NOTE: Field IDs for fields that are not considered "Standard", such as General fields, and Custom fields, are referred to by special long-form uuids that are enumerated on the API details page of the Custom Form in Lawmatics. (E.g. https://app.lawmatics.com/custom-forms/:custom_form_id/api-details).
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openapi: 3.2.0
info:
title: Lawmatics OAuth Custom Forms API
version: 1.22.0
description: 'The official Lawmatics REST API for legal CRM, client intake and law firm automation. Manage matters (prospects), contacts, companies, custom forms and form entries, custom fields, events and appointments, tasks, notes, files, tags, users, time entries, expenses, invoices and transactions.
Authentication is OAuth 2.0 authorization code grant; access tokens do not expire, there are no refresh tokens, and Lawmatics does not currently support scopes - an authorized app receives full CRUD access to the granted account.
All list endpoints support the shared query-parameter grammar documented in the Param Guide: `fields` (field selection, one level deep, `fields=all` to expand), `page` (pagination), `sort_by`/`sort_order`, and `filter_by`/`filter_on`/`filter_with` (one filter at a time; operators `=`, `!=`, `<=`, `<`, `>=`, `>`, `like`, `ilike`, `null`, `not_null`).
Responses follow a JSON:API-style `data` / `attributes` / `relationships` envelope.'
contact:
name: Lawmatics API Support
email: api@lawmatics.com
url: https://docs.lawmatics.com/
termsOfService: https://www.lawmatics.com/terms-of-use
servers:
- url: https://api.lawmatics.com
description: Lawmatics production API
security:
- oauth2: []
- bearerAuth: []
tags:
- name: Custom Forms
description: 'NOTE: Field IDs for fields that are not considered "Standard", such as General fields, and Custom fields, are referred to by special long-form uuids that are enumerated on the API details page of the Custom Form in Lawmatics. (E.g. https://app.lawmatics.com/custom-forms/:custom_form_id/api-details).'
paths:
/v1/forms/{custom_form_uuid}:
get:
operationId: getCustomForm
summary: Custom Form
description: 'This Unauthenticated endpoint takes a Custom Form id and returns metadata about that Custom Form. This metadata can be used to recreate a Lawmatics Custom Form to be filled using your own html code.
This endpoint is marked `noauth` in the published collection: public custom-form submission does not require an OAuth access token.'
tags:
- Custom Forms
parameters:
- name: custom_form_uuid
in: path
required: true
description: The custom form uuid
schema:
type: string
- name: fields
in: query
required: false
schema:
type: string
example: all
security: []
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getCustomForm:
summary: GET Custom Form
value:
data:
id: 31a81c7b-378f-4d5f-8d03-57c2fb43fe3c
type: custom_form
attributes:
name: Lawmatics Intake Form
type: Prospect
created_at: '2018-09-12T16:42:41.024-07:00'
updated_at: '2018-10-12T15:16:53.787-07:00'
rows:
- components:
- id: first_name
field_type: string
label: First Name
component_type: field
required: true
- id: last_name
field_type: string
label: Last Name
component_type: field
required: true
- components:
- id: Q3VzdG9tRm9ybUNvbXBvbmVudDo6QWR2YW5jZWQtZ2VuZXJhbF9maWVsZC0yMDE4LTA4LTI3VDE3OjMxOjU5LjE0NVo=
field_type: list
label: General Field
component_type: general_field
required: false
list_options:
- label: '1'
value: 0
- label: '2'
value: 1
- components:
- id: Q3VzdG9tRm9ybUNvbXBvbmVudDo6QWR2YW5jZWQtaG9yaXpvbnRhbF9kaXZpZGVyLTIwMTgtMDgtMjdUMjA6Mzk6MTAuNjMzWg==
component_type: horizontal_divider
- components:
- id: Q3VzdG9tRm9ybUNvbXBvbmVudDo6QWR2YW5jZWQtaW5zdHJ1Y3Rpb25zLTIwMTgtMDgtMjdUMjA6Mzk6MDIuNDUxWg==
label: <p>Instructions text</p>
component_type: instructions
- components:
- id: Q3VzdG9tRm9ybUNvbXBvbmVudDo6QWR2YW5jZWQtZ2VuZXJhbF9maWVsZC0yMDE4LTA4LTI3VDE4OjI2OjAzLjI5Mlo=
field_type: boolean
label: Is Lawmatics Awesome?
component_type: general_field
required: false
- id: RmllbGRzOjpTdGFuZGFyZEZpZWxkLUNvbnRhY3QtbGFzdF9uYW1l
field_type: integer
label: Integer Custom Field
component_type: field
required: false
- id: birthdate
field_type: date
label: Birthdate
component_type: field
required: false
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/forms:
get:
operationId: getCustomForms
summary: Custom Forms
description: A paginated list of all Custom Forms in Lawmatics
tags:
- Custom Forms
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getCustomForms:
summary: GET Custom Forms
value:
data:
- id: ad79c099-6c37-47d0-9452-cdbeb297559f
type: custom_form
attributes:
name: Test Prospect Intake Form
type: Prospect
created_at: '2018-09-12T16:42:41.024-07:00'
updated_at: '2018-10-12T15:16:53.787-07:00'
rows:
- components:
- id: first_name
field_type: string
label: First name
component_type: field
required: true
- id: last_name
field_type: string
label: Last name
component_type: field
required: true
- components:
- id: RmllbGRzOjpDdXN0b21GaWVsZC1DdXN0b21GaWVsZDo6UHJhY3RpY2VBcmVhLTU=
field_type: text
label: Test Practice Area Text
component_type: field
required: false
- components:
- id: Q3VzdG9tRm9ybUNvbXBvbmVudDo6QWR2YW5jZWQtaW5zdHJ1Y3Rpb25zLTIwMTgtMDktMTJUMjM6NDI6NDUuNjMxWg==
label: <p><mark class="marker-blue">Instructions</mark></p><figure class="image"><img src="https://35010.cdn.cke-cs.com/xYsJJYSdHzfBDI20OIec/animations/140d1fdb22a2b76c73a2cbc080472d798c0f1e6e28720cf9_tumblr_obenjvTUOK1qzn6p7o1_400.gif" srcset="https://35010.cdn.cke-cs.com/xYsJJYSdHzfBDI20OIec/animations/140d1fdb22a2b76c73a2cbc080472d798c0f1e6e28720cf9_tumblr_obenjvTUOK1qzn6p7o1_400.gif/w_135 135w, https://35010.cdn.cke-cs.com/xYsJJYSdHzfBDI20OIec/animations/140d1fdb22a2b76c73a2cbc080472d798c0f1e6e28720cf9_tumblr_obenjvTUOK1qzn6p7o1_400.gif/w_215 215w, https://35010.cdn.cke-cs.com/xYsJJYSdHzfBDI20OIec/animations/140d1fdb22a2b76c73a2cbc080472d798c0f1e6e28720cf9_tumblr_obenjvTUOK1qzn6p7o1_400.gif/w_295 295w, https://35010.cdn.cke-cs.com/xYsJJYSdHzfBDI20OIec/animations/140d1fdb22a2b76c73a2cbc080472d798c0f1e6e28720cf9_tumblr_obenjvTUOK1qzn6p7o1_400.gif/w_375 375w" sizes="100vw" width="375"></figure>
required: false
component_type: instructions
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/forms/{custom_form_uuid}/entries:
get:
operationId: getCustomFormEntries
summary: Custom Form Entries
description: A paginated list of all Custom Form Entries in Lawmatics by Custom Form uuid
tags:
- Custom Forms
parameters:
- name: custom_form_uuid
in: path
required: true
description: The custom form uuid
schema:
type: string
responses:
'200':
description: OK
content:
application/json:
schema:
type: object
examples:
getCustomFormEntries:
summary: GET Custom Form Entries
value:
data:
- id: '91'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:30:48.711-07:00'
updated_at: '2018-10-17T12:30:48.711-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41869'
type: prospect
- id: '90'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:30:43.194-07:00'
updated_at: '2018-10-17T12:30:43.194-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41868'
type: prospect
- id: '89'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:30:36.721-07:00'
updated_at: '2018-10-17T12:30:36.721-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41867'
type: prospect
- id: '88'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:30:32.522-07:00'
updated_at: '2018-10-17T12:30:32.522-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41866'
type: prospect
- id: '87'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:29:55.684-07:00'
updated_at: '2018-10-17T12:29:55.684-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41865'
type: prospect
- id: '86'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:29:22.859-07:00'
updated_at: '2018-10-17T12:29:22.859-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41864'
type: prospect
- id: '85'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:29:16.213-07:00'
updated_at: '2018-10-17T12:29:16.213-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41863'
type: prospect
- id: '84'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:28:56.803-07:00'
updated_at: '2018-10-17T12:28:56.803-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41862'
type: prospect
- id: '83'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:25:34.196-07:00'
updated_at: '2018-10-17T12:25:34.196-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41861'
type: prospect
- id: '82'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:24:22.712-07:00'
updated_at: '2018-10-17T12:24:22.712-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41860'
type: prospect
- id: '81'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:24:04.170-07:00'
updated_at: '2018-10-17T12:24:04.170-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41859'
type: prospect
- id: '80'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:15:01.416-07:00'
updated_at: '2018-10-17T12:15:01.416-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41858'
type: prospect
- id: '79'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:14:35.492-07:00'
updated_at: '2018-10-17T12:14:35.492-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41857'
type: prospect
- id: '78'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:11:51.273-07:00'
updated_at: '2018-10-17T12:11:51.273-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41856'
type: prospect
- id: '77'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:10:33.065-07:00'
updated_at: '2018-10-17T12:10:33.065-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41855'
type: prospect
- id: '76'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:10:08.431-07:00'
updated_at: '2018-10-17T12:10:08.431-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41854'
type: prospect
- id: '75'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:09:46.031-07:00'
updated_at: '2018-10-17T12:09:46.031-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41853'
type: prospect
- id: '74'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:07:42.642-07:00'
updated_at: '2018-10-17T12:07:42.642-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41852'
type: prospect
- id: '73'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:06:47.744-07:00'
updated_at: '2018-10-17T12:06:47.744-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41851'
type: prospect
- id: '72'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:05:59.377-07:00'
updated_at: '2018-10-17T12:05:59.377-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41850'
type: prospect
- id: '71'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:03:15.314-07:00'
updated_at: '2018-10-17T12:03:15.314-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41849'
type: prospect
- id: '70'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:02:59.496-07:00'
updated_at: '2018-10-17T12:02:59.496-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41848'
type: prospect
- id: '69'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: test
created_at: '2018-10-17T12:00:52.386-07:00'
updated_at: '2018-10-17T12:00:52.386-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41847'
type: prospect
- id: '63'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: Loblaw
created_at: '2018-10-14T17:46:21.572-07:00'
updated_at: '2018-10-14T17:46:21.572-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41811'
type: prospect
- id: '62'
type: custom_form_entry
attributes:
body:
- label: First name
value: Bob
- label: Last name
value: Loblaw
created_at: '2018-10-14T17:45:12.742-07:00'
updated_at: '2018-10-14T17:45:12.742-07:00'
relationships:
custom_form:
data:
id: '4'
type: custom_form
contactable:
data:
id: '41810'
type: prospect
meta:
total_pages: 2
limit_per_page: 25
total_entries: 50
links:
self: /v1/custom_form_entry?page=1
next: /v1/custom_form_entry?page=2
'401':
description: Unauthorized - missing or invalid OAuth 2.0 bearer token
'429':
description: Too Many Requests - the per-firm rate limit was exceeded; a Retry-After header is returned
headers:
Retry-After:
description: Seconds to wait before retrying
schema:
type: integer
/v1/forms/{custom_form_uuid}/submit:
post:
operationId: submitCustomFormEntryFormDataBody
summary: Submit Custom Form Entry (Form Data Body)
description: 'This Unauthenticated (YOU DO NOT NEED A DEVELOPER APP) endpoint submits Custom Form values. Keys for the values use the Custom Form field ids found in Lawmatics, or found via the GET endpoint.
Data should be serialized via form-data (plain html5 forms) or JSON body (shown in next example)
Any automations will trigger as expected when this Custom Form is submitted via the API.
This endpoint is marked `noauth` in the published collection: public custom-form submission does not require an OAuth access token.'
tags:
- Custom Forms
parameters:
- name: custom_form_uuid
in: path
required: true
description: The custom form uuid
schema:
type: string
requestBody:
required: true
content:
multipart/form-data:
schema:
type: object
properties:
first_name:
type: string
last_name:
type: string
utm_source:
type: string
utm_campaign:
type: string
referring_url:
type: string
RmllbGRzOjpDdXN0b21GaWVsZC1DdXN0b21GaWVsZDo6UHJvc3BlY3QtMTAyNw==:
type: string
custom_field_2263:
type: string
application/json:
schema:
type: object
example:
first_name: Another
last_name: Test
utm_source: facebook
utm_campaign: test1
RmllbGRzOjpDdXN0b21GaWVsZC1DdXN0b21GaWVsZDo6UHJvc3BlY3QtMTAyNw==: An important case
custom_field_2263: FILL ME IN
security: []
responses:
'201':
description: Created
content:
application/json:
schema:
type: object
examples:
postSubmitCustomFormFormDataBody:
summary: POST Submit Custom Form (Form Data Body)
value:
data:
id: '58956'
type: contact
attributes:
first_name: Bob
last_name: Loblaw
email: bob@loblaw.com
created_at: '2018-10-17T12:43:21.570-07:00'
# --- truncated at 32 KB (34 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/lawmatics/refs/heads/main/openapi/lawmatics-custom-forms-api-openapi.yml