List and retrieve the reusable contract templates in a workspace, and generate a new pre-filled draft document from a template (POST /templates/{id}/create_document). This is how integrations mass-produce contracts from data in an upstream system such as a CRM or HRIS.
{
"components": {
"responses": {},
"schemas": {
"AutomationIndexResponse": {
"additionalProperties": false,
"description": "A list of automations",
"properties": {
"automations": {
"items": {
"additionalProperties": false,
"description": "Preview of an automation",
"properties": {
"id": {
"description": "Automation ID",
"example": "6b6314b6-56f9-4454-869a-84c96682cea9",
"format": "uuid",
"maxLength": 36,
"minLength": 36,
"pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$",
"type": "string"
},
"inserted_at": {
"description": "Date and time when the automation was created",
"format": "date-time",
"type": "string"
},
"name": {
"description": "Automation Name",
"example": "Generate Employment agreement",
"type": "string"
},
"published": {
"description": "Is automation published?",
"example": true,
"type": "boolean"
},
"updated_at": {
"description": "Date and time when the automation was las updated",
"format": "date-time",
"type": "string"
}
},
"title": "AutomationPreview",
"type": "object"
},
"type": "array"
}
},
"title": "AutomationIndexResponse",
"type": "object"
},
"AutomationPreview": {
"additionalProperties": false,
"description": "Preview of an automation",
"properties": {
"id": {
"description": "Automation ID",
"example": "6b6314b6-56f9-4454-869a-84c96682cea9",
"format": "uuid",
"maxLength": 36,
"minLength": 36,
"pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$",
"type": "string"
},
"inserted_at": {
"description": "Date and time when the automation was created",
"format": "date-time",
"type": "string"
},
"name": {
"description": "Automation Name",
"example": "Generate Employment agreement",
"type": "string"
},
"published": {
"description": "Is automation published?",
"example": true,
"type": "boolean"
},
"updated_at": {
"description": "Date and time when the automation was las updated",
"format": "date-time",
"type": "string"
}
},
"title": "AutomationPreview",
"type": "object"
},
"AutomationRunRequest": {
"additionalProperties": false,
"description": "Payload that will be passed to the automation when running it",
"properties": {
"attachments": {
"description": "Publicly accesible links to files",
"example": [
"https://contractbook.com/file.pdf"
],
"items": {
"type": "string"
},
"type": "array"
},
"contacts": {
"description": "List of Salesforce Contact IDs",
"example": [
"0030900000Ujt0BAAR",
"0030900000Ujt0GAAR"
],
"items": {
"type": "string"
},
"type": "array"
},
"object_id": {
"example": "0060900000FpKajAAF",
"type": "string"
},
"object_type": {
"example": "Opportunity",
"type": "string"
}
},
"required": [
"object_type",
"object_id"
],
"title": "AutomationRunRequest",
"type": "object"
},
"BadRequestError": {
"additionalProperties": false,
"description": "Bad Request",
"properties": {
"error": {
"additionalProperties": false,
"properties": {
"failures": {
"description": "List of request errors",
"items": {
"additionalProperties": false,
"description": "Error description",
"properties": {
"detail": {
"description": "Details of the error",
"type": "string"
},
"source": {
"additionalProperties": false,
"properties": {
"pointer": {
"description": "Failing field name or reference",
"type": "string"
}
},
"required": [
"pointer"
],
"type": "object"
},
"title": {
"description": "Title of the error",
"type": "string"
}
},
"required": [
"title",
"detail"
],
"type": "object"
},
"type": "array"
},
"message": {
"description": "Error details message",
"example": "Bad Request",
"type": "string"
},
"type": {
"description": "HTTP error message",
"example": "bad_request",
"type": "string"
}
},
"readOnly": true,
"required": [
"type",
"message"
],
"type": "object"
}
},
"readOnly": true,
"required": [
"error"
],
"title": "BadRequestError",
"type": "object"
},
"ConflictError": {
"additionalProperties": false,
"description": "Conflict",
"properties": {
"error": {
"additionalProperties": false,
"properties": {
"message": {
"description": "Error details message",
"example": "Conflict",
"type": "string"
},
"type": {
"description": "HTTP error message",
"example": "conflict",
"type": "string"
}
},
"readOnly": true,
"required": [
"type",
"message"
],
"type": "object"
}
},
"readOnly": true,
"required": [
"error"
],
"title": "ConflictError",
"type": "object"
},
"DataField": {
"description": "Data field",
"properties": {
"config": {
"additionalProperties": false,
"description": "Additional config for this data field. Contains `options` for `select`, or `label` for `checkbox`.",
"nullable": false,
"properties": {
"label": {
"nullable": true,
"required": false,
"type": "string"
},
"options": {
"items": {
"type": "string"
},
"required": false,
"type": "array"
}
},
"type": "object"
},
"description": {
"description": "Description",
"nullable": true,
"type": "string"
},
"formatting": {
"additionalProperties": false,
"description": "Formatting",
"nullable": true,
"properties": {
"fractional": {
"nullable": true,
"type": "boolean"
},
"grouping": {
"enum": [
"",
"dot",
"comma",
"space"
],
"nullable": true,
"type": "string"
}
},
"type": "object"
},
"id": {
"description": "Unique ID",
"format": "uuid",
"nullable": false,
"pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$",
"type": "string"
},
"name": {
"description": "Name",
"nullable": false,
"type": "string"
},
"required": {
"description": "Whether this data field must be filled to send the document for signature",
"type": "boolean"
},
"source": {
"description": "Source of data for this data field",
"enum": [
"drafter_questionnaire",
"ai",
"salesforce"
],
"nullable": true,
"type": "string"
},
"source_mapping": {
"description": "Integration data mapping for this data field. Revealed only when connected to the same integration instance.",
"nullable": true,
"type": "string"
},
"source_sync_type": {
"description": "Integration sync mode for this data field. Revealed only when connected to the same integration instance.",
"enum": [
"downstream",
"upstream",
"bidirectional"
],
"nullable": true,
"type": "string"
},
"type": {
"description": "Type",
"enum": [
"text",
"number",
"date",
"select",
"checkbox"
],
"nullable": false,
"type": "string"
},
"value": {
"description": "Value",
"nullable": true,
"type": "string"
}
},
"required": [
"id",
"value",
"formatting",
"description",
"config",
"name",
"type",
"required",
"source",
"source_mapping",
"source_sync_type"
],
"title": "DataField",
"type": "object"
},
"DataFieldCreateOrUpdate": {
"description": "Create or update data field schema",
"properties": {
"config": {
"additionalProperties": false,
"description": "Additional config for this data field. Contains `options` for `select`, or `label` for `checkbox`.",
"nullable": false,
"properties": {
"label": {
"nullable": true,
"required": false,
"type": "string"
},
"options": {
"items": {
"type": "string"
},
"required": false,
"type": "array"
}
},
"type": "object"
},
"description": {
"description": "Description",
"nullable": true,
"type": "string"
},
"formatting": {
"additionalProperties": false,
"description": "Formatting",
"nullable": true,
"properties": {
"fractional": {
"nullable": true,
"type": "boolean"
},
"grouping": {
"enum": [
"",
"dot",
"comma",
"space"
],
"nullable": true,
"type": "string"
}
},
"type": "object"
},
"id": {
"description": "Unique ID",
"format": "uuid",
"nullable": false,
"pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$",
"type": "string"
},
"name": {
"description": "Name",
"nullable": false,
"type": "string"
},
"required": {
"description": "Whether this data field must be filled to send the document for signature",
"type": "boolean"
},
"source": {
"description": "Source of data for this data field",
"enum": [
"drafter_questionnaire",
"ai",
"salesforce"
],
"nullable": true,
"type": "string"
},
"source_mapping": {
"description": "Integration data mapping for this data field. Revealed only when connected to the same integration instance.",
"nullable": true,
"type": "string"
},
"source_sync_type": {
"description": "Integration sync mode for this data field. Revealed only when connected to the same integration instance.",
"enum": [
"downstream",
"upstream",
"bidirectional"
],
"nullable": true,
"type": "string"
},
"type": {
"description": "Type",
"enum": [
"text",
"number",
"date",
"select",
"checkbox"
],
"nullable": false,
"type": "string"
},
"value": {
"description": "Value",
"nullable": true,
"type": "string"
}
},
"required": [
"value",
"name",
"type"
],
"title": "DataFieldCreateOrUpdate",
"type": "object"
},
"DocumentCreateRequest": {
"additionalProperties": false,
"description": "Used to create document draft from a template",
"properties": {
"document": {
"additionalProperties": false,
"description": "Document parameters",
"properties": {
"attachments": {
"description": "Document attachments",
"items": {
"additionalProperties": false,
"description": "Document attachment",
"properties": {
"filename": {
"description": "Optional attachment name. We will use it when the user downloads the attachment, as well as display it next to the attachment in the app and in the PDF.\n",
"example": "Document attachment 1",
"nullable": true,
"type": "string"
},
"original": {
"description": "URL of the attachment",
"example": "https://example.com/image.png",
"format": "uri",
"type": "string"
},
"preview": {
"description": "If the original is a document, this field will hold an list URL with image\npreviews of each page\n",
"items": {
"description": "Preview URL",
"example": "https://example.com/preview.png",
"format": "url",
"type": "string"
},
"type": "array"
}
},
"type": "object"
},
"nullable": true,
"type": "array"
},
"attachments_signed_separately": {
"description": "Indicates if the attachments should be signed and sealed separately",
"example": true,
"type": "boolean"
},
"company_logo_url": {
"description": "The URL of the logo shown in the contract",
"format": "uri",
"nullable": true,
"type": "string"
},
"data_fields": {
"description": "Data fields in the document",
"items": {
"description": "Create or update data field schema",
"properties": {
"config": {
"additionalProperties": false,
"description": "Additional config for this data field. Contains `options` for `select`, or `label` for `checkbox`.",
"nullable": false,
"properties": {
"label": {
"nullable": true,
"required": false,
"type": "string"
},
"options": {
"items": {
"type": "string"
},
"required": false,
"type": "array"
}
},
"type": "object"
},
"description": {
"description": "Description",
"nullable": true,
"type": "string"
},
"formatting": {
"additionalProperties": false,
"description": "Formatting",
"nullable": true,
"properties": {
"fractional": {
"nullable": true,
"type": "boolean"
},
"grouping": {
"enum": [
"",
"dot",
"comma",
"space"
],
"nullable": true,
"type": "string"
}
},
"type": "object"
},
"id": {
"description": "Unique ID",
"format": "uuid",
"nullable": false,
"pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$",
"type": "string"
},
"name": {
"description": "Name",
"nullable": false,
"type": "string"
},
"required": {
"description": "Whether this data field must be filled to send the document for signature",
"type": "boolean"
},
"source": {
"description": "Source of data for this data field",
"enum": [
"drafter_questionnaire",
"ai",
"salesforce"
],
"nullable": true,
"type": "string"
},
"source_mapping": {
"description": "Integration data mapping for this data field. Revealed only when connected to the same integration instance.",
"nullable": true,
"type": "string"
},
"source_sync_type": {
"description": "Integration sync mode for this data field. Revealed only when connected to the same integration instance.",
"enum": [
"downstream",
"upstream",
"bidirectional"
],
"nullable": true,
"type": "string"
},
"type": {
"description": "Type",
"enum": [
"text",
"number",
"date",
"select",
"checkbox"
],
"nullable": false,
"type": "string"
},
"value": {
"description": "Value",
"nullable": true,
"type": "string"
}
},
"required": [
"value",
"name",
"type"
],
"title": "DataFieldCreateOrUpdate",
"type": "object"
},
"type": "array"
},
"dynamic_tables": {
"items": {
"additionalProperties": false,
"description": "Fill the data of the dynamic tables placeholders placed inside your template",
"properties": {
"attrs": {
"description": "Attributes of the dynamic table",
"properties": {
"columns": {
"description": "Column names",
"items": {
"description": "Column name",
"type": "string"
},
"type": "array"
},
"id": {
"description": "Dynamic table ID",
"type": "string"
},
"rows": {
"description": "Data for the table rows",
"items": {
"description": "Table row",
"items": {
"description": "Cell value",
"type": "string"
},
"type": "array"
},
"type": "array"
}
},
"required": [
"id",
"columns",
"rows"
],
"type": "object"
}
},
"required": [
"attrs"
],
"type": "object"
},
"type": "array"
},
"language": {
"description": "Language",
"example": "en",
"nullable": true,
"type": "string"
},
"message": {
"additionalProperties": false,
"properties": {
"content": {
"description": "Message content",
"example": "Hello!",
"type": "string"
}
},
"type": "object"
},
"parties": {
"description": "Parties and signees",
"items": {
"additionalProperties": false,
"description": "Party",
"properties": {
"address": {
"description": "Address",
"example": "123 Main Street",
"nullable": true,
"type": "string"
},
"id": {
"description": "Unique ID",
"format": "uuid",
"nullable": true,
"pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$",
"type": "string"
},
"name": {
"description": "Name",
"example": "Jane Doe",
"nullable": true,
"type": "string"
},
"number": {
"description": "Company's VAT number or CVR",
"nullable": true,
"type": "string"
},
"reference": {
"description": "How the party will be referred to in the document",
"example": "Sender",
"nullable": true,
"type": "string"
},
"signees": {
"description": "Party's signees",
"items": {
"additionalProperties": false,
"properties": {
"changes_requested_at": {
"description": "Date and time when the signee requested changes to the document",
"format": "date-time",
"nullable": true,
"readOnly": true,
"type": "string"
},
"email": {
"description": "Signee's email address",
"format": "email",
"nullable": true,
"type": "string"
},
"full_name": {
"description": "Signee's full name",
"example": "Jane Doe",
"nullable": true,
"type": "string"
},
"id": {
"description": "Unique ID",
"format": "uuid",
"nullable": true,
"pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$",
"type": "string"
},
"opened_at": {
"description": "Date and time when the signee opened the document",
"format": "date-time",
"nullable": true,
"readOnly": true,
"type": "string"
},
"order": {
"description": "Signee's signing order. When the signing order mode is set to `grouped`, then this number represents the signee's group number.",
"minimum": 0,
"type": "integer"
},
"rejected_at": {
"description": "Date and time when the signee rejected the document",
"format": "date-time",
"nullable": true,
"readOnly": true,
"type": "string"
},
"signature_verification_methods": {
"description": "List of allowed signature types for the signee",
"example": [
"sms",
"basic",
"wet_signature"
],
"items": {
"enum": [
"sms",
"basic",
"wet_signature",
"criipto_dk_mitid_substantial",
"criipto_dk_mitid_business",
"criipto_no_bankid",
"criipto_se_bankid_same_device",
"criipto_se_bankid_another_device",
"criipto_fi_bankid",
"criipto_fi_bankid_mobile"
],
"type": "string"
},
"nullable": true,
"type": "array"
},
"signed_at": {
"description": "Date and time when the signee signed the document",
"format": "date-time",
"nullable": true,
"readOnly": true,
"type": "string"
},
"title": {
"description": "Signee's title",
"example": "Software Engineer",
"nullable": true,
"type": "string"
}
},
"type": "object"
},
"type": "array"
},
"type": {
"description": "Type",
"enum": [
"personal",
"company"
],
"nullable": false,
"type": "string"
}
},
"type": "object"
},
"type": "array"
},
"signing_order_mode": {
"description": "The signing order mode. When it's set to grouped, each signee in `parties.signees`, should have the order field set to the group's number starting from 0.",
"enum": [
"random",
"strict",
"grouped"
],
"example": "strict",
"type": "string"
},
"tags": {
"description": "Document's tags",
"items": {
"example": "tags",
"minLength": 1,
"type": "string"
},
"nullable": false,
"type": "array"
},
"title": {
"description": "Document title",
"type": "string"
},
"to_be_signed_by": {
"description": "Who should sign the document",
"enum": [
"owner_and_others",
"others_only",
"owner_only"
],
"example": "owner_only",
"type": "string"
},
"version": {
"description": "The version has to be provided on update and match the latest document's version.\n\nYou can get it from the response when you get a document by ID.\nIt is also available in the response from document create or update actions.\n",
"format": "uuid",
"nullable": false,
"pattern": "^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$",
"type": "string"
}
},
"title": "DocumentUpdateAttibutes",
"type": "object"
}
},
"title": "DocumentCreateRequest",
"type": "object"
},
"DocumentIndexResponse": {
"additionalProperties": false,
"description": "Paginated list of documents",
"properties": {
"documents": {
"items": {
"additionalProperties": false,
"description": "Preview of a document",
"properties": {
"active_task_count": {
"description": "Numbe
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