NetDocuments
Reference implementation of a NetDocuments integration with Efimis.
Capabilities
Section titled “Capabilities”- When a matter or client is created in Efimis, it is added to the corresponding NetDocuments custom property so it can be used to profile documents.
- When a document is written against a matter or client, it is profiled with the client and matter, and uploaded to NetDocuments.
Source code
Section titled “Source code”github.com/efimis-dev/efimis-netdocuments-integration
The source code demonstrates how to subscribe to Efimis webhooks and call the NetDocuments API to keep custom properties in sync.