Conga

Conga Contract Lifecycle API

The Contract Lifecycle API from Conga — 9 operation(s) for contract lifecycle.

GitHub OpenAPI
Business capability
Contract Management BC-150.10

Operations 9

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

POST /api/clm/v1/contracts/{contractId}/activate Activate a signed contract · Activate a contract #
Ask an LLM
“How do I bring a fully signed contract into effect?”
“What needs to be true before a contract can be activated?”
Tell an agent
Activate contract {contract_id}.
Put signed contract {contract_id} into effect.
POST /api/clm/v1/contracts/{contractId}/amend Amend a contract · Amend a contract #
Ask an LLM
“Can I modify a contract's terms mid-term by creating an amended version?”
“What contract number does an amendment get?”
Tell an agent
Amend contract {contract_id}.
Create an amended version of contract {contract_id}.
POST /api/clm/v1/contracts/{contractId}/cancel Cancel a contract · Cancel a contract #
Ask an LLM
“Which contract statuses allow a contract to be canceled?”
“What status does a contract end up in after cancellation?”
Tell an agent destructive · confirm first
Cancel contract {contract_id}.
Cancel the in-authoring contract {contract_id}.
POST /api/clm/v1/contracts/{contractId}/clone Clone a contract · Clone a contract #
Ask an LLM
“Can I copy an existing contract into a new version without changing the original?”
“What data carries over when a contract is cloned?”
Tell an agent
Clone contract {contract_id}.
Make a copy of contract {contract_id} as a new version.
POST /api/clm/v1/contracts/{contractId}/expire Expire a contract · Expire a contract #
Ask an LLM
“How do I mark a contract as expired when its term ends?”
“Which statuses must a contract be in before it can expire?”
Tell an agent destructive · confirm first
Expire contract {contract_id}.
Mark contract {contract_id} as expired now that its term is over.
POST /api/clm/v1/contracts/{contractId}/renew Renew a contract · Renew a contract #
Ask an LLM
“Can I renew a contract at the end of its term?”
“What start date does a renewed contract get?”
Tell an agent
Renew contract {contract_id}.
Create the renewal for contract {contract_id}.
POST /api/clm/v1/contracts/{contractId}/submitrequest Submit a contract request for processing · Submit Request #
Ask an LLM
“How does a contract get sent through the steps in its agreement rule?”
“Can I submit a contract request so processing begins?”
Tell an agent
Submit the request for contract {contract_id}.
Send contract {contract_id} into agreement rule processing.
POST /api/clm/v1/contracts/{contractId}/terminate Terminate an active contract · Terminate a contract #
Ask an LLM
“Can I terminate an executed contract early?”
“Are related amendments and renewals also terminated with the contract?”
Tell an agent destructive · confirm first
Terminate contract {contract_id}.
End activated contract {contract_id} and its amendments and renewals.
POST /api/clm/v1/contracts/{contractId}/update-contract-lifecycle-status Set contract status from a lifecycle action · Update contract status by lifecycle action #
Ask an LLM
“Can I update a contract's status and status category by naming a lifecycle action?”
“Does the record type affect which status a lifecycle action sets?”
Tell an agent
Update contract {contract_id} status for lifecycle action {action}.
Apply lifecycle action {action} with record type {record_type} to contract {contract_id}.

Documentation

📖
Authentication
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/authentication/conga-authentication.yml
📖
RateLimits
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/rate-limits/conga-rate-limits.yml

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/openapi/conga-contract-lifecycle-api-openapi.yml

Other Resources

🔗
DataModel
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/data-model/conga-data-model.yml
🔗
OAuthScopes
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/scopes/conga-scopes.yml
🔗
Conventions
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/conventions/conga-conventions.yml
🔗
ErrorCatalog
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/errors/conga-problem-types.yml
🔗
Lifecycle
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/lifecycle/conga-lifecycle.yml
🔗
Conformance
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/conformance/conga-conformance.yml
🔗
Sandbox
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/sandbox/conga-sandbox.yml
🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/conga/refs/heads/main/asyncapi/conga-webhooks.yml

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OpenAPI Specification

conga-contract-lifecycle-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  title: Contracts Contract Lifecycle API
  version: v1
servers:
- url: https://rls.congacloud.com
- url: https://preview-rls09.congacloud.com
security:
- bearerAuth: []
tags:
- name: Contract Lifecycle
paths:
  /api/clm/v1/contracts/{contractId}/activate:
    post:
      tags:
      - Contract Lifecycle
      summary: Activate a contract
      description: 'Activates a contract or brings it into effect after it has been finalized and signed by stakeholders.

        Activating a contract ensures that key dates and events are monitored by the system and that all in-effect contracts are included in appropriate searches and views.

        To activate a contract, the contract status must be fully signed, and the contract''s Contract Start Date and Contract End Date fields must have valid dates.


        Activation changes the contract''s status changes to Activated. The Activated By field is updated to the current user and the Activated Date field is updated to the current date.


        Additionally, this operation deletes any documents that were not selected at the time of activation.'
      parameters:
      - name: contractId
        in: path
        description: Contract ID of the contract to be activated
        required: true
        schema:
          type: string
      requestBody:
        description: List of document IDs selected at the time of activation
        content:
          application/json:
            schema:
              type: array
              items:
                type: string
      responses:
        '200':
          description: The contract is activated.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: Success
                Warnings: null
                Errors: null
        '400':
          description: The contract ID is invalid or the contract is in an invalid state.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Error Message
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Internal server error occurred. Please contact admin.
      operationId: postApiClmV1ContractsByContractIdActivate
      x-operation-id-source: derived
  /api/clm/v1/contracts/{contractId}/amend:
    post:
      tags:
      - Contract Lifecycle
      summary: Amend a contract
      description: 'Amends a contract. During the term of a contract, there may be a need to modify its language or terms. This API creates a new version of the contract record after amendment. The new, amended record shares the same base contract number as the original, but with an incremented decimal, and all data from the original version is copied to the new version.


        To amend a contract, the contract''s status must be Activated, Superseded, or Being Terminated.


        On amendment (success), the status of the original contract changes to "Being Amended".'
      parameters:
      - name: contractId
        in: path
        description: Contract ID of the contract to be amended
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Returns contract ID of the newly created contract
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: 640d07f2-e6b3-4793-bc18-96df910d97b8
                Warnings: null
                Errors: null
        '400':
          description: Contract ID is invalid or the contract is in an invalid state.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Error Message
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Internal server error occurred. Please contact admin.
      operationId: postApiClmV1ContractsByContractIdAmend
      x-operation-id-source: derived
  /api/clm/v1/contracts/{contractId}/cancel:
    post:
      tags:
      - Contract Lifecycle
      summary: Cancel a contract
      description: Cancels a contract. To cancel a contract, the status category of the contract must be Request, In Authoring, In Signatures or In Filing. On cancellation, the contract status is changed to Canceled.
      parameters:
      - name: contractId
        in: path
        description: Contract ID of the contract to be canceled
        required: true
        schema:
          type: string
      responses:
        '200':
          description: The contract is canceled.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: Success
                Warnings: null
                Errors: null
        '400':
          description: The contract ID is invalid or the contract is in an invalid state.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Error Message
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Internal server error occurred. Please contact admin.
      operationId: postApiClmV1ContractsByContractIdCancel
      x-operation-id-source: derived
  /api/clm/v1/contracts/{contractId}/clone:
    post:
      tags:
      - Contract Lifecycle
      summary: Clone a contract
      description: Clones an existing contract, creating a new contract version. All data from the original version is copied to the new version. The status of the original contract does not change.
      parameters:
      - name: contractId
        in: path
        description: ID of the contract
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Returns contract ID of the newly created contract
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: 73ddd3b7-4f08-4c07-a1de-06fd4db7ef4b
                Warnings: null
                Errors: null
        '400':
          description: Contract ID is invalid or the contract has an invalid status.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Error Message
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Internal server error occurred. Please contact admin.
      operationId: postApiClmV1ContractsByContractIdClone
      x-operation-id-source: derived
  /api/clm/v1/contracts/{contractId}/expire:
    post:
      tags:
      - Contract Lifecycle
      summary: Expire a contract
      description: Expires a contract when the contract term ends. To mark a contract as expired, its status must be Activated, Superseded, or Being Terminated. On expiration, the contract's status is changed to Expired.
      parameters:
      - name: contractId
        in: path
        description: Contract ID
        required: true
        schema:
          type: string
      responses:
        '200':
          description: The contract is expired.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: Success
                Warnings: null
                Errors: null
        '400':
          description: The contract ID is invalid or the contract has an invalid status.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Error Message
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Internal server error occurred. Please contact admin.
      operationId: postApiClmV1ContractsByContractIdExpire
      x-operation-id-source: derived
  /api/clm/v1/contracts/{contractId}/renew:
    post:
      tags:
      - Contract Lifecycle
      summary: Renew a contract
      description: 'Renews a contract at the end of the term. The renewed contract (new contract) shares the same base contract number as the original contract with an incremented decimal. All data from the original is copied to the renewed contract.

        The new contract''s start date is set to the original contract''s end date.


        To be renewable, a contract''s status must be Activated, Superseded, or Being Terminated.


        On renewal (success), the original contract''s status changes to Being Renewed.'
      parameters:
      - name: contractId
        in: path
        description: ID of the contract
        required: true
        schema:
          type: string
      responses:
        '200':
          description: Returns contract ID of the newly created contract
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: e35ab943-3c1a-4a78-ba55-267f92de9015
                Warnings: null
                Errors: null
        '400':
          description: Contract ID is invalid or the contract has an invalid status.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Error Message
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Internal server error occurred. Please contact admin.
      operationId: postApiClmV1ContractsByContractIdRenew
      x-operation-id-source: derived
  /api/clm/v1/contracts/{contractId}/submitrequest:
    post:
      tags:
      - Contract Lifecycle
      summary: Submit Request
      description: Submits a request to process the contract based on the steps defined in the agreement rule.
      parameters:
      - name: contractId
        in: path
        description: Contract ID of the contract to be processed.
        required: true
        schema:
          type: string
      responses:
        '200':
          description: The contract has been processed.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: Success
                Warnings: null
                Errors: null
        '400':
          description: The contract ID is invalid or the contract did not match any submission rules.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Error Message
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Internal server error occurred. Please contact admin.
      operationId: postApiClmV1ContractsByContractIdSubmitrequest
      x-operation-id-source: derived
  /api/clm/v1/contracts/{contractId}/terminate:
    post:
      tags:
      - Contract Lifecycle
      summary: Terminate a contract
      description: Terminates an executed contract. To be terminated, a contract must have an Activated status. On contract termination, any related amended and renewed agreements are terminated along with the contract. Like the contract's status, those contracts' status is changed to Terminated.
      parameters:
      - name: contractId
        in: path
        description: Contract ID
        required: true
        schema:
          type: string
      responses:
        '200':
          description: The contract is terminated.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: Success
                Warnings: null
                Errors: null
        '400':
          description: The provided contract ID is invalid or the contract has an invalid status.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Error Message
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Internal server error occurred. Please contact admin.
      operationId: postApiClmV1ContractsByContractIdTerminate
      x-operation-id-source: derived
  /api/clm/v1/contracts/{contractId}/update-contract-lifecycle-status:
    post:
      tags:
      - Contract Lifecycle
      summary: Update contract status by lifecycle action
      description: Updates the contract's status and status category based on the specified lifecycle action and record type.
      parameters:
      - name: contractId
        in: path
        description: ID of the contract
        required: true
        schema:
          type: string
      requestBody:
        description: Request containing lifecycle action and record type
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateStatusByLifeCycleActionRequest'
      responses:
        '200':
          description: The contract status is updated.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StringAPIResponse'
              example:
                Success: true
                Data: Success
                Warnings: null
                Errors: null
        '400':
          description: Invalid contract ID or parameters.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Error Message
        '500':
          description: Internal Server Error
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/APIResponseError'
              example:
                Success: false
                Data: null
                Warnings: null
                Errors:
                - Id: null
                  Message: Internal server error occurred. Please contact admin.
      operationId: postApiClmV1ContractsByContractIdUpdateContractLifecycleStatus
      x-operation-id-source: derived
components:
  schemas:
    WarningDetail:
      type: object
      properties:
        Code:
          type:
          - string
          - 'null'
          description: Warning code
        Message:
          type:
          - string
          - 'null'
          description: Warning message
      additionalProperties: false
      description: Warning detail class for non-blocking issues
    StringAPIResponse:
      type: object
      properties:
        Success:
          type: boolean
          description: The state of the API response
        Data:
          type:
          - string
          - 'null'
          description: Generic data to return
        Warnings:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/WarningDetail'
          description: Warning detail list for non-blocking issues
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
          description: Error detail list in case of failure
      additionalProperties: false
      description: API Response Class
    APIResponseError:
      type: object
      properties:
        Success:
          type: boolean
          description: The state of the API response
        Data:
          type:
          - string
          - 'null'
          description: Generic data to return
        Warnings:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/WarningDetail'
          description: Warning detail list for non-blocking issues
        Errors:
          type:
          - array
          - 'null'
          items:
            $ref: '#/components/schemas/ErrorDetail'
          description: Error detail list in case of failure
      additionalProperties: false
      description: API Response Error Class
    UpdateStatusByLifeCycleActionRequest:
      type: object
      properties:
        LifeCycleAction:
          type:
          - string
          - 'null'
          description: Contract life cycle action like CREATE, GENERATE etc..
        RecordType:
          type:
          - string
          - 'null'
          description: Contract record type like MSA, NDA etc..
      additionalProperties: false
      description: Request model for updating contract status by lifecycle action
    ErrorDetail:
      type: object
      properties:
        Id:
          type:
          - string
          - 'null'
          description: Error ID
        Message:
          type:
          - string
          - 'null'
          description: Error message
      additionalProperties: false
      description: Error detail class
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      bearerFormat: JWT