Path Parameters
Body
application/json
Introduction
Tasks
- GETGet a resource with the provided ID
- PUTUpdate the given instance
- DELDelete the resource with the provided ID
- PUTUpdate the status of the task
- DELRemove the task status
- PUTUpdate the assignee of the task
- DELRemove the task assignee
- GETGet the entity metadata for the filter
- POSTCreate a new instance of the resource
- POSTCreate a new task with the given request (to include document families)
Projects
- GETGet a resource with the provided ID
- PUTUpdate the given instance
- DELDelete the project with the provided ID and its associated resources
- GETGet the tags on a project
- PUTUpdate the tags on a project
- GETGet the project resources
- PUTUpdate all the resources associated with this project
- GETPaginated list of assistants that have been added to this project
- PUTUpdate the assistant in the given project
- POSTCreate and add assistant to project
- PUTUpdate the assistant in the given project
- DELDelete specified assistant
- GETList the assistant stores specified assistant
- PUTUpdate the list of stores for an assistant
- PUTSend a schedule event now to this assistant
- PUTDeactivate the assistant (stopping it from getting content events)
- PUTActivate the assistant (ensuring it gets content events)
- GETGet a list of the data forms associated with this project
- POSTAdd a dataform to the project
- POSTSend a document to upload and send as an event to an assistant
- GETGet the task tags for the project
- GETGet the notes for the project
- GETGet a list of the stores (type data) associated with this project
- GETCreate a project template request
- GETPaginated list of assistant executions
- GETGet event handler options for an assistant
DocumentFamilies
- Document Families Overview
- GETGet a resource with the provided ID
- PUTUpdate the given instance
- DELDelete the resource with the provided ID
- GETGet the external data for a document family
- PUTUpdate the external data for a document family
- GETGet the entity metadata for the filter
- POSTCreate a new instance of the resource
- GETTouching a document family triggers a DocumentFamilyEvent without changing the document family
Taxonomies
Stores
Organizations
Executions
Data Forms
- GETGet data form by slug
- PUTUpdate data form
- DELDelete data form
- GETList data forms for organization
- POSTCreate new data form
- GETList all data forms
- GETGet a resource with the provided ID
- PUTUpdate the given instance
- DELDelete the resource with the provided ID
- GETGet the entity metadata for the filter
- POSTCreate a new instance of the resource
cURL
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curl --request PUT \
--url http://localhost/api/projects/{id}/resources \
--header 'Content-Type: application/json' \
--data '{
"taxonomyRefs": [
"<string>"
],
"storeRefs": [
"<string>"
],
"dashboardRefs": [
"<string>"
],
"dataFormRefs": [
"<string>"
],
"guidanceRefs": [
"<string>"
],
"project": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"connectServerUrl": "<string>",
"connectServerAccessToken": "<string>",
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"name": "<string>",
"description": "<string>",
"owner": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"email": "<string>",
"firstName": "<string>",
"lastName": "<string>",
"bio": "<string>",
"userStorage": {
"favoriteLinks": [
{
"link": "<string>"
}
]
},
"showDeveloperTools": true,
"userHash": "<string>",
"acceptedTerms": true,
"userType": "HUMAN",
"active": true,
"externallyManaged": true,
"hasAcceptedTerms": true,
"id": "<string>",
"security": {
"roles": [
"PLATFORM_ADMIN"
]
},
"preferences": {
"showWelcomeMessage": true,
"showOnboarding": true,
"showScrollbars": true
}
},
"status": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"connectServerUrl": "<string>",
"connectServerAccessToken": "<string>",
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"color": "<string>",
"icon": "<string>",
"status": "<string>",
"production": true,
"id": "<string>"
},
"templateArticleId": "<string>",
"projectTemplateRef": "<string>",
"notes": "<string>",
"color": "<string>",
"tags": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"connectServerUrl": "<string>",
"connectServerAccessToken": "<string>",
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"name": "<string>",
"color": "<string>",
"id": "<string>"
}
],
"dataFlow": {
"viewPort": {
"x": 123,
"y": 123,
"zoom": 123
},
"nodes": [
{
"id": "<string>",
"parentId": "<string>",
"type": "<string>",
"position": {
"x": 123,
"y": 123
},
"dimensions": {
"width": 123,
"height": 123
},
"properties": {}
}
],
"edges": [
{
"id": "<string>",
"source": "<string>",
"target": "<string>",
"properties": {}
}
]
},
"options": {
"options": [
{
"groupOptions": [
{}
],
"properties": {},
"tabName": "<string>",
"name": "<string>",
"aliases": [
"<string>"
],
"label": "<string>",
"falseLabel": "<string>",
"hint": "<string>",
"required": true,
"type": "<string>",
"subType": "<string>",
"listType": "<string>",
"displayProperties": {},
"listLabel": "<string>",
"listDescription": "<string>",
"featureFlag": "<string>",
"default": {},
"description": "<string>",
"supportArticle": "<string>",
"overviewMarkdown": "<string>",
"showIf": "<string>",
"developerOnly": true,
"showOnPopup": true,
"possibleValues": [
{
"label": "<string>",
"value": {},
"description": "<string>"
}
]
}
],
"properties": {},
"groupTaxonTypeFeatures": {},
"taxonTypeFeatures": {},
"taskOptions": {
"showTakeNext": true,
"showNewTask": true
}
},
"documentStatuses": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"color": "<string>",
"icon": "<string>",
"status": "<string>",
"slug": "<string>",
"statusType": "UNRESOLVED",
"id": "<string>"
}
],
"statusType": "ACTIVE",
"taskStatuses": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"color": "<string>",
"icon": "<string>",
"label": "<string>",
"slug": "<string>",
"statusType": "TODO",
"id": "<string>"
}
],
"id": "<string>"
}
}'Copy
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{
"taxonomyRefs": [
"<string>"
],
"storeRefs": [
"<string>"
],
"dashboardRefs": [
"<string>"
],
"dataFormRefs": [
"<string>"
],
"guidanceRefs": [
"<string>"
],
"project": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"name": "<string>",
"description": "<string>",
"owner": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"email": "<string>",
"firstName": "<string>",
"lastName": "<string>",
"bio": "<string>",
"userStorage": {
"favoriteLinks": [
{
"link": "<string>"
}
]
},
"showDeveloperTools": true,
"image": "<string>",
"userHash": "<string>",
"acceptedTerms": true,
"userType": "HUMAN",
"active": true,
"fullName": "<string>",
"externallyManaged": true,
"hasAcceptedTerms": true,
"id": "<string>",
"security": {
"roles": [
"PLATFORM_ADMIN"
]
},
"preferences": {
"showWelcomeMessage": true,
"showOnboarding": true,
"showScrollbars": true
}
},
"status": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"color": "<string>",
"icon": "<string>",
"status": "<string>",
"production": true,
"id": "<string>"
},
"templateArticleId": "<string>",
"projectTemplateRef": "<string>",
"notes": "<string>",
"color": "<string>",
"tags": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"name": "<string>",
"color": "<string>",
"id": "<string>"
}
],
"dataFlow": {
"viewPort": {
"x": 123,
"y": 123,
"zoom": 123
},
"nodes": [
{
"id": "<string>",
"parentId": "<string>",
"type": "<string>",
"position": {
"x": 123,
"y": 123
},
"dimensions": {
"width": 123,
"height": 123
},
"properties": {}
}
],
"edges": [
{
"id": "<string>",
"source": "<string>",
"target": "<string>",
"properties": {}
}
]
},
"options": {
"options": [
{
"groupOptions": [
{}
],
"properties": {},
"tabName": "<string>",
"name": "<string>",
"aliases": [
"<string>"
],
"label": "<string>",
"falseLabel": "<string>",
"hint": "<string>",
"required": true,
"type": "<string>",
"subType": "<string>",
"listType": "<string>",
"displayProperties": {},
"listLabel": "<string>",
"listDescription": "<string>",
"featureFlag": "<string>",
"default": {},
"description": "<string>",
"supportArticle": "<string>",
"overviewMarkdown": "<string>",
"showIf": "<string>",
"developerOnly": true,
"showOnPopup": true,
"possibleValues": [
{
"label": "<string>",
"value": {},
"description": "<string>"
}
]
}
],
"properties": {},
"groupTaxonTypeFeatures": {},
"taxonTypeFeatures": {},
"taskOptions": {
"showTakeNext": true,
"showNewTask": true
}
},
"documentStatuses": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"color": "<string>",
"icon": "<string>",
"status": "<string>",
"slug": "<string>",
"statusType": "UNRESOLVED",
"id": "<string>"
}
],
"statusType": "ACTIVE",
"taskStatuses": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"color": "<string>",
"icon": "<string>",
"label": "<string>",
"slug": "<string>",
"statusType": "TODO",
"id": "<string>"
}
],
"id": "<string>"
}
}Projects
Update all the resources associated with this project
Update all the resources associated with this project
PUT
/
api
/
projects
/
{id}
/
resources
cURL
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curl --request PUT \
--url http://localhost/api/projects/{id}/resources \
--header 'Content-Type: application/json' \
--data '{
"taxonomyRefs": [
"<string>"
],
"storeRefs": [
"<string>"
],
"dashboardRefs": [
"<string>"
],
"dataFormRefs": [
"<string>"
],
"guidanceRefs": [
"<string>"
],
"project": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"connectServerUrl": "<string>",
"connectServerAccessToken": "<string>",
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"name": "<string>",
"description": "<string>",
"owner": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"email": "<string>",
"firstName": "<string>",
"lastName": "<string>",
"bio": "<string>",
"userStorage": {
"favoriteLinks": [
{
"link": "<string>"
}
]
},
"showDeveloperTools": true,
"userHash": "<string>",
"acceptedTerms": true,
"userType": "HUMAN",
"active": true,
"externallyManaged": true,
"hasAcceptedTerms": true,
"id": "<string>",
"security": {
"roles": [
"PLATFORM_ADMIN"
]
},
"preferences": {
"showWelcomeMessage": true,
"showOnboarding": true,
"showScrollbars": true
}
},
"status": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"connectServerUrl": "<string>",
"connectServerAccessToken": "<string>",
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"color": "<string>",
"icon": "<string>",
"status": "<string>",
"production": true,
"id": "<string>"
},
"templateArticleId": "<string>",
"projectTemplateRef": "<string>",
"notes": "<string>",
"color": "<string>",
"tags": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"connectServerUrl": "<string>",
"connectServerAccessToken": "<string>",
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"name": "<string>",
"color": "<string>",
"id": "<string>"
}
],
"dataFlow": {
"viewPort": {
"x": 123,
"y": 123,
"zoom": 123
},
"nodes": [
{
"id": "<string>",
"parentId": "<string>",
"type": "<string>",
"position": {
"x": 123,
"y": 123
},
"dimensions": {
"width": 123,
"height": 123
},
"properties": {}
}
],
"edges": [
{
"id": "<string>",
"source": "<string>",
"target": "<string>",
"properties": {}
}
]
},
"options": {
"options": [
{
"groupOptions": [
{}
],
"properties": {},
"tabName": "<string>",
"name": "<string>",
"aliases": [
"<string>"
],
"label": "<string>",
"falseLabel": "<string>",
"hint": "<string>",
"required": true,
"type": "<string>",
"subType": "<string>",
"listType": "<string>",
"displayProperties": {},
"listLabel": "<string>",
"listDescription": "<string>",
"featureFlag": "<string>",
"default": {},
"description": "<string>",
"supportArticle": "<string>",
"overviewMarkdown": "<string>",
"showIf": "<string>",
"developerOnly": true,
"showOnPopup": true,
"possibleValues": [
{
"label": "<string>",
"value": {},
"description": "<string>"
}
]
}
],
"properties": {},
"groupTaxonTypeFeatures": {},
"taxonTypeFeatures": {},
"taskOptions": {
"showTakeNext": true,
"showNewTask": true
}
},
"documentStatuses": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"color": "<string>",
"icon": "<string>",
"status": "<string>",
"slug": "<string>",
"statusType": "UNRESOLVED",
"id": "<string>"
}
],
"statusType": "ACTIVE",
"taskStatuses": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"color": "<string>",
"icon": "<string>",
"label": "<string>",
"slug": "<string>",
"statusType": "TODO",
"id": "<string>"
}
],
"id": "<string>"
}
}'Copy
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{
"taxonomyRefs": [
"<string>"
],
"storeRefs": [
"<string>"
],
"dashboardRefs": [
"<string>"
],
"dataFormRefs": [
"<string>"
],
"guidanceRefs": [
"<string>"
],
"project": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"name": "<string>",
"description": "<string>",
"owner": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"email": "<string>",
"firstName": "<string>",
"lastName": "<string>",
"bio": "<string>",
"userStorage": {
"favoriteLinks": [
{
"link": "<string>"
}
]
},
"showDeveloperTools": true,
"image": "<string>",
"userHash": "<string>",
"acceptedTerms": true,
"userType": "HUMAN",
"active": true,
"fullName": "<string>",
"externallyManaged": true,
"hasAcceptedTerms": true,
"id": "<string>",
"security": {
"roles": [
"PLATFORM_ADMIN"
]
},
"preferences": {
"showWelcomeMessage": true,
"showOnboarding": true,
"showScrollbars": true
}
},
"status": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"name": "<string>",
"slug": "<string>",
"publicAccess": true,
"description": "<string>",
"organizationStatus": "ACTIVE",
"hasImage": true,
"defaultToPrivateTemplates": true,
"supportAccess": true,
"supportAccessExpiresAt": "2023-11-07T05:31:56Z",
"stripeCustomerId": "<string>",
"enterpriseOrganization": true,
"id": "<string>"
},
"color": "<string>",
"icon": "<string>",
"status": "<string>",
"production": true,
"id": "<string>"
},
"templateArticleId": "<string>",
"projectTemplateRef": "<string>",
"notes": "<string>",
"color": "<string>",
"tags": [
{
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
"changeSequence": 123,
"organization": {
"uuid": "<string>",
"createdOn": "2023-11-07T05:31:56Z",
"updatedOn": "2023-11-07T05:31:56Z",
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