_conga_alternates_link

Link alternate clauses to a clause configuration in Conga X-Author, passing the alternate clause IDs in the mapping's clause-ranking order. Returns a 200 success response with no documented response body. The clauseConfigurationId body field is optional. Required: clause_id.

create_a_conga_clause_compare

Initiate an asynchronous clause semantic comparison in Conga X-Author by posting the clause id, its extracted text, and the standard text to compare against. No success response body is documented upstream; progress is polled by comparison id via the status and results endpoints.

create_a_conga_clause_content_mark

Mark plain text as a clause in Conga, applying the clause's boundary and smartness properties to the text. Returns the MarkedContent object for the submitted text.

create_a_conga_xauthor_clause_content

Get a clause's marked content for document insertion in Conga X-Author by clause ID. Posts a ClauseContentRequest JSON body and returns the MarkedContent payload, whose fields Conga documents only by model name. Required: clause_content_id.

create_a_conga_clause_content_markup_metadata

Get the markup clause details for both template and agreement in encoded format in Conga CLM. Returns the markup clause details as an encoded string. Requires a JSON request body following the upstream MarkClauseContentRequest schema.

create_a_conga_clauses_alternate

Get alternate clauses for use in contract negotiations in Conga. Returns the alternate clause response object with vendor-defined fields; the published spec references the AlternateClauseResponse model without enumerating them. Requires an alternate clause request payload in the body.

create_a_conga_alternates_check

Validate alternate clauses in Conga Revenue Lifecycle. Requires a JSON array body where each item carries the clause referenceid and clause config referenceid. Returns the alternate-clause check result; Conga's reference does not enumerate the response fields.

create_a_conga_clauses_query

Fetch all available clauses from the Conga clause library by passing filter criteria in the request body. Returns an array of clause records, each including its id plus additional clause fields defined by the upstream Clause schema.

create_a_conga_clauses_advance_query

Filter clauses in the Conga Revenue Lifecycle Solution clause library by POSTing a SearchRequest filter object. Returns matching clause records with id and attributes defined by the upstream Clause schema; the field set is not enumerated in the Conga docs.

create_a_conga_clauses_promote

Promote a marked clause from an agreement into Conga's clause library so it can be reused in the original agreement even after document regeneration or shared with other agreements and users. Returns the promoted clause's Template record; the…

create_a_conga_clauses_original

Create one or more original agreement clause records for a contract in Conga X-Author based on the agreement id. Sends a clause entry request payload and returns a boolean indicating whether the records were created. Required: contract_id.

conga_clauses_originals_create_2

Create one or more original agreement clause records for a file attached to a specific version of a contract document in Conga X-Author based on the agreement id. Returns a boolean indicating whether the records were created. Required: contract_id, document_version_id, file_id.

conga_clauses_originals_create_3

Create original entries for the agreement clauses of a contract document version using its metadata file in Conga X-Author. Sends a clause entry request payload and returns a boolean indicating whether the records were created. Required: contract_id, document_version_id, metadata_file_id.

create_a_conga_clauses_final

Create one or more agreement clauses as final in Conga X-Author for the specified contract, based on the agreementId supplied in the parameters. Returns a boolean success result. Send the AgreementClauseEntryRequest payload in the body. Required: contract_id.

conga_clauses_finals_create_2

Finalize the clause entries of a specific document within a Conga X-Author contract. Returns no response body on success. Required: contract_id, document_id.

create_a_conga_documents_check_in

Check in a document for a specific agreement in Conga. Sends the CheckInRequest check-in parameters and returns the DocumentCheckInResponse check-in result (Conga's published reference names this response type but does not enumerate its fields). Required: contract_id.

create_a_conga_documents_version

Get all document versions associated with a specific agreement in Conga. Implemented as a POST; returns the matched document version records. Returns: id, name, contentType, body, owner, parentId, lastModifiedBy, lastModified, createdByDate, createdBy, documentVersionId, contentBytes, version, size, action, and 13 more. Required: contract_id.

create_a_conga_documents_regenerate

Regenerate the agreement documents of a contract in Conga X-Author with the selected template. Sends a Regenerate Agreement Request JSON body and returns a plain-text string result on success (the 200 response body is a bare string with no structured fields). Required: contract_id.

create_a_conga_documents_compareandmerge

Compare and merge documents for a contract in Conga X-Author. Returns a CheckInResponse object on success (the API reference does not enumerate its fields). Required: contract_id.

create_a_conga_documents_lock_status

Get the current lock status of an agreement in Conga Revenue Lifecycle. An open agreement is locked by one user for editing and cannot be checked out by anyone else. Returns the agreement's LockStatus object; fields are defined by the upstream model and not enumerated in the docs. Required: contract_id.

create_a_conga_documents_release_lock

Release the lock on an agreement's documents in Conga; once released, the agreement can no longer be edited or checked in. Returns the LockStatus object; the vendor reference does not enumerate its fields. Required: contract_id.

create_a_conga_document_acquire_lock

Lock an agreement document in Conga Contracts (X-Author) so that, with the lock acquired, the user can edit the document and check it in. Returns the vendor's LockStatus object; the vendor reference does not enumerate its fields. Required: contract_id, documentid.

create_a_conga_documents_import_offline

Import an offline agreement document into an existing contract record in Conga. Returns the import result object; the vendor docs reference an ImportOfflineAgreementResponse but do not enumerate its fields. Required: contract_id.

create_a_conga_documents_create_offline

Create a new offline agreement in Conga Revenue Lifecycle: creates a new contract document and affixes it to a new contract record. Returns the created agreement response including its id and upstream-defined attributes. Requires the agreement information (record type, account name, contact id) in the request body.

create_a_conga_documents_create_offline_multipart

Create a new offline agreement in Conga X-Author by uploading a contract document that is affixed to a newly created contract record. Returns the ImportOfflineAgreementResponse import result object; the upstream spec does not enumerate its fields.

create_a_conga_documents_import_offline_multipart

Import an offline agreement document into an existing Conga contract record via multipart form upload. Returns the import result with its id and DTO-specific attributes. Required: contract_id.

create_a_conga_documents_store_executed_multipart

Create a store executed agreement in Conga: upload the executed document as multipart form data and affix it into a new contract record. Returns the import result with its id and attributes (ImportOfflineAgreementResponse fields). Pass agreement details (Record Type, Account Name, and Contact ID) via ContractAttributes.

create_a_conga_contract_check_in

Trigger a contract check-in in Conga X-Author for the agreement identified by contract_id, running post check-in activity such as reconciliation, PDF file creation, and metadata processing without reading file content. Returns the DocumentCheckInResponse result of the check-in. Required: contract_id.

create_a_conga_document_markup_document

Extract and mark the clauses and fields in a contract document and update its metadata via Conga Discovery AI. Returns the extracted document response (documented request-side fields include content and agreementId). Required: contractid, attachment_id.

conga_fields_retrieve_datas_lookup

Retrieve locale-based formatted field values for a metadata record in Conga X-Author. Returns an array of locale-formatted field value objects following the upstream LocaleFormattedFieldResponse model, whose item fields are not enumerated in the upstream reference. Required: metadata_id.

create_a_conga_fields_mark_content

Mark document content as a field in Conga X-Author, creating a new field record from the highlighted content. Returns the marked-content record for the newly marked field. Requires a request body carrying the field marking details.

conga_fields_mark_contents_create_2

Mark document content as a field using the V2 contract in Conga X-Author, creating a new field record from the highlighted content. Returns the marked-field record for the newly marked field. Required: mark_content_id and a request body carrying the field marking details.

create_a_conga_data_retrieve

Retrieve field-related information from Conga X-Author based on field parameters passed in the request body. Returns an array of field-data records, each with its id and schema-specific FieldDataResponse attributes; the vendor does not document the individual fields.

create_a_conga_references_metadatum

Retrieve field metadata for one or more field reference strings in Conga X-Author. Returns a map keyed by each requested field reference, whose values are the corresponding field metadata (Field) objects; the Field object's properties are provider-defined. The request body is a JSON array of field reference…

create_a_conga_fields_validate

Validate the fields data in a document using Conga X-Author. Returns the field validation response object; the vendor does not document its field-level shape.

conga_fields_validates_create_2

Validate the fields data in a document against V2 metadata using Conga X-Author. Returns the field validation response object; the vendor does not document its field-level shape.

create_a_conga_data_fetch

Fetch locale-based formatted field values for Conga X-Author document fields. Returns an array of field entries (id, attributes — the entry keys are not enumerated in the published reference and depend on the requested fields). Requires a document-fields request body (DocumentObjectRequest) and the OrgType header (defaults to RLP).

create_a_conga_field_validate

Validate the fields of a document for a given object and field in Conga Revenue Lifecycle. Returns a field validation response describing the validation results for the object. Required: object_name, object_id, field_api.

create_a_conga_intelligent_imports_document

Submit a document for the extraction process through the Conga CLM intelligent import API. Requires the document request payload (IDEDocumentRequest) in the body. Returns a 200 success response; the upstream API does not document the response body fields.

create_a_conga_documents_mark_clauses_and_field

Extract and mark the clauses and fields in a document as part of Conga's intelligent import. Returns the extracted document response with its id and its schema-specific attributes, whose fields are defined by the upstream IDEExtractedDocumentResponse model.

create_a_conga_documents_retrieve_property

Retrieve the doc fields and clauses properties for a contract document in Conga X-Author Intelligent Import. Returns the doc fields and clauses payload (Conga's vendor-defined IDEDocFieldsAndClauses model); its structure is not enumerated in the source documentation. Required: retrieve_property_id.

create_a_conga_insights_query

Query risk insights data for a Conga X-Author intelligent import. Send a RiskInsightRequest JSON body; the vendor docs do not enumerate its fields. Returns the RiskInsightResponse with its name, in, required, and schema fields.

create_a_conga_risks_insight

Add a Risk Insights score for Intelligent Import risks in Conga X-Author. Returns the risk insight response defined by the upstream RiskInsightResponse schema; the docs reference it by name without enumerating its fields. The JSON body follows the RiskInsightAddRequest schema.

conga_risks_insights_bulk_update

Update an existing Risk Insights score for Intelligent Import risks in Conga X-Author. Returns the risk insight response defined by the upstream RiskInsightResponse schema; the docs reference it by name without enumerating its fields. The JSON body follows the RiskInsightUpdateRequest schema.

create_a_conga_insight_delete

Delete risk insights via the Conga X-Author intelligent imports API. Sends a RiskInsightDeleteRequest JSON body and returns the RiskInsightResponse object with schema-specific fields defined upstream.

create_a_conga_xauthor_token

Create an X-Author auth token in Conga by posting login credentials to the token endpoint. Returns the upstream AuthToken object with schema-specific fields.

create_a_conga_ufc_repeat_data

Get the repeat and section data table for a contract in Conga X-Author's UFC screen. Returns an array of repeat and section data rows (UFCRepeatResponse items) for the given contract. Required: contract_id.

create_a_conga_ufc_update_document

Update repeat and section data for a contract's UFC screen in Conga Revenue Lifecycle Solution. Sends a UFC table request payload and returns a plain string confirmation on success. Required: contract_id.

create_a_conga_user_users_by_type

Fetch xAuthor users by type in Conga Revenue by posting a request query parameters payload. Returns a 200 success response; Conga documents no response body fields for this endpoint.

conga_contract_signstatus_bulk_update

Update a contract's signature status (signed, declined, or out for signature) in Conga. Returns: Success, Data, Warnings, Errors. Intended for consumption by the eSign Service API. Required: contract_id.

conga_config_management_crm_connections_bulk_update

Toggle the connect to CRM configuration flag in Conga X-Author by sending the new state as a JSON boolean body (true to turn the configuration on, false to turn it off). Returns an empty 204 response on success.

conga_field_record_types_bulk_update

Convert the RecordType field to ContractType in Conga X-Author templates, updating existing records so each gains a new ContractType key carrying the original RecordType data. Returns the template lock status object; the upstream schema does not enumerate its fields. Any value passed as data confirms the action. Required: data.

delete_a_conga_clause_alternate_by_id

Unlink alternate clauses from a clause configuration in Conga Revenue Lifecycle. Returns an empty 200 response on success. Required: id, clause_id.

create_a_conga_auth_exchange

Exchange an authorization code for an authenticated Conga session through the Ingress auth API. Requires the auth exchange request body. The upstream API documents no success response body for this operation - only 400 and 500 error responses.

list_all_conga_auth_sessions

Check the current authentication session in Conga Revenue Lifecycle. Returns an empty 204 response on success.

create_a_conga_auth_logout

Log out of the Conga Revenue Lifecycle solution, clearing the session cookie and performing related session cleanup. Requires no parameters. Returns an empty 204 response on success.

create_a_conga_documents_generate

Generate a document in Conga by merging one or more templates with data collected from the Conga Platform or passed inline. Returns the queued async job (id, status, createdDate) plus success, statusCode, and message. The merge request (request) carries data, templates, and outputConfig.

create_a_conga_documents_join

Join documents from multiple sources into a single document in Conga, delivering the joined output to one or more destinations. Returns the queued job (id, status, errorReason, createdDate), success, statusCode, and message. Requires documents and outputConfig.

create_a_conga_documents_convert

Convert one or more documents from one format to another in Conga. Queues an async conversion job whose generated documents can be delivered to one or more destinations. Returns: actionName, isError, success, statusCode, message, job.

conga_documents_convert

Convert a Conga document to a different format, such as PDF. Returns: actionName, isError, success, statusCode, message, job. The conversion is queued asynchronously and the generated document can be delivered to one or more destinations. Required: document_id.

create_a_conga_documents_procese

Submit a document process request to Conga to queue asynchronous document generation. Returns: actionName, isError, success, statusCode, message, job.

create_a_conga_document_procese

Process a document by id in Conga's document generation service. Returns the queued async workflow job with job id, status, createdDate, plus success, statusCode, and message. Required: document_id.

get_single_conga_cs_package_document_by_id

Get a Conga Sign document within a package by id, including its data elements, approvals, and fields. Required: id, package_id.

conga_cs_package_documents_create_2

Update a single Conga Sign document by sending its JSON document structure or multi-part data. Returns the updated Document object including id, name, description, index, approvals, and fields. Required: package_id, document_id.

update_a_conga_cs_package_document_by_id

Update the specified Conga Sign document in a package by sending its JSON document structure. Returns the updated Document object including id, name, description, index, approvals, and fields. Required: id, package_id.

delete_a_conga_cs_package_document_by_id

Delete a document from a Conga Sign package by id. Returns an empty 204 response on success. Requires id and package_id. Required: id, package_id.

create_a_conga_cs_package_document

Add a new document to an existing Conga Sign package by uploading a document file. Returns the created Document object including id, name, description, index, approvals, and fields. The file is sent as the multipart File part. Required: package_id.

conga_cs_package_documents_bulk_update

Update (e.g. re-order) the documents in a Conga Sign package. Returns the updated document including its id, name, description, index, data, approvals, and fields. Required: package_id.

conga_cs_package_documents_bulk_delete

Delete multiple documents from a Conga Sign package, identified by their document ids. Returns an empty 204 response on success. Required: package_id.

get_single_conga_documents_zip_by_id

Download a zip file containing all documents added to a Conga Sign package. Returns the zipped documents as a binary file. Required: id.

get_single_conga_documents_visibility_by_id

Get the document visibility configuration for a Conga Sign package, showing which signer roles can view each document during a Signing Ceremony. Returns: documentUid, roleUids. Required: id. Documents not listed are visible to all recipients.

create_a_conga_documents_visibility

Set which signer roles can view each document in a Conga Sign package during a Signing Ceremony. Returns an empty 204 response on success. Documents not included become visible to all recipients. Required: package_id.

get_single_conga_document_original_by_id

Download the original PDF document that was included in a Conga Sign package. Returns the original PDF file contents rather than a JSON record. Required: id, package_id.

get_single_conga_document_pdf_by_id

Get a specific document from a Conga Sign package in PDF form. Always returns the PDF version of the document, even if it was originally submitted in a different format. Returns the PDF document content as a string. Required: id, package_id.

list_all_conga_document_pages

Retrieve a specific page of a document in a Conga Sign package. Returns the page as a .png image file. Required: package_id, document_id, index.

create_a_conga_documents_sign_confirm

Create a signature confirmation for a document in a Conga Sign package, confirming that the application can execute the signing process on the document. Returns the signed document object with schema-specific fields. Required: package_id.

create_a_conga_documents_signed_document

Sign all documents in a specified Conga Sign package. Returns a 200 OK signed-documents result. Required: package_id.

conga_document_layouts_lookup

Apply a layout to a document in a Conga Sign package, repositioning its fields per the layout. Returns an empty 204 response on success. Required: package_id, document_id. Supply either layoutId or layoutName to identify the layout.

get_single_conga_all_documents_zip_by_id

Download a zip archive of all documents in a Conga Sign package, including both signable and supporting documents (unlike the signable-only zip). Returns the zip file content as binary. Required: id.

conga_document_fields_bulk_update

Replace a Conga Sign document's approvals and imprint fields with the arrays provided. Returns the replaced DocumentFields object. Omitted arrays leave that field type unchanged; empty arrays delete all fields of that type. Required: package_id, document_id.

get_single_conga_job_by_id

Get information about a specific job in Conga Document Automation. Returns the job's id, status, and result, where result lists the documents generated by a completed job. Required: id.

create_a_conga_template_generation_start

Start an asynchronous template generation job in Conga. Returns an empty 202 response on success; the started job streams AG-UI events and can raise pending questions to answer afterwards. Requires a JSON request body (StartGenerationRequest).

list_all_conga_template_generation_events

Stream AG-UI CustomEvent frames for a Conga template-generation job over Server-Sent Events; the stream closes naturally after OnDone or OnError is emitted. Returns an SSE stream whose event payloads are event-specific. Required: job_id.

create_a_conga_template_generation_answer

Submit an answer to a pending question in a Conga template generation job. Returns an empty 204 response on success, or 404 if the job has no pending question. Required: job_id.

create_a_conga_document_conversion_pdf

Convert an uploaded document to a PDF in Conga Revenue Lifecycle. Returns the converted document as a raw binary PDF stream, not a JSON object.

create_a_conga_document_conversion_html

Convert an uploaded Word document (.doc or .docx) into a CKEditor-compatible HTML body fragment in Conga. Returns a text/html body fragment (no html/head/body wrapper) with inline styles and data-region-id attributes; the content depends on the uploaded file.

conga_salesforces_search

Search Salesforce Leads, Contacts and Users in Conga Revenue Lifecycle by a search term. Returns matching records with id and content-type-specific attributes whose shape depends on the connected Salesforce org's schema. All parameters are optional.

get_single_conga_salesforce_object_type_by_id

Get the Salesforce object name and object type for a record in Conga Revenue Lifecycle by record id. Returns the vendor-defined SalesforceObjectResult payload (the record's object name and type); the upstream docs do not enumerate its fields. Required: id.

list_all_conga_salesforce_templates

List managed package Salesforce templates for the current customer's org. Returns template records with their id and attributes; fields vary by template type (CET, CGT, ContentDocument, Document, SalesforceMailMerge). Filters available by name, docType, type, and template groups.

conga_salesforce_templates_get_preview

Preview a Salesforce template in Conga by streaming its rendered file from the Salesforce Connect API. Supports PDF, HTML, DOC, DOCX, XLS, XLSX, PPT, and PPTX render types. Returns the raw rendered file stream as binary with no JSON body. Required: template_id.

get_single_conga_salesforce_attachment_by_id

Get the recent attachments and files for a Salesforce record in Conga Revenue Lifecycle. Returns the attachment response with provider-defined fields (id, attributes). By default only attachments with allowed document extensions are returned. Required: id.

get_single_conga_salesforce_related_contact_by_id

Fetch the related contacts for a given Salesforce record in Conga Revenue Lifecycle. Returns the related contact records as id plus Salesforce-org-specific contact attributes. Required: id.

conga_salesforce_sample_records_lookup

Retrieve sample records for a specified Salesforce master object in Conga Revenue. Returns the sample records as a payload whose fields depend on the selected master object.

get_single_conga_merge_by_id

Get merge info for a merge in Conga Composer by id (the merge correlation ID). Returns: correlationId, infoObject, congaOrgId. Required: id.

create_a_conga_merge

Initiate a merge workflow in Conga Composer by posting the merge request inputs as a ComposerMergeRequest JSON body; the API translates them into data sets and starts the merge. Returns: id, attributes (ComposerMergeResponseModel fields). See the Conga Composer API Use Cases documentation for the request structure.

conga_merges_reject

Reject a merge in Conga Composer while it is in the preview state so no post-merge actions run; only applies when the merge was initiated with the DS7Preview flag set to 1. Returns: correlationId, infoObject, congaOrgId. Required: correlation_id.

get_single_conga_accept_by_id

Accept a Conga merge job while it is in the preview state (initiated with DS7Preview set to 1), triggering post-merge operations, delivery actions, and billing completion. Returns the MergeInfo record: id, attributes. Required: id.

create_a_conga_merge_upload

Upload a JSON data file, with optional template files, to initiate a Conga Composer merge workflow. Returns the merge response including id and attributes with the merge details. The merge runs as an asynchronous workflow; track its progress using the returned id.

get_single_conga_merge_preview_by_id

Get the list of merged and preview document URLs that a Conga merge produced, by Composer correlation ID. Returns an array of merged/preview document records; each record's fields are vendor-defined (MergedPreviewDocument). abc123_DatasetJson). Required: id.

create_a_conga_post_merge

Trigger deferred post-merge operations (delivery actions, save copy, activity/task creation, field updates, email, destinations, sign) for a Conga merge initiated with isPostMergeDeferred=true that has reached MergeCompleted status. Returns the post-merge result with its upstream-defined attributes. Required: correlation_id.

create_a_conga_email_send

Send an email with attachments in Conga using providers such as SES, Salesforce (SF), or SendGrid. Recipient, subject, and body details are passed as form fields such as EmailTo.Address, EmailSubject, and EmailTextBody. Returns an empty 204 response on success.

create_a_conga_email_merge

Merge a Conga Revenue Lifecycle email template with Salesforce information or the JSON payload from the original merge request. Returns an empty response body on success.

create_a_conga_delivery_sign

Generate a sign package URL for an email delivery in Conga. Returns the sign package response with the generated signing url. Required: delivery_id.

list_all_conga_configuration_environment_infos

Get the environment and region details from the Conga configuration service. Returns the environment info as a JSON object typed upstream as EnvironmentInfoResponse; the vendor docs do not enumerate its fields, so the response shape is vendor-defined.

list_all_conga_templates

List the merge templates available in Conga. Returns merge template records including their id.

create_a_conga_template

Create a new merge template entry in Conga. Returns the created template record including its id. Requires a template request body. Required: templateName.

get_single_conga_template_by_id

Get a single merge template by id. Returns the template record including its id. Required: id.

update_a_conga_template_by_id

Update a merge template by id. Returns the updated template record including its id. Required: id.

delete_a_conga_template_by_id

Delete a merge template by id. The upstream response body shape is not documented. Required: id.

create_a_conga_preview

Generate a preview in Conga by merging a dataModel with a template. Returns the merged HTML document as a binary stream (application/octet-stream), not a JSON record. Requires a JSON request body carrying the dataModel and template to merge.

list_all_conga_feature_flags

Evaluate a LaunchDarkly feature flag in Conga Advantage Platform for a given Salesforce org. Returns the flag evaluation result as an opaque binary payload with no documented field structure. Required: feature_flag_name.

list_all_conga_orchestrate_merges

Get the Orchestrate merge response from the Conga Composer ingress API (v2). Returns the Orchestrate API's JSON response object with fields the vendor specification does not enumerate; 204 signals no content. No required parameters.

create_a_conga_orchestrate_merge

Submit an Orchestrate merge request to the Conga Composer ingress API (v2), sending the merge request payload as a JSON request body. Returns the Orchestrate API's JSON response object with fields the vendor specification does not enumerate; 204 signals no content.

conga_orchestrate_merges_create_2

Submit an Orchestrate merge request through the v3 merge endpoint of the Conga Composer ingress API, sending the merge request payload as a JSON request body. Returns the Orchestrate API's JSON response object with fields the vendor specification does not enumerate.

list_all_conga_oauth_proxies

Fetch the Conga Orchestrate OAuth proxy page that initiates the PKCE OAuth flow in the browser. Returns a self-contained HTML page streamed as binary content rather than a JSON object. Takes no parameters.

list_all_conga_oauth_starts

Start the OAuth PKCE flow for Conga Orchestrate: generates a code verifier/challenge, stores it, and redirects to the Salesforce authorization endpoint. Returns an opaque redirect stream (binary), not a JSON body. All query parameters are optional.

list_all_conga_oauth_callbacks

Handle the OAuth callback redirect from Salesforce for Conga Orchestrate: completes the PKCE code exchange, obtains tokens, and establishes the Orchestrate connection. Returns an opaque IActionResult result with no enumerable JSON fields.

conga_connection_revokes_bulk_delete

Revoke the Orchestrate connection for the authenticated Conga tenant. Returns a 200 ActionResult containing the Orchestrate revoke response; the upstream docs reference the OrchestrateRevokeResponse schema but do not enumerate its fields. Takes no request parameters.

create_a_conga_migration_run_solution_status_fix

Run the ComposerSolution status migration job in Conga Composer. Finalized records using status "Draft" are updated to "Complete". Takes no parameters and returns an opaque Composer job-status response whose fields the upstream docs do not enumerate.

create_a_conga_json_dataschemaprocese

Submit free-form JSON data to Conga's ingress data schema processor and get the processed data schema JSON back. Both the request body and the 200 response are dynamic JSON documents with no fixed field structure documented upstream, so pass your ingress payload as-is and read back whatever schema JSON the processor returns.

create_a_conga_json_datatranslateprocese

Run JSON data through the Conga Revenue data translate process on the ingress API. Returns the processed result as a plain JSON string; the upstream API documents no structured fields for this response.

list_all_conga_templates_emails

List all email templates in Conga Revenue Lifecycle, spanning Salesforce and Platform templates. Returns template records with their id and template-type-specific attributes (the field set differs between Salesforce and Platform templates). Page size defaults to 100.

get_single_conga_templates_email_by_id

Get an email template by identifier in Conga Revenue Lifecycle. Returns the template's id along with its upstream-defined attributes (the API reference does not enumerate the remaining template fields). Required: id.

create_a_conga_draft

Save a solution draft in Conga before it proceeds to the Deploy tab. Returns: errors, debugInfo, isSuccess, isFailure. Requires the draft solution data in the request body.

get_single_conga_draft_by_id

Retrieve a Conga draft solution by its ID. Returns: errors, debugInfo, isSuccess, isFailure, data. Required: id.

list_all_conga_solutions

List Conga solutions with optional partial-match name search, creator filter, and sorting. Returns each solution's id, name, description, createdBy, createdDate, and lastModifiedDate. Sort defaults to lastModifiedDate descending.

create_a_conga_solution

Create a new solution in Conga from a solution creation payload. Returns the created solution record including its id, name, description, createdBy, createdDate, and lastModifiedDate.

get_single_conga_solution_by_id

Get a single Conga solution by id. Returns the solution record including its id, name, description, createdBy, createdDate, and lastModifiedDate. Required: id.

update_a_conga_solution_by_id

Partially update an existing Conga solution by id, patching only the fields supplied in the payload. Returns the updated solution record including its id, name, description, createdBy, createdDate, and lastModifiedDate. Required: id.

delete_a_conga_solution_by_id

Delete a Conga solution by id. Returns an empty 204 response on success. Required: id.

conga_solution_snippets_lookup

Retrieve the code snippet for a specific language and solution in Conga. The 200 response body is the generated code snippet itself, with no documented field structure.

list_all_conga_solution_languages

List the coding languages available for a Conga solution's deploy step. Requires no parameters. Returns the language collection; the vendor documents no field-level schema or example for this response body.

list_all_conga_solution_salesforce_contacts

Search Salesforce contacts in Conga Revenue Lifecycle by a search term. Returns a successful 200 response; the contact field set is not documented in Conga's API reference.

list_all_conga_custom_brandings

List all uploaded custom branding logos in Conga Revenue. Returns: id, logoMimeType, logoPath, customName, lastModifiedDate, logoImage, logoFileContent.

create_a_conga_custom_branding

Upload a custom branding logo file with a custom name to Conga Revenue. Returns: id.

get_single_conga_custom_branding_by_id

Get a custom branding logo's file details by id in Conga Revenue. Returns: errors, debugInfo, isSuccess, isFailure, data. Required: id.

update_a_conga_custom_branding_by_id

Update a custom branding logo's image and/or custom name by id in Conga Revenue. Returns: id. Required: id.

delete_a_conga_custom_branding_by_id

Delete a custom branding logo by id in Conga Revenue. Returns an empty 204 response on success. Required: id.

conga_custom_brandings_download

Download the logo file of an uploaded custom branding in Conga by id. Returns the raw logo file binary, not a JSON object. Required: custom_branding_id.

list_all_conga_connection_status

Get the Orchestrate connection status in Conga. Returns the status payload documented upstream only as the OrchestrateConnectionStatusResponse ActionResult reference, whose fields the vendor does not enumerate — the body is therefore content-type-specific.

get_single_conga_activity_by_id

Get all approval activities (comments) for a context object in Conga. Returns a list of comment records, each with an id and an attributes object including date and commenter information. Required: id, object_type.

create_a_conga_adhoc_procese

Define an ad hoc approval process in Conga Revenue. Posts the ad hoc process definition payload (AdhocProcessDefnPayloadDTO) and returns the defined process information as the same DTO object; the upstream reference does not enumerate its fields.

get_single_conga_adhoc_procese_by_id

Get a saved ad hoc approval process from Conga Revenue by context object type and id. Returns the ad hoc process definition as an AdhocProcessDefnPayloadDTO object (fields not enumerated upstream). Retrievable only after the process is saved but before it is submitted. Required: id, object_type.

delete_a_conga_adhoc_procese_by_id

Delete a saved ad hoc approval process from Conga Revenue by context object type and id. Returns a boolean that is true if the ad hoc approval was deleted. Required: id, object_type.

create_a_conga_adhoc_process_submit

Submit an ad hoc approval for a given context object in Conga. Returns the ad hoc process definition payload with id and attributes containing all request and approval information for the submitted object. Required: ObjectId, ObjectType.

create_a_conga_resubmit

Resubmit an ad hoc approval process in Conga Approvals, submitting all data from a process already submitted. Returns the resubmitted process definition (AdhocProcessDefnPayloadDTO); the API references this schema but does not enumerate its fields. Required: object_type, object_id.

get_single_conga_post_submit_by_id

Get a submitted ad hoc process definition from Conga Approvals by context object type and identifier. Returns the post-submit AdhocProcessDefnPayloadDTO record: its id plus the definition-specific fields in attributes. Required: id, object_type.

get_single_conga_async_operation_status_by_id

Get the status of an asynchronous operation in Conga Approvals by its correlation id. Returns the API response envelope: Success, Data (the async operation for the correlation id), and StatusCode. Required: id.

list_all_conga_backup_admins

Get the backup administrator for the currently logged-in user in Conga Approvals. Returns the backup admin's user info as an array of AdminUserResponse records (upstream does not enumerate the record fields). No required parameters.

create_a_conga_backup_admin

Create or update (upsert) the backup admin user in Conga Approvals. Takes a BackupAdminUser JSON body whose field list the upstream API does not publish. Returns the saved backup admin user record: id plus its schema-defined attributes.

conga_backup_admins_bulk_delete

Delete the backup admin user for the currently logged-in user in Conga Approvals. Returns a boolean — true if the backup administrator was deleted.

list_all_conga_search_backup_delegates

List backup and delegate approvers in Conga Revenue Lifecycle. Returns approver records including id, UserInfo, EffectiveDate, ExpirationDate, backupApproverId, currentUserId, transferInflight, and IsDelegate. Optional filter (e.g. IsActive = 'true').

create_a_conga_backup_delegate

Create or update a backup or delegate approver in Conga. Returns the saved record including Id, UserInfo, EffectiveDate, ExpirationDate, and IsDelegate (true when assigning a delegate). Requires a JSON backupDelegatePayload body.

get_single_conga_backup_delegate_by_id

Get a single backup or delegate approver in Conga by id. Returns the approver record including Id, UserInfo, EffectiveDate, ExpirationDate, and IsDelegate. Required: id.

delete_a_conga_backup_delegate_by_id

Delete a backup or delegate approver in Conga by id. Returns a Boolean — true when the record was deleted. Required: id.

conga_backup_delegates_activate

Activate a backup or delegate approver in Conga by record id. Returns the updated record including Id, UserInfo, EffectiveDate, ExpirationDate, and IsDelegate. Required: backup_delegate_id.

conga_backup_delegates_deactivate

Deactivate a backup or delegate approver in Conga by record id. Returns the updated record including Id, UserInfo, EffectiveDate, ExpirationDate, and IsDelegate. Required: backup_delegate_id.

list_all_conga_backup_delegates_stats

Count backup and delegate approvers in Conga Revenue Lifecycle. Returns the count payload with upstream-defined count fields under attributes.

list_all_conga_business_objects

List the business object types available for approvals in Conga. Returns the available type names, such as opportunity, agreement, proposal, product configuration, line item, agreement clause, and agreement line item.

list_all_conga_business_objects_assignee_picklists

List valid assignee type values for all business objects in Conga Approvals, for use as the assignee ID in a process step's Related User assignee type. Returns the picklist item record with its id and schema-specific attributes; the field-level shape is defined by the AssigneeTypePicklistItemResponse schema upstream. Takes no parameters.

list_all_conga_business_object_assignee_picklists

List the valid assignee type picklist values for a business object in Conga Approvals, used as the assignee ID for the Related User assignee type in a process step. Returns the list of assignee type picklist values. Required: name.

list_all_conga_business_object_custom_user_fields

List a business object's custom user fields in Conga Revenue Lifecycle, used in the Custom User assignee type for a process step. Returns each custom user field's id and business-object-specific attributes (fields are configured per business object). Required: name.

conga_custom_user_field_validates_validate

Validate a custom assignee payload for a business object in Conga. Returns the validation result for the business object's custom user fields; the upstream reference does not document the response's field-level shape. Required: name, custom_user_field_id.

list_all_conga_business_object_fields

List the fields of a Conga Approvals business object. Returns an array of field metadata records as id plus schema-specific field attributes. Required: name.

list_all_conga_business_object_child_types

List the available child object types for a named business object in Conga Revenue Lifecycle. Returns an array of child object type names (strings). Required: name.

list_all_conga_business_object_processes

List the approval processes configured for a business object in Conga. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, CustomProperties, Active, IsAdhoc, ObjectName, ObjectType, and 4 more. Set active to true for only active processes, false for only inactive, or omit it to return all. Required: name.

create_a_conga_business_object_reorder_process

Reorder the approval processes of a business object in Conga Approvals; the order of the processes in the payload determines the new sequence. Returns the reordered process list with Id, Name, Active, ProcessName, ProcessType, and Sequence. Required: name.

list_all_conga_business_object_rules

Get a business object's rules. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, CustomProperties, Active, ApprovalCount, ApprovalPercent, ApprovalPolicy, BusinessObject, ContinuePolicyApprovalOnAReject, RuleCriteria, CriteriaFieldNames, Description, Dimension1Id, and 18 more. Required: name.

list_all_conga_rules_stats

Count all rules for a named business object in Conga Approvals. Returns a dictionary of rule counts with active and inactive keys. Required: name.

list_all_conga_email_templates

List all available email templates. Returns: Id, Name, IsActive, IsDeleted, ObjectName, TemplateType, Body, HtmlValue, Subject, OwnerId, EmailTemplateCategory, AccessType, Description.

conga_email_templates_list_2

List email templates filtered by category. Returns: Id, Name, IsActive, IsDeleted, ObjectName, TemplateType, Body, HtmlValue, Subject, OwnerId, EmailTemplateCategory, AccessType, Description. Required: email_template_category.

conga_email_templates_list_3

List email templates for business object and category. Returns: Id, Name, IsActive, IsDeleted, ObjectName, TemplateType, Body, HtmlValue, Subject, OwnerId, EmailTemplateCategory, AccessType, Description. Required: name, email_template_category.

list_all_conga_business_object_email_templates

List email templates for a specific business object type in Conga Approvals. Returns the list of email template records, each with an id plus upstream-defined template fields (attributes). Required: name.

list_all_conga_proceses

Search Conga Approvals processes by business object name and optional criteria. Returns: Success, RecordCount, TotalTime, Data, Errors, StatusCode, HasMoreRecords. Results up to the stated or default limit. Required: businessObjectName.

create_a_conga_procese

Create an approval process in Conga Approvals with an ApprovalProcessLiteDTO request body. Returns the created process object with its Id, Name, and Description.

get_single_conga_procese_by_id

Get an approval process in Conga Approvals by its globally unique platform ID. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, CustomProperties, ObjectName, ObjectType, Active, AdhocStepAutoReapprove, ApprovalSummaryPage, AutoReapprovalStatusLabel, BackupAdminUserId, Description, and 51 more. Required: id.

update_a_conga_procese_by_id

Update an approval process in Conga Approvals by its ID. Returns the updated process definition. Required: id.

delete_a_conga_procese_by_id

Delete an approval process in Conga Approvals by its ID. Returns: boolean true if the process was deleted. Required: id.

conga_proceses_activate

Activate an approval process in Conga by id. Returns the activated approval process definition with its id and content-type-specific attributes. Required: proces_id.

conga_proceses_deactivate

Deactivate an approval process in Conga by id. Returns the deactivated approval process definition with its id and content-type-specific attributes. Required: proces_id.

conga_proceses_clone

Clone an approval process in Conga by id. Returns the cloned approval process definition with its id and content-type-specific attributes. Required: proces_id.

create_a_conga_process_reorder_process

Reorder a list of approval processes. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, CustomProperties, ObjectName, ObjectType, Active, AdhocStepAutoReapprove, ApprovalSummaryPage, AutoReapprovalStatusLabel, ConsolidateApprovals, BackupAdminUserId, ConsolidateNotifications, ContextType, and 49 more.

list_all_conga_process_unreferenced_steps

List the step names available as dependencies for a step in a Conga approval process. Returns a JSON array of step name strings — each entry a possible stepName the current step could depend on. Required: proces_id.

list_all_conga_process_step_step_dependencies

List all step dependencies. Required: proces_id, process_step_id.

update_a_conga_process_process_step_by_id

Update an approval process step in Conga Revenue Lifecycle by its ID within a given process. Returns the full approval process definition including the updated step. Required: id, proces_id, Active, EscalationEnabled, ReminderEnabled, StepName, StepType, AssigneeType.

delete_a_conga_process_process_step_by_id

Delete an approval process step from a given process in Conga Revenue Lifecycle by its ID. Returns the resulting process-and-steps structure without the deleted step as a boolean. Required: id, proces_id.

list_all_conga_process_process_steps

List approval process steps for a given process in Conga Revenue Lifecycle. Returns an array of process step objects. Required: proces_id.

conga_process_process_steps_activate

Activate an approval process step in Conga Revenue Lifecycle by process and step IDs. Returns the full approval process definition. Required: proces_id, process_step_id.

conga_process_process_steps_deactivate

Deactivate an approval process step in Conga Revenue Lifecycle by process and step IDs. Returns the approval process definition listing active steps without the deactivated step. Required: proces_id, process_step_id.

create_a_conga_step_group_reorder

Reorder the steps of a step group in a Conga approval process. Returns the updated step-group object (ProcessStepGroupDTO) with its id and attributes. Sends a ProcessStepGroupDTO JSON body carrying the new step order. Required: proces_id, step_group_id.

list_all_conga_process_validates

Check for a Conga Revenue Lifecycle approval process by name. Returns a boolean that is true when the named process does not exist and the process name is available. Required: approvalProcessName, businessObjectType.

list_all_conga_process_stats

Count the active and inactive processes for a business object in Conga. Returns: active, inActive counts. Required: businessObjectName.

conga_clm_document_versions_bulk_delete

Delete document versions in Conga CLM by contract and document ID. Permanently removes the document data, retaining document metadata with IsDeleted set to true. Returns: true on success. Required: contract_id, document_id.

get_single_conga_clm_document_version_by_id

Get a contract document version by ID in Conga CLM. Fetches the document details for the provided document ID and version ID. Required: id, contract_id, document_id.

conga_sign_document_metadata_bulk_update

Update a document's custom metadata in a Conga Sign package, overriding it with the key-value pairs in the payload. Returns an empty 200 response on success. Internal OneSpan-defined metadata cannot be updated and is ignored if included. Required: document_id, package_id.

list_all_conga_xauthor_contract_metadata

List the field-group metadata for a Conga X-Author contract. Returns an array of field-group records, each with an id and an attributes object whose fields follow the X-Author FieldGroup model. Required: contract_id.

get_single_conga_xauthor_document_metadatum_by_id

Get the metadata of a Conga X-Author document by attachment id. Returns the DocumentMetadata object, whose fields are defined by Conga's X-Author document metadata schema. Required: id.

conga_xauthor_document_metadata_get_v_2

Get the V2 metadata JSON of a Conga X-Author document by document_id. Returns the V2 BaseMetadata object with content-type-specific fields defined by Conga's X-Author metadata schema. Required: document_id.

get_single_conga_xauthor_gdoc_metadatum_by_id

Get the V2 metadata JSON for a Google doc in Conga X-Author. Returns: documentMetadata, schemaMetadata, externalMetadata. Required: id.

get_single_conga_favorite_v_1_job_status_by_id

Get job status details for a Conga Revenue favorite job by id. Returns the job-status record with its id. Required: id.

get_single_conga_order_job_status_by_id

Get the current status of a previously submitted job or operation in Conga by id. Returns the job status details — operation state (running, completed, or failed), progress, error messages if failed, and completion time — a payload whose JSON fields Conga does not document field-by-field. Required: id.

get_single_conga_quote_job_status_by_id

Get the status of a job in Conga's Quote API by id. Returns the job status record: id, plus an errors array (Source, Title, Detail, Link) when the API reports a problem. Required: id.

get_single_conga_revenue_admin_favorite_by_id

Get a favorite configuration in Conga Revenue by its id. Returns the configuration record with its id and FavoriteConfiguration attributes. Required: id. Returns 204 when no configuration exists for the given id.

list_all_conga_revenue_admin_favorites

List favorite configurations in Conga Revenue. Returns each configuration's id and FavoriteConfiguration attributes, optionally narrowed by filter, sort, field, and filterExpression. Returns 204 when no configurations exist.

conga_revenue_admin_products_bulk_delete

Delete multiple Conga Revenue products in one call by sending an array of product references. Returns product records including Id, Name, ConfigurationType, IsActive, and Prices.

conga_revenue_admin_products_bulk_update

Update multiple Conga Revenue products in one call by sending an array of products with their changed fields. Returns product records including Id, Name, ConfigurationType, IsActive, and Prices.

create_a_conga_revenue_admin_product

Create one or more Conga Revenue products in a single call by sending a JSON array of product objects. Returns product records including Name, ConfigurationType, Uom, IsActive, and Prices.

delete_a_conga_revenue_admin_product_by_id

Delete a single Conga Revenue product by id. Returns a product record including Id, Name, ConfigurationType, and Prices. Required: id.

get_single_conga_revenue_admin_product_by_id

Get a single Conga Revenue product's details by id. Returns Name, ProductCode, ConfigurationType, ChargeType, and Prices. Only active products with an active price list and price list item are returned. Required: id.

list_all_conga_revenue_admin_products

List all Conga Revenue products in the revenue admin catalog. Returns product records with Name, ConfigurationType, IsActive, Uom, and Prices (ListPrice plus the associated PriceList).

update_a_conga_revenue_admin_product_by_id

Update a single Conga Revenue product by id. Returns the updated product with Name, ConfigurationType, IsActive, Uom, and Prices. Required: id.

conga_revenue_admin_products_clone

Clone an existing Conga Revenue product. Returns the cloned product record with Name, ConfigurationType, IsActive, Uom, and Prices. Required: product_id.

get_single_conga_billing_job_status_by_id

Get the job status details for a given job or record in Conga Billing. Returns: id, errors. Required: id.

conga_invoicing_split_criterias_bulk_update

Bulk update one or more split criteria setups in Conga. Returns the batch result including Success, Data, Errors, and StatusCode. Partial success is supported: if some records fail to update, a 207 Multi-Status response reports details for each record in input order.

get_single_conga_invoicing_split_criteria_by_id

Get a split criteria setup by id in Conga. Returns the setup including Id, Name, Description, Object, CriteriaValue, Action, Sequence, Active, and CreatedDate. Required: id.

list_all_conga_invoicing_split_criterias

List split criteria setups in Conga. Returns: Id, Name, CreatedBy, CreatedDate, ModifiedBy, ModifiedDate, ExternalId, ETag, Sequence, Description, Object, CriteriaValue, Action, Active, RecordType.

conga_invoicing_split_criterias_activate

Activate a split criteria setup by id in Conga. Returns the batch result including Success, Data, Errors, and StatusCode. Required: split_criteria_id.

conga_clm_contract_objects_bulk_delete

Delete one or more records of a named object under a Conga contract. The request body is a list of record IDs to delete. Returns a map of each deleted record id to its result status (Success or Fail). Required: contract_id, object_name.

conga_clm_contract_objects_bulk_update

Update one or more records of a named object under a Conga contract. Each item in the body must include an Id plus the fields to update. Returns the updated records including Id, Name, Status, RecordOwner, and audit fields; fields vary by object_name. Required: contract_id, object_name.

create_a_conga_clm_contract_object

Create one or more records for a named object under a Conga contract. The body is a list of field/value dictionaries to insert; fields depend on object_name. Returns the created records including Id, Name, Status, RecordOwner, and audit fields. Required: contract_id, object_name.

delete_a_conga_clm_contract_object_by_id

Delete a single record of a named object under a Conga contract, identified by id. Returns true when the deletion succeeds. Required: contract_id, object_name, id.

get_single_conga_clm_contract_object_by_id

Get a single record of a named object under a Conga contract, identified by id. Returns the record's fields such as Id, Name, ObligationType, Priority, Description, and RecordOwner; fields vary by object_name. Required: contract_id, object_name, id.

update_a_conga_clm_contract_object_by_id

Update the details of an object record related to a Conga CLM contract. Returns the updated record including Id, Name, Description, ObligationType, Priority, and RecordOwner; returned fields vary by object_name. Required: contract_id, object_name, id.

list_all_conga_customcode_cancellation_settings

Get the CustomAPI cancellation token setting configuration for custom code API resources in Conga. Returns the settings object with its single documented value, ExecutionAbortTimeout (example: 1000).

conga_customcode_cancellation_settings_bulk_update

Upsert the CustomAPI cancellation token setting: the existing setting is updated when already configured, otherwise a new one is created. Returns a boolean success flag. Body accepts the ExecutionAbortTimeout guardrail value. Example: 1000.

list_all_conga_datachangerule_cancellation_settings

Get the ServiceHooks cancellation token setting configuration for Conga data change rules. Returns the configured setting object with ExecutionAbortTimeout (for example, 1000). Takes no required parameters.

conga_datachangerule_cancellation_settings_bulk_update

Create or update the ServiceHooks cancellation token setting configuration for Conga data change rules; an existing setting is updated, otherwise a new one is created. Returns a success boolean indicating whether the setting configuration was saved.

list_all_conga_servicehook_cancellation_settings

Get the cancellation token setting configuration for Conga service hooks rules. Returns the configured ExecutionAbortTimeout value in milliseconds. Takes no parameters.

conga_servicehook_cancellation_settings_bulk_update

Upsert the cancellation token setting configuration for Conga service hooks rules: an existing setting is updated, otherwise a new one is created. Returns a boolean success flag. The request body carries the guardrail configuration data to be saved.

get_single_conga_deployment_status_by_id

Track the status of a package deployment in Conga by id. Returns: Name, Status, DeploymentId, ProjectStatus. Required: id.

get_single_conga_merge_status_by_id

Get the merge process status in Conga Composer by correlation id. Returns: correlationId, message, messageId, lastUpdateTimeStamp, expirationTime, createdDate, detail, errors, eventDate, expirationTimeDateTime. Required: id. Set showDetails to include detailed step-by-step status information (defaults to false).

conga_merge_status_get_v_2

Get the merge process status in Conga Composer by statu_id via the v2 API, which returns a standardized error response format. Returns: correlationId, message, messageId, lastUpdateTimeStamp, expirationTime, detail, errors, and 3 more. Required: statu_id. Set showDetails to include detailed step-by-step status information (defaults to false).

conga_emails_v_2_bulk_create

Send bulk/mass email in Conga using the v2 email contract. Returns the send results: Success, Data (per-email EmailResults with ClientReferenceId and EmailSendId), and StatusCode.

get_single_conga_composer_parameter_by_id

Get a single Composer parameter from Conga by id. Returns the parameter record with its id, Name, and ParameterName. Required: id.

list_all_conga_composer_parameters

List Composer parameters in Conga. Returns parameter records with their id, Name, and ParameterName.

conga_quote_carts_activate

Launch (activate) the cart for a given quote in Conga Revenue, optionally sending a product configuration override in the request body. Returns a 200 OK with no documented response body. Required: quote_id.

conga_business_object_carts_activate

Launch the cart for a business object in Conga Revenue. Returns the activated cart payload with its id, Name, IsActive flag, Actions, and Conditions. Required: business_object_id, type.

get_single_conga_business_object_cart_by_id

Get the read-only active cart for a business object in Conga Revenue. Returns the cart object including its id and configuration-dependent cart fields (attributes). Required: id, type.

conga_wetsign_transactions_end

End a wet signature flow in Conga CLM by its id and attach the signed document to the associated contract. Returns an empty 204 response on success. Required: transaction_id.

conga_summarygroups_get_waterfall_chart

Get the price waterfall chart details for a specific waterfall chart inside a summary group of a Conga cart. Returns the waterfall chart detail including its id and chart attributes. Required: cart_id, summarygroup_id, waterfallchart_id.

conga_summarygroups_get_waterfallchart

Get the price waterfall chart details for a summary group of a Conga cart. Returns the waterfall chart detail including its id and chart attributes. Required: cart_id, summarygroup_id.

conga_xauthor_sites_validate

Validate a custom-created Sharepoint site in Conga xAuthor. Returns a boolean indicating whether the site is valid. Required: site_name.

conga_product_informations_bulk_delete

Delete one or more product information documents under a parent product in Conga Revenue. Pass the list of records to delete as a JSON array in the body. Required: parent_id. Returns an empty 200 response on success.

get_single_conga_product_information_by_id

Get a single product information document by id under a parent product in Conga Revenue. Returns: id, attributes. Required: parent_id, id.

list_all_conga_product_informations

List product information documents under a parent product in Conga Revenue, narrowed down with optional filters, sorting, and field selection. Returns each document's id and attributes. Required: parent_id.

update_a_conga_product_information_by_id

Update a single product information document by id under a parent product in Conga Revenue. Returns: id, attributes. Required: parent_id, id. The request body is a free-form JSON object of the field values to update.

conga_complex_field_entries_bulk_create

Validates and creates multiple complex fields within a complex field metadata in Conga Advantage Platform. Returns the created complex fields' metadata, including FieldName, DisplayName, DataType, and ComplexMetadataName. Required: object_name, complex_field_metadata_name.

create_a_conga_complex_field_entry

Validates and creates a single complex field within a complex field metadata in Conga Advantage Platform. Returns the created field's metadata, including FieldName, DisplayName, DataType, and ComplexMetadataName. Required: object_name, complex_field_metadata_name.

list_all_conga_search_localization_admin_translations

List translations for a given type (String or Schema) in Conga Localization Admin, optionally filtered by locale, module, or key search text. Returns: Success, RecordCount, Data, Errors, Profile, TotalTime, StatusCode, HasMoreRecords, NextCursor, Warnings. Max 100 per page.

conga_review_group_reviews_cancel

Cancel a specific review within a review group for a contract in Conga CLM. Returns: Success, Data, Warnings, Errors. Required: contract_id, review_group_id, review_id.