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Document Storage Integrations

This page is a pattern guide, not a promise of a dedicated storage API. It describes a downstream archival pattern built from contract retrieval, metadata, download, and webhook capabilities.

Common use cases​

  • archive executed contracts in a document management system
  • sync signed PDFs into a customer portal or repository
  • copy final contract metadata into a downstream storage index
  • expose executed agreements inside an internal knowledge or compliance system

Public API capabilities this pattern relies on​

This pattern makes sense because the public API supports:

  • contract status retrieval
  • contract downloads and download links
  • metadata and external metadata access
  • webhook delivery for later contract activity

Typical data flow​

The safest pattern is:

  1. create or update the contract in SpotDraft
  2. write an external storage identifier or source-system identifier into metadata
  3. listen for the lifecycle event that indicates the downstream fetch should run
  4. retrieve the final document and metadata from SpotDraft
  5. push the file and key metadata into the downstream storage system
SpotDraft activity change
  -> webhook event
  -> fetch executed file and metadata
  -> write to storage destination
  -> persist downstream file reference

APIs and integration surfaces involved​

Document storage integrations usually depend on:

  • contract retrieval APIs
  • metadata or external metadata fields for system correlation
  • webhook events to avoid constant polling
  • document download steps after the required contract state is reached

The public integrations catalog currently lists storage-oriented integrations such as Google Drive, Dropbox, Box, SharePoint, and OneDrive. Even if you build a custom flow, those systems represent the most common storage destinations.

For example, SpotDraft's public Google Drive integration page describes automatic archival of executed contracts, configurable folder organization, and naming conventions for saved files:

Design guidance​

Keep these principles in place:

  • use metadata as the durable join key between SpotDraft and the downstream repository
  • treat webhooks as the primary signal that a file is ready
  • keep a repair job for missed downloads or failed downstream writes
  • separate storage sync from interactive user workflows so a temporary repository outage does not block contract creation

API and webhook roles​

The usual split is:

  • webhooks for "a file is ready" style lifecycle notification
  • APIs for contract lookup, metadata retrieval, and document download
  • downstream storage APIs for the final archival write