Lone Wolf Technologies Templates API

openapi: 3.2.0
info:
  title: ZipForm Partner Templates API
  description: 'The zipForm® REST web service is made available on a licensed basis to third-party application partners. It exposes zipForm® transaction data, PDF forms, and certain zipForm® application functionality for integration into partner applications.


    **Base URLs:**

    - Production: `https://ws.zipformplus.com/api`

    - Staging/QA: `https://api.pre.zipformplus.com/api`


    ## Authentication


    All requests (except authentication endpoints) must include a **Shared Key** and either a **Context Id** or **External Id**, passed via request headers or query string.


    ### Via Request Headers (Context Id)

    ```

    X-Auth-ContextId: <Context Id>

    X-Auth-SharedKey: <Client Shared Key>

    ```


    ### Via Query String (Context Id)

    ```

    <URL>?ContextId=<Context Id>&SharedKey=<Client Shared Key>

    ```


    ### Via Request Headers (External Id)

    ```

    X-Auth-ExternalId: <Client External Id>

    X-Auth-SharedKey: <Client Shared Key>

    ```


    ### Via Query String (External Id)

    ```

    <URL>?ExternalId=<External Id>&SharedKey=<Client shared key>

    ```


    ## Response Codes


    | Code | Description |

    |---|---|

    | 200 | OK |

    | 201 | Created |

    | 204 | No Content — success but resource has no content |

    | 304 | Not Modified |

    | 400 | Bad Request |

    | 401 | Unauthorized |

    | 403 | Forbidden / Blank PDF Not Allowed |

    | 404 | Not Found |

    | 409 | Account Linking Failed |

    | 415 | Unsupported Media Type |

    | 500 | Internal Server Error |

    | 503 | Service Unavailable |


    ## Terminology


    | Term | Definition |

    |---|---|

    | Shared Key | A unique identifier granted to the partner that authenticates its Foreign Application |

    | Context Id | A session identifier returned after authentication, uniquely identifying the current interaction |

    | External Id | A partner-supplied identifier that uniquely identifies a user in the partner''s application |

    | Foreign Application (FA) | An external application that consumes the zipForm® web service |

    | MD5 | Message-digest algorithm used for data encryption |


    ## Pagination and Sorting


    Supported on collection endpoints (Get Transaction List, Get Document List, Get Library Documents, Get Agent Libraries):


    ```

    <URL>?page=<page number>&pagesize=<page size>&orderby=<sort field>&sortorder=<sort order>

    ```


    | Collection | Sort Fields |

    |---|---|

    | Transactions | `name`, `created` |

    | Forms/Documents | `name`, `ContentType` |

    | Libraries | `name`, `state` |


    `sortorder`: `asc` or `desc`


    ## Universal Global Fields


    Below is a list of the fields related to a transaction that can be updated through the API for the ZipForms System.


    ### 1. Property Listing Address

    - `REData_REProperties_ResidentialProperty_Listing_StreetAddress_CompositeAddress`

    - `REData_REProperties_ResidentialProperty_Listing_StreetAddress_City`

    - `REData_REProperties_ResidentialProperty_Listing_StreetAddress_StateOrProvince`

    - `REData_REProperties_ResidentialProperty_Listing_StreetAddress_PostalCode`


    ### 2. Listing Agent Information

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REAgent_FullName`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REAgent_AgentID`


    #### Contact Information

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REAgent_ContactInformation_OfficePhone`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REAgent_ContactInformation_CellPhone`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REAgent_ContactInformation_Pager`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REAgent_ContactInformation_Email`


    ### 3. Listing Office Information

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REOffice_Name`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REOffice_OfficeID`


    #### Contact Information

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REOffice_ContactInformation_OfficePhone`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REOffice_ContactInformation_Fax`


    #### Address

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REOffice_StreetAddress_CompositeAddress`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REOffice_StreetAddress_City`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REOffice_StreetAddress_StateOrProvince`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_REOffice_StreetAddress_PostalCode`


    ### 4. Listing Details

    - `REData_REProperties_ResidentialProperty_Listing_ListingID`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_ListDate`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_ListPrice`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_ExpirationDate`

    - `REData_REProperties_ResidentialProperty_Listing_ListingData_Remarks`


    ### 5. Geographic Information

    - `REData_REProperties_ResidentialProperty_Listing_GeographicData_County`


    ### 6. Sales Agent Information

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REAgent_FullName`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REAgent_AgentID`


    #### Contact Information

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REAgent_ContactInformation_OfficePhone`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REAgent_ContactInformation_CellPhone`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REAgent_ContactInformation_Pager`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REAgent_ContactInformation_Email`


    ### 7. Sales Office Information

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REOffice_Name`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REOffice_OfficeID`


    #### Contact Information

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REOffice_ContactInformation_OfficePhone`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REOffice_ContactInformation_Fax`


    #### Address

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REOffice_StreetAddress_CompositeAddress`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REOffice_StreetAddress_City`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REOffice_StreetAddress_StateOrProvince`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_REOffice_StreetAddress_PostalCode`


    ### 8. Sales Information

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_ContractDate`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_ClosePrice`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_CloseDate`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AmountFinanced`


    ### 9. School Information

    - `REData_REProperties_ResidentialProperty_Listing_SchoolData_SchoolDistrict`


    ### 10. Tax Information

    - `REData_REProperties_ResidentialProperty_Listing_TaxData_TaxID`

    - `REData_REProperties_ResidentialProperty_Listing_TaxData_County`

    - `REData_REProperties_ResidentialProperty_Listing_TaxData_LegalDescription`

    - `REData_REProperties_ResidentialProperty_Listing_ParcelNumber`


    ### 11. Property Characteristics

    - `REData_REProperties_ResidentialProperty_Subdivision`

    - `REData_REProperties_ResidentialProperty_AssociationFee`

    - `REData_REProperties_ResidentialProperty_YearBuilt`


    ---


    ## Parties


    ### 12. Seller 1


    #### Identity

    - `Other_Seller1_FirstName`

    - `Other_Seller1_MiddleName`

    - `Other_Seller1_LastName`

    - `Other_Seller1_FullName`

    - `Other_Seller1_Relationship`


    #### Address

    - `Other_Seller1_StreetAddress_CompositeAddress`

    - `Other_Seller1_StreetAddress_City`

    - `Other_Seller1_StreetAddress_StateOrProvince`

    - `Other_Seller1_StreetAddress_PostalCode`


    #### Contact Information

    - `Other_Seller1_ContactInformation_OfficePhone`

    - `Other_Seller1_ContactInformation_CellPhone`

    - `Other_Seller1_ContactInformation_HomePhone`

    - `Other_Seller1_ContactInformation_Fax`

    - `Other_Seller1_ContactInformation_Email`


    ### 13. Seller 2

    Same structure as Seller 1 — prefix `Other_Seller2_`


    ### 14. Buyer 1


    #### Identity

    - `Other_Buyer1_FirstName`

    - `Other_Buyer1_MiddleName`

    - `Other_Buyer1_LastName`

    - `Other_Buyer1_FullName`

    - `Other_Buyer1_Relationship`


    #### Address

    - `Other_Buyer1_StreetAddress_CompositeAddress`

    - `Other_Buyer1_StreetAddress_City`

    - `Other_Buyer1_StreetAddress_StateOrProvince`

    - `Other_Buyer1_StreetAddress_PostalCode`


    #### Contact Information

    - `Other_Buyer1_ContactInformation_OfficePhone`

    - `Other_Buyer1_ContactInformation_CellPhone`

    - `Other_Buyer1_ContactInformation_HomePhone`

    - `Other_Buyer1_ContactInformation_Fax`

    - `Other_Buyer1_ContactInformation_Email`


    ### 15. Buyer 2

    Same structure as Buyer 1 — prefix `Other_Buyer2_`


    ---


    ## Additional Parties


    ### 16. Seller Attorney

    - `Other_AdditionalInfo_Attorneys_Sellers_Name`

    - `Other_AdditionalInfo_Attorneys_Sellers_ContactName`

    - `Other_AdditionalInfo_Attorneys_Sellers_StreetAddress_CompositeAddress`

    - `Other_AdditionalInfo_Attorneys_Sellers_StreetAddress_City`

    - `Other_AdditionalInfo_Attorneys_Sellers_StreetAddress_StateOrProvince`

    - `Other_AdditionalInfo_Attorneys_Sellers_StreetAddress_PostalCode`

    - `Other_AdditionalInfo_Attorneys_Sellers_ContactInformation_OfficePhone`

    - `Other_AdditionalInfo_Attorneys_Sellers_ContactInformation_Fax`

    - `Other_AdditionalInfo_Attorneys_Sellers_ContactInformation_Email`


    ### 17. Buyer Attorney

    Same structure as Seller Attorney — prefix `Other_AdditionalInfo_Attorneys_Buyers_`


    ### 18. Appraiser

    - `Other_AdditionalInfo_Appraiser_Name`

    - `Other_AdditionalInfo_Appraiser_ContactName`

    - `Other_AdditionalInfo_Appraiser_StreetAddress_CompositeAddress`

    - `Other_AdditionalInfo_Appraiser_StreetAddress_City`

    - `Other_AdditionalInfo_Appraiser_StreetAddress_StateOrProvince`

    - `Other_AdditionalInfo_Appraiser_StreetAddress_PostalCode`

    - `Other_AdditionalInfo_Appraiser_ContactInformation_OfficePhone`

    - `Other_AdditionalInfo_Appraiser_ContactInformation_CellPhone`

    - `Other_AdditionalInfo_Appraiser_ContactInformation_Fax`

    - `Other_AdditionalInfo_Appraiser_ContactInformation_Pager`

    - `Other_AdditionalInfo_Appraiser_ContactInformation_Email`


    ### 19. Escrow

    - `Other_AdditionalInfo_Escrow_Name`

    - `Other_AdditionalInfo_Escrow_ContactName`

    - `Other_AdditionalInfo_Escrow_StreetAddress_CompositeAddress`

    - `Other_AdditionalInfo_Escrow_StreetAddress_City`

    - `Other_AdditionalInfo_Escrow_StreetAddress_StateOrProvince`

    - `Other_AdditionalInfo_Escrow_StreetAddress_PostalCode`

    - `Other_AdditionalInfo_Escrow_ContactInformation_OfficePhone`

    - `Other_AdditionalInfo_Escrow_ContactInformation_Fax`

    - `Other_AdditionalInfo_Escrow_ContactInformation_Email`

    - `Other_AdditionalInfo_Escrow_CaseNumber`


    ### 20. Lender

    - `Other_AdditionalInfo_Lender_Name`

    - `Other_AdditionalInfo_Lender_ContactName`

    - `Other_AdditionalInfo_Lender_StreetAddress_CompositeAddress`

    - `Other_AdditionalInfo_Lender_StreetAddress_City`

    - `Other_AdditionalInfo_Lender_StreetAddress_StateOrProvince`

    - `Other_AdditionalInfo_Lender_StreetAddress_PostalCode`

    - `Other_AdditionalInfo_Lender_ContactInformation_OfficePhone`

    - `Other_AdditionalInfo_Lender_ContactInformation_CellPhone`

    - `Other_AdditionalInfo_Lender_ContactInformation_Fax`

    - `Other_AdditionalInfo_Lender_ContactInformation_Pager`

    - `Other_AdditionalInfo_Lender_ContactInformation_Email`

    - `Other_AdditionalInfo_Lender_LoanNumber`


    ### 21. Title Company

    - `Other_AdditionalInfo_TitleInformation_Name`

    - `Other_AdditionalInfo_TitleInformation_ContactName`

    - `Other_AdditionalInfo_TitleInformation_StreetAddress_CompositeAddress`

    - `Other_AdditionalInfo_TitleInformation_StreetAddress_City`

    - `Other_AdditionalInfo_TitleInformation_StreetAddress_StateOrProvince`

    - `Other_AdditionalInfo_TitleInformation_StreetAddress_PostalCode`

    - `Other_AdditionalInfo_TitleInformation_ContactInformation_OfficePhone`

    - `Other_AdditionalInfo_TitleInformation_ContactInformation_CellPhone`

    - `Other_AdditionalInfo_TitleInformation_ContactInformation_Fax`

    - `Other_AdditionalInfo_TitleInformation_ContactInformation_Email`


    ---


    ## Additional Listing and Sales Data


    ### 22. Listing Condition Information

    - `Other_AdditionalInfo_AdditionalListingData_ConditionInfo_Includes`

    - `Other_AdditionalInfo_AdditionalListingData_ConditionInfo_Excludes`


    ### 23. Listing Encumbrances

    - `Other_AdditionalInfo_AdditionalListingData_Encumberances_MortgageBalance1`

    - `Other_AdditionalInfo_AdditionalListingData_Encumberances_MortgageBalance2`

    - `Other_AdditionalInfo_AdditionalListingData_Encumberances_TotalEncumbrances`

    - `Other_AdditionalInfo_AdditionalListingData_Encumberances_OtherLien`

    - `Other_AdditionalInfo_AdditionalListingData_Encumberances_OtherLienDescription`


    ### 24. Offer & Deposit Information

    - `Other_AdditionalInfo_AdditionalSalesData_OfferDate`

    - `Other_AdditionalInfo_AdditionalSalesData_OfferAcceptDate`

    - `Other_AdditionalInfo_AdditionalSalesData_DepositAmount`


    ### Tax Parcel Metadata

    - `Other_AdditionalInfo_AdditionalTaxData_LotNumber`

    - `Other_AdditionalInfo_AdditionalTaxData_UnitNumber`

    - `Other_AdditionalInfo_AdditionalTaxData_Township`

    - `Other_AdditionalInfo_AdditionalTaxData_BlockNumber`

    - `Other_AdditionalInfo_AdditionalTaxData_PlatBookNumber`

    - `Other_AdditionalInfo_AdditionalTaxData_PlatPageNumber`


    ### Property Type Flags

    - `Other_AdditionalInfo_AdditionalFields_CS_PropertyType_Residential`

    - `Other_AdditionalInfo_AdditionalFields_CS_PropertyType_Multi`

    - `Other_AdditionalInfo_AdditionalFields_CS_PropertyType_Vacant`

    - `Other_AdditionalInfo_AdditionalFields_CS_PropertyType_Commercial`

    - `Other_AdditionalInfo_AdditionalFields_CS_PropertyType_OtherPT`

    - `Other_AdditionalInfo_AdditionalFields_CS_PropertyType_OtherPTDescription`


    ### ZipForms Metadata

    - `Other_ZFMetadata_ZFFilename`

    - `Other_ZFMetadata_ZFBrokerName`

    - `Other_ZFMetadata_ZFUserName_Name`

    - `Other_ZFMetadata_ZFUserName_OfficePhone`

    - `Other_ZFMetadata_ZFUserName_Fax`

    - `Other_ZFMetadata_ZFUserName_CompositeAddress`


    ---


    ## Commission Data


    ### Listing Side

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_ListingCommissionPercent`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_ListingCommissionAmount`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AdminTransactionFee`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_OtherDeductions`


    #### Agent Splits

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AgentOneSplitPercent`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AgentOneSplitAmount`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AgentOneSplitName`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AgentTwoSplitPercent`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AgentTwoSplitAmount`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AgentTwoSplitName`


    #### Net Values

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AgentOneNet`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_AgentTwoNet`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_OfficeCommissionNet`


    ### Buy Side

    - `REData_REProperties_ResidentialProperty_BuySideData_BuyerCommissionPercent`

    - `REData_REProperties_ResidentialProperty_BuySideData_BuyerCommissionAmount`

    - `REData_REProperties_ResidentialProperty_BuySideData_AdminTransactionFee`

    - `REData_REProperties_ResidentialProperty_BuySideData_OtherDeductions`


    #### Referrals

    - `REData_REProperties_ResidentialProperty_BuySideData_ReferringAgentFeePercent`

    - `REData_REProperties_ResidentialProperty_BuySideData_ReferringAgentFeeAmount`

    - `REData_REProperties_ResidentialProperty_BuySideData_ReferringAgentName`


    #### Agent Splits

    - `REData_REProperties_ResidentialProperty_BuySideData_AgentOneSplitPercent`

    - `REData_REProperties_ResidentialProperty_BuySideData_AgentOneSplitAmount`

    - `REData_REProperties_ResidentialProperty_BuySideData_AgentOneSplitName`

    - `REData_REProperties_ResidentialProperty_BuySideData_AgentTwoSplitPercent`

    - `REData_REProperties_ResidentialProperty_BuySideData_AgentTwoSplitAmount`

    - `REData_REProperties_ResidentialProperty_BuySideData_AgentTwoSplitName`


    #### Net Values

    - `REData_REProperties_ResidentialProperty_BuySideData_AgentOneNet`

    - `REData_REProperties_ResidentialProperty_BuySideData_AgentTwoNet`

    - `REData_REProperties_ResidentialProperty_BuySideData_OfficeCommissionNet`


    ### Signer Representative

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_SignerRepresentative_FirstName`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_SignerRepresentative_MiddleName`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_SignerRepresentative_LastName`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_SignerRepresentative_Email`

    - `REData_REProperties_ResidentialProperty_Listing_SalesData_SignerRepresentative_Phone`'
  version: '5.1'
servers:
- url: https://ws.zipformplus.com/api
  description: Production
- url: https://api.pre.zipformplus.com/api
  description: Staging/QA
security:
- contextAuth: []
tags:
- name: Templates
  description: List and apply transaction templates.
paths:
  /transactions/{transactionId}/apply/{templateId}:
    parameters:
    - $ref: '#/components/parameters/transactionId'
    - $ref: '#/components/parameters/templateId'
    get:
      summary: Apply Template to Transaction
      description: Applies a template to a specified transaction.
      tags:
      - Templates
      responses:
        '200':
          description: Template applied successfully
        '403':
          description: Forbidden
        '500':
          description: Internal server error
  /templates:
    get:
      summary: Get List of Templates
      description: Returns the list of templates available to the authenticated user. Optionally filter by office using the path `/templates/<office ID>`.
      tags:
      - Templates
      responses:
        '200':
          description: Template list returned successfully
          content:
            application/json:
              schema:
                type: array
                items:
                  $ref: '#/components/schemas/Template'
        '401':
          description: Unauthorized
        '403':
          description: Forbidden
components:
  schemas:
    Template:
      type: object
      properties:
        id:
          type: string
        name:
          type: string
  parameters:
    transactionId:
      name: transactionId
      in: path
      required: true
      schema:
        type: string
        format: uuid
      description: Transaction GUID
    templateId:
      name: templateId
      in: path
      required: true
      schema:
        type: string
      description: Template ID
  securitySchemes:
    contextAuth:
      type: apiKey
      in: header
      name: X-Auth-ContextId
      description: Context Id obtained from an authentication endpoint. Must be used together with X-Auth-SharedKey.
    sharedKey:
      type: apiKey
      in: header
      name: X-Auth-SharedKey
      description: Shared Key provided by zipLogix to authenticate the partner application.
    externalIdAuth:
      type: apiKey
      in: header
      name: X-Auth-ExternalId
      description: External Id for partners authorized to use the External Id authentication scheme. Must be used together with X-Auth-SharedKey.