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List workflow templates in Superdocu (the API calls these workflows; the intake refers to them as templates). Returns an array of template objects, each with an id and name. Use the returned id as the workflowId input to Create Dossier. See the documentation.

List the dossiers (the API calls these contact workflows) assigned to a specific Superdocu contact. Returns an array of dossier objects, each with an id (the contact-workflow ID) and a status. Run List Contacts first to obtain a valid contactId. Use a returned dossier id as the contactWorkflowId input to Get Dossier or Delete Dossier. See the documentation.

List contacts in Superdocu. Returns an array of contact objects, each with a numeric id (e.g. "56031") — this id (not the email) is the value to pass as contactId to List Dossiers, Create Dossier, Get Dossier, Delete Dossier, and Invite Contact. The email field is for reference/display only; downstream tools do not accept it. Supports filtering by status, free-text query, tag, and assignee. See the documentation.

Invite a Superdocu contact: emails them an invitation covering ALL workflows currently assigned to them. The Superdocu API endpoint takes only a contactId and dispatches notifications for every assigned workflow — it is not possible to invite to a single dossier in isolation. Run List Contacts first to obtain a valid contactId. See the documentation.

Retrieve the full detail of a single dossier (the API calls this a contact workflow), including its states. Run List Contacts first to obtain a contactId, then List Dossiers for that contact to obtain a contactWorkflowId. See the documentation.

Permanently delete a dossier (the API calls this a contact workflow) from a contact. This is irreversible. Run List Contacts first to obtain a contactId, then List Dossiers for that contact to obtain a contactWorkflowId. See the documentation.

Create a dossier by assigning a workflow to an existing Superdocu contact (the API calls this a contact workflow). Run List Contacts (or Create Contact) first to obtain a contactId, and List Templates to obtain a workflowId. Returns the created dossier with its id and initial status. The API returns 422 if the workflow is disabled, or 409 if a non-repeatable workflow is already assigned. See the documentation.

Create a new contact in Superdocu. Returns the created contact including its id, which you can then pass as contactId to Create Dossier to assign a workflow. See the documentation.