---
title: Conga API Integration on Truto
slug: conga
category: CRM
canonical: "https://truto.one/integrations/detail/conga/"
---

# Conga API Integration on Truto



**Category:** CRM  
**Status:** Beta

## MCP-ready AI tools

Truto exposes 1801 tools for Conga that AI agents can call directly.

- **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.

## How it works

1. **Link your customer's Conga account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app.
2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request.
3. **Call Truto's API to reach Conga.** The Proxy API is a 1-to-1 mapping of the Conga API.
4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field.

## Use cases

- **Embed Conga CPQ into revenue tooling** — Commission platforms, forecasting tools, and revenue intelligence SaaS can pull line-item level cart, quote, and order data from Conga to calculate accurate commissions and projections based on actual negotiated terms, ramps, and billing schedules — not just CRM opportunity amounts.
- **Power AI contract analysis on top of Conga CLM** — LegalTech and contract AI vendors can plug directly into Conga CLM to fetch contracts, clauses, and documents, run proprietary risk and redline analysis, and write results back as updated clauses or metadata — letting legal teams stay in Conga while benefiting from your AI.
- **Offer a native e-signature or notarization workflow** — E-signature, identity verification, and digital notary platforms can pull generated contract documents out of Conga Composer or CLM, route them through their signing flow, and push executed PDFs back to the originating Conga contract while flipping the status to Activated.
- **Sync Conga orders and billing into ERP or finance systems** — Finance automation, ERP, and revenue recognition platforms can extract finalized orders, order line items, and billing-relevant data from Conga and keep them in sync with downstream accounting systems to close the quote-to-cash loop.
- **Archive executed contracts and documents for compliance** — Compliance archiving, cloud storage, and records-management SaaS can bulk-pull executed Conga contract documents, versions, and related metadata into their own WORM-compliant vaults so enterprise customers meet retention and audit requirements.

## What you can build

- **Two-way contract and clause sync** — Keep Conga CLM contracts, clauses, and obligations in sync with your product using create, update, and query endpoints for contracts, contract clauses, and obligations.
- **Headless document generation** — Trigger Conga Composer merges from your UI by posting data payloads to a template and returning generated PDFs, HTML, or Word docs back to your users.
- **Quote and cart builder embedded in your app** — Programmatically create carts, add line items and bundles, apply adjustments, reprice, finalize, and convert carts into quotes or orders without sending users into Conga.
- **Executed-document write-back after e-signature** — After routing a Conga-generated document through your signing flow, upload the executed version back using store-executed and multipart document endpoints and activate the contract.
- **Order and line-item export to downstream systems** — Continuously pull orders, order line items, and split criteria from Conga to feed ERP, billing, commissions, or revenue recognition workflows.
- **Product catalog and price list sync** — Mirror an external PIM into Conga by managing products, categories, price lists, price list items, option groups, and attributes through bulk create and update endpoints.

## FAQs

### What objects can I read and write across Conga's suite?

The integration spans Conga CPQ (carts, cart items, quotes, orders, order line items, products, price lists, attributes), CLM (contracts, clauses, obligations, contract documents, reviews, playbooks), Composer (templates, merges, generated documents), and standard CRM objects (accounts, contacts, opportunities, custom objects), along with user, role, and permission management.

### How does end-user authentication work?

End users connect their Conga tenant through Truto's hosted connect flow. Truto manages the OAuth exchange, token storage, and refresh, so you don't handle Conga credentials or implement the auth lifecycle yourself.

### Can I generate and retrieve documents through the API?

Yes. You can trigger Composer-style merges, generate contract documents from templates, retrieve document content and PDFs, manage versions, and upload executed or offline documents back into Conga, including via multipart upload for large files.

### Does the integration support bulk operations?

Yes. Most high-volume entities — products, price list items, accounts, contacts, opportunities, custom objects, clauses, cart items, orders, users, and permissions — expose bulk create, update, upsert, and delete endpoints so you can efficiently sync large catalogs or data sets.

### How do I keep data fresh without polling everything?

Conga supports data-change rules and service hooks, and the integration exposes callback and webhook-style configuration endpoints. You can combine these with incremental queries on objects like contracts, orders, and documents to detect changes efficiently.

### Can I work with custom objects and custom fields?

Yes. Conga's schema endpoints let you list and create custom objects, fields, picklists, record types, and translations, and the data endpoints let you read and write records on those custom objects, so your integration can adapt to each customer's tenant configuration.

### Does this cover approvals and the quote-to-order workflow?

Yes. You can submit carts for approval, finalize and validate them, convert carts into quotes or orders, create change orders, activate or cancel orders, and query order line items and split criteria for downstream billing or commissions use cases.
