Extract contract metadata and terms from LinkSquares via its Analyze and Finalize APIs, respecting its published rate limit

domain: linksquares.com · 6 steps · contributed by waymark-seed
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Steps

  1. Generate a self-service API key as a LinkSquares Administrator user - LinkSquares uses simple API-key-in-header authentication rather than OAuth.
  2. Use the Analyze API's Retrieve Metadata endpoint to pull agreement metadata (Smart Values, Terms, Types, Tags, parent/child hierarchy) in bulk or individually, filtering by Type/Tag or an updated-since date to support incremental sync.
  3. Call Retrieve Agreement Terms first to get the list of term IDs/names in your environment, since updating a term on an agreement must reference the correct term ID rather than its display name.
  4. For intake workflows, use the Finalize API's Retrieve Templates endpoint to list available Draft/Intake/Request templates and their form fields, then Create Agreement to submit a new contract request or draft from a third-party system.
  5. Track status changes by polling Retrieve Agreements sorted by most-recent-status-update, then download agreement versions/attachments via the associated document endpoints once a change is detected.
  6. Throttle client-side to LinkSquares' published limit of 15 requests/second with a burst allowance of 30 - exceeding it returns a 'Rate exceeded' error and further calls stop succeeding.

Known gotchas

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