Team Data API (v1)
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Get
Retrieve a single instance of model
with the given uuid
or
external_id
+team_uuid
.
model
: The name of the model to search for the instance.uuid
: The UUID of the instance to retrieve. Optional ifexternal_id
is provided.external_id
: The External ID of the instance to retrieve. Not used ifuuid
is provided.fetch_details
: Fetch detail records iftrue
. Defaults tofalse
.detail_models
: Deprecated. Useinclude_models
instead.include_models
: Comma separated related model names to fetch, or empty string to fetch all. Only used iffetch_details
istrue
.exclude_models
: Optional comma separated related model names to exclude.team_uuid
: The team_uuid of the instance to retrieve. Required ifexternal_id
is specified.active_only
: Retrieve active (i.e. not soft-deleted) instances only. Defaults toTrue
.include_nulls
: IfFalse
, strips null and empty values from the response. Defaults toTrue
.
Authorizations:
query Parameters
model | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
fetch_details | boolean (Fetch Details) Default: false |
detail_models | string (Detail Models) Default: "" |
include_models | string (Include Models) Default: "" |
exclude_models | string (Exclude Models) Default: "" |
include_paths | string (Include Paths) Default: "" |
exclude_paths | string (Exclude Paths) Default: "" |
active_only | boolean (Active Only) Default: true |
include_nulls | boolean (Include Nulls) Default: true |
simplified | boolean (Simplified) Default: false |
header Parameters
x-team | string <uuid4> (X-Team) |
Responses
Response samples
- 200
- 400
- 403
- 404
{- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
Delete
Deletes a list of UUIDs of a given model.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
uuids required | Array of strings <uuid4> (Uuids) [ items <uuid4 > ] |
soft_delete | boolean (Soft Delete) Default: false |
Responses
Request samples
- Payload
{- "model": "string",
- "uuids": [
- "string"
], - "soft_delete": false
}
Response samples
- 200
- 400
- 403
- 404
- 409
{- "success": true,
- "status": "string",
- "message": "string",
- "deleted": [
- "string"
], - "failed": [
- "string"
]
}
Fetch
Retrieve multiple instances of multiple models as defined in the payload.
Works like a batch version of the GET /resources
endpoint.
payload
: A list of dicts with the keysmodel
,uuid
,external_id
, andteam_uuid
.active_only
: Only return active (i.e. not soft-deleted) instances. Defaults toTrue
.include_nulls
: IfFalse
, strips null and empty values from the response. Defaults toTrue
.simplified
: IfTrue
, returns a simplified (flat) response. Defaults toFalse
.
Authorizations:
query Parameters
active_only | boolean (Active Only) Default: true |
include_nulls | boolean (Include Nulls) Default: true |
simplified | boolean (Simplified) Default: false |
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
fetch_details | boolean (Fetch Details) Default: false |
include_models | Array of strings (Include Models) Default: [] |
exclude_models | Array of strings (Exclude Models) Default: [] |
include_paths | Array of strings (Include Paths) Default: [] |
exclude_paths | Array of strings (Exclude Paths) Default: [] |
detail_models | Array of strings (Detail Models) Default: [] |
Responses
Request samples
- Payload
[- {
- "model": "string",
- "uuid": "string",
- "external_id": "string",
- "fetch_details": false,
- "include_models": [ ],
- "exclude_models": [ ],
- "include_paths": [ ],
- "exclude_paths": [ ],
- "detail_models": [ ]
}
]
Response samples
- 200
- 400
- 403
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Search
Retrieve multiple instances of multiple models as defined in the payload.
Works like a batch version of the GET /resources
endpoint.
payload
: A search query as described by SearchQuerySchema.active_only
: Only return active (i.e. not soft-deleted) instances. Defaults toTrue
.team_agnostic
: IfTrue
, ignores thex-team
header and returns instances from all teams.flat
: IfTrue
, returns a list of flat (not nested) dicts.
Authorizations:
query Parameters
active_only | boolean (Active Only) Default: true |
team_agnostic | boolean (Team Agnostic) Default: false |
flat | boolean (Flat) Default: false |
paginate | boolean (Paginate) Default: true |
ignore_count | boolean (Ignore Count) Default: false |
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
select | Array of strings (Select) |
filter | object (Filter) |
exclude | object (Exclude) |
search | object (Search) |
dependency_state | object (Dependency State) |
order_by | Array of strings (Order By) |
Array of Distinct (any) or Distinct (boolean) (Distinct) | |
annotate | object (Annotate) |
aggregate | object (Aggregate) |
offset | integer (Offset) Default: 0 |
limit | integer (Limit) Default: 100 |
Responses
Request samples
- Payload
{- "model": "string",
- "select": [
- "string"
], - "filter": { },
- "exclude": { },
- "search": { },
- "dependency_state": { },
- "order_by": [
- "string"
], - "distinct": [
- null
], - "annotate": { },
- "aggregate": { },
- "offset": 0,
- "limit": 100
}
Response samples
- 200
- 400
- 403
{- "model": "string",
- "count": 0,
- "total_count": 0,
- "offset": 0,
- "limit": 0,
- "has_more": true,
- "data": [
- { }
]
}
Update Or Create
Attempt to find records based on a uuid
or external_id
+team_uuid
and
update them if found, or create new records if not. This endpoint
can be used to update/create multiple objects of multiple, unrelated
models.
payload.data
: A list of dicts with the keysmodel
,uuid
,external_id
,team_uuid
, anddata
.payload.batch
: IfTrue
then the operation may be queued by the endpoint. :return: Either a list of the updated/created objects, or a task_id if the operation was queued.
Authorizations:
query Parameters
include_nulls | boolean (Include Nulls) Default: true |
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
required | Array of objects (Data) |
batch | boolean (Batch) Default: false |
simplified | boolean (Simplified) Default: false |
migration | boolean (Migration) Default: false |
fetch | boolean (Fetch) Default: false |
create | boolean (Create) Default: false |
update | boolean (Update) Default: false |
replace | boolean (Replace) Default: false |
clear_nulls | boolean (Clear Nulls) Default: false |
dry_run | boolean (Dry Run) Default: false |
Responses
Request samples
- Payload
{- "data": [
- {
- "model": "string",
- "data": { },
- "fetch": true,
- "create": true,
- "update": true,
- "replace": true,
- "submit": false,
- "enrich": false,
- "dry_run": false,
- "update_status": false,
- "additional_event_data": { }
}
], - "batch": false,
- "simplified": false,
- "migration": false,
- "fetch": false,
- "create": false,
- "update": false,
- "replace": false,
- "clear_nulls": false,
- "dry_run": false
}
Response samples
- 200
- 202
- 400
- 403
- 404
- 409
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Check Dependencies
Check for existing duplicates of the resource list passed in the payload.
This endpoint uses the same payload format as the update_or_create
endpoint,
but it doesn't actually create any records.
:return: A list of lists, where the inner list is the duplicates found (if any).
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
header required | object (Header) |
columns required | Array of strings (Columns) |
required | Array of strings or strings (Rows) [ items ] |
Responses
Request samples
- Payload
{- "header": { },
- "columns": [
- "string"
], - "rows": [
- [
- "string"
]
]
}
Response samples
- 200
- 400
- 403
- 404
{- "header": {
- "property1": [
- null
], - "property2": [
- null
]
}, - "lines": [
- {
- "property1": [
- null
], - "property2": [
- null
]
}
]
}
Check Duplicates
Check for existing duplicates of the resource list passed in the payload.
This endpoint uses the same payload format as the update_or_create
endpoint,
but it doesn't actually create any records.
:return: A list of lists, where the inner list is the duplicates found (if any).
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
required | Array of objects (Data) |
batch | boolean (Batch) Default: false |
simplified | boolean (Simplified) Default: false |
migration | boolean (Migration) Default: false |
fetch | boolean (Fetch) Default: false |
create | boolean (Create) Default: false |
update | boolean (Update) Default: false |
replace | boolean (Replace) Default: false |
clear_nulls | boolean (Clear Nulls) Default: false |
dry_run | boolean (Dry Run) Default: false |
Responses
Request samples
- Payload
{- "data": [
- {
- "model": "string",
- "data": { },
- "fetch": true,
- "create": true,
- "update": true,
- "replace": true,
- "submit": false,
- "enrich": false,
- "dry_run": false,
- "update_status": false,
- "additional_event_data": { }
}
], - "batch": false,
- "simplified": false,
- "migration": false,
- "fetch": false,
- "create": false,
- "update": false,
- "replace": false,
- "clear_nulls": false,
- "dry_run": false
}
Response samples
- 200
- 202
- 400
- 403
- 404
{- "status": "string",
- "duplicates": [ ]
}
Duplicate
Finds a model instance using a uuid
or external_id
, and makes copy of
it for each item in the payload.
payload.data
: A list of dicts with the keysmodel
anddata
. :return: The list of duplicated instances.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
Responses
Request samples
- Payload
[- {
- "model": "string",
- "uuid": "string",
- "external_id": "string"
}
]
Response samples
- 201
- 400
- 403
- 404
- 409
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Convert
Finds model instances using a uuid
or external_id
, and converts them to a
different module and/or submodule.
payload.data
: A list of dicts with the keysmodel
anddata
. :return: The list of converted instances.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
module required | string (Module) |
submodule required | string (Submodule) |
duplicate | boolean (Duplicate) Default: false |
Responses
Request samples
- Payload
[- {
- "model": "string",
- "uuid": "string",
- "external_id": "string",
- "module": "string",
- "submodule": "string",
- "duplicate": false
}
]
Response samples
- 200
- 400
- 403
- 404
- 409
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Transform
Transform models between module/submodules with specific rules
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
uuid | string <uuid4> (Uuid) |
external_id | string (External Id) |
module required | string (Module) |
submodule required | string (Submodule) |
object (Duplicate Arguments) Default: {"duplicate_lines":true} | |
object (Transform Arguments) Default: {"receive_lines":[]} |
Responses
Request samples
- Payload
[- {
- "model": "string",
- "uuid": "string",
- "external_id": "string",
- "module": "string",
- "submodule": "string",
- "duplicate_arguments": {
- "duplicate_lines": true
}, - "transform_arguments": {
- "receive_lines": [ ]
}
}
]
Response samples
- 200
- 400
- 403
- 404
- 409
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Change Team
Move transactions between teams
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
uuid required | string <uuid4> (Uuid) |
new_team_uuid required | string <uuid4> (New Team Uuid) |
Responses
Request samples
- Payload
[- {
- "model": "string",
- "uuid": "string",
- "new_team_uuid": "string"
}
]
Response samples
- 200
- 400
- 403
- 404
- 409
{- "status": "string",
- "resources": [
- {
- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
]
}
Transaction Due Date
For a given Transaction and date_issued string (YYYY-MM-DD), return the due_date calculated, based on the Customer's or Supplier's payment terms - based on the transaction's module and submodule.
Authorizations:
query Parameters
uuid required | string <uuid4> (Uuid) |
date_issued required | string (Date Issued) |
header Parameters
x-team | string <uuid4> (X-Team) |
Responses
Response samples
- 200
- 400
- 403
- 404
- 422
{- "success": true,
- "data": [
- null
]
}
Coreapi User Migrate
It is assumed that conversion to the Team Data UUID that encodes the model has been done by the caller, for sake of implementation simplicity at this time.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
string (Email) | |
uuid required | string (Uuid) |
id required | integer (Id) |
Responses
Request samples
- Payload
[- {
- "email": "string",
- "uuid": "string",
- "id": 0
}
]
Response samples
- 200
- 400
- 404
{- "success": true,
- "data": [
- null
]
}
Dynamic Budget Check
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
transaction_uuid | string <uuid> (Transaction Uuid) |
date_issued required | string <date> (Date Issued) |
module required | string (Module) |
submodule required | string (Submodule) |
document_type | string (Document Type) |
status | string (Status) |
currency | string (Currency) |
tax_included | boolean (Tax Included) |
supplier_id | string <uuid> (Supplier Id) |
customer_id | string <uuid> (Customer Id) |
employee_id | string <uuid> (Employee Id) |
required | Array of objects (Lines) |
Responses
Request samples
- Payload
{- "transaction_uuid": "3a6bcbed-b7dc-4791-84fe-b20f12be4001",
- "date_issued": "2019-08-24",
- "module": "string",
- "submodule": "string",
- "document_type": "string",
- "status": "string",
- "currency": "string",
- "tax_included": true,
- "supplier_id": "3cb1e20c-c6c9-4e71-ba66-399c468f697c",
- "customer_id": "160c0c4b-9966-4dc1-a916-8407eb10d74e",
- "employee_id": "df4fd699-0854-488d-9cc2-15e751a80ee3",
- "lines": [
- {
- "line_uuid": "9e7574fe-bdba-45e4-a7ea-861287f5a8c6",
- "account_id": "449e7a5c-69d3-4b8a-aaaf-5c9b713ebc65",
- "location_id": "46910cc3-ab41-4b80-b4a7-94dab9f1b795",
- "subsidiary_id": "d403c263-7610-4ef9-bd57-1503d6091ba3",
- "department_id": "094fb5f1-8160-46ea-8cec-010c4b44e054",
- "item_id": "4d8cd62e-a579-4dae-af8c-3172f96f8f7c",
- "employee_id": "df4fd699-0854-488d-9cc2-15e751a80ee3",
- "project_id": "405d8375-3514-403b-8c43-83ae74cfe0e9",
- "cost_centre_id": "30d6d5d4-9850-4d2f-97b2-5a2e48f456ac",
- "project_task_id": "3c0547d9-ed37-480b-b00e-e071e694d183",
- "cost_type_id": "5cb6b93f-876e-4ac6-8d89-aad1bf5be5da",
- "fixed_asset_id": "fd93a66a-f68a-4c5e-ba07-0fa81b1ea0dc",
- "warehouse_id": "825f5f2b-307c-4cc1-9373-6d0c4692d478",
- "zone_id": "4495020a-236f-46e0-9453-e3f9cc6476f4",
- "supplier_id": "3cb1e20c-c6c9-4e71-ba66-399c468f697c",
- "customer_id": "160c0c4b-9966-4dc1-a916-8407eb10d74e",
- "discount_amount": 0,
- "tax_rate_decimal": 0,
- "total": 0,
- "quantity": 0,
- "unit_price": 0
}
]
}
Response samples
- 200
- 400
- 403
{- "status": "string",
- "budget_lines": [
- {
- "budget_uuid": "e9846131-7d0b-4638-84d4-df2e028bad21",
- "budget_name": "string",
- "budget_description": "string",
- "budget_type": "string",
- "budget_interval": "string",
- "budget_line_uuid": "77e824f5-4af2-4fd8-bdec-ab4f3dea9c16",
- "budget_line_description": "string",
- "start": "2019-08-24",
- "end": "2019-08-24",
- "total_exclusive_local": 0,
- "spend_new_local": 0,
- "spend_pending_local": 0,
- "spend_committed_local": 0,
- "spend_actual_local": 0,
- "spend_processing_local": 0,
- "total_spend_local": 0,
- "remaining_local": 0,
- "this_spend_new_local": 0,
- "this_spend_pending_local": 0,
- "this_spend_committed_local": 0,
- "this_spend_actual_local": 0,
- "this_spend_processing_local": 0,
- "this_total_spend_local": 0,
- "budget_owner_uuids": [ ],
- "budget_line_owner_uuids": [ ],
- "transaction_line_uuids": [ ]
}
]
}
Relink
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
budget_uuid | string <uuid> (Budget Uuid) |
relink_all | boolean (Relink All) Default: false |
force | boolean (Force) Default: false |
Responses
Request samples
- Payload
{- "budget_uuid": "e9846131-7d0b-4638-84d4-df2e028bad21",
- "relink_all": false,
- "force": false
}
Response samples
- 200
- 202
- 400
- 403
- 404
{- "success": true
}
Attach
Attach a file to a specific model and uuid.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
object_uuid required | string (Object Uuid) |
file_uuid required | string <uuid4> (File Uuid) |
attachment_type required | string (Attachment Type) |
replace_uuid | string <uuid4> (Replace Uuid) |
replaced_attachment_type | string (Replaced Attachment Type) |
Responses
Request samples
- Payload
{- "model": "string",
- "object_uuid": "string",
- "file_uuid": "string",
- "attachment_type": "string",
- "replace_uuid": "string",
- "replaced_attachment_type": "string"
}
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true
}
Find By Digest
Find a file by its SHA1 digest and the team that owns it. Note that this endpoint only concerns itself with files that: for extraction, - are set for_extraction=True - Belong to the Team specified in the x-team header
have a status not set to "DELETED" and have no value for deleted_at, as we want to detect and prevent duplicates.
Authorizations:
query Parameters
sha1_digest required | string (Sha1 Digest) |
header Parameters
x-team | string (X-Team) |
Responses
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true,
- "data": {
- "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z",
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "id": 0,
- "deleted_at": "2019-08-24T14:15:22Z",
- "status_type": "string",
- "status": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "team": "95527efb-6695-4aae-916e-c9869b1fb2bd",
- "external_id": "string",
- "created_by": "ee824cad-d7a6-4f48-87dc-e8461a9201c4",
- "updated_by": "deea00dc-b6b6-4412-a483-26ac61e1f6fe",
- "submitted_by": "6703ac2f-9eb5-40e9-9fde-511b2dbf4be5",
- "ordering": 0,
- "custom": { },
- "migration_notes_json": { },
- "document_type": "",
- "is_approved": false,
- "is_complete": false,
- "completed_at": "2019-08-24T14:15:22Z",
- "validation_level": "string",
- "validation_json": { },
- "s3_path": "string",
- "sanitised_filename": "string",
- "size": 0,
- "sha1_digest": "string",
- "detected_mime_type": "string",
- "for_extraction": true,
- "ingestion_json": { },
- "enrichment_json": { },
- "module": "SYSTEM",
- "submodule": "FILE",
- "threads": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
], - "approvals": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
], - "log_messages": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
], - "datasets": [
- 0
], - "depends_on": [
- 0
], - "dependency_of": [
- 0
], - "related_resource_of": [
- 0
]
}
}
Get Signed S3 Path
Request the full, signed S3 path for a file, when supplied with the File's UUID.
Authorizations:
path Parameters
uuid required | string <uuid> (Uuid) |
header Parameters
x-team | string (X-Team) |
Responses
Response samples
- 200
- 404
{- "success": true,
- "data": [
- null
]
}
Download File
Request the full, signed S3 path for a file, when supplied with the File's UUID. Redirects to the signed S3 URL to initiate the download.
Authorizations:
path Parameters
uuid required | string <uuid> (Uuid) |
model_name required | string (Model Name) |
attachment_type required | string (Attachment Type) |
header Parameters
x-team | string (X-Team) |
Responses
Response samples
- 302
- 400
- 404
{- "success": true,
- "data": [
- null
]
}
Create Inbox
Create a new Inbox for the specified Team.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
name required | string (Name) |
mailbox required | string (Mailbox) |
resource_module required | string (Resource Module) |
location_uuid | string <uuid4> (Location Uuid) |
subsidiary_uuid | string <uuid4> (Subsidiary Uuid) |
Responses
Request samples
- Payload
{- "name": "string",
- "mailbox": "string",
- "resource_module": "string",
- "location_uuid": "string",
- "subsidiary_uuid": "string"
}
Response samples
- 200
- 400
- 403
- 404
- 422
{- "success": true,
- "data": [
- null
]
}
Send Email
Send an email from an Inbox. The email sending API requires a valid Inbox UUID to be used.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
inbox_uuid required | string <uuid4> (Inbox Uuid) |
thread_uuid | string <uuid4> (Thread Uuid) |
required | To Address (string) or Array of To Address (strings) (To Address) |
subject required | string (Subject) |
email_body required | string (Email Body) |
html_body | boolean (Html Body) Default: true |
cc_addresses | Array of strings (Cc Addresses) |
bcc_addresses | Array of strings (Bcc Addresses) |
Array of objects (Attachments) |
Responses
Request samples
- Payload
{- "inbox_uuid": "string",
- "thread_uuid": "string",
- "to_address": "string",
- "subject": "string",
- "email_body": "string",
- "html_body": true,
- "cc_addresses": [
- "string"
], - "bcc_addresses": [
- "string"
], - "attachments": [
- {
- "model": "string",
- "uuid": "string",
- "attach_to_email": true,
- "attachment_types": [
- "string"
]
}
]
}
Response samples
- 200
- 400
- 403
- 404
{- "success": true,
- "data": [
- null
]
}
Update Verification Status
Trigger the logic to query Postmark for the verification status of all custom send domains and update the CustomSendDomain objects in the database, as appropriate.
Authorizations:
header Parameters
x-team | string (X-Team) |
Responses
Response samples
- 200
- 400
- 404
{- "success": true,
- "data": [
- null
]
}
Create Custom Send Domain
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
domain_name required | string (Domain Name) |
verification_email required | string (Verification Email) |
Responses
Request samples
- Payload
{- "domain_name": "string",
- "verification_email": "string"
}
Response samples
- 200
- 400
- 404
- 422
- 500
{- "success": true,
- "data": {
- "message": "Custom Send Domain created successfully. Please complete the Zudello and Postmark verification procedures.",
- "dkim_hostname": "string",
- "dkim_public_key": "string"
}
}
Check Domain Verification Code
Check that the provided Zudello Verification code is correct for the Custom Send Domain specified by the provided UUID. Set "zudello_verified" to True if it is.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
uuid required | string <uuid4> (Uuid) |
verification_code required | string (Verification Code) |
Responses
Request samples
- Payload
{- "uuid": "string",
- "verification_code": "string"
}
Response samples
- 200
- 400
- 404
- 500
{- "success": true,
- "data": [
- null
]
}
Place Order
Place an order and send an email from an Inbox.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
transaction_uuid | string <uuid4> (Transaction Uuid) |
inbox_uuid | string <uuid4> (Inbox Uuid) |
send_email | boolean (Send Email) Default: false |
To Address (string) or Array of To Address (strings) (To Address) | |
subject | string (Subject) |
email_body | string (Email Body) |
html_body | boolean (Html Body) Default: true |
cc_addresses | Array of strings (Cc Addresses) |
bcc_addresses | Array of strings (Bcc Addresses) |
Responses
Request samples
- Payload
{- "transaction_uuid": "string",
- "inbox_uuid": "string",
- "send_email": false,
- "to_address": "string",
- "subject": "string",
- "email_body": "string",
- "html_body": true,
- "cc_addresses": [
- "string"
], - "bcc_addresses": [
- "string"
]
}
Response samples
- 200
- 400
- 403
- 404
{- "success": true,
- "data": [
- null
]
}
Split Expense
Apply a supplier-configured expense split to the given transaction
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
transaction_uuid required | string <uuid4> (Transaction Uuid) |
Responses
Request samples
- Payload
{- "transaction_uuid": "string"
}
Response samples
- 200
- 400
- 403
- 404
{- "success": true,
- "data": [
- null
]
}
Upload File
Upload a file to be imported later
Authorizations:
header Parameters
x-team | string <uuid4> (X-Team) |
Request Body schema: multipart/form-datarequired
file required | string <binary> (File) |
resource_type required | string (Resource Type) |
related_resource_uuid | string <uuid4> (Related Resource Uuid) |
module | string (Module) Default: "" |
submodule | string (Submodule) Default: "" |
document_type | string (Document Type) Default: "" |
enrich | boolean (Enrich) Default: false |
status | string (Status) Default: "" |
autonumber | boolean (Autonumber) Default: false |
Responses
Response samples
- 200
- 400
- 403
- 404
- 422
{- "success": true,
- "data": {
- "uuid": "string",
- "headers": [
- null
], - "row_count": 0,
- "sample_data": [
- { }
], - "auto_mappings": [
- { }
]
}
}
Get Import File Sample
Return the specified number of lines from the specified import file as a dict
Authorizations:
path Parameters
import_uuid required | string <uuid4> (Import Uuid) |
query Parameters
lines | integer (Lines) Default: 10 |
header Parameters
x-team | string <uuid4> (X-Team) |
Responses
Response samples
- 200
- 400
- 403
- 404
{- "success": true,
- "data": [
- null
]
}
Map Data Import
Queue a mapping spec and attempt to import the specified import.
Authorizations:
path Parameters
import_uuid required | string <uuid4> (Import Uuid) |
header Parameters
x-team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
ignored_columns | Array of strings (Ignored Columns) |
Array of objects (Defaults) | |
required | Array of objects (Map) |
Array of objects (Overrides) | |
replace_existing | boolean (Replace Existing) Default: false |
Responses
Request samples
- Payload
{- "map": [
- {
- "attribute": "document_number",
- "mapped_to": "Number"
}, - {
- "attribute": "date_issued",
- "mapped_to": "Issued"
}, - {
- "attribute": "date_due",
- "mapped_to": "Due"
}, - {
- "attribute": "total",
- "mapped_to": "Total"
}, - {
- "attribute": "locations",
- "mapped_to": "Location",
- "relation": {
- "payload_key": "locations",
- "attribute": "external_id"
}
}
], - "overrides": [
- {
- "attribute": "module",
- "value": "PURCHASING"
}, - {
- "attribute": "submodule",
- "value": "ORDER"
}
]
}
Response samples
- 200
- 400
- 403
- 404
{- "success": true,
- "data": [
- null
]
}
Export Originals
Export original documents as specified in the search query
Authorizations:
query Parameters
template_name required | string (Template Name) |
header Parameters
x-team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
select | Array of strings (Select) |
filter | object (Filter) |
exclude | object (Exclude) |
search | object (Search) |
dependency_state | object (Dependency State) |
order_by | Array of strings (Order By) |
Array of Distinct (any) or Distinct (boolean) (Distinct) | |
annotate | object (Annotate) |
aggregate | object (Aggregate) |
offset | integer (Offset) Default: 0 |
limit | integer (Limit) Default: 100 |
Responses
Request samples
- Payload
{- "model": "string",
- "select": [
- "string"
], - "filter": { },
- "exclude": { },
- "search": { },
- "dependency_state": { },
- "order_by": [
- "string"
], - "distinct": [
- null
], - "annotate": { },
- "aggregate": { },
- "offset": 0,
- "limit": 100
}
Response samples
- 200
- 400
- 404
{- "success": true,
- "data": [
- null
]
}
Export Search To Csv
Export results of specified search query as CSV file
Authorizations:
query Parameters
template_name required | string (Template Name) |
header Parameters
x-team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
select | Array of strings (Select) |
filter | object (Filter) |
exclude | object (Exclude) |
search | object (Search) |
dependency_state | object (Dependency State) |
order_by | Array of strings (Order By) |
Array of Distinct (any) or Distinct (boolean) (Distinct) | |
annotate | object (Annotate) |
aggregate | object (Aggregate) |
offset | integer (Offset) Default: 0 |
limit | integer (Limit) Default: 100 |
Responses
Request samples
- Payload
{- "model": "string",
- "select": [
- "string"
], - "filter": { },
- "exclude": { },
- "search": { },
- "dependency_state": { },
- "order_by": [
- "string"
], - "distinct": [
- null
], - "annotate": { },
- "aggregate": { },
- "offset": 0,
- "limit": 100
}
Response samples
- 200
- 400
- 404
{- "success": true,
- "data": [
- null
]
}
Download Export
Download a specific export, specified by its UUID. Users requesting download must be part of the same team that created the Export.
Authorizations:
path Parameters
download_uuid required | string <uuid4> (Download Uuid) |
header Parameters
x-team | string <uuid4> (X-Team) |
Responses
Response samples
- 302
- 400
- 404
{- "success": true,
- "data": [
- null
]
}
Apply Coding View
Apply relationships from matched entities to the transaction and associated lines.
Authorizations:
path Parameters
transaction_uuid required | string <uuid> (Transaction Uuid) |
header Parameters
x-team | string <uuid> (X-Team) |
Responses
Response samples
- 200
- 400
- 401
- 403
- 404
- 405
- 422
{- "success": true,
- "data": [
- null
]
}
Link Transactions View
Link invoice, purchase order and purchase receipt transactions and return transactions and any allocations. Use either the (optional) StatementLineLinkages (as provided by the front end) or try to determine them via matching logic. After allocation, the apply+coding step is also run on the transaction.
Authorizations:
header Parameters
x-team | string <uuid> (X-Team) |
Request Body schema: application/jsonrequired
from_uuid required | string <uuid> (From Uuid) |
to_uuids | Array of strings <uuid> (To Uuids) [ items <uuid > ] |
Responses
Request samples
- Payload
{- "from_uuid": "1d304ad3-8aa4-48b9-a308-7b5ca7b07f62",
- "to_uuids": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
]
}
Response samples
- 200
- 400
- 401
- 403
- 404
- 405
- 422
{- "success": true,
- "data": [
- null
]
}
Link Transaction Lines View
Link Transaction Lines and return from_transaction and any allocations. Unlike /link_transactions endpoint, this one does not attempt to automatically match lines and uses the line UUIDs provided by the front end. After allocation, the apply + coding step is also run on the Transaction.
Authorizations:
header Parameters
x-team | string <uuid> (X-Team) |
Request Body schema: application/jsonrequired
from_uuid required | string <uuid> (From Uuid) |
to_uuids required | Array of strings <uuid> (To Uuids) [ items <uuid > ] |
quantity | number (Quantity) |
amount | number (Amount) |
Responses
Request samples
- Payload
{- "from_uuid": "1d304ad3-8aa4-48b9-a308-7b5ca7b07f62",
- "to_uuids": [
- "497f6eca-6276-4993-bfeb-53cbbbba6f08"
], - "quantity": 0,
- "amount": 0
}
Response samples
- 200
- 400
- 401
- 403
- 404
- 405
- 422
{- "success": true,
- "data": [
- null
]
}
Match Statement View
Link invoices and credits to the given statement (or remittance advice in the SALES module).
Authorizations:
query Parameters
statement required | string <uuid> (Statement) |
header Parameters
x-team | string <uuid> (X-Team) |
Responses
Response samples
- 200
- 400
- 401
- 403
- 404
- 405
- 422
{- "success": true,
- "data": [
- null
]
}
Generate Pdf Document
Generate and attach a templated PDF to a resource
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
uuid required | string (Uuid) |
template_uuid | string (Template Uuid) |
Responses
Request samples
- Payload
{- "model": "string",
- "uuid": "string",
- "template_uuid": "string"
}
Response samples
- 200
- 400
- 401
- 403
- 422
{- "success": true,
- "data": [
- null
]
}
Generate Pdf Download
Generate and attach a templated PDF to a resource, downloading it
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
uuid required | string (Uuid) |
template_uuid | string (Template Uuid) |
Responses
Request samples
- Payload
{- "model": "string",
- "uuid": "string",
- "template_uuid": "string"
}
Response samples
- 200
- 400
- 401
- 403
- 422
{- "success": true,
- "data": [
- null
]
}
Generate Test Pdf
Generate and download a PDF for a resource from the template file provided
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: multipart/form-datarequired
file required | string <binary> (File) |
model | string (Model) Default: "" |
uuid | string <uuid> (Uuid) |
Responses
Response samples
- 200
- 400
- 401
- 403
- 422
{- "success": true,
- "data": [
- null
]
}
Generate Report
Generate a specific report PDF for a given model
Reports may require a specific model type, or may be generic for multiple models.
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
model required | string (Model) |
uuid required | string (Uuid) |
report_type required | any (ReportType) Enum: "APPROVAL_HISTORY" "SYSTEM_DOCUMENT" An enumeration. |
Responses
Request samples
- Payload
{- "model": "string",
- "uuid": "string",
- "report_type": "APPROVAL_HISTORY"
}
Response samples
- 200
- 400
- 404
{- "success": true,
- "data": [
- null
]
}
Exchange Rate
Get exchange rate for a given currency pair and date.
:param base_currency: Base currency code, as 3-letter ISO currency code :param to_currency: Target currency code, as 3-letter ISO currency code :date: Date for which to retrieve exchange rate, as ISO 8601 datetime string. If not provided, or if a future date is requested, the latest exchange rate will be returned. Dates are truncated to midnight of the requested day. ie: H:M:S == 00:00:00
Authorizations:
query Parameters
base_currency required | string (Base Currency) |
to_currency required | string (To Currency) |
date | string (Date) |
header Parameters
x-team | string <uuid4> (X-Team) |
Responses
Response samples
- 200
- 400
- 401
- 404
{- "success": true,
- "data": [
- null
]
}
Abn Status
Get most up-to-date status for an ABN from the Australian Business Register.
:param abn: Australian Business Number as a string. This will be collapsed to 11 digits before being queried against the database. Spaces and dashes are removed, anything else will be left so "junk" will raise an error.
Authorizations:
query Parameters
abn required | string (Abn) |
header Parameters
x-team | string <uuid4> (X-Team) |
Responses
Response samples
- 200
- 400
- 401
- 404
{- "success": true,
- "data": [
- null
]
}
Invalidate Token
Authorizations:
header Parameters
x-team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
user_token required | string (User Token) |
Responses
Request samples
- Payload
{- "user_token": "string"
}
Response samples
- 200
- 400
- 401
{- "success": true,
- "data": [
- null
]
}
Invalidate General Store Resource
Authorizations:
header Parameters
x-team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
resource_type required | string (Resource Type) |
Responses
Request samples
- Payload
{- "resource_type": "string"
}
Response samples
- 200
- 400
- 401
{- "success": true,
- "data": [
- null
]
}
Models
Get a list of all model nams.
for_export
: If true, only return models that can be exported.
Authorizations:
query Parameters
for_export | boolean (For Export) Default: false |
header Parameters
x-team | string (X-Team) |
Responses
Response samples
- 200
- 400
{- "success": true,
- "models": [
- "string"
]
}
Relations
Get a list of all field names (including relations) that can be used to filter/export a given model.
model
: The model name.
Authorizations:
query Parameters
model required | string (Model) |
header Parameters
x-team | string (X-Team) |
Responses
Response samples
- 200
- 400
{- "success": true,
- "relations": { }
}
Item Price Check
Authorizations:
header Parameters
x-team | string (X-Team) |
Request Body schema: application/jsonrequired
module required | string (Module) |
submodule required | string (Submodule) |
required | Array of objects (Item Lines) |
use_item_alternative required | boolean (Use Item Alternative) |
use_item_pricing required | boolean (Use Item Pricing) |
use_line required | boolean (Use Line) |
use_item required | boolean (Use Item) |
line_field | string (Line Field) |
team_id | string <uuid> (Team Id) |
account_id | string <uuid> (Account Id) |
location_id | string <uuid> (Location Id) |
subsidiary_id | string <uuid> (Subsidiary Id) |
department_id | string <uuid> (Department Id) |
employee_id | string <uuid> (Employee Id) |
project_id | string <uuid> (Project Id) |
cost_centre_id | string <uuid> (Cost Centre Id) |
project_task_id | string <uuid> (Project Task Id) |
cost_type_id | string <uuid> (Cost Type Id) |
warehouse_id | string <uuid> (Warehouse Id) |
zone_id | string <uuid> (Zone Id) |
supplier_id | string <uuid> (Supplier Id) |
customer_id | string <uuid> (Customer Id) |
unit_of_measure_id | string <uuid> (Unit Of Measure Id) |
Responses
Request samples
- Payload
{- "module": "string",
- "submodule": "string",
- "item_lines": [
- {
- "item_id": "4d8cd62e-a579-4dae-af8c-3172f96f8f7c",
- "purchase_price": 0,
- "retail_price": 0,
- "account_id": "449e7a5c-69d3-4b8a-aaaf-5c9b713ebc65",
- "account_group_id": "b1dbd22d-775a-46d9-87cf-0e3115c63eab",
- "cost_centre_id": "30d6d5d4-9850-4d2f-97b2-5a2e48f456ac",
- "cost_type_id": "5cb6b93f-876e-4ac6-8d89-aad1bf5be5da",
- "currency_id": "305e0674-ee79-42b7-bf83-278294a47a7b",
- "customer_id": "160c0c4b-9966-4dc1-a916-8407eb10d74e",
- "customer_category_id": "86b68749-df5b-49d1-b950-00cdb6d4b349",
- "customer_group_id": "9136bb06-5b02-45e6-b51e-7d2eea8ad1e4",
- "department_id": "094fb5f1-8160-46ea-8cec-010c4b44e054",
- "expense_category_id": "2eb32bf9-532e-40af-a96e-e2a25046253a",
- "fixed_asset_id": "fd93a66a-f68a-4c5e-ba07-0fa81b1ea0dc",
- "location_id": "46910cc3-ab41-4b80-b4a7-94dab9f1b795",
- "project_id": "405d8375-3514-403b-8c43-83ae74cfe0e9",
- "project_group_id": "0760a68c-ce08-415f-8555-55c1ec5fe297",
- "project_task_id": "3c0547d9-ed37-480b-b00e-e071e694d183",
- "project_type_id": "d44a44db-c7dc-4e97-96c1-3e6edde807f3",
- "subsidiary_id": "d403c263-7610-4ef9-bd57-1503d6091ba3",
- "supplier_id": "3cb1e20c-c6c9-4e71-ba66-399c468f697c",
- "supplier_category_id": "1157a946-a93f-447d-aa36-80092bb61625",
- "supplier_group_id": "7d3f4262-4711-4450-84a7-b89cde2c5e5b",
- "tax_rate_id": "6156135d-450b-464c-b854-039a7690a62e",
- "unit_of_measure_id": "6280affd-2ee1-4aac-ba20-4c65cbe194bb",
- "warehouse_id": "825f5f2b-307c-4cc1-9373-6d0c4692d478",
- "zone_id": "4495020a-236f-46e0-9453-e3f9cc6476f4"
}
], - "use_item_alternative": true,
- "use_item_pricing": true,
- "use_line": true,
- "use_item": true,
- "line_field": "string",
- "team_id": "810007d0-bec5-486c-b5d1-28fcd8a079ba",
- "account_id": "449e7a5c-69d3-4b8a-aaaf-5c9b713ebc65",
- "location_id": "46910cc3-ab41-4b80-b4a7-94dab9f1b795",
- "subsidiary_id": "d403c263-7610-4ef9-bd57-1503d6091ba3",
- "department_id": "094fb5f1-8160-46ea-8cec-010c4b44e054",
- "employee_id": "df4fd699-0854-488d-9cc2-15e751a80ee3",
- "project_id": "405d8375-3514-403b-8c43-83ae74cfe0e9",
- "cost_centre_id": "30d6d5d4-9850-4d2f-97b2-5a2e48f456ac",
- "project_task_id": "3c0547d9-ed37-480b-b00e-e071e694d183",
- "cost_type_id": "5cb6b93f-876e-4ac6-8d89-aad1bf5be5da",
- "warehouse_id": "825f5f2b-307c-4cc1-9373-6d0c4692d478",
- "zone_id": "4495020a-236f-46e0-9453-e3f9cc6476f4",
- "supplier_id": "3cb1e20c-c6c9-4e71-ba66-399c468f697c",
- "customer_id": "160c0c4b-9966-4dc1-a916-8407eb10d74e",
- "unit_of_measure_id": "6280affd-2ee1-4aac-ba20-4c65cbe194bb"
}
Response samples
- 200
- 400
- 403
{- "status": "string",
- "item_matches": [
- {
- "item_id": "4d8cd62e-a579-4dae-af8c-3172f96f8f7c",
- "prices": [
- {
- "price": 0,
- "price_type": "purchase_price",
- "source": "Item",
- "match_details": [
- "string"
]
}
]
}
]
}
Get Flow
Authorizations:
query Parameters
resource_uuid required | string <uuid4> (Resource Uuid) |
header Parameters
X-Team | string <uuid4> (X-Team) |
Responses
Response samples
- 200
- 400
- 403
- 404
{- "success": true,
- "model": "string",
- "data": { },
- "duplicates": [ ],
- "validations": [ ],
- "short_url": ""
}
Create Milestone
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
resource_model required | string (Resource Model) |
resource_uuid required | string <uuid4> (Resource Uuid) |
required | Array of objects (Milestones) |
Responses
Request samples
- Payload
{- "resource_model": "string",
- "resource_uuid": "string",
- "milestones": [
- {
- "name": "string",
- "status": "ACTIVE",
- "resource_status": "string",
- "resource_editable": false,
- "steps": [
- {
- "status_type": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization_id": "7c60d51f-b44e-4682-87d6-449835ea4de6",
- "is_approved": false,
- "is_complete": false,
- "validation_level": "string",
- "validation_json": { },
- "status": "APPROVED",
- "name": "string",
- "include_submitter": true,
- "auto_approve_submitter": false,
- "apply_previous": false,
- "criteria_pass": 1,
- "criteria_fail": 1,
- "notify": true,
- "approval_external": true,
- "include_attachment": true,
- "forms": [
- {
- "model": "string",
- "model_uuid": "e630cd00-a263-42ca-9b5b-b1fe718847fc",
- "status_pass": "string",
- "status_fail": "string"
}
], - "approver_users": [ ],
- "approver_groups": [ ],
- "reminders": [
- {
- "name": "string",
- "unit": "MINUTE",
- "quantity": 0
}
], - "external": [
- {
- "name": "string",
- "email": "string"
}
], - "escalate": {
- "unit": "MINUTE",
- "quantity": 0
}
}
]
}
]
}
Response samples
- 200
- 400
- 403
- 404
{- "success": true,
- "data": {
- "status_type": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "is_approved": false,
- "is_complete": false,
- "completed_at": "2019-08-24T14:15:22Z",
- "validation_level": "string",
- "validation_json": { },
- "resource_uuid": "9a3c106a-0244-4962-b5f2-052f4eb77461",
- "status": "ACTIVE",
- "uuid": "string",
- "milestones": [
- {
- "status_type": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "is_approved": false,
- "is_complete": false,
- "validation_level": "string",
- "validation_json": { },
- "name": "string",
- "status": "ACTIVE",
- "resource_status": "string",
- "resource_editable": false,
- "active_at": "2019-08-24T14:15:22Z",
- "completed_at": "2019-08-24T14:15:22Z",
- "uuid": "string",
- "steps": [
- {
- "status_type": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "is_approved": false,
- "is_complete": false,
- "validation_level": "string",
- "validation_json": { },
- "status": "APPROVED",
- "name": "string",
- "include_submitter": true,
- "auto_approve_submitter": false,
- "apply_previous": false,
- "criteria_pass": 1,
- "criteria_fail": 1,
- "notify": true,
- "approval_external": true,
- "include_attachment": true,
- "escalate_unit": "string",
- "escalate_quantity": 0,
- "escalate_at": "2019-08-24T14:15:22Z",
- "escalated_at": "2019-08-24T14:15:22Z",
- "completed_at": "2019-08-24T14:15:22Z",
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "forms": [
- {
- "model": "string",
- "model_uuid": "e630cd00-a263-42ca-9b5b-b1fe718847fc",
- "status_pass": "string",
- "status_fail": "string"
}
], - "approver_users": [ ],
- "approver_groups": [ ],
- "reminders": [
- {
- "name": "string",
- "unit": "MINUTE",
- "quantity": 0
}
], - "external": [
- {
- "status_type": "string",
- "status": "string",
- "status_at": "2019-08-24T14:15:22Z",
- "organization": "452c1a86-a0af-475b-b03f-724878b0f387",
- "is_approved": false,
- "is_complete": false,
- "completed_at": "2019-08-24T14:15:22Z",
- "validation_level": "string",
- "validation_json": { },
- "name": "string",
- "email": "string",
- "response": "string",
- "reason": "string"
}
]
}
]
}
]
}
}
Process Milestone
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
status required | string (ProcessStatusEnum) Enum: "APPROVED" "REJECTED" An enumeration. |
resource_model | string (Resource Model) |
resource_uuid | string <uuid4> (Resource Uuid) |
uuid required | string <uuid4> (Uuid) |
reason | string (Reason) |
user_uuid required | string <uuid4> (User Uuid) |
check_only | boolean (Check Only) Default: false |
Responses
Request samples
- Payload
{- "status": "APPROVED",
- "resource_model": "string",
- "resource_uuid": "string",
- "uuid": "string",
- "reason": "string",
- "user_uuid": "string",
- "check_only": false
}
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true
}
Bulk Approval
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
user_uuid required | string <uuid4> (User Uuid) |
required | Array of objects (Approvals) |
Responses
Request samples
- Payload
{- "user_uuid": "string",
- "approvals": [
- {
- "resource_model": "string",
- "resource_uuid": "string",
- "status": "APPROVED",
- "reason": "string"
}
]
}
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true,
- "data": [
- {
- "success": true,
- "message": ""
}
]
}
Process Force Milestone
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
uuid required | string <uuid4> (Uuid) |
reason | string (Reason) |
user_uuid required | string <uuid4> (User Uuid) |
Responses
Request samples
- Payload
{- "uuid": "string",
- "reason": "string",
- "user_uuid": "string"
}
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true
}
Revert Milestones
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
resource_uuid required | string <uuid4> (Resource Uuid) |
Responses
Request samples
- Payload
{- "resource_uuid": "string"
}
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true
}
Clear Milestones
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
resource_uuid required | string <uuid4> (Resource Uuid) |
Responses
Request samples
- Payload
{- "resource_uuid": "string"
}
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true
}
Send Reminder
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
resource_uuid required | string <uuid4> (Resource Uuid) |
milestone_uuid required | string <uuid4> (Milestone Uuid) |
Responses
Request samples
- Payload
{- "resource_uuid": "string",
- "milestone_uuid": "string"
}
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true
}
Bulk Send Reminder
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
resource_uuids required | Array of strings <uuid4> (Resource Uuids) [ items <uuid4 > ] |
Responses
Request samples
- Payload
{- "resource_uuids": [
- "string"
]
}
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true
}
Change Approver
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
current_user required | string <uuid> (Current User) |
new_user required | string <uuid> (New User) |
step_uuid required | string <uuid> (Step Uuid) |
reason | string (Reason) |
Responses
Request samples
- Payload
{- "current_user": "4d1c5e1a-8669-45fd-b0c4-d32e8646ee7c",
- "new_user": "acba1969-e260-4cdf-aecd-2ea73262163e",
- "step_uuid": "36cbcda5-79a6-4bf3-8e09-f04e24f64b58",
- "reason": "string"
}
Response samples
- 200
- 400
- 401
- 402
- 403
- 404
- 405
- 406
- 407
- 408
- 409
- 410
- 411
- 412
- 416
- 418
- 425
- 429
- 451
{- "success": true
}
Count Messages
Authorizations:
Request Body schema: application/jsonrequired
team_uuids required | Array of strings <uuid4> (Team Uuids) [ items <uuid4 > ] |
channel required | string (ChannelEnum) Enum: "web" "mobile" An enumeration. |
read required | boolean (Read) |
types | Array of strings (Types) |
resource | string <uuid4> (Resource) |
Responses
Request samples
- Payload
{- "team_uuids": [
- "string"
], - "channel": "web",
- "read": true,
- "types": [
- "string"
], - "resource": "string"
}
Response samples
- 200
- 400
- 403
- 404
- 422
[- {
- "team_uuid": "string",
- "count": 0
}
]
Fetch Messages
Authorizations:
query Parameters
page | integer (Page) Default: 1 |
offset | integer (Offset) Default: 10 |
Request Body schema: application/jsonrequired
team_uuids required | Array of strings <uuid4> (Team Uuids) [ items <uuid4 > ] |
channel required | string (ChannelEnum) Enum: "web" "mobile" An enumeration. |
read required | boolean (Read) |
types | Array of strings (Types) |
resource | string <uuid4> (Resource) |
Responses
Request samples
- Payload
{- "team_uuids": [
- "string"
], - "channel": "web",
- "read": true,
- "types": [
- "string"
], - "resource": "string"
}
Response samples
- 200
- 400
- 403
- 404
- 422
{- "total": 0,
- "per_page": 0,
- "results": [
- null
]
}
Mark Messages As Read
Authorizations:
Request Body schema: application/jsonrequired
channel required | string (ChannelEnum) Enum: "web" "mobile" An enumeration. |
read required | boolean (Read) |
types | Array of strings (NotificationTypeChoices) Items Enum: "new_document" "assignee" "approval_required" "approval_reminder" "approval_escalation" "approval_delegation" "approval_approved" "approval_rejected" "mention" "comment" |
resource | string <uuid4> (Resource) |
uuids | Array of strings <uuid4> (Uuids) [ items <uuid4 > ] |
Responses
Request samples
- Payload
{- "channel": "web",
- "read": true,
- "types": [
- "new_document"
], - "resource": "string",
- "uuids": [
- "string"
]
}
Response samples
- 200
- 400
- 403
- 404
- 422
{- "message_channels_updated": 0
}
Add Message To Queue
Authorizations:
Request Body schema: application/jsonrequired
event_model required | string (Event Model) |
event_type required | string (Event Type) |
event_time required | string <date-time> (Event Time) |
resource_model required | string (Resource Model) |
resource_uuid required | string (Resource Uuid) |
team required | string <uuid4> (Team) |
user | string <uuid4> (User) |
previous required | object (Previous) |
data required | object (Data) |
Responses
Request samples
- Payload
{- "event_model": "string",
- "event_type": "string",
- "event_time": "2019-08-24T14:15:22Z",
- "resource_model": "string",
- "resource_uuid": "string",
- "team": "string",
- "user": "string",
- "previous": { },
- "data": { }
}
Response samples
- 200
- 400
- 403
- 404
- 422
{ }
Get Handles
Returns the Slack and/or MS Teams handles for a particular team user
Authorizations:
query Parameters
user_uuid required | string <uuid4> (User Uuid) |
header Parameters
X-Team | string <uuid4> (X-Team) |
Responses
Response samples
- 200
- 400
- 403
- 404
- 422
{- "success": true,
- "data": {
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "team": "95527efb-6695-4aae-916e-c9869b1fb2bd",
- "user": "76f62a58-5404-486d-9afc-07bded328704",
- "slack_user_id": "string",
- "teams_user_id": "string"
}
}
Set Handles
Sets the Slack and/or MS Teams handles for a particular user and team combination. Updates or creates the MessagingHandle entity.
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
user_id required | string <uuid> (User) |
slack_user_id required | string (Slack User Id) <= 255 characters |
teams_user_id required | string (Teams User Id) <= 255 characters |
Responses
Request samples
- Payload
{- "user_id": "a169451c-8525-4352-b8ca-070dd449a1a5",
- "slack_user_id": "string",
- "teams_user_id": "string"
}
Response samples
- 200
- 400
- 403
- 404
- 422
{- "success": true,
- "data": {
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "team": "95527efb-6695-4aae-916e-c9869b1fb2bd",
- "user": "76f62a58-5404-486d-9afc-07bded328704",
- "slack_user_id": "string",
- "teams_user_id": "string"
}
}
Get Preferences
Return the user's preferences for a particular user and team combination
Authorizations:
query Parameters
user_uuid required | string <uuid4> (User Uuid) |
header Parameters
X-Team | string <uuid4> (X-Team) |
Responses
Response samples
- 200
- 400
- 403
- 404
- 422
{- "success": true,
- "data": [
- {
- "uuid": "string",
- "user_id": "string",
- "notification_type": "string",
- "email": true,
- "web": true,
- "mobile": true,
- "slack": true,
- "teams": true,
- "disabled": true
}
]
}
Set Preferences
Set preferences for a particular user and team combination. Updates or creates the Preferences entities.
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
uuid required | string <uuid4> (Uuid) |
user_id required | string <uuid4> (User Id) |
email required | boolean (Email) |
web required | boolean (Web) |
mobile required | boolean (Mobile) |
slack required | boolean (Slack) |
teams required | boolean (Teams) |
disabled required | boolean (Disabled) |
Responses
Request samples
- Payload
[- {
- "uuid": "string",
- "user_id": "string",
- "email": true,
- "web": true,
- "mobile": true,
- "slack": true,
- "teams": true,
- "disabled": true
}
]
Response samples
- 200
- 400
- 403
- 404
- 422
{- "success": true,
- "data": [
- {
- "uuid": "string",
- "user_id": "string",
- "notification_type": "string",
- "email": true,
- "web": true,
- "mobile": true,
- "slack": true,
- "teams": true,
- "disabled": true
}
]
}
Get Notification Types
Return details of notification types configured in the system.
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Responses
Response samples
- 200
- 400
- 403
- 404
- 422
{- "success": true,
- "data": [
- {
- "created_at": "2019-08-24T14:15:22Z",
- "updated_at": "2019-08-24T14:15:22Z",
- "uuid": "095be615-a8ad-4c33-8e9c-c7612fbf6c9f",
- "deleted_at": "2019-08-24T14:15:22Z",
- "name": "string",
- "group": "string",
- "label": "string",
- "description": "string",
- "event": "string",
- "priority": 0
}
]
}
Evaluate
Authorizations:
header Parameters
X-Team | string <uuid4> (X-Team) |
Request Body schema: application/jsonrequired
field_names required | Array of strings (Field Names) |
resource_uuid required | string (Resource Uuid) |
Responses
Request samples
- Payload
{- "field_names": [
- "string"
], - "resource_uuid": "string"
}
Response samples
- 200
- 400
- 404
{- "success": true,
- "data": {
- "document_number": "MY-INV-001",
- "reference": "ABC",
- "custom": {
- "notes": "result"
}
}
}