Paubox Form management API

openapi: 3.2.0
info:
  title: Paubox Forms Form management API
  description: 'The Paubox Forms API has two kinds of endpoints. Public, respondent-facing endpoints (retrieving a form definition for rendering and submitting a form response) require no authentication. Authenticated management endpoints (creating, listing, updating, copying, archiving forms, and reading or exporting submissions) require a Paubox API key with the "forms" scope, sent as `Authorization: Bearer YOUR_API_KEY`. API keys are generated in the Paubox dashboard.'
  version: 1.0.0
servers:
- url: https://api.paubox.com/v1/forms
  description: Paubox Forms API
tags:
- name: Form management
  description: Create, list, update, copy, and archive forms (requires API key)
paths:
  /api/forms:
    get:
      tags:
      - Form management
      summary: List forms
      operationId: listForms
      security:
      - bearerAuth: []
      description: Returns a paginated list of forms belonging to a customer. Supports filtering by form ID, title/description search, and archived/active state, plus ordering and pagination.
      parameters:
      - name: customer_id
        in: query
        required: true
        schema:
          type: integer
        description: 'Your Paubox customer ID. Requests for a customer you do not have access to return 403.

          '
      - name: form_id
        in: query
        required: false
        schema:
          type: string
          format: uuid
        description: Filter the results to a single form by its UUID.
      - name: search
        in: query
        required: false
        schema:
          type: string
        description: 'Substring match against the form title or description.

          '
      - name: archived
        in: query
        required: false
        schema:
          type: boolean
        description: Filter by archived state.
      - name: active
        in: query
        required: false
        schema:
          type: boolean
        description: Filter by active state.
      - name: order_by
        in: query
        required: false
        schema:
          type: string
          enum:
          - created_at
          - title
          - updated_at
          - submission_count
          default: created_at
        description: 'Field to order results by. Unknown values fall back to `created_at`.

          '
      - name: order
        in: query
        required: false
        schema:
          type: string
          enum:
          - asc
          - desc
          default: desc
        description: Sort direction.
      - name: page
        in: query
        required: false
        schema:
          type: integer
          default: 1
        description: Page number to return.
      - name: items
        in: query
        required: false
        schema:
          type: integer
          default: 50
          maximum: 100
        description: Number of forms per page (maximum 100).
      responses:
        '200':
          description: Paginated list of forms
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FormListResponse'
              examples:
                example:
                  summary: Example response
                  value:
                    results:
                    - id: 550e8400-e29b-41d4-a716-446655440000
                      title: Patient Intake Form
                      description: Please complete before your appointment.
                      form_html: <form>...</form>
                      form_json: {}
                      form_css: 'form { font-family: sans-serif; }'
                      vanity_url: null
                      version: 2
                      active: true
                      customer_id: 123
                      old_form_id: null
                      recipient: intake@example.com,records@example.com
                      signable: false
                      signature_confirmation_label: null
                      submission_count: 42
                      type: null
                      subscription_list_id: null
                      deleted: false
                      archived: false
                      created_at: '2024-01-15T10:30:00Z'
                      updated_at: '2024-06-01T08:00:00Z'
                    page_info:
                      count: 1
                      pages: 1
                      page: 1
                      items: 50
        '401':
          description: Missing or invalid API key, or the key lacks the "forms" scope
        '403':
          description: The API key does not have access to the requested customer
    post:
      tags:
      - Form management
      summary: Create a form
      operationId: createForm
      security:
      - bearerAuth: []
      description: Creates a new form. Returns the UUID of the created form.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CreateFormRequest'
            examples:
              basic:
                summary: Minimal form
                value:
                  title: Patient Intake Form
                  form_json:
                    fields:
                    - label: First name
                      type: text
                      required: true
                  customer_id: 123
                  version: 1
              full:
                summary: Marketing form with notifications
                value:
                  title: Newsletter Signup
                  description: Sign up for our monthly newsletter.
                  form_json:
                    fields:
                    - label: Email
                      type: email
                      required: true
                  form_html: <form>...</form>
                  form_css: 'form { font-family: sans-serif; }'
                  customer_id: 123
                  version: 1
                  recipient: marketing@example.com
                  subscription_list_id: b3f9c2d1-4a5e-4f6b-8c7d-9e0f1a2b3c4d
                  type: marketing_form
                  active: true
      responses:
        '200':
          description: Form created
          content:
            application/json:
              schema:
                type: object
                properties:
                  id:
                    type: string
                    format: uuid
                    description: UUID of the new form
              examples:
                example:
                  summary: Example response
                  value:
                    id: 7c9e6679-7425-40de-944b-e07fc1f90ae7
        '401':
          description: Missing or invalid API key, or the key lacks the "forms" scope
        '403':
          description: The API key does not have access to the requested customer
  /api/forms/stats:
    get:
      tags:
      - Form management
      summary: Get form statistics
      operationId: getFormStats
      security:
      - bearerAuth: []
      description: 'Returns aggregate form statistics for a customer: the number of active forms, the total submission count, and the number of submissions received in the last 7 days.'
      parameters:
      - name: customer_id
        in: query
        required: false
        schema:
          type: integer
        description: 'Paubox customer ID. Defaults to the customer that owns the API key.

          '
      responses:
        '200':
          description: Form statistics
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/FormStats'
              examples:
                example:
                  summary: Example response
                  value:
                    active_form_count: 8
                    total_submission_count: 1204
                    submissions_last_7_days: 37
        '401':
          description: Missing or invalid API key, or the key lacks the "forms" scope
        '403':
          description: The API key does not have access to the requested customer
  /api/forms/copy:
    post:
      tags:
      - Form management
      summary: Copy a form
      operationId: copyForm
      security:
      - bearerAuth: []
      description: Creates a copy of an existing form with a new title. The copy starts with a submission count of 0 and no vanity URL. Returns the full new form object.
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/CopyFormRequest'
            examples:
              example:
                summary: Copy a form
                value:
                  form_id: 550e8400-e29b-41d4-a716-446655440000
                  title: Patient Intake Form (Copy)
      responses:
        '200':
          description: The newly created form
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Form'
              examples:
                example:
                  summary: Example response
                  value:
                    id: 9f8b7c6d-5e4f-4a3b-2c1d-0e9f8a7b6c5d
                    title: Patient Intake Form (Copy)
                    description: Please complete before your appointment.
                    form_html: <form>...</form>
                    form_json: {}
                    form_css: 'form { font-family: sans-serif; }'
                    vanity_url: null
                    version: 2
                    active: false
                    customer_id: 123
                    old_form_id: null
                    recipient: intake@example.com
                    signable: false
                    signature_confirmation_label: null
                    submission_count: 0
                    type: null
                    subscription_list_id: null
                    deleted: false
                    archived: false
                    created_at: '2024-06-10T12:00:00Z'
                    updated_at: '2024-06-10T12:00:00Z'
        '401':
          description: Missing or invalid API key, or the key lacks the "forms" scope
        '403':
          description: The form belongs to a different customer
        '404':
          description: Source form not found
  /api/forms/{form_id}:
    get:
      tags:
      - Form management
      summary: Get a form
      operationId: getForm
      security:
      - bearerAuth: []
      description: Returns the full form definition by ID, including inactive and archived forms (unlike the public endpoint, which only serves renderable forms to respondents).
      parameters:
      - name: form_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
        description: UUID of the form to retrieve
      responses:
        '200':
          description: Form found
          content:
            application/json:
              schema:
                type: object
                properties:
                  data:
                    $ref: '#/components/schemas/Form'
              examples:
                example:
                  summary: Example response
                  value:
                    data:
                      id: 550e8400-e29b-41d4-a716-446655440000
                      title: Patient Intake Form
                      description: Please complete before your appointment.
                      form_html: <form>...</form>
                      form_json: {}
                      form_css: 'form { font-family: sans-serif; }'
                      vanity_url: null
                      version: 2
                      active: true
                      customer_id: 123
                      old_form_id: null
                      recipient: intake@example.com
                      signable: false
                      signature_confirmation_label: null
                      submission_count: 42
                      type: null
                      subscription_list_id: null
                      deleted: false
                      archived: false
                      created_at: '2024-01-15T10:30:00Z'
                      updated_at: '2024-06-01T08:00:00Z'
        '401':
          description: Missing or invalid API key, or the key lacks the "forms" scope
        '403':
          description: The form belongs to a different customer
        '500':
          description: 'Form not found. The service currently returns 500 (rather than 404) for a form ID that does not exist.

            '
    put:
      tags:
      - Form management
      summary: Update a form
      operationId: updateForm
      security:
      - bearerAuth: []
      description: 'Updates a form. This is a partial update: any fields omitted from the request body are left unchanged.'
      parameters:
      - name: form_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
        description: UUID of the form to update
      requestBody:
        required: true
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateFormRequest'
            examples:
              example:
                summary: Rename and activate a form
                value:
                  title: Patient Intake Form (2024)
                  active: true
      responses:
        '200':
          description: Form updated
          content:
            application/json:
              schema:
                type: object
                properties:
                  detail:
                    type: string
                  form_id:
                    type: string
                    format: uuid
              examples:
                example:
                  summary: Example response
                  value:
                    detail: Form updated successfully
                    form_id: 550e8400-e29b-41d4-a716-446655440000
        '401':
          description: Missing or invalid API key, or the key lacks the "forms" scope
        '403':
          description: The form belongs to a different customer
        '404':
          description: Form not found or deleted
  /api/forms/{form_id}/archive:
    post:
      tags:
      - Form management
      summary: Archive a form
      operationId: archiveForm
      security:
      - bearerAuth: []
      description: 'Archives a form. Archiving also deactivates the form (sets `active` to false), so it stops accepting submissions. The endpoint does not verify that the form exists: an unknown form ID still returns a 200 success response.'
      parameters:
      - name: form_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
        description: UUID of the form to archive
      responses:
        '200':
          description: Form archived
          content:
            application/json:
              schema:
                type: object
                properties:
                  detail:
                    type: string
              examples:
                example:
                  summary: Example response
                  value:
                    detail: Form archived.
        '401':
          description: Missing or invalid API key, or the key lacks the "forms" scope
  /api/forms/{form_id}/unarchive:
    post:
      tags:
      - Form management
      summary: Unarchive a form
      operationId: unarchiveForm
      security:
      - bearerAuth: []
      description: 'Unarchives a form. This does not re-activate it: `active` stays false until the form is updated with `active: true`. The endpoint does not verify that the form exists: an unknown form ID still returns a 200 success response.'
      parameters:
      - name: form_id
        in: path
        required: true
        schema:
          type: string
          format: uuid
        description: UUID of the form to unarchive
      responses:
        '200':
          description: Form unarchived
          content:
            application/json:
              schema:
                type: object
                properties:
                  detail:
                    type: string
              examples:
                example:
                  summary: Example response
                  value:
                    detail: Form unarchived.
        '401':
          description: Missing or invalid API key, or the key lacks the "forms" scope
components:
  schemas:
    CreateFormRequest:
      type: object
      required:
      - title
      - form_json
      - customer_id
      - version
      properties:
        title:
          type: string
          description: Title of the form
        form_json:
          type: object
          description: The form field schema
        customer_id:
          type: integer
          description: Your Paubox customer ID
        version:
          type: integer
          description: Form schema version
        description:
          type: string
        form_html:
          type: string
        form_css:
          type: string
        recipient:
          type: string
          description: 'Comma-separated email addresses notified on each submission.

            '
        signable:
          type: boolean
          default: false
          description: Whether the form collects a signature
        signature_confirmation_label:
          type: string
        subscription_list_id:
          type: string
          description: 'ID of the connected Marketing contact list. For marketing forms, new subscribers are added to this list.

            '
        type:
          type: string
          description: Form type, for example `marketing_form`
        active:
          type: boolean
          default: false
        submission_count:
          type: integer
          default: 0
    UpdateFormRequest:
      type: object
      description: 'Partial update. All fields are optional; omitted fields are left unchanged.

        '
      properties:
        title:
          type: string
        description:
          type: string
        form_json:
          type: object
          description: The form field schema
        vanity_url:
          type: string
        recipient:
          type: string
          description: 'Comma-separated email addresses notified on each submission.

            '
        active:
          type: boolean
        subscription_list_id:
          type: string
          description: 'ID of the connected Marketing contact list. For marketing forms, new subscribers are added to this list.

            '
    FormStats:
      type: object
      properties:
        active_form_count:
          type: integer
          description: Number of active forms
        total_submission_count:
          type: integer
          description: Total submissions across all forms
        submissions_last_7_days:
          type: integer
          description: Submissions received in the last 7 days
    PageInfo:
      type: object
      properties:
        count:
          type: integer
          description: Total number of matching forms
        pages:
          type: integer
          description: Total number of pages
        page:
          type: integer
          description: Current page number
        items:
          type: integer
          description: Number of items per page
    FormListResponse:
      type: object
      properties:
        results:
          type: array
          items:
            $ref: '#/components/schemas/Form'
        page_info:
          $ref: '#/components/schemas/PageInfo'
    Form:
      type: object
      properties:
        id:
          type: string
          format: uuid
        title:
          type: string
        description:
          type:
          - string
          - 'null'
        form_html:
          type:
          - string
          - 'null'
        form_json:
          type:
          - object
          - 'null'
        form_css:
          type:
          - string
          - 'null'
        vanity_url:
          type:
          - string
          - 'null'
        version:
          type: integer
        active:
          type: boolean
        customer_id:
          type: integer
        old_form_id:
          type:
          - integer
          - 'null'
        recipient:
          type:
          - string
          - 'null'
          description: 'Comma-separated email addresses notified on each submission.

            '
        signable:
          type: boolean
        signature_confirmation_label:
          type:
          - string
          - 'null'
        submission_count:
          type: integer
        type:
          type:
          - string
          - 'null'
        subscription_list_id:
          type:
          - string
          - 'null'
          description: 'ID of the connected Marketing contact list. For marketing forms, new subscribers are added to this list.

            '
        deleted:
          type: boolean
        archived:
          type: boolean
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
    CopyFormRequest:
      type: object
      required:
      - form_id
      - title
      properties:
        form_id:
          type: string
          format: uuid
          description: UUID of the form to copy
        title:
          type: string
          description: Title for the copy
  securitySchemes:
    bearerAuth:
      type: http
      scheme: bearer
      description: 'Paubox API key sent as `Authorization: Bearer YOUR_API_KEY`. API keys are created in the Paubox dashboard and must have the "forms" scope; a key without the forms scope receives 401 Unauthorized. A valid key used against a resource that belongs to a different customer receives 403 Forbidden.

        '