Compartir por


GetAccept

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.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
     -   US Department of Defense (DoD)
Power Automate Premium All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Power Apps Premium All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
     -   US Department of Defense (DoD)
Contact
Name GetAccept API Team
URL https://app.getaccept.com/api
Email integrations@getaccept.com
Connector Metadata
Publisher GetAccept, Inc.
Website https://www.getaccept.com
Privacy policy https://www.getaccept.com/privacy-policy
Categories Sales and CRM;Productivity

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. This connector helps to automate your workflows for document storage, retrieval, task assignment, and customized notifications.

Prerequisites

A GetAccept account is required to use this connection. Go to getaccept.com to register a free account.

How to get credentials?

Only a valid GetAccept account is required as OAuth2 is used to authenticate the current logged-in user in GetAccept.

Known issues and limitations

Please contact our [mailto:support@getaccept.com](technical support) for any integration related issues.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Create and send document or template

You must create a document to be able to send it to a recipient. When creating a document you can refer to previously uploaded files with file_id or you can choose to create a document and upload the files in on API post. You can only upload ONE file when including a file in the create document POST.

Use either file_ids parameter to use existing uploaded file(s), file_content to send the document as base64 encoded string or do a multipart post with file parameter.

All recipients must have either a valid e-mail or a mobile number.

All events are recorded using requestor IP address. You can override this using header CLIENT_IP containing the end-users public IP address.

Create contact

This will create a new contact in the database for the current entity

Create user

This will create a new contact in the database for the current entity

Download document

Document file can always be downloaded but most likely you want to download it when it has status Signed.

You can select to receive a download-url or get the binary file.

The download URL is accessable 10 minutes after a request has been made.

Get document attachments

Get document attachments by specifying a document id.

Get document details

Get document details by specifying a document id.

Get document fields

Get a list of fields for a document or template. Can be used both before and after a document has been signed.

Get document recipients

Get a list of recipients for a specific document.

Get template fields

Receive a list of fields for a specific template.

Get template pricing tables

Receive a list of pricing-table items for a specific template.

Get template roles

Receive a list of roles for a specific template.

Get user details

This call will return details of a single user. Receive details and available entities of the current authenticated user using user-id me

List attachments

Receive a list of available attachments. You can add new attachments in GetAccept using a new document.

List contacts

Receive a list of available contact for the current entity. All contacts added as a recipient are saved as a contact and is available for later use on that entity.

List documents

Get a list of available documents

List templates

Receive a list of available document templates. You can add new templates under the Templates-section in GetAccept.

List users

Fetch a list of active users for the current authenticated entity

List videos

Receive a list of available videos on the entity. You can add new videos in the mobile app or inside GetAccept.

Send existing document

When you send a document via GetAccept, we deliver an email to all recipients, each containing a unique, secured link. This API call triggers the document send action and can only be performed on documents with document_status = draft. The document will be sent to recipients you provided when it was created.

If document was created using self-sign option it will also be self-signed by the authenticated or specified user before sending.

Update document expiration

Use this method to update the expiration date and time for a document.

Upload a document file

You can upload one file at a time and get a file id. The file id is used to connect a file with a GetAccept document which is sent to recipients. If you want to upload mutliple files you run multiple POST. We only accept files up to 10 MB as default. Uploaded file need to be imported/added to a document within 48 hours after uploading.

We recommended you to upload PDF files in order to guarantee the same look when sent. Other file types can be converted, such as:

Mirosoft Office: doc, docx, xl, xls, xlsx, ppt, pptx Mac: numbers, key Images: jpg, jpeg, png Other: html, tex, csv

Upload a video

You can upload attachment files to include with documents you send. Successful request will return the attachment_id. Use attachment_id to assign an attachment to a document.

Upload an attachment

You can upload attachment files to include with documents you send. Successful request will return the attachment_id. Use attachment_id to assign an attachment to a document.

Create and send document or template

You must create a document to be able to send it to a recipient. When creating a document you can refer to previously uploaded files with file_id or you can choose to create a document and upload the files in on API post. You can only upload ONE file when including a file in the create document POST.

Use either file_ids parameter to use existing uploaded file(s), file_content to send the document as base64 encoded string or do a multipart post with file parameter.

All recipients must have either a valid e-mail or a mobile number.

All events are recorded using requestor IP address. You can override this using header CLIENT_IP containing the end-users public IP address.

Parameters

Name Key Required Type Description
ID
id string

Attachment ID received from list or after upload

Require view
require_view boolean

Require that recipient view the attachment

Type
type string

file or external where file is an uploaded file and external is a link to an external file

Field ID
id string

ID of custom template field

Field Name
name string

Name of custom template field

Field Value
value string

Value of custom template field

Currency
currency string

Currency, ex. SEK

Locale
locale string

Locale, ex. sv-SE

Display Name
display_name string

Display name of the pricing table

External ID
external_id string

External ID to represent the summary object within a third-party system

Table ID
id string

Table ID

Precalculated totals
pre_calculated boolean

If pricing table totals should be pre-calculated

Display Name
display_name string

Display name of the pricing table

ID
id string

Section ID

Rows
rows

Array with values object with array of column_id, value

Enabled
enabled boolean

If section discount should be enabled

Flat fee
flat_fee boolean

If section should use using flat fee discounts

Discount Value
value string

The value for section discount

Enabled
enabled boolean

If section price should be enabled

Flat fee
flat_fee boolean

If section should use using flat fee pricing

Price Value
value string

The value for section price

Enabled
enabled boolean

If section tax should be enabled

Flat fee
flat_fee boolean

If section should use using flat fee taxes

Tax Value
value string

The value for section tax

Enabled
enabled boolean

If pricing table discount should be enabled

Flat fee
flat_fee boolean

If pricing table should use using flat fee discounts

Discount Value
value string

The value for summary discount

Enabled
enabled boolean

If pricing table price should be enabled

Flat fee
flat_fee boolean

If pricing table should use using flat fee pricing

Price Value
value string

The value for summary price

Enabled
enabled boolean

If pricing table tax should be enabled

Flat fee
flat_fee boolean

If pricing table should use using flat fee taxes

Value
value string

The value for summary tax

Expiration date
expiration_date date-time

Date and time when the document should expire

External ID
external_id string

External system ID for identification

File content
file_content string

Base64 encoded file content

File IDs
file_ids string

Comma-separated, unique file-ids received when uploading files

File name
file_name string

Filename of the document, with the extension. This will be helpful for converting different file-types.

File URL
file_url string

Url to document file. Documents must be public available for download

Send automatically
is_automatic_sending boolean

If the document should be sent after creation

Send reminders
is_reminder_sending boolean

Should automatic reminders be sent

Schedule sending
is_scheduled_sending boolean

Should the sending be scheduled for sending in the future

Sign document
is_signing boolean

Should the document be sent for signing

Handwritten signature
is_signing_biometric boolean

Use handwritten signature

Allow signature transfer
is_signing_forward boolean

Should recipients be able to transfer signature rights

Sign with initials
is_signing_initials boolean

Sign document using recipient initials

Send SMS
is_sms_sending boolean

Should the document be sent to recipient mobile by text

Document name
name True string

Enter a name of the document

Company name
company_name string

Company name of the recipient

Company number
company_number string

Company number of the recipient

Email
email string

Email address of the recipient

First name
first_name string

Recipient first name

Last name
last_name string

Last name of recipient

Mobile
mobile string

Mobile phone in international format

Note
note string

Additional note for a recipient

Signing order
order_num integer

If signing order is enabled

Recipient type
role string

The kind of recipient in the document

Template role
role_name string

The name of the role in a template

Verify EID
verify_eid boolean

Verify using EID

EID type
verify_eid_type string

EID type to be used for personal verification

Enable question
verify_qna boolean

Should a question be asked

Verification answer
verify_qna_answer string

The answer to question

Question on open
verify_qna_open boolean

Should question be asked before opening document

Verification question
verify_qna_question string

Question to ask for verification

Sign question
verify_qna_sign boolean

Should a question be asked before signing

Verify SMS
verify_sms boolean

Verify recipient by SMS

Verify SMS on open
verify_sms_open boolean

Verify SMS on open

Verify by SMS
verify_sms_sign boolean

Should a SMS verify the recipient before signing

Schedule send date
scheduled_sending_time date-time

Date and time when the document should be sent out

Sender email override
sender_email string

Send from other email than authenticated user

Sender user override
sender_id string

Send from other user than authenticated

Template ID
template_id string

Select a template to use for the sending

Document type
type string

Set the type/category of the document

Document value
value integer

Value of deal or document

Video ID
video_id string

Select a video to use for the sending

Returns

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Document
Document

Create contact

This will create a new contact in the database for the current entity

Parameters

Name Key Required Type Description
Company Name
company_name string

Associated company name

Company Number
company_number string

Associated company number

Email
email string

Email address of the contact

First name
first_name string

First name of the contact

Full name
fullname string

Use to specify full name instead of first/last name

Last name
last_name string

Last name of the contact

Mobile
mobile string

Mobile number in international format

Note
note string

Optional internal note for contact

Phone
phone string

Phone number in international format

Title
title string

The title of the contact, ex. CEO, Sales manager

Returns

Name Path Type Description
Contact ID
contact_id string

ID of the created contact

Create user

This will create a new contact in the database for the current entity

Parameters

Name Key Required Type Description
company_name
company_name string

Associated company name

company_number
company_number string

Associated company number

email
email string

Email address of the contact

first_name
first_name string

First name of the contact

fullname
fullname string

Use to specify full name instead of first/last name

last_name
last_name string

Last name of the contact

mobile
mobile string

Mobile number in international format

note
note string

Optional internal note for contact

phone
phone string

Phone number in international format

title
title string

The title of the contact, ex. CEO, Sales manager

Returns

A user is defined by it´s e-mail address and is connected to one or many entities.

User Roles

Administrator:

  • View all documents
  • Edit all documents
  • Change entity settings, info and billing
  • Add new users to the entity
  • Assign entity roles

Manager:

  • View team documents
  • Edit all documents
  • Add new users to the entity

Entity

An entity is the top node and all users and corresponding documents are connected to an entity. An entity is often the same as a company, a country or a department in a large organization.

User
User

Download document

Document file can always be downloaded but most likely you want to download it when it has status Signed.

You can select to receive a download-url or get the binary file.

The download URL is accessable 10 minutes after a request has been made.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Return the binary file directly
direct string

Return the binary file directly

Returns

Name Path Type Description
document_url
document_url string
file
file string

Get document attachments

Get document attachments by specifying a document id.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Returns

Attachment list

Attachments
Attachments

Get document details

Get document details by specifying a document id.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Returns

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Document
Document

Get document fields

Get a list of fields for a document or template. Can be used both before and after a document has been signed.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Returns

Field list

Fields
Fields

Get document recipients

Get a list of recipients for a specific document.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Returns

Recipient list

Recipients
Recipients

Get template fields

Receive a list of fields for a specific template.

Parameters

Name Key Required Type Description
Template ID
templateId True string

Template ID

Returns

Field list

Fields
Fields

Get template pricing tables

Receive a list of pricing-table items for a specific template.

Parameters

Name Key Required Type Description
Template ID
templateId True string

Template ID

Returns

Pricing Tables

Pricing
PricingTables

Get template roles

Receive a list of roles for a specific template.

Parameters

Name Key Required Type Description
Template ID
templateId True string

Template ID

Returns

Name Path Type Description
roles
roles array of object
email
roles.email string
first_name
roles.first_name string
last_name
roles.last_name string
mobile
roles.mobile string
role
roles.role string
role_id
roles.role_id string
role_name
roles.role_name string

Get user details

This call will return details of a single user. Receive details and available entities of the current authenticated user using user-id me

Parameters

Name Key Required Type Description
User ID
userId True string

User ID

Returns

A user is defined by it´s e-mail address and is connected to one or many entities.

User Roles

Administrator:

  • View all documents
  • Edit all documents
  • Change entity settings, info and billing
  • Add new users to the entity
  • Assign entity roles

Manager:

  • View team documents
  • Edit all documents
  • Add new users to the entity

Entity

An entity is the top node and all users and corresponding documents are connected to an entity. An entity is often the same as a company, a country or a department in a large organization.

User
User

List attachments

Receive a list of available attachments. You can add new attachments in GetAccept using a new document.

Returns

Attachment list

Attachments
Attachments

List contacts

Receive a list of available contact for the current entity. All contacts added as a recipient are saved as a contact and is available for later use on that entity.

Returns

Contact list

Contacts
Contacts

List documents

Get a list of available documents

Parameters

Name Key Required Type Description
Filter list on status
filter string

Filter list on status

How to sort results
sort_by string

How to sort results

Sort order of results
sort_order string

Sort order of results

Include documents from team members
showteam boolean

Include documents from team members

Include all documents from entity
showall boolean

Include all documents from entity

External ID
external_id string

An external ID is a custom field which can contain a unique record identifier from a system outside of GetAccept

Offset
offset number

Start list from record x until limit

Limit
limit number

Number of records to list

Returns

Document list

Items
Documents

List templates

Receive a list of available document templates. You can add new templates under the Templates-section in GetAccept.

Parameters

Name Key Required Type Description
Show all
showall string

Show all templates for entity

Folder ID
folder_id string

Show templates in a specific folder

Returns

Name Path Type Description
templates
templates array of object
tags
templates.tags string
created_at
templates.created_at string
external_editor_type
templates.external_editor_type string
field_count
templates.field_count integer
id
templates.id string
is_editable
templates.is_editable boolean
is_private
templates.is_private boolean
name
templates.name string
page_count
templates.page_count integer
role_count
templates.role_count integer
sender_name
templates.sender_name string
sender_thumb_url
templates.sender_thumb_url string
thumb_url
templates.thumb_url string
type
templates.type string
user_id
templates.user_id string
video_id
templates.video_id string
video_thumb_url
templates.video_thumb_url string

List users

Fetch a list of active users for the current authenticated entity

Returns

User list

Users
Users

List videos

Receive a list of available videos on the entity. You can add new videos in the mobile app or inside GetAccept.

Returns

Name Path Type Description
videos
videos array of object
editable
videos.editable boolean
published
videos.published boolean
saved
videos.saved boolean
thumb_url
videos.thumb_url string
video_id
videos.video_id string
video_title
videos.video_title string
video_type
videos.video_type string
video_url
videos.video_url string

Send existing document

When you send a document via GetAccept, we deliver an email to all recipients, each containing a unique, secured link. This API call triggers the document send action and can only be performed on documents with document_status = draft. The document will be sent to recipients you provided when it was created.

If document was created using self-sign option it will also be self-signed by the authenticated or specified user before sending.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

sender_email
sender_email email

Use this to specify the sender user/owner by email address to be used for self-signing the document.

sender_id
sender_id string

Use this to specify the sender user/owner by id to be used for self-signing the document.

Returns

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Document
Document

Update document expiration

Use this method to update the expiration date and time for a document.

Parameters

Name Key Required Type Description
Document ID
documentId True string

Document ID

Expiration date
expiration_date date-time

Date and time when the document should expire (UTC)

Send notification
send_notification boolean

Should a notification about the update be sent to recipients

Returns

Name Path Type Description
Status
status integer

Status of update

Upload a document file

You can upload one file at a time and get a file id. The file id is used to connect a file with a GetAccept document which is sent to recipients. If you want to upload mutliple files you run multiple POST. We only accept files up to 10 MB as default. Uploaded file need to be imported/added to a document within 48 hours after uploading.

We recommended you to upload PDF files in order to guarantee the same look when sent. Other file types can be converted, such as:

Mirosoft Office: doc, docx, xl, xls, xlsx, ppt, pptx Mac: numbers, key Images: jpg, jpeg, png Other: html, tex, csv

Parameters

Name Key Required Type Description
File content
file_content string

Send the file as base64 encoded. Note that base64 encoding files will increase the file size with about 30%

File name
file_name string

Filename of the document, with the extension. This will be helpful for converting different file-types.

File URL
file_url string

Url to document file. File must be available for download without any authorization

Returns

Name Path Type Description
file_id
file_id string

ID of the uploaded file to be used in file_ids when creating a document

file_status
file_status string

Status of the uploaded file

Upload a video

You can upload attachment files to include with documents you send. Successful request will return the attachment_id. Use attachment_id to assign an attachment to a document.

Parameters

Name Key Required Type Description
File content
file_content string

Send the file as base64 encoded. Note that base64 encoding files will increase the file size with about 30%

File name
file_name string

Filename of the document, with the extension. This will be helpful for converting different file-types.

File URL
file_url string

Url to document file. File must be available for download without any authorization

Returns

Name Path Type Description
File status
file_status string

Status of the video

File name
filename string

File name of the video

Job ID
job_id string

Id of the processing job converting and compressing the video. Poll for job status updates using /video/job/.

Video ID
video_id string

ID of the uploaded video to be used in video_id when creating a document

Upload an attachment

You can upload attachment files to include with documents you send. Successful request will return the attachment_id. Use attachment_id to assign an attachment to a document.

Parameters

Name Key Required Type Description
File content
file_content string

Send the file as base64 encoded. Note that base64 encoding files will increase the file size with about 30%

File name
file_name string

Filename of the document, with the extension. This will be helpful for converting different file-types.

File URL
file_url string

Url to document file. File must be available for download without any authorization

Returns

Name Path Type Description
File name
filename string

File name of the attachment

Attachment ID
id string

ID of the uploaded attachment to be used in attachment_id when creating a document

Attachment title
title string

Title of the attachment

Attachment type
type string

Type of the attachment

Triggers

Subscribe to document events

This call will create a new subscription. The response will be wrapped in an array even for single object according to REST hook standards.

Events

  • document.created - Document is created
  • document.sent - Document is sent
  • document.viewed - Document is sent
  • document.signed - Document is signed
  • document.approved - Document is approved
  • document.expired - Document has expired
  • document.rejected - Document is rejected
  • document.downloaded - Document is downloaded
  • document.printed - Document is printed
  • document.forwarded - Document is forwarded
  • document.partially_signed - Document has been partially signed
  • document.commented - Document is commented
  • document.hardbounced - Document is hardbounced
  • document.imported - Document is imported
When a document has been rejected

Triggers when a document has been rejected by any of the recipients

When a document has been reviewed

Triggers when a document has been reviewed by any of the recipients

When a document has been signed

Triggers when a document has been signed by all signing parties

Subscribe to document events

This call will create a new subscription. The response will be wrapped in an array even for single object according to REST hook standards.

Events

  • document.created - Document is created
  • document.sent - Document is sent
  • document.viewed - Document is sent
  • document.signed - Document is signed
  • document.approved - Document is approved
  • document.expired - Document has expired
  • document.rejected - Document is rejected
  • document.downloaded - Document is downloaded
  • document.printed - Document is printed
  • document.forwarded - Document is forwarded
  • document.partially_signed - Document has been partially signed
  • document.commented - Document is commented
  • document.hardbounced - Document is hardbounced
  • document.imported - Document is imported

Parameters

Name Key Required Type Description
Select event
event True string

Event trigger

All entity users
global boolean

If the webhook should catch events for all entity users.

Error email
notification_email string

If the event fails, send a notification to this email instead of the sender

Payload
payload string

Additional payload data to post

Returns

Webhook payload

Webhook
Webhook

When a document has been rejected

Triggers when a document has been rejected by any of the recipients

Parameters

Name Key Required Type Description
All entity users
global boolean

If the webhook should catch events for all entity users.

Error email
notification_email string

If the event fails, send a notification to this email instead of the sender

Payload
payload string

Additional payload data to post

Returns

Webhook payload

Webhook
Webhook

When a document has been reviewed

Triggers when a document has been reviewed by any of the recipients

Parameters

Name Key Required Type Description
All entity users
global boolean

If the webhook should catch events for all entity users.

Error email
notification_email string

If the event fails, send a notification to this email instead of the sender

Payload
payload string

Additional payload data to post

Returns

Webhook payload

Webhook
Webhook

When a document has been signed

Triggers when a document has been signed by all signing parties

Parameters

Name Key Required Type Description
All entity users
global boolean

If the webhook should catch events for all entity users.

Error email
notification_email string

If the event fails, send a notification to this email instead of the sender

Payload
payload string

Additional payload data to post

Returns

Webhook payload

Webhook
Webhook

Definitions

Attachment

Document attachment

Name Path Type Description
Access Recipients
access_recipient_names array of string

Recipients with access to the attachment

Description
attachment_description string

Description of the attachment

Download URL
attachment_download_url string

URL to download the attachment

File Extension
attachment_extension string

File extension of the attachment

Filename
attachment_filename string

Filename of the attachment

ID
attachment_id string

ID of the attachment

Preview URL
attachment_preview_url string

Internal URL to preview the attachment

Title
attachment_title string

Title of the attachment

Type
attachment_type string

Type of the attachment

URL
attachment_url string

Url of the attachment

Last View
last_attachment_view string

Date and time when the attachment was last viewed

Restricted access
restrict_access boolean

Attachment has restricted access

Attachments

Attachment list

Name Path Type Description
attachments
attachments array of Attachment

Contact

Every unique e-mail address (or mobile number) is defined as a contact.

Name Path Type Description
Company ID
company_id string

Company ID

Company logo
company_logo_url string

Company logo

Company name
company_name string

Company name of the contact

Company number
company_number string

Company number of the contact

Contact ID
contact_id string

Contact ID

Created
created_at string

Date of created contact

Documents
document_count number

Number of documents for a contact

Contact email
email string

Name of the created document

First name
first_name string

First name of the contact

Full name
fullname string

Full name of the contact

Gender
gender string

Gender of the recipient

Last name
last_name string

Last name of the contact

Mobile
mobile string

Mobile number of the contact

Note
note string

Note of the contact

Thumb URL
thumb_url string

Thumb URL of the contact

Title
title string

Title of the contact

Contacts

Contact list

Name Path Type Description
contacts
contacts array of Contact

Document

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Name Path Type Description
Tags
tags string

Document tags

Automatic chat text
auto_comment_text string

Automatic chat text

Company Name
company_name string

Company Name

Created at
created_at string

When document was created

Download URL
download_url string

URL to download signed document

Email message
email_send_message string

Sending email message

Email Subject
email_send_subject string

Email subject text

Expiration date
expiration_date string

Document expiration date

External Client ID
external_client_id string
External Editor ID
external_editor_id string

ID in external editor

External Editor Type
external_editor_type string
External ID
external_id string
Field count
field_count integer

Number of fields in document

ID
id string
Auto comment
is_auto_comment boolean

If automatic chat comment is enabled

Auto Comment Email
is_auto_comment_email boolean

If automatic chat email is enabled

Identify Recipient
is_identify_recipient boolean

If document has identify recipient enabled

Is private
is_private boolean

If the document is private

Send reminders
is_reminder_sending boolean

If automatic reminders are enabled

Scheduled sending
is_scheduled_sending boolean

If the document has scheduled sending

Self-signing
is_selfsign boolean

If document has been self-signed by sender

Is signed
is_signed boolean

If the document has been signed

Signable document
is_signing boolean

If document is signable

Handwritten signature
is_signing_biometric boolean

If handwritten signature is enabled

Allow signature transfer
is_signing_forward boolean

If transfer of signing rights is enabled

Signature order
is_signing_order boolean

If recipient signing order is enabled

Has Video
is_video boolean

If the document has a introduction video

Name
name string

Name of document

Parent ID
parent_id string

ID of previous document version

Preview URL
preview_url string

Link to internal preview of document

recipients
recipients array of Recipient
Scheduled sending time
scheduled_sending_time string

When the document was scheduled for sending

Send date
send_date string

Document send date

Sender email
sender_email string

Email address of sender user

Sender name
sender_name string

Name of sender user

Sender thumb URL
sender_thumb_url string

Thumb image of sender user

Sign date
sign_date string

Document sign date

Status
status string

Current status of document

Thumb URL
thumb_url string

Thumb image of document

Type
type string

Document type

Unique ID
unique_id integer

Unique ID for document

User ID
user_id string

ID of the sender user

Value
value integer

Value of document

Documents

Document list

Name Path Type Description
tags
tags string
company_name
company_name string
created_at
created_at string
expiration_date
expiration_date string
id
id string
is_private
is_private boolean
is_signing
is_signing boolean
name
name string
sender_name
sender_name string
sender_thumb
sender_thumb string
status
status string
type
type string
value
value integer

EditorField

Editor Field details

Name Path Type Description
ID
id string

ID

Label
input_settings.label string

Label

Options
input_settings.options array of string

Options

Required
input_settings.required boolean

Required

Type
input_settings.type string

Type

Recipient ID
recipient_id string

Recipient ID

Type
type string

Type

User ID
user_id string

User ID

Field

Field details

Name Path Type Description
Company Name
company_name string

Company Name

Company Number
company_number string

Company Number

Field ID
field_id string

Field ID

Label
field_label string

Label

Options
field_options array of object

Options

Value
field_options.value string
Type
field_type string

Type

Value
field_value string

Value

is_collectable
is_collectable boolean

Collecting field

is_editable
is_editable boolean

Editable field

is_required
is_required boolean

Required field

Page ID
page_id string

Page ID

Recipient ID
recipient_id string

Recipient ID

Recipient Name
recipient_name string

Recipient Name

Role Name
role_name string

Role Name

Fields

Field list

Name Path Type Description
editor_fields
editor_fields array of EditorField
fields
fields array of Field

PricingColumn

Pricing Table Column

Name Path Type Description
ID
column_id string

ID

Display Name
display_name string

Display Name

Enabled
enabled boolean

Enabled

Name
name string

Name

PricingSection

Pricing Table Section

Name Path Type Description
columns
columns array of PricingColumn
Display Name
display_name string

Display Name

Name
name string

Name

ID
section_id string

ID

PricingTable

Pricing Table

Name Path Type Description
Currency
currency_settings.currency string

Currency

Locale
currency_settings.locale string

Locale

Pre calculated totals
pre_calculated boolean

Pre calculated totals

sections
sections array of PricingSection
ID
table_id string

Table ID

PricingTables

Pricing Tables

Name Path Type Description
pricing_tables
pricing_tables array of PricingTable

Recipient

Every unique e-mail address (or mobile number) that is connected to a document is a recipient.

Name Path Type Description
Company name
company_name string

Company name of the recipient

Company number
company_number string

Company number of the recipient

Document URL
document_url string

Unique URL for the recipient to view/sign

Recipient email
email string

Email of the recipient

First name
first_name string

First name of the recipient

Full name
fullname string

Full name of the recipient

Gender
gender string

Gender of the recipient

ID
id string

ID of the recipient

Last name
last_name string

Last name of the recipient

Mobile
mobile string

Mobile number of the recipient

Note
note string

Note of the recipient

Signing order num
order_num string

Signing order of the recipient

Status
status string

Status of the recipient

Thumb URL
thumb_url string

Thumb URL of the recipient

Title
title string

Title of the recipient

Recipients

Recipient list

Name Path Type Description
recipients
recipients array of Recipient

User

A user is defined by it´s e-mail address and is connected to one or many entities.

User Roles

Administrator:

  • View all documents
  • Edit all documents
  • Change entity settings, info and billing
  • Add new users to the entity
  • Assign entity roles

Manager:

  • View team documents
  • Edit all documents
  • Add new users to the entity

Entity

An entity is the top node and all users and corresponding documents are connected to an entity. An entity is often the same as a company, a country or a department in a large organization.

Name Path Type Description
App Mode
app_mode string
disallow_create
disallow_create boolean
Email
email string

Email address of the user

Entity ID
entity_id string
Entity Name
entity_name string
First name
first_name string

First name of the user

ID
id string

ID of the user

Language
language string
Last name
last_name string

Last name of the user

mobile
mobile string

Mobile number in international format

Note
note string

Optional internal note for user

Phone
phone string

Phone number in international format

Role
role string
Skip sending invitation
skip_invitation boolean
Status
status string
Team ID
team_id string
Thumb URL
thumb_url string
Timezone
timezone string
Title
title string

The title of the user, ex. CEO, Sales manager

Users

User list

Name Path Type Description
users
users array of object
Email
users.email string
First Name
users.first_name string
Last Login
users.last_login string
Last Name
users.last_name string
User Name
users.name string
Role
users.role string
Status
users.status string
Team Name
users.team_name string
User ID
users.user_id string

Webhook

Webhook payload

Name Path Type Description
Custom Fields
custom_fields object
Document
document Document

A document is one or multiple uploaded file(s) that is to be sent to one or many recipients created by a user.

Entity custom domain
entity.custom_domain string

Custom domain setting for entity

Default email message
entity.email_send_message string

Default email message

Default email subject
entity.email_send_subject string

Default email subject

Entity sub-domain
entity.sub_domain string

Sub-domain for the entity

Event name
event string
Event action
event_action string
Event type
event_type string
Recipient
recipient Recipient

Every unique e-mail address (or mobile number) that is connected to a document is a recipient.

Subscription ID
subscription_id string