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Third-party Integration Examples

APS v23 extensibility enables numerous integration scenarios with the rest of the information system.

Scenario 1: ERP Synchronization (Outgoing)​

Objective: Send validated invoice data from APS to an ERP via REST API.

Solution:

  1. Creation of a Custom Scheduled Agent.
  2. The agent searches for documents with "Ready for export" status.
  3. For each document, it generates a JSON and sends it via HttpClient.
  4. On success, it updates the document status in APS.

Scenario 2: External Database Feed (Incoming)​

Objective: Provide a client list from an existing CRM database in an APS form.

Solution:

  1. Configuration of a Web Query in Process Studio pointing to the CRM database.
  2. Use of SqlHelper with a specific connection string if needed.
  3. The "Client" field in the APS form is linked to this query for smooth auto-completion.

Scenario 3: Electronic Signature (External Service)​

Objective: Send a document for electronic signature at the end of a workflow.

Solution:

  1. Use of a C# Script on the workflow validation step.
  2. The script retrieves the document PDF via DocumentManagerWrapper.
  3. Call to the signature service (e.g., DocuSign, Yousign) via their SDK or REST API.
  4. Retrieval of the signature tracking ID and storage in a hidden document field.

Scenario 4: Custom Client Portal​

Objective: Display case progress status in an external extranet portal.

Solution:

  1. The extranet portal calls the WS/JsonDataAccess.ashx handler or APS SOAP web service.
  2. Authentication via a dedicated service account.
  3. Real-time data reading for display on the external portal.