GetAccept Templates API

GetAccept has extensive support for creating templates in different formats. You can use form fields to receive input data from a recipient or word files to merge custom data into a document.

OpenAPI Specification

getaccept-templates-api-openapi.yml Raw ↑
openapi: 3.0.0
info:
  contact:
    email: integrations@getaccept.com
    name: GetAccept API Team
    url: https://app.getaccept.com/api
  description: GetAccept provides a sales enablement platform for sales to design, send, promote, track, and e-sign sales documents, leveraging sales collateral, contract management, proposals, and electronic signatures in one place.
  license:
    name: Apache 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0.html
  termsOfService: https://www.getaccept.com/terms.html
  title: GetAccept Archive Templates API
  version: '1.6'
servers:
- description: Production endpoint
  url: https://api.getaccept.com/v1
security:
- Oauth2:
  - basic
- Token: []
tags:
- externalDocs:
    url: https://app.getaccept.com/api/#templates
  description: GetAccept has extensive support for creating templates in different formats. You can use form fields to receive input data from a recipient or word files to merge custom data into a document.
  name: Templates
paths:
  /email/templates:
    get:
      responses:
        '200':
          content:
            application/json:
              schema:
                additionalProperties:
                  items:
                    properties:
                      id:
                        type: string
                      name:
                        type: string
                      type:
                        type: string
                    type: object
                  type: array
                type: object
          description: OK
        '401':
          $ref: '#/components/responses/Unauthorized'
      tags:
      - Templates
      description: Get a list of email templates on the entity.
      operationId: ListEmailTemplates
      summary: List email templates
    post:
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EmailTemplate'
          description: OK
        '400':
          $ref: '#/components/responses/Invalid'
        '401':
          $ref: '#/components/responses/Unauthorized'
      tags:
      - Templates
      description: Create a new email template.
      operationId: CreateEmailTemplate
      requestBody:
        content:
          application/json:
            schema:
              properties:
                code:
                  description: Template HTML code
                  type: string
                name:
                  description: Template name
                  type: string
              required:
              - name
              - code
              type: object
        required: true
      summary: Create email template
  /email/templates/{emailTemplateId}:
    get:
      parameters:
      - description: Email Template ID
        in: path
        name: emailTemplateId
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/EmailTemplate'
          description: OK
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      tags:
      - Templates
      description: Get detailed information about an email template.
      operationId: GetEmailTemplateDetails
      summary: Get email template details
    put:
      parameters:
      - description: Email Template ID
        in: path
        name: emailTemplateId
        required: true
        schema:
          type: string
      responses:
        '204':
          description: No Content
        '400':
          $ref: '#/components/responses/Invalid'
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      tags:
      - Templates
      description: Update an existing email template.
      operationId: UpdateEmailTemplate
      requestBody:
        content:
          application/json:
            schema:
              properties:
                code:
                  description: Template HTML code
                  type: string
                name:
                  description: Template name
                  type: string
              type: object
        required: true
      summary: Update email template
  /templates:
    get:
      parameters:
      - description: Show all templates for entity
        in: query
        name: showall
        schema:
          default: 'true'
          type: string
        x-ms-summary: Show all
      - description: Show templates in a specific folder
        in: query
        name: folder_id
        schema:
          type: string
        x-ms-summary: Folder ID
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  templates:
                    items:
                      properties:
                        tags:
                          type: string
                        created_at:
                          type: string
                        external_editor_type:
                          type: string
                        field_count:
                          format: int32
                          type: integer
                        id:
                          type: string
                        is_editable:
                          type: boolean
                        is_private:
                          type: boolean
                        name:
                          type: string
                        page_count:
                          format: int32
                          type: integer
                        role_count:
                          format: int32
                          type: integer
                        sender_name:
                          type: string
                        sender_thumb_url:
                          type: string
                        thumb_url:
                          type: string
                        type:
                          type: string
                        user_id:
                          type: string
                        video_id:
                          type: string
                        video_thumb_url:
                          type: string
                      type: object
                    type: array
                type: object
          description: OK
        '401':
          $ref: '#/components/responses/Unauthorized'
      tags:
      - Templates
      description: Receive a list of available document templates. You can add new templates under the Templates-section in GetAccept.
      operationId: ListTemplates
      summary: List templates
      x-ms-visibility: important
  /templates/{templateId}/custom-images:
    get:
      parameters:
      - description: Template ID
        in: path
        name: templateId
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  custom_images:
                    items:
                      properties:
                        id:
                          description: ID of the custom image
                          type: string
                        name:
                          description: Name of the custom image
                          type: string
                      type: object
                    type: array
                type: object
          description: OK
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      tags:
      - Templates
      description: Get a list of custom images on a template.
      operationId: GetTemplateCustomImages
      summary: Get template custom images
  /templates/{templateId}/fields:
    get:
      parameters:
      - description: Template ID
        in: path
        name: templateId
        required: true
        schema:
          type: string
        x-ms-dynamic-values:
          operationId: ListTemplates
          value-collection: templates
          value-path: id
          value-title: name
        x-ms-summary: Template ID
        x-ms-url-encoding: single
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Fields'
          description: OK
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      tags:
      - Templates
      description: Receive a list of fields for a specific template.
      operationId: ListFields
      summary: Get template fields
  /templates/{templateId}/fields_roles:
    get:
      parameters:
      - description: Template ID
        in: path
        name: templateId
        required: true
        schema:
          type: string
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  fields:
                    items:
                      properties:
                        field_id:
                          type: string
                        role_name:
                          type: string
                      type: object
                    type: array
                type: object
          description: OK
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      tags:
      - Templates
      description: Receive a list of fields and associated role for a specific template.
      operationId: ListTemplateFieldRoles
      summary: Get template field roles
  /templates/{templateId}/pricing-tables:
    get:
      parameters:
      - description: Template ID
        in: path
        name: templateId
        required: true
        schema:
          type: string
        x-ms-dynamic-values:
          operationId: ListTemplates
          value-collection: templates
          value-path: id
          value-title: name
        x-ms-summary: Template ID
        x-ms-url-encoding: single
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/PricingTables'
          description: OK
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      tags:
      - Templates
      description: Receive a list of pricing-table items for a specific template.
      operationId: GetPricingTables
      summary: Get template pricing tables
  /templates/{templateId}/roles:
    get:
      parameters:
      - description: Template ID
        in: path
        name: templateId
        required: true
        schema:
          type: string
        x-ms-dynamic-values:
          operationId: ListTemplates
          value-collection: templates
          value-path: id
          value-title: name
        x-ms-summary: Template ID
        x-ms-url-encoding: single
      responses:
        '200':
          content:
            application/json:
              schema:
                properties:
                  roles:
                    items:
                      properties:
                        email:
                          type: string
                        first_name:
                          type: string
                        last_name:
                          type: string
                        mobile:
                          type: string
                        role:
                          type: string
                        role_id:
                          type: string
                        role_name:
                          type: string
                      type: object
                    type: array
                type: object
          description: OK
        '401':
          $ref: '#/components/responses/Unauthorized'
        '404':
          $ref: '#/components/responses/NotFound'
      tags:
      - Templates
      description: Receive a list of roles for a specific template.
      operationId: ListRoles
      summary: Get template roles
components:
  schemas:
    PricingColumn:
      description: Pricing Table Column
      properties:
        column_id:
          description: ID
          type: string
          x-ms-summary: ID
        display_name:
          description: Display Name
          type: string
          x-ms-summary: Display Name
        enabled:
          description: Enabled
          enum:
          - true
          - false
          example: false
          type: boolean
          x-ms-summary: Enabled
        name:
          description: Name
          type: string
          x-ms-summary: Name
      title: Column
      type: object
      x-ms-summary: Column
    EditorField:
      description: Editor Field details
      properties:
        id:
          description: ID
          type: string
          x-ms-summary: ID
          x-ms-visibility: advanced
        input_settings:
          description: Settings
          properties:
            label:
              description: Label
              type: string
              x-ms-summary: Label
            options:
              description: Options
              items:
                type: string
              type: array
              x-ms-summary: Options
            required:
              description: Required
              type: boolean
              x-ms-summary: Required
            type:
              description: Type
              type: string
              x-ms-summary: Type
          type: object
          x-ms-summary: Settings
        recipient_id:
          description: Recipient ID
          type: string
          x-ms-summary: Recipient ID
        type:
          description: Type
          type: string
          x-ms-summary: Type
        user_id:
          description: User ID
          type: string
          x-ms-summary: User ID
      title: Editor Field
      type: object
      x-ms-summary: Editor Field
    Error:
      properties:
        description:
          type: string
        error:
          type: string
        status:
          type: number
      title: Error
      type: object
      x-ms-summary: Error
    PricingSection:
      description: Pricing Table Section
      properties:
        columns:
          items:
            $ref: '#/components/schemas/PricingColumn'
          type: array
        display_name:
          description: Display Name
          type: string
          x-ms-summary: Display Name
        name:
          description: Name
          type: string
          x-ms-summary: Name
        section_id:
          description: ID
          type: string
          x-ms-summary: ID
      title: Section
      type: object
      x-ms-summary: Section
    EmailTemplate:
      description: Email template details
      properties:
        code:
          description: Template HTML code
          type: string
        entity_id:
          description: Entity ID
          type: string
        id:
          description: Template ID
          type: string
        name:
          description: Template name
          type: string
      title: Email Template
      type: object
    Fields:
      description: Field list
      properties:
        editor_fields:
          items:
            $ref: '#/components/schemas/EditorField'
          type: array
        fields:
          items:
            $ref: '#/components/schemas/Field'
          type: array
      title: Fields
      type: object
      x-ms-summary: Fields
    Field:
      description: Field details
      properties:
        company_name:
          description: Company Name
          type: string
          x-ms-summary: Company Name
          x-ms-visibility: advanced
        company_number:
          description: Company Number
          type: string
          x-ms-summary: Company Number
          x-ms-visibility: advanced
        field_id:
          description: Field ID
          type: string
          x-ms-summary: Field ID
          x-ms-visibility: advanced
        field_label:
          description: Label
          type: string
          x-ms-summary: Label
        field_options:
          description: Options
          items:
            properties:
              value:
                type: string
                x-ms-summary: Value
            type: object
          type: array
          x-ms-summary: Options
          x-ms-visibility: advanced
        field_type:
          description: Type
          type: string
          x-ms-summary: Type
        field_value:
          description: Value
          type: string
          x-ms-summary: Value
        is_collectable:
          description: Collecting field
          type: boolean
          x-ms-visibility: advanced
        is_editable:
          description: Editable field
          type: boolean
          x-ms-visibility: advanced
        is_required:
          description: Required field
          type: boolean
        page_id:
          description: Page ID
          type: string
          x-ms-summary: Page ID
          x-ms-visibility: advanced
        recipient_id:
          description: Recipient ID
          type: string
          x-ms-summary: Recipient ID
          x-ms-visibility: advanced
        recipient_name:
          description: Recipient Name
          type: string
          x-ms-summary: Recipient Name
          x-ms-visibility: advanced
        role_name:
          description: Role Name
          type: string
          x-ms-summary: Role Name
          x-ms-visibility: advanced
      title: Field
      type: object
      x-ms-summary: Field
    PricingTables:
      description: Pricing Tables
      properties:
        pricing_tables:
          items:
            $ref: '#/components/schemas/PricingTable'
          type: array
      title: Pricing
      type: object
      x-ms-summary: Pricing
    PricingTable:
      description: Pricing Table
      properties:
        currency_settings:
          description: Currency Settings
          properties:
            currency:
              description: Currency
              type: string
              x-ms-summary: Currency
            locale:
              description: Locale
              type: string
              x-ms-summary: Locale
          title: Currency Settings
          type: object
          x-ms-summary: Currency Settings
        pre_calculated:
          description: Pre calculated totals
          type: boolean
          x-ms-summary: Pre calculated totals
        sections:
          items:
            $ref: '#/components/schemas/PricingSection'
          type: array
        table_id:
          description: Table ID
          type: string
          x-ms-summary: ID
      title: Table
      type: object
      x-ms-summary: Table
  responses:
    Unauthorized:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
      description: Unauthorized
    NotFound:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
      description: The specified resource was not found
    Invalid:
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/Error'
      description: Invalid data
  securitySchemes:
    Oauth2:
      description: For testing purpose, use client_id **api** and client_secret **app**
      flows:
        authorizationCode:
          authorizationUrl: https://app.getaccept.com/oauth2/authorize
          refreshUrl: https://app.getaccept.com/oauth2/token
          scopes:
            basic: Grants basic access to operations
          tokenUrl: https://app.getaccept.com/oauth2/token
      type: oauth2
    Token:
      bearerFormat: JWT
      description: Enter your bearer token
      scheme: bearer
      type: http
x-ms-connector-metadata:
- propertyName: Website
  propertyValue: https://www.getaccept.com
- propertyName: Privacy policy
  propertyValue: https://www.getaccept.com/privacy-policy
- propertyName: Categories
  propertyValue: Sales and CRM;Productivity