Seismic Generate a Livedoc from a CRM Data Source

arazzo: 1.0.1
info:
  title: Seismic Generate a Livedoc from a CRM Data Source
  summary: Pick a connected CRM data source and template, then merge a CRM record into a Livedoc.
  description: >-
    Generates a Livedoc populated directly from a CRM record such as a
    Salesforce opportunity. The workflow lists configured data sources filtered
    by type, confirms the chosen source is connected, finds a template, and
    submits a generation request that pulls merge data from the named CRM
    record. Every step spells out its request inline so the flow can be read and
    executed without opening the underlying OpenAPI description.
  version: 1.0.0
sourceDescriptions:
- name: dataSourcesApi
  url: ../openapi/seismic-data-sources-api-openapi.yml
  type: openapi
- name: livedocsApi
  url: ../openapi/seismic-livedocs-api-openapi.yml
  type: openapi
- name: templatesApi
  url: ../openapi/seismic-templates-api-openapi.yml
  type: openapi
workflows:
- workflowId: livedoc-from-crm-datasource
  summary: Generate a Livedoc by merging a CRM record from a connected data source.
  description: >-
    Resolves a connected CRM data source by type, confirms its connection
    status, finds a template, and generates a Livedoc that pulls merge data
    from the supplied CRM record ID.
  inputs:
    type: object
    required:
    - dataSourceType
    - templateQuery
    - recordId
    - name
    properties:
      dataSourceType:
        type: string
        description: Data source type to select (salesforce, dynamics, hubspot, or custom).
      templateQuery:
        type: string
        description: Search text used to find the Livedoc template by name.
      recordId:
        type: string
        description: ID of the CRM record to merge (e.g. a Salesforce opportunity ID).
      name:
        type: string
        description: Name for the generated document.
      outputFormat:
        type: string
        description: Desired output format (pptx, pdf, docx, or xlsx).
  steps:
  - stepId: findDataSource
    description: List data sources of the requested type, returning the first match.
    operationId: listDataSources
    parameters:
    - name: type
      in: query
      value: $inputs.dataSourceType
    - name: limit
      in: query
      value: 1
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      dataSourceId: $response.body#/items/0/id
  - stepId: getDataSource
    description: >-
      Read the data source detail to confirm it is connected before relying on
      it for merge data.
    operationId: getDataSource
    parameters:
    - name: dataSourceId
      in: path
      value: $steps.findDataSource.outputs.dataSourceId
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      dataSourceId: $response.body#/id
      status: $response.body#/status
  - stepId: findTemplate
    description: Find the Livedoc template by name, returning the single best match.
    operationId: listLiveDocTemplates
    parameters:
    - name: query
      in: query
      value: $inputs.templateQuery
    - name: limit
      in: query
      value: 1
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      templateId: $response.body#/items/0/id
  - stepId: generate
    description: >-
      Submit a Livedoc generation request that merges the named CRM record from
      the connected data source into the resolved template.
    operationId: generateLiveDoc
    requestBody:
      contentType: application/json
      payload:
        templateId: $steps.findTemplate.outputs.templateId
        name: $inputs.name
        outputFormat: $inputs.outputFormat
        dataSourceId: $steps.getDataSource.outputs.dataSourceId
        recordId: $inputs.recordId
        async: false
    successCriteria:
    - condition: $statusCode == 200
    outputs:
      documentId: $response.body#/id
      contentId: $response.body#/contentId
      downloadUrl: $response.body#/downloadUrl
  outputs:
    dataSourceId: $steps.getDataSource.outputs.dataSourceId
    templateId: $steps.findTemplate.outputs.templateId
    documentId: $steps.generate.outputs.documentId
    downloadUrl: $steps.generate.outputs.downloadUrl