Introduction
Welcome to the Webdox API! We provide a simple and robust RESTful API enabling any service to be integrated.
Through the Webdox’s API, you can easily manage: documents, processes, users and the main functionalities of the CLMS platform.
We have language bindings in Shell and you can view code examples on the right panel.
API VERSIONS
All API calls are versioned, and the current Webdox API is v2.0. We will never introduce changes that may cause errors in the current version. We will always be in constant improvement, incorporating new features.
To start using the API you need to first request an account at www.webdoxclm.com
Authorization
Oauth2 Authorization Flow
Password credentials
curl --location --request POST 'https://app.webdoxclm.com/api/v2/oauth/token' \
--header 'Content-Type: application/x-www-form-urlencoded' \
--data-urlencode '[email protected]' \
--data-urlencode 'grant_type=password' \
--data-urlencode 'password=********'
The above command returns JSON structured like this:
{
"access_token": "0662c5785ac175d804dc38b181d33824da4225730aa76664910cbe49a6ecce5f",
"token_type": "Bearer",
"expires_in": 7200,
"refresh_token": "7e0250b86bee383eff63b6e433d6623faa50d4ae06a68d4d5928a1e03104b865",
"created_at": 1614948612
}
Get an access token with Basic Auth Credentials. The default expiration time of the token is of 120 minutes (2 hours).
HTTP Request
POST https://app.webdoxclm.com/api/v2/oauth/token
Body example
{
"grant_type":"password",
"username":"[email protected]",
"password":"*************"
}
HTTP Header
Authorization: Bearer <Token>
Refresh Token
curl --location --request POST 'https://app.webdoxclm.com/api/v2/oauth/token' \
--header 'Content-Type: application/json' \
--form 'token="17de2f1460c5bbba5524831e285a26ed65e710cbde77344e7a7711a317d86191"'
The above command returns JSON structured like this:
{}
Use the refresh token to request a new access token. It will be possible to refresh a new token only if the access token has not been revoked.
HTTP Request
POST https://app.webdoxclm.com/api/v2/oauth/token
Body example
{
"grant_type":"refresh_token",
"refresh_token":"17de2f1460c5bbba5524831e285a26ed65e710cbde77344e7a7711a317d86191",
}
HTTP Header
Authorization: Bearer <Token>
Remember to change the access token on your headers to keep using the api endpoints.
Revoke Token
curl --location --request POST 'https://app.webdoxclm.com/api/v2/oauth/revoke' \
--header 'Content-Type: application/json' \
--form 'token="17de2f1460c5bbba5524831e285a26ed65e710cbde77344e7a7711a317d86191"'
The above command returns JSON structured like this:
{}
Completely disables the token for any controlled access.
HTTP Request
POST https://app.webdoxclm.com/api/v2/oauth/revoke
Body example
{
"token":"17de2f1460c5bbba5524831e285a26ed65e710cbde77344e7a7711a317d86191",
}
After completing the request the token will be disabled for future refresh.
Workflow
Workflows are the main functionality of Webdox, allowing to generate steps with decisions and SLAs, collaboration between areas and electronically sign a contract.
List of workflows
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows'
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
The above command returns JSON structured like this:
[
{
"id": 27,
"name": "WF 1",
"status": "started",
"current_step": [
{
"id_number": 2,
"id_parallel_number": 0,
"name": "Paso 2 nuevo",
"step_type": null,
"assigned_to": [
{
"id": "e1c6f251-5efc-410f-924f-8cbba1ff7f15",
"name": "Jane Doe"
}
],
"created_at": "2021-03-02T19:14:35.423-03:00",
"limit_date": "2021-03-04T19:17:53.192-03:00"
}
]
},
{
"id": 5,
"name": "Workflow 2",
"status": "started",
"current_step": [
{
"id_number": 2,
"id_parallel_number": 0,
"name": "paso2",
"step_type": null,
"assigned_to": [
{
"id": "e1c6f251-5efc-410f-924f-8cbba1ff7f15",
"name": "Jane Doe"
}
],
"created_at": "2021-01-27T15:28:50.092-03:00",
"limit_date": "2021-01-28T15:29:04.426-03:00"
}
]
}
]
This endpoint retrieves all the processes that the user can see by filters
GET https://app.webdoxclm.com/api/v2/decision_workflows
To get the created_at and limit_date values you must use the endpoint:
GET https://app.webdoxclm.com/api/v2/decision_workflows/index_with_limit
Parameters query string
GET https://app.webdoxclm.com/api/v2/decision_workflows?page=1&filters[decision_name]=test
| Value | Description | Type |
|---|---|---|
| page | Page to see | Numeric |
| per_page | Number of items per page | Numeric |
| search | Filter to search for a term | String |
| filters[xx] | Filters to apply | String |
XX can take the following values:
| Value | Description | Type |
|---|---|---|
| decision_name | Filter by Workflow Name (Must be exact) | String |
| decision_workflow_template_id | Filtrer by Workflow Template ID | Numeric |
| status | Filter by Workflow Status | String |
| correlative | Filter by Correlative | Numeric |
| request_form_name | Filter by Request Form Name | String |
| requester_id | Filter by Requester | Numeric |
| assigned_id | Filter by Assigned in Request | Numeric |
| initializer_id | Filter Started by | Numeric |
| request_document_attribute_id | Filter by Attribute ID from a Request | Numeric |
| request_document_attribute_value | Filter by Request Attribute value | String |
Create a Workflow
curl --location --request POST 'https://app.webdoxclm.com/api/v2/decision_workflows' \
--header 'Authorization: Bearer 8f52e71903869cc8cf620831859074f43c91a1d3384fd348f1e3cf4864e46f64' \
--header 'Content-Type: application/json' \
--header 'Cookie: csrftoken=uxWx5huTKxYHq9gbcgXeDoLisd9lF1mqzyvzX7Ex62s99q7OE5ByyLTbbD3E4ld7' \
--data-raw '{
"decision_name": "Workflow creation test",
"decision_workflow_template_id": "9e0b12b0-e0ed-4493-8182-d00c0c9a9667"
}'
The above command returns JSON structured like this:
{
"id": 98,
"name": "Workflow creation test",
"template_id": "9e0b12b0-e0ed-4493-8182-d00c0c9a9667"
}
This endpoint create a workflow from template.
Supported formats
[JSON]
HTTP Request
POST https://app.webdoxclm.com/api/v2/decision_workflows
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| decision_name | ✔ | Must be a String | Name of new workflow |
| decision_workflow_template_id | ✔ | Must be a Integer | ID of template to use in creation of new workflow |
Body example
{
"decision_name": "Test 1",
"decision_workflow_template_id": "08559ee4-62df-42e0-b95d-c2f75984db7f",
}
Workflow Info
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows/1' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
The above command returns JSON structured like this:
{
"id": 78,
"name": "Workflow name",
"decision_name": "test workflow",
"status": "started",
"current_step_type": null,
"current_step": {
"id_number": 1,
"id_parallel": 0,
"name": "1",
"id_workflow": 78,
"assigned_to": [
{
"id": "59db41d9-bcf4-4e7c-9330-830d1ca95c52",
"name": "John Doe"
}
],
"step_type": null,
"created_at": "2021-01-27T15:28:50.092-03:00",
"limit_date": "2021-01-28T15:29:04.426-03:00"
},
"steps": [
{
"id_number": 1,
"id_parallel": 0,
"name": "1",
"step_type": null,
"created_at": "2021-01-27T15:28:50.092-03:00",
"limit_date": "2021-01-28T15:29:04.426-03:00"
},
{
"id_number": 2,
"id_parallel": 0,
"name": "2",
"step_type": null,
"created_at": "2021-01-27T15:28:50.092-03:00",
"limit_date": null
},
{
"id_number": 3,
"id_parallel": 0,
"name": "3",
"step_type": null,
"created_at": "2021-01-27T15:28:50.092-03:00",
"limit_date": null
}
],
"documents": [
{
"id": "721111e8ba7847589648e0d2e4efe058",
"name": "My-Documnet.pdf",
"type": "document",
"in_repository": true,
"signable": true,
"signed": false,
"created_at": "2023-05-15T15:53:35.768-04:00"
}
]
}
This endpoint returns the information of a given workflow
Supported formats
[JSON]
HTTP Request
GET https://app.webdoxclm.com/api/v2/decision_workflows/:id
List steps
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/steps' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
The above command returns JSON structured like this:
[
{
"id_number": 1,
"id_parallel": 0,
"name": "Electronic Signature",
"id_workflow": 94,
"assigned_to": [
{
"id": "7faf7ca5-46a7-4ad2-a283-cecb5dd78566",
"name": "John Doe"
}
],
"step_attributes": [],
"step_type": "signature",
"is_signature_step": true,
"created_at": "2021-01-27T15:28:50.092-03:00",
"limit_date": null
},
{
"id_number": 2,
"id_parallel": 0,
"name": "Cassification",
"id_workflow": 94,
"assigned_to": [],
"step_attributes": [],
"step_type": null,
"created_at": "2021-01-27T15:28:50.092-03:00",
"limit_date": null
},
...
]
This endpoint allows you to list the steps of a workflow
HTTP Request
GET https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/steps
URL Parameters
| Parameter | Description |
|---|---|
| ID | Workflow id |
Get step
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/steps/<STEP_ID>' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
The above command returns JSON structured like this:
{
"id_number": 1,
"id_parallel": 0,
"name": "paso firma",
"id_workflow": 94,
"assigned_to": [
{
"id": "7faf7ca5-46a7-4ad2-a283-cecb5dd78566",
"name": "Test Satrang Anveshtest"
}
],
"step_attributes": [],
"step_type": "signature"
}
This endpoint allows to obtain the detail of a workflow step
HTTP Request
GET https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/steps/<STEP_ID>?parallel_number=<P_N>
URL Parameters
| Parameter | Description |
|---|---|
| ID | Workflow id |
| STEP_ID | Step number |
| P_N | The parallel number of step |
Cancel a workflow
curl --location --request POST 'https://app.webdoxclm.com/api/v2/decision_workflows/1/cancel' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99' \
--header 'Content-Type: application/json' \
--data-raw '{
"cancellation_reasons": "other reason"
}'
The above command returns JSON structured like this:
{
"success": true
}
This endpoint cancels a workflow, along with a reason for cancellation
HTTP Request
POST https://app.webdoxclm.com/api/v2/decision_workflows/:id/cancel
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| cancellation_reasons | ✔ | Must be a String | Cancel reason |
Body example
{
"cancellation_reasons": "reason"
}
Assign a User to Step
This endpoint assigns users to a given step from Workflow
Supported formats
[JSON]
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/decision_workflows/:id/assign_step_users' \
--header 'Authorization: Bearer b74a2aeab29c311b95e99307bfa833f9b2171a098207bb648808529ef3c8756b' \
--header 'Content-Type: application/json' \
--data-raw '{
"step_id": 1,
"assigned_ids": ["e1c6f251-5efc-410f-924f-8cbba1ff7f15",
"59db41d9-bcf4-4e7c-9330-830d1ca95c52"]
}'
HTTP Request
PUT https://app.webdoxclm.com/api/v2/decision_workflows/:id/assign_step_users
The above command returns JSON structured like this:
{
"step": {
"id_number": 1,
"id_parallel": 0,
"name": "1",
"id_workflow": 79,
"assigned_to": [
{
"id": "59db41d9-bcf4-4e7c-9330-830d1ca95c52",
"name": "John Doe"
},
{
"id": "e1c6f251-5efc-410f-924f-8cbba1ff7f15",
"name": "Jane Doe"
}
],
"step_type": null
}
}
URL Parameters
| Parameter | Description |
|---|---|
| step_id | The ID of the Step |
| assigned_ids | The IDs from users |
Users and Groups can be assigned
This endpoint returns all users and groups that can be assigned in a given step
Supported formats
[JSON]
HTTP Request
GET https://app.webdoxclm.com/api/v2/decision_workflows/:id/users_can_assign
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows/1/users_can_assign.json?number=2¶llel_number=0' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
The above command returns JSON structured like this:
{
"users": [
{
"id": 1,
"first_name": "Jhon",
"last_name": "Smith",
"email": "[email protected]"
},
{
"id": 2,
"first_name": "John",
"last_name": "Doe",
"email": "[email protected]"
}
],
"jobs": [
{
"id": 1,
"name": "Ejecutivo"
},
{
"id": 2,
"name": "Subgerente"
}
]
}
URL Parameters
| Parameter | Description |
|---|---|
| number | Step Number |
| parallel_number | Step Parallel Number |
If the parameters are not sent, the information of the current step is obtained
Get sign url
This endpoint allows obtaining the signature url in a given signature step for the logged in user.
Supported formats
[JSON]
HTTP Request
GET https://app.webdoxclm.com/api/v2/decision_workflows/:id/sign_url
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows/42/sign_url?number=2¶llel_number=0' \
--header 'Authorization: Bearer <TOKEN>'
The above command returns JSON structured like this:
{
"url": "https://signature.webdoxclm.com/s/ebf65056-5c09-4c50-9cea-93db8753ce7f"
}
URL Parameters
| Parameter | Description |
|---|---|
| number | Step Number |
| parallel_number | Step Parallel Number |
If the parameters are not sent, the information of the current step is obtained
Validate Step
This endpoint validates a given step from Workflow
Supported formats
[JSON]
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/decision_workflows/11/validate?number=1¶llel_number=0' \
--header 'Authorization: Bearer 30fc661152f2090f1abcfb54ef8393d3639b37efdb5d577ba3df7eb6b9573a2f' \
--data-raw '{
"comment": "Validado"
}'
HTTP Request
PUT https://app.webdoxclm.com/api/v2/decision_workflows/<ID_DW>/validate?number=<N>¶llel_number=<P_N>
The above command returns JSON structured like this:
{
"success": true,
"step": {
"id_number": 1,
"id_parallel": 0,
"id_workflow": 11,
"assigned_to": [
{
"id": "040b0e08-deb7-41af-9af8-b4dc24830e68",
"name": "User Test"
}
],
"step_type": null
}
}
URL Parameters
| Parameter | Description |
|---|---|
| ID_DW | The ID of the decision workflow |
| N | The number of step |
| P_N | The parallel number of step |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| comment | ✔ | Optional String | A comment from the validater user |
Return previous step
This endpoint allows to return the workflow to the previous step.
Supported formats
[JSON]
curl --location --request POST 'https://app.webdoxclm.com/api/v2/decision_workflows/11/return_step?number=2' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
HTTP Request
POST https://app.webdoxclm.com/api/v2/decision_workflows/<ID_DW>/return_step?number=<N>¶llel_number=<P_N>
The above command returns JSON structured like this:
{
"success": true,
"status": 200
}
URL Parameters
| Parameter | Description |
|---|---|
| ID_DW | The ID of the decision workflow |
| N | The number of step |
| P_N | The parallel number of step |
Add document to redaction step
curl --location --request POST 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/documents?number=<STEP_NUMBER>' \
--header 'Authorization: Bearer <TOKEN>' \
--header 'Content-Type: application/json' \
--form 'origin="pc"' \
--form 'attachment=@"/Users/webdox-dev12/Documents/important_document.pdf"'
The above command returns JSON structured like this:
{
"document": {
"id": 44,
"name": "important_document.pdf",
"type": "document"
}
}
Supported formats
[JSON]
This endpoint allows adding documents to redaction steps.
HTTP Request
POST https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/documents?number=<STEP_NUMBER>¶llel_number=<PARALLEL_NUMBER>
URL Parameters
| Parameter | Description |
|---|---|
| WF_ID | The ID of the decision workflow |
| STEP_NUMBER | The number of step |
| PARALLEL_NUMBER | The parallel number of step |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| origin | ✔ | Must be a text string. | Origin of the document to upload (template, pc) |
| word_template_id | Optional integer (must be used if origin is template) | Corresponds to the id of the word template | |
| attachment | Optional ID (musut be used if origin is pc) | Corresponds to the document you want to upload | |
| versioned_document | Optional boolean (debe usarse si origin es pc) | Must be submitted to upload pdf documents |
Body example
{
"origin": "template",
"word_template_id": 1
}
List documents of the step
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_ID>/documents' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
The above command returns JSON structured like this:
[
{
"id": "93ac84fea5be4e2a8455bff497654f46",
"name": "annex_services.docx",
"created_at": "2021-04-23T13:30:17.431-05:00",
"updated_at": "2021-04-23T13:30:24.623-05:00",
"modified_at": "2021-04-23T13:30:17.471-05:00",
"attachment_file_size": 20513,
"created_by": "fdsf234fsdf345gsf59a170b0dc536c",
"creator_name": "Jane Doe",
"extension": null,
"file_ext": "docx",
"last_office_document_version_user": "--",
"office_document_version_number": [],
"download_url": "document url"
},
{
"id": "981f194d0fc14c2a98decead4756823c",
"name": "original_contract.pdf",
"created_at": "2021-04-26T12:19:01.823-05:00",
"updated_at": "2021-04-26T12:19:06.726-05:00",
"modified_at": "2021-04-26T12:19:04.785-05:00",
"attachment_file_size": 74725,
"created_by": "95edb20421294b60bb59a170b0dc536c",
"creator_name": "John Doe",
"extension": null,
"file_ext": "pdf",
"last_office_document_version_user": "--",
"office_document_version_number": [],
"last_office_document_version_url": "last version url"
"download_url": "main document url"
},
...
]
It allows to show the documents uploaded to the step of the workflow
HTTP Request
GET https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_ID>/documents
URL Parameters
| Parameter | Description |
|---|---|
| ID | Workflow id |
| STEP_ID | Step number |
Update form fields
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/steps/<STEP_ID>/attributes' \
--header 'Authorization: Bearer bf18538228e7ca15ce4224c8de8241f825dd2cd5a5495abdbb698684bf86ec39' \
--header 'Content-Type: application/json' \
--data-raw '{
"parallel_number": 0,
"step_attributes":{
"f0cf1399-55bb-47e9-a6ab-459df2f2f628": "Contract 1",
"b4869bdf-ede3-4057-845a-5ab3558289d2": "Annex",
"5a75371d-775f-4c9e-8704-13d5ec53d0eb": "555123123",
"1e1aab9c-4e0b-47e9-a45f-7306b9e4b14f": "true",
"c1ed8ce0-9c4e-4ba5-8b6f-a50bcb744f55": "Santiago",
"643fc63f-c34b-4ea5-a243-6a5173a97ed0": "2021-05-26"
}
}'
The above command returns JSON structured like this:
[
{
"id": "f0cf1399-55bb-47e9-a6ab-459df2f2f628",
"attribute_options": [],
"value": "Contract 1",
"name": "nombre",
"position": 0,
"required": false,
"type": "string"
},
{
"id": "b4869bdf-ede3-4057-845a-5ab3558289d2",
"attribute_options": [
{
"id": "de64fced-622a-4043-b835-19025236c0bf",
"value": "asignacion"
},
{
"id": "aa8c26f4-558c-4376-9e7e-01c541862c51",
"value": "creacion"
}
],
"value": "asignacion",
"name": "tipo",
"position": 1,
"required": true,
"type": "list"
},
{
"id": "5a75371d-775f-4c9e-8704-13d5ec53d0eb",
"attribute_options": [],
"value": "555123123",
"name": "telefono",
"position": 3,
"required": false,
"type": "numeric"
},
{
"id": "1e1aab9c-4e0b-47e9-a45f-7306b9e4b14f",
"attribute_options": [],
"value": "true",
"name": "acepta",
"position": 4,
"required": false,
"type": "boolean"
},
{
"id": "c1ed8ce0-9c4e-4ba5-8b6f-a50bcb744f55",
"attribute_options": [
{
"id": "15",
"value": "Arica y Parinacota",
"communes": [
{
"id": "15101",
"value": "Arica"
},
{
"id": "15102",
"value": "Camarones"
},
{
"id": "15202",
"value": "General Lagos"
},
{
"id": "15201",
"value": "Putre"
}
]
},
...
],
"value": "Santiago",
"name": "comuna",
"position": 5,
"required": false,
"type": "chilean_commune"
},
{
"id": "643fc63f-c34b-4ea5-a243-6a5173a97ed0",
"attribute_options": [],
"value": "2021-05-26",
"name": "fecha proceso",
"position": 2,
"required": true,
"type": "date"
}
This endpoint allows you to change the value of the form fields of the step
HTTP Request
PUT https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/steps/<STEP_ID>/attributes
URL Parameters
| Parameter | Description |
|---|---|
| ID | Workflow id |
| STEP_ID | Step number |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| parallel_number | It must be a whole number | Parallel step number | |
| step_attributes | ✔ | Hash array | Contains the attributes to update matched by field id and its value |
Download documents
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/documents' \
--header 'Authorization: Bearer 0a85e789058d46209f150b2e697f87d7aa94e88d031aebe8d780e50c2b6ea54c' \
The above command returns JSON structured like this:
[
{
"f0cf1399-55bb-47e9-a6ab-459df2f2f628": "document_url"
},
{
"5a75371d-775f-4c9e-8704-13d5ec53d0eb": "document_url"
},
{
"643fc63f-c34b-4ea5-a243-6a5173a97ed0": "document_url"
}
]
This endpoint allows you to obtain the links of the workflow documents for download
HTTP Request
GET https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/documents
Assign document to signature
curl --location --request POST 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/set_signable_document' \
--header 'Authorization: Bearer 3bd551464fcb353322e3fca4f9004f3ed3984e4d3d46dffc787b40dc00ad275f' \
--header 'Content-Type: application/json' \
--data-raw '{
"document_id": "6c4ddb4be5c34467b5c0bf0ca9bba3fc",
"number": "1"
}'
The above command returns JSON structured like this:
success
This endpoint allows you to assign the documents to be signed
HTTP Request
POST https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/set_signable_document
URL Parameters
| Parameter | Description |
|---|---|
| WF_ID | Workflow id |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| document_id | ✔ | ID | Id of the document to assign |
| number | ✔ | Integer | Signature step number |
Delete document
curl --location --request DELETE 'https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/documents/<DOC_ID>' \
--header 'Authorization: Bearer 3bd551464fcb353322e3fca4f9004f3ed3984e4d3d46dffc787b40dc00ad275f' \
The above command returns JSON structured like this:
Document deleted
This endpoint allows you to delete a document from the process. It is also used to delete documents from the step
HTTP Request
DELETE https://app.webdoxclm.com/api/v2/decision_workflows/<ID>/documents/<DOC_ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | Workflow Id |
| DOC_ID | Document Id |
Workflow templates
These templates are used to create new workflows.
Get All Workflow´s Templates
curl --location --request GET 'https://app.webdoxclm.com/api/v2/templates' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
The above command returns JSON structured like this:
[
{
"id": "b9edf969-a6c6-43cc-a4c0-70f52f4ba24d",
"name": "Wf decisiones"
},
{
"id": "dc1d668c-c182-487b-8adc-91ba0159d66a",
"name": "new name 2"
},
{
"id": "02376bd8-2048-4976-9211-cd6d78b6adb6",
"name": "test run"
}
]
This endpoint retrieves all Workflow´s templates.
HTTP Request
GET https://app.webdoxclm.com/api/v2/templates
Edit a Workflow Template
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/templates/a5cb38c8-8a9f-4190-9e3b-c7c9fb596b66' \
--header 'Authorization: Bearer c472ca4f32df9ea4645ebc8334f7e328ab841d34c4db2330bf6d90a1abc1cf77' \
--header 'Content-Type: application/json' \
--data-raw '{
"decision_workflow_template":{
"name":"hello world"
}
}'
The above command returns JSON structured like this:
This endpoint edits de selected template.
{
"id": "a5cb38c8-8a9f-4190-9e3b-c7c9fb596b66",
"name": "hello world",
"draft": false
}
HTTP Request
PUT https://app.webdoxclm.com/api/v2/templates/:ID
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | ✔ | Must be a string | Name of Workflow Template |
Body example
{
"decision_workflow_template":{
"name":"hello world"
}
}
Get selected workflow template.
curl --location --request GET 'https://app.webdoxclm.com/api/v2/templates/a5cb38c8-8a9f-4190-9e3b-c7c9fb596b66' \
--header 'Authorization: Bearer 20a27f01382eb430c9a0993d08b2abe9ba80b1c65eface47c31c614838ed3ed1'
The above command returns JSON structured like this:
{
"id": "a5cb38c8-8a9f-4190-9e3b-c7c9fb596b66",
"name": "Workflow enero 29 2021, 3:48:58 p1231m",
"draft": false
}
This endpoint retrieves data from the selected template.
HTTP Request
GET https://app.webdoxclm.com/api/v2/templates/:ID
Create a Workflow Template
curl --location --request POST 'https://app.webdoxclm.com/api/v2/templates' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99' \
--header 'Content-Type: application/json' \
--data-raw '{
"decision_workflow_template": {
"name": "test"
}
}'
The above command returns JSON structured like this:
{
"id": "08559ee4-62df-42e0-b95d-c2f75984db7f",
"name": "Plantilla generica",
"draft": false
}
This endpoint allows to create a Workflow Template with a given name
Supported formats
[JSON]
HTTP Request
POST https://app.webdoxclm.com/api/v2/templates
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | ✔ | Must be a string and unique | Name |
List workflow steps
curl --location --request GET 'https://app.webdoxclm.com/api/v2/templates/483b86f9-f1ce-438a-9a9a-b0619e06ba0b/steps' \
--header 'Authorization: Bearer c38b2bebf4aa0e76d3729080fd77e8a48d982a6c346a1bdd90522c3ad3ecbcc2' \
--header 'Cookie: csrftoken=uxWx5huTKxYHq9gbcgXeDoLisd9lF1mqzyvzX7Ex62s99q7OE5ByyLTbbD3E4ld7'
The above command returns JSON structured like this:
[
{
"name": "Step 1",
"number": 1,
"parallel_number": 0,
"kind": "form",
"limit_time_number": 2,
"limit_time_units": "days",
"text_description": "Step 1 creation",
"user_ids": [],
"job_ids": [],
"signers": null,
"conditions": [],
"triggers": [],
"attributes": []
},
{
"name": "Step 2",
"number": 2,
"parallel_number": 0,
"kind": "signature",
"limit_time_number": 2,
"limit_time_units": "days",
"text_description": "Step 2 creation",
"user_ids": [],
"job_ids": [],
"signers": null,
"conditions": [],
"triggers": [],
"attributes": []
},
...
]
Allows you to list the steps of a workflow template
HTTP Request
GET https://app.webdoxclm.com/api/v2/templates/<TEMPLATE_ID>/steps
Get template step detail
curl --location --request GET 'https://app.webdoxclm.com/api/v2/templates/483b86f9-f1ce-438a-9a9a-b0619e06ba0b/steps/2' \
--header 'Authorization: Bearer c38b2bebf4aa0e76d3729080fd77e8a48d982a6c346a1bdd90522c3ad3ecbcc2' \
--header 'Cookie: csrftoken=uxWx5huTKxYHq9gbcgXeDoLisd9lF1mqzyvzX7Ex62s99q7OE5ByyLTbbD3E4ld7' \
--form 'decision_workflow_template_step[parallel_number]="0"'
The above command returns JSON structured like this:
{
"name": "Step 2",
"number": 2,
"parallel_number": 0,
"kind": "form",
"limit_time_number": 2,
"limit_time_units": "days",
"text_description": "Step 2 creation",
"user_ids": [],
"job_ids": [],
"signers": null,
"conditions": [],
"triggers": [],
"attributes": []
}
Allows you to get the detail of a template step
HTTP Request
GET https://app.webdoxclm.com/api/v2/templates/<TEMPLATE_ID>/steps/<STEP_NUMBER>
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| decision_workflow_template_step | ✔ | Must be a hash | Specifies if it is a parallel or main step |
| parallel_number | ✔ | Must be an integer | Indicates the number of the parallel step |
Create workflow template steps
curl --location --request POST 'https://app.webdoxclm.com/api/v2/templates/<DWT_ID>/steps' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"'
--data-raw '{
"decision_workflow_template_step": {
"name": "Paso 8",
"text_description": "Descripcion paso 8",
"number": 8,
"parallel_number": 0,
"limit_time_units": "days",
"limit_time_number": 2,
"kind": "validation",
"triggers": [
{
"type": "approval_apply",
"target_action": {}
}
],
"form":[
{
"name":"Tipo texto 1",
"type":"string",
"required":false
},
{
"name":"opcion1",
"type":"list",
"required":false,
"options":[
{"value":"nombre campo 1"},
{"value":"nombre campo 2"}
]
},
{
"name":"numero 1",
"type":"numeric",
"required":false,
},
{
"name":"fecha",
"type":"date",
"required":false,
}
]
}
}'
The above command returns JSON structured like this:
{
"name": "Paso 9",
"number": 9,
"parallel_number": 0,
"kind": "validation",
"text_description": "Descripcion paso 9",
"user_ids": [],
"job_ids": [],
"signers": null,
"conditions": [],
"triggers": [
{
"type": "approval_apply",
"target_action": {}
}
],
"attributes": [
{
"id": "dfa3e4dd-7389-44f7-b54a-a9eb24d80e5e",
"name": "Tipo texto 1",
"type": "string",
"required": false,
"position": 0,
"options": []
},
{
"id": "e7693da7-bb2b-4b6d-93e2-8ef528a085b0",
"name": "opcion1",
"type": "list",
"required": false,
"position": 1,
"options": [
{
"id": 12,
"value": "nombre campo 1",
"tag": null,
"customer_id": 1
},
{
"id": 13,
"value": "nombre campo 2",
"tag": null,
"customer_id": 1
}
]
},
{
"id": "644ecb7a-6e09-4b3d-980e-8e1ce997e8d7",
"name": "numero 1",
"type": "numeric",
"required": false,
"position": 2,
"options": []
},
{
"id": "4481f206-d14f-4f9f-b580-48b3dd1a3c96",
"name": "fecha",
"type": "date",
"required": false,
"position": 3,
"options": []
}
]
}
Allows to create workflow template steps
HTTP Request
POST https://app.webdoxclm.com/api/v2/templates/<DWT_ID>/steps
URL Parameters
| Parameter | Description |
|---|---|
| DWT_ID | Workflow template id |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| decision_workflow_template_step | ✔ | Must be a hash | Step name |
| name | ✔ | Must be a text string | Step number |
| number | ✔ | Must be an integer | Parallel step number |
| parallel_number | ✔ | Must be an integer | Step time limit value |
| limit_time_number | ✔ | Must be an integer | Time unit |
| limit_time_units | ✔ | Must be a text string | Time unit type |
| kind | Must be a text string | Step type | |
| text_description | ✔ | Must be a text string | Step description |
| user_ids | Debe ser un arreglo de números enteros | Users assigned to the step | |
| job_ids | ✔ | Debe ser un arreglo de números enteros | Groups assigned to the step |
| conditions | It must be an array of hashes | Step decisions | |
| left_value | ✔ | Must be a text string | Form field |
| right_value | ✔ | Must be a text string | Value of the field that triggers the action |
| true_step_number | ✔ | Must be an integer | Step to which the workflow will go if the condition is met |
| form | It must be an array of hashes | Step form | |
| name | ✔ | Must be a text string | Field Name |
| type | ✔ | Must be a text string | Field type |
| required | ✔ | debe ser true o false | Obligatory nature of the field |
| options | ✔ | It must be an array of hashes | Options for field type list |
| value | ✔ | Puede ser texto o número | Option value |
| triggers | It must be an array of hashes | Actions | |
| trigger_action | ✔ | It must be an array of hashes | Type of action |
| message | ✔ | Must be a text string | Message for action of type send_mail |
| reciever | ✔ | Must be a text string | Message recipient |
| subject | ✔ | Must be a text string | Message Subject |
Update workflow template steps
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/templates/<DWT_ID>/steps/<STEP_NUMBER>' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"'
--data-raw '{
"decision_workflow_template_step": {
"name": "Paso 6",
"number": 6,
"parallel_number": 0,
"kind": "signature",
"text_description": "Descripcion paso 6 actualizada por api",
"user_ids": [],
"job_ids": [
2
],
"signers": null,
"conditions": [],
"triggers": [],
"attributes": [
{
"id": "2d9bb273-bda0-4fac-9262-45a31c02bbc2",
"name": "Nombre 6",
"type": "date",
"required": true,
"position": 0,
"options": []
}
]
}
}
'
The above command returns JSON structured like this:
{
"decision_workflow_template_step": {
"name": "Paso 6",
"number": 6,
"parallel_number": 0,
"kind": "signature",
"text_description": "Descripcion paso 6 actualizada por api",
"user_ids": [],
"job_ids": [
2
],
"signers": null,
"conditions": [
{
left_value: " ",
right_value: " ",
role: "dynamic_attribute",
true_step_number: 1,
type: "=="
}
],
"triggers": [],
"attributes": [
{
"id": "2d9bb273-bda0-4fac-9262-45a31c02bbc2",
"name": "Nombre 6",
"type": "date",
"required": true,
"position": 0,
"options": []
}
]
}
}
Allows to update workflow template steps
HTTP Request
PUT https://app.webdoxclm.com/api/v2/decision_workflow_template_steps/<DWT_ID>/steps/<STEP_NUMBER>
URL Parameters
| Parameter | Description |
|---|---|
| DWT_ID | Workflow template id |
| STEP_NUMBER | Step number |
<h3 id='body-parameters'>Body Parameters</h3>
<table><thead>
<tr>
<th>Parameter</th>
<th>Required</th>
<th>Validation</th>
<th>Description</th>
</tr>
</thead><tbody>
<tr>
<td>decision_workflow_template_step</td>
<td>✔</td>
<td>Must be a hash</td>
<td>Step name</td>
</tr>
<tr>
<td>name</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Step number</td>
</tr>
<tr>
<td>number</td>
<td>✔</td>
<td>Must be an integer</td>
<td>Parallel step number</td>
</tr>
<tr>
<td>parallel_number</td>
<td>✔</td>
<td>Must be an integer</td>
<td>Step time limit value</td>
</tr>
<tr>
<td>limit_time_number</td>
<td>✔</td>
<td>Must be an integer</td>
<td>Time unit</td>
</tr>
<tr>
<td>limit_time_units</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Time unit type</td>
</tr>
<tr>
<td>kind</td>
<td></td>
<td>Must be a text string</td>
<td>Step type</td>
</tr>
<tr>
<td>text_description</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Step description</td>
</tr>
<tr>
<td>user_ids</td>
<td></td>
<td>Debe ser un arreglo de números enteros</td>
<td>Users assigned to the step</td>
</tr>
<tr>
<td>job_ids</td>
<td>✔</td>
<td>Debe ser un arreglo de números enteros</td>
<td>Groups assigned to the step</td>
</tr>
<tr>
<td>conditions</td>
<td></td>
<td>It must be an array of hashes</td>
<td>Step decisions</td>
</tr>
<tr>
<td>left_value</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Form field</td>
</tr>
<tr>
<td>right_value</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Value of the field that triggers the action</td>
</tr>
<tr>
<td>true_step_number</td>
<td>✔</td>
<td>Must be an integer</td>
<td>Step to which the workflow will go if the condition is met</td>
</tr>
<tr>
<td>form</td>
<td></td>
<td>It must be an array of hashes</td>
<td>Step form</td>
</tr>
<tr>
<td>name</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Field Name</td>
</tr>
<tr>
<td>type</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Field type</td>
</tr>
<tr>
<td>required</td>
<td>✔</td>
<td>debe ser true o false</td>
<td>Obligatory nature of the field</td>
</tr>
<tr>
<td>options</td>
<td>✔</td>
<td>It must be an array of hashes</td>
<td>Options for field type <code>list</code></td>
</tr>
<tr>
<td>value</td>
<td>✔</td>
<td>Puede ser texto o número</td>
<td>Option value</td>
</tr>
<tr>
<td>triggers</td>
<td></td>
<td>It must be an array of hashes</td>
<td>Actions</td>
</tr>
<tr>
<td>trigger_action</td>
<td>✔</td>
<td>It must be an array of hashes</td>
<td>Type of action</td>
</tr>
<tr>
<td>message</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Message for action of type <code>send_mail</code></td>
</tr>
<tr>
<td>reciever</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Message recipient</td>
</tr>
<tr>
<td>subject</td>
<td>✔</td>
<td>Must be a text string</td>
<td>Message Subject</td>
</tr>
</tbody></table>
Possible values for kind field
| Value | Description |
|---|---|
| redaction | Redaction |
| validation | Validation |
| signature | Signature |
| form | Form |
Possible values for type field
| Value | Description |
|---|---|
| numeric | numeric |
| string | string |
| date | date |
| list | list |
| boolean | true or false |
| rut | rut |
| text | text |
| chilean_region | chilean region |
| chilean_commune | chilean commune |
Possible values for trigger_action field
| Value | Description |
|---|---|
| send_email | send email |
| approval_apply | approval apply |
Signers
Signers management of signing steps on Workflows.
Get all signers from a decision workflow step
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers?parallel_number=<PARALLEL_STEP_NUMBER>' \
--header 'Authorization: Bearer [ACCESS_TOKEN]"'
The above command returns JSON structured like this:
[
{
"id": "c1c86feb-f806-4897-b8e5-5360b00f5302",
"step_number": 1,
"step_parallel_number": 0,
"kind": "external",
"status": "pending",
"user_id": null,
"country_code": "CHL",
"name": "Sample User",
"email": "[email protected]",
"national_identification_number": "20000000-1",
"national_identification_kind_id": "94bfbabc-9971-4cc8-bb6b-80c62aa2887d",
"signature_id": null,
"envelope_id": 8,
"signed_at": null,
"signed_difference": null,
"phone_number": null,
"has_valid_positioned_signatures": false,
"cc_email": null,
"use_notification_method_whatsapp": false
}
]
Endpoint used to get all signers
HTTP Request
GET https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers?parallel_number=<PARALLEL_STEP_NUMBER>
Create Signer
curl --location --request POST 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers?parallel_number=<PARALLEL_STEP_NUMBER>' \
--header 'Authorization: Bearer [ACCESS_TOKEN]"'
--data-raw '{
"signer": {
"kind": "external",
"user_id": null,
"country_code": "CHL",
"name": "Sample name",
"email": "[email protected]",
"national_identification_number": "20000000-1"
"national_identification_kind_id": "94bfbabc-9971-4cc8-bb6b-80c62aa2887d",
"cc_email": "[email protected]",
"use_notification_method_whatsapp": true
}
}'
curl --location 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers?parallel_number=<PARALLEL_STEP_NUMBER>' \
--header 'Content-Type: application/json' \
--header 'Authorization: Bearer [ACCESS_TOKEN]' \
--data '{
"signer": {
"kind": "internal",
"user_id": "c6971fd6-f571-47aa-b53a-9cb84bb37500",
"use_notification_method_whatsapp": true
}
}'
The above command returns JSON structured like this:
[
{
"id": "c1c86feb-f806-4897-b8e5-5360b00f5302",
"step_number": 1,
"step_parallel_number": 0,
"kind": "external",
"status": "pending",
"user_id": null,
"country_code": "CHL",
"name": "Sample name",
"email": "[email protected]",
"national_identification_number": "20000000-1",
"national_identification_kind_id": "94bfbabc-9971-4cc8-bb6b-80c62aa2887d",
"signature_id": null,
"envelope_id": 8,
"signed_at": null,
"signed_difference": null,
"phone_number": null,
"has_valid_positioned_signatures": false,
"cc_email": null,
"use_notification_method_whatsapp": true
}
]
Endpoint to create signers in workflow step
HTTP Request
POST https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers?parallel_number=<PARALLEL_STEP_NUMBER>
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| kind | ✔ | Must be a string | Type of signer |
| user_id | ✔ | Must be a string | Id of the internal Webdox’s user |
| country_code | ✔ | Must be a string | Country ISO code |
| name | ✔ | Must be a string | Name of signer |
| ✔ | Must be a string | Email of signer | |
| national_identification_number | ✔ | Must be a string | National identification number of signer |
| national_identification_kind_id | ✔ | Must be a UUID | National identification kind id of the signer. Only required when the country code has many national identification kinds. The id can be obtained from the National Identification Kind endpoint |
| cc_email | Must be a string | CC or Carbon Copy | |
| use_notification_method_whatsapp | Must be a boolean (true o false) | Notify the signer by Whatsapp (where available). | |
| phone_number | Must be a string | Signer's telephone number (including country code e.g. +56932104567) |
| Value | Description |
|---|---|
| internal | internal |
| external | external |
Update signer
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers<SIGNER_ID>?parallel_number=<PARALLEL_STEP_NUMBER>' \
--header 'Authorization: Bearer [ACCESS_TOKEN]"'
--data-raw '{
"signer": {
"kind": "external",
"user_id": null,
"country_code": "CHL",
"name": "Sample name",
"email": "[email protected]",
"national_identification_number": "20000000-1",
"cc_email": "[email protected]",
"use_notification_method_whatsapp": false
}
}'
The above command returns JSON structured like this:
[
{
"id": "c1c86feb-f806-4897-b8e5-5360b00f5302",
"step_number": 1,
"step_parallel_number": 0,
"kind": "external",
"status": "pending",
"user_id": null,
"country_code": "CHL",
"name": "Sample name",
"email": "[email protected]",
"national_identification_number": "20000000-1",
"signature_id": null,
"envelope_id": 8,
"signed_at": null,
"signed_difference": null,
"phone_number": null,
"has_valid_positioned_signatures": false,
"cc_email": null,
"use_notification_method_whatsapp": false
}
]
Endpoint to update a signer
HTTP Request
PUT https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers/<SIGNER_ID>?parallel_number=<PARALLEL_STEP_NUMBER>
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| kind | ✔ | Must be a string | Type of signer |
| user_id | ✔ | Must be a string | Id of the internal Webdox’s user |
| country_code | ✔ | Must be a string | Country ISO code |
| name | ✔ | Must be a string | Name of signer |
| body_parameter_name | ✔ | Must be a string | Email of signer |
| body_parameter_name | ✔ | Must be a string | National identification number of signer |
| national_identification_kind_id | ✔ | Must be a UUID | National identification kind id of the signer. Only required when the country code has many national identification kinds. The id can be obtained from the National Identification Kind endpoint |
| cc_email | Must be a string | CC or Carbon Copy | |
| use_notification_method_whatsapp | Must be a boolean (true o false) | Notify the signer by Whatsapp (where available). | |
| phone_number | Must be a string | Signer's telephone number (including country code e.g. +56932104567) |
Delete signer
curl --location --request DELETE 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers/<SIGNER_ID>?parallel_number=<PARALLEL_STEP_NUMBER>' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99"'
The above command returns JSON structured like this:
{
"id": "c1c86feb-f806-4897-b8e5-5360b00f5302",
"step_number": 1,
"step_parallel_number": 0,
"kind": "external",
"status": "pending",
"user_id": null,
"country_code": null,
"name": "Sample user",
"email": "[email protected]",
"national_identification_number": "20000000-1",
"signature_id": null,
"envelope_id": 8,
"signed_at": null,
"signed_difference": null,
"phone_number": null,
"has_valid_positioned_signatures": false,
"cc_email": null,
"use_notification_method_whatsapp": false
}
Endpoint to delete signer
HTTP Request
DELETE https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers/<SIGNER_ID>?parallel_number=<PARALLEL_STEP_NUMBER>
Get signature urls
curl --location --request GET 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers/urls?parallel_number=<PARALLEL_STEP_NUMBER>' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"'
The above command returns JSON structured like this:
[
{
"name": "John Doe",
"id": "59db41d9-bcf4-4e7c-9330-830d1ca95c52",
"url": "https://firma.webdox.cl/s/gres56w36gs-g43w65g-grstyuk-6476t"
},
{
"name": "Jane Doe",
"id": null,
"url": "https://firma.webdox.cl/s/34242gfgf-rj847-jt675-tyjt6-34536h5787j"
}
]
This endpoint allows you to have the electronic signature links of the signers of a workflow
HTTP Request
GET https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers/urls?parallel_number=<PARALLEL_STEP_NUMBER>'
URL Parameters
| Parameter | Description |
|---|---|
| WF_ID | Workflow Id |
| STEP-NUMBER | Step number |
| PARALLEL_STEP_NUMBER | Step parellel number |
Forward mails to pending signatories
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers/resend_emails' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"'
The above command returns JSON structured like this:
{
"success": true
}
Endpoint that sends reminders to pending signers e-mail addresses
HTTP Request
PUT https://app.webdoxclm.com/api/v2/decision_workflows/<WF_ID>/steps/<STEP_NUMBER>/signers/resend_emails
URL Parameters
| Parameter | Description |
|---|---|
| WF_ID | Workflow Id |
| STEP-NUMBER | Step number |
Requests
In Webdox you can create requests to start processes (Workflows)
List requests
curl --location --request GET 'https://app.webdoxclm.com/api/v2/workflow_requests?page=1&per_page=10&filters[status]=requested' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"'
The above command returns JSON structured like this:
[
{
"id": 39,
"title": "Test 1",
"description": "First Request",
"status": "requested",
"request_form_name": "Solicitud Contrato",
"requester": {
"id": "e1c6f251-5efc-410f-924f-8cbba1ff7f15",
"first_name": "Jane",
"last_name": "Doe"
},
"assigned": {
"id": "22e159d7-81fc-4259-981a-ae784b37ecbe",
"first_name": "John",
"last_name": "Doe"
},
"created_at": "2024-07-31T14:58:33.673-04:00"
},
...
]
Get the list of requests from your account
HTTP Request
GET https://app.webdoxclm.com/api/v2/workflow_requests
| Value | Description | Type |
|---|---|---|
| page | Page number | Numeric |
| per_page | Number of items per page | Numeric |
| filters | Filters to apply | String |
XX can take the following values:
| Value | Description | Type |
|---|---|---|
| status | Request status. Value should be one of the following: "requested", "rejected", "taken", "finished", "canceled", "under_modification" or "in_review" | String |
| created_start_date | Start of the request creation date with ISO 8601 format | String |
| created_end_date | End of the request creation date with ISO 8601 format | String |
Get request data
curl --location --request GET 'https://app.webdoxclm.com/api/v2/workflow_requests/<ID>' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"'
The above command returns JSON structured like this:
{
"id": 39,
"title": "Request example",
"description": "description here",
"status": "requested",
"created_at": "2021-03-13T21:43:30.601-03:00",
"attachments": [],
"requester": {
"id": "e1c6f251-5efc-410f-924f-8cbba1ff7f15",
"first_name": "Jane",
"last_name": "Doe"
},
"assigned": {
"id": "22e159d7-81fc-4259-981a-ae784b37ecbe",
"first_name": "John",
"last_name": "Doe"
},
"request_form_attributes": [
{
"attribute_id": "d7e08f85-92e1-45e2-a6ed-d897867e5feb",
"attribute_name": "Mode",
"attribute_value": "1"
},
{
"attribute_id": "2d8cd8d3-35c7-4270-9417-aac4af23d4f3",
"attribute_name": "Amount of the contract",
"attribute_value": "1.000 USD"
},
{
"attribute_id": "c12eddd1-1303-4ddb-a050-63dee79a3236",
"attribute_name": "Starting date",
"attribute_value": "2021-03-13"
}
]
}
It allows obtaining the fields of a request and their attributes
HTTP Request
GET https://app.webdoxclm.com/api/v2/workflow_requests/<ID>
Create Request
curl --location --request POST 'https://app.webdoxclm.com/api/v2/workflow_requests' \
--header 'Authorization: Bearer 28fe7240a5a69cdac997b2f498aec9aacb9f8f53eeac6a79b503ce976789983c' \
--header 'Content-Type: application/json' \
--data-raw '{
"workflow_request" :
{
"title": "Request",
"description": "Description",
"request_form_id": "e4b53c61-8fba-4f85-bea9-a7c5a5b6975a"
},
"request_form_attribute": {
"c9fa5502-2778-49b6-9d45-c54787b1a95f": "Arica",
"ac06e7fa-9036-4d05-8465-0b9b81b22990": @"/Users/webdox-dev-2/Downloads/DOC-39-38763151.pdf"
},
"synchronous_doc_creation": true
}'
The above command returns JSON structured like this:
{
"workflow_request": {
"id": 74,
"title": "Request",
"description": "Description",
"status": "requested",
"created_at": "2021-03-26T14:53:08.092-03:00",
"attachments": [],
"requester": {
"id": "59db41d9-bcf4-4e7c-9330-830d1ca95c52",
"first_name": "John",
"last_name": "Doe"
},
"assigned": null,
"request_form_attributes": [
{
"attribute_id": "c9fa5502-2778-49b6-9d45-c54787b1a95f",
"attribute_name": "Comuna",
"attribute_value": "Arica"
},
{
"attribute_id": "ac06e7fa-9036-4d05-8465-0b9b81b22990",
"attribute_name": "Archivo",
"attribute_value": null
}
]
},
"success": true
}
Allows to generate requests in Webdox
HTTP Request
POST https://app.webdoxclm.com/api/v2/workflow_requests
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| workflow_request | ✔ | It must be a hash | |
| title | ✔ | Must be a text string | Request name |
| description | ✔ | Must be a text string (255) | Text describing the reason for the request |
| request_form_id | ✔ | It must be a whole number | Request form id |
| draft | Can be true or false | Allows you to create a request as a draft (with status 'under_modification'). | |
| synchronous_doc_creation | Must be true or false | Allows you to change the way the request template documents are processed | |
| request_form_attribute | It must be a hash | Request form fields | |
| request_form_attribute[ID] | Must be a text string (255) | ID is the identifier of the request field, while the text will be its value |
Status of a request
curl --location --request GET 'https://app.webdoxclm.com/api/v2/workflow_requests/<ID>/get_status' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"'
The above command returns JSON structured like this:
{
"status_index": 0,
"status": "requested"
}
Get the status of a request
HTTP Request
GET https://app.webdoxclm.com/api/v2/workflow_requests/<ID>/get_status
URL Parameters
| Parameter | Description |
|---|---|
| ID | The request id |
Assign a user to the request
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/workflow_requests/<ID>/change_taker' \
--header 'Authorization: Token token="[TOKEN]"' \
--form 'user_id= \'
The above command returns JSON structured like this:
{
"success": true,
"assigned": {
"id": "59db41d9-bcf4-4e7c-9330-830d1ca95c52",
"first_name": "John",
"last_name": "Doe"
}
}
Allows you to assign a user who is in charge of executing the request
HTTP Request
PUT https://app.webdoxclm.com/api/v2/workflow_requests/<ID>/change_taker
URL Parameters
| Parameter | Description |
|---|---|
| ID | Request id |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| user_id | ✔ | Must be a whole number | Assigned User ID |
Application forms
They are templates that allow you to generate Webdox requests. Here the fields that the request will have are configured
Get list of application forms
curl --location --request GET 'https://app.webdoxclm.com/api/v2/request_forms?page=1&per_page=15?filters[status]=published' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"'
The above command returns JSON structured like this:
[
{
"id": "3ae23c04-ecf9-4448-8f7d-d253d4a95eba",
"name": "Solicitud Anexo de Contrato",
"description": "",
"rjob_ids": [
"46896f04-1217-476a-87fa-3c6fc50ae936"
],
"creator": "John Doe",
"created_at": "2021-03-17T19:24:42.455-03:00",
"last_activity": {
"timestamp_str": "2021-03-17T19:24:42.455-03:00",
"responsible": "John Doe"
},
"status": "published"
},
{
"id": "e4b53c61-8fba-4f85-bea9-a7c5a5b6975a",
"name": "Solicitud Compra de Insumos",
"description": "",
"rjob_ids": [],
"creator": "Jane Doe",
"created_at": "2021-01-22T14:13:26.528-03:00",
"last_activity": {
"timestamp_str": "2021-01-22T14:13:26.528-03:00",
"responsible": "Jane Dow"
},
"status": "published"
},
...
]
Allows you to obtain a list of all application forms
HTTP Request
GET https://app.webdoxclm.com/api/v2/request_forms?page=1&per_page=15
| Value | Description | Type |
|---|---|---|
| page | Current page number | Numeric |
| per_page | Number of elements per page | Numeric |
| filters | Filters to apply | String |
XX can take the following values:
| Value | Description | Type |
|---|---|---|
| status | Request form status. Should be one of the following: "draft" or "published" | String |
| created_start_date | Start of the request creation date with ISO 8601 format | String |
| created_end_date | End of the request creation date with ISO 8601 format | String |
Get details of the request form
curl --location --request GET 'https://app.webdoxclm.com/api/v2/request_forms/<ID>' \
--header 'Authorization: Bearer 84afea467c63de04ccbe6f8f4859aad7f4ec8a60430046f96b5af601724f9cbf' \
The above command returns JSON structured like this:
{
"id": "3ae23c04-ecf9-4448-8f7d-d253d4a95eba",
"name": "Prueba distribuidor de carga obligatorio",
"description": "",
"job_ids": [
"15f91198-0708-41e8-9659-935cf9f85251"
],
"rjob_ids": [
"15f91198-0708-41e8-9659-935cf9f85251",
"7390fd91-f3dc-43f8-a786-033c314ad0bd",
"3ff03eb9-a5cd-4cfe-b21b-59463b1c3ad1"
],
"assignable_ids": [
"7390fd91-f3dc-43f8-a786-033c314ad0bd"
],
"require_assignation": true,
"cc_user_ids": [],
"firm_attribute_ids": [],
"attributes": [
{
"id": "60320a40-66ec-41e1-a388-0adf018d4fa5",
"name": "Nombre Empresa",
"type_cd": 1,
"type": "string",
"required": true,
"description": null,
"options": [],
"position": 0,
"token_name": ""
}
],
"enable_automatic_name": false,
"name_attribute_ids": [],
"timestamp_on_name": false,
"start_decision_workflow_trigger": false,
"sla_request_units": 7,
"creator": "John Doe",
"last_activity": {
"timestamp_str": "2021-03-26T14:28:37.537-03:00",
"responsible": "John Doe"
},
"status": "published",
"word_template_ids": [],
"has_template": false
}
Allows you to obtain the details of a request form
HTTP Request
GET https://app.webdoxclm.com/api/v2/request_forms/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | Request form id |
Assign requesting group
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/request_forms/7994f6b6-bd85-4350-95c5-3fab4ae496ed/assign_requester_job' \
--header 'Authorization: Bearer 84afea467c63de04ccbe6f8f4859aad7f4ec8a60430046f96b5af601724f9cbf' \
--header 'Content-Type: application/json' \
--data-raw '{
"rjob_ids": ["46896f04-1217-476a-87fa-3c6fc50ae936", "15f91198-0708-41e8-9659-935cf9f85251"]
}'
The above command returns JSON structured like this:
{
"id": "7994f6b6-bd85-4350-95c5-3fab4ae496ed",
"name": "prueba asignacion 4",
"description": "mismo grupo asigna y atiende, solo distribuidor debe asignar",
"job_ids": [
"46896f04-1217-476a-87fa-3c6fc50ae936"
],
"rjob_ids": [
"46896f04-1217-476a-87fa-3c6fc50ae936",
"15f91198-0708-41e8-9659-935cf9f85251"
],
"assignable_ids": [
"7390fd91-f3dc-43f8-a786-033c314ad0bd"
],
"require_assignation": true,
"cc_user_ids": [],
"firm_attribute_ids": [],
"attributes": [],
"enable_automatic_name": false,
"name_attribute_ids": [],
"timestamp_on_name": false,
"start_decision_workflow_trigger": false,
"sla_request_units": 7,
"creator": "John Doe",
"last_activity": {
"timestamp_str": "2021-03-26T14:27:49.665-03:00",
"responsible": "John Doe"
},
"status": "published",
"word_template_ids": [],
"has_template": false
}
Allows you to assign to the template the groups of users that will be able to use the form to create requests
HTTP Request
PUT https://app.webdoxclm.com/api/v2/request_forms/<ID>/assign_requester_job
URL Parameters
| Parameter | Description |
|---|---|
| ID | Request form id |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| rjob_ids | ✔ | Must be character string | IDs of requesting groups separated by comma (,) |
Batch Signature Process Generation
List Batch Signature Processes
This endpoint allows obtaining all batch signature processes
curl --location --request GET 'https://app.webdoxclm.com/api/v2/batch_signatures?page=1&per_page=3'
--header 'Authorization: Bearer [TOKEN]'
The above command returns JSON structured like this:
{
"data": [
{
"id": "ee6bc581-0263-4238-8090-9c2bf7ae32e8",
"type": "batch_signature",
"attributes": {
"name": "Prueba 1 batch api",
"status": "draft",
"started_at": null,
"created_at": "2023-11-18T13:25:59.883-03:00",
"finished_at": null,
"owner_name": "Felipe Gonzalez",
"owner_company_area": ""
},
"relationships": {
"batch_signature_approvals": {
"data": []
}
}
},
{
"id": "e40e8856-876a-4e79-8efb-f576e98da4a6",
"type": "batch_signature",
"attributes": {
"name": "Prueba 6 batch api",
"status": "draft",
"started_at": null,
"created_at": "2023-11-18T16:20:10.002-03:00",
"finished_at": null,
"owner_name": "Felipe Gonzalez",
"owner_company_area": ""
},
"relationships": {
"batch_signature_approvals": {
"data": []
}
}
},
{
"id": "0b8b507a-1d77-4ab8-8ab6-ee3eddac028b",
"type": "batch_signature",
"attributes": {
"name": "Prueba 7 batch api",
"status": "draft",
"started_at": null,
"created_at": "2023-11-18T16:26:50.186-03:00",
"finished_at": null,
"owner_name": "Felipe Gonzalez",
"owner_company_area": ""
},
"relationships": {
"batch_signature_approvals": {
"data": [
{
"id": "15",
"type": "batch_signature_approval"
}
]
}
}
}
],
"meta": {
"page": {
"page": 1,
"per_page": 20,
"total_pages": 1,
"total": 10
}
}
}
HTTP Request
GET https://app.webdoxclm.com/api/v2/batch_signatures?page=1&per_page=3
URL Parameters
| Parameter | Description |
|---|---|
| page | Page number |
| per_page | Number of items per page |
Create Batch Signature Process
This endpoint allows creating a batch signature process
Supported formats
[JSON]
curl --location --request POST 'https://app.webdoxclm.com/api/v2/batch_signatures' \
--header 'Authorization: Bearer <TOKEN>' \
--header 'Content-Type: application/json'
--data '{
"batch_signature": {
"name": "Prueba batch api",
"signers_count": 1,
"handwritten_enabled": false,
"word_template_ids": ["a676f9b2-57da-405f-9c68-30617c5e730f"]
}
}'
HTTP Request
POST https://app.webdoxclm.com/api/v2/batch_signatures
The above command returns JSON structured like this:
{
"data": {
"id": "0b8b507a-1d77-4ab8-8ab6-ee3eddac028b",
"type": "batch_signature",
"attributes": {
"name": "Prueba batch api",
"status": "draft",
"started_at": null,
"created_at": "2023-11-18T16:26:50.186-03:00",
"finished_at": null,
"owner_name": "Felipe Gonzalez",
"owner_company_area": ""
},
"relationships": {
"batch_signature_approvals": {
"data": [{}]
}
}
}
}
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | ✔ | Must be a text string | Name |
| signers_count | ✔ | Must be an integer | Number of signers |
| handwritten_enabled | Boolean | Enable handwritten signature | |
| word_template_ids | ✔ | List of IDs | Word template IDs |
Body example
{
"batch_signature": {
"name": "Prueba batch api",
"signers_count": 1,
"handwritten_enabled": false,
"word_template_ids": ["a676f9b2-57da-405f-9c68-30617c5e730f"]
}
}
Get Batch Signature Process
This endpoint allows viewing the details of a batch signature process
curl --location --request GET 'https://app.webdoxclm.com/api/v2/batch_signatures/<ID>' \
--header 'Authorization: Bearer <TOKEN>' \
--header 'Content-Type: application/json'
The above command returns JSON structured like this:
{
"data": {
"id": "0b8b507a-1d77-4ab8-8ab6-ee3eddac028b",
"type": "batch_signature",
"attributes": {
"name": "Prueba batch api",
"status": "draft",
"started_at": null,
"created_at": "2023-11-18T16:26:50.186-03:00",
"finished_at": null,
"owner_name": "Felipe Gonzalez",
"owner_company_area": ""
},
"relationships": {
"batch_signature_approvals": {
"data": [
{
"id": "15",
"type": "batch_signature_approval"
}
]
}
}
}
}
HTTP Request
GET https://app.webdoxclm.com/api/v2/batch_signatures/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
Get Template to Add Signers
This endpoint allows obtaining an excel template to add signer information
curl --location --request GET 'https://app.webdoxclm.com/api/v2/batch_signatures/0b8b507a-1d77-4ab8-8ab6-ee3eddac028b/get_signers_template' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
HTTP Request
GET https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/get_signers_template
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
The above command returns JSON structured like this:
Add Template with Signer Information
This endpoint allows adding an excel file (binary) with signer information
Supported formats
[JSON]
curl --location --request POST 'https://app.webdoxclm.com/api/v2/batch_signatures/0b8b507a-1d77-4ab8-8ab6-ee3eddac028b/add_signers_template' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
HTTP Request
POST https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/add_signers_template
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
The above command returns JSON structured like this:
{
"data": {
"id": "268",
"type": "attachment",
"attributes": {
"id": 268,
"metadata": {
"sheets": [
{
"total": 2
}
]
},
"attachable_type": "BatchSignature",
"created_at": "2023-11-21T15:22:46.715-03:00"
}
}
}
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| attachment | ✔ | Must be an excel file | File |
Validate Ceremony Creation
This endpoint allows validating if the objects corresponding to the ceremonies for all signers were created
curl --location --request GET 'https://app.webdoxclm.com/api/v2/batch_signatures/0b8b507a-1d77-4ab8-8ab6-ee3eddac028b/create_envelopes_status' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
HTTP Request
GET https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/create_envelopes_status
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
The above command returns JSON structured like this:
{
"status": "successful"
}
Start Batch Signature Ceremonies
This endpoint allows initiating the batch signature process
curl --location --request POST 'https://app.webdoxclm.com/api/v2/batch_signatures/0b8b507a-1d77-4ab8-8ab6-ee3eddac028b/start' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
HTTP Request
POST https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/start
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
The above command returns JSON structured like this:
{
"data": {
"id": "0b8b507a-1d77-4ab8-8ab6-ee3eddac028b",
"type": "batch_signature",
"attributes": {
"name": "Prueba batch api",
"status": "approved",
"started_at": null,
"created_at": "2023-11-20T13:07:32.240-03:00",
"finished_at": null,
"owner_name": "Felipe Gonzalez",
"owner_company_area": ""
},
"relationships": {
"batch_signature_approvals": {
"data": [
{
"id": "14",
"type": "batch_signature_approval"
}
]
}
}
}
}
Cancel Batch Signature Ceremonies
This endpoint allows canceling all signature ceremonies of a process
curl --location --request POST 'https://app.webdoxclm.com/api/v2/batch_signatures/0b8b507a-1d77-4ab8-8ab6-ee3eddac028b/cancel_ceremonies' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
HTTP Request
POST https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/cancel_ceremonies
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
The above command returns JSON structured like this:
{
"data": {
"id": "0b8b507a-1d77-4ab8-8ab6-ee3eddac028b",
"type": "batch_signature",
"attributes": {
"id": "0b8b507a-1d77-4ab8-8ab6-ee3eddac028b",
"name": "Prueba api",
"status": "completed",
"started_at": "2023-11-21T15:34:41.173-03:00",
"created_at": "2023-11-21T15:18:03.762-03:00",
"finished_at": null,
"owner_name": "User Prueba",
"owner_company_area": "",
"word_template_ids": [
"01ec9e7a-4138-4d67-81ef-514304ffd0e4"
]
},
"relationships": {
"batch_signature_approvals": {
"data": [
{
"id": "f749005c-c24c-472a-a935-69cbd6bd15a9",
"type": "batch_signature_approval"
}
]
}
}
}
}
List of Signers
This endpoint allows obtaining a list of signers for a process
curl --location --request GET 'https://app.webdoxclm.com/api/v2/batch_signatures/0b8b507a-1d77-4ab8-8ab6-ee3eddac028b/signers'
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
HTTP Request
GET https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/signers
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
The above command returns JSON structured like this:
{
"data": [
{
"id": "a3f860cc-f88a-4f56-bfc8-c22725f5ac89",
"type": "signer",
"attributes": {
"status": "pending",
"name": "User",
"email": "[email protected]",
"national_identification_number": "1000000000",
"country_code": "CHL"
}
}
]
}
Delete All Signers
This endpoint allows deleting the list of signers for a process
curl --location --request POST 'https://app.webdoxclm.com/api/v2/batch_signatures/0b8b507a-1d77-4ab8-8ab6-ee3eddac028b/signers/clear'
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
HTTP Request
POST https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/signers/clear
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
The above command returns JSON structured like this:
{
"data": [
{
"id": "a3f860cc-f88a-4f56-bfc8-c22725f5ac89",
"type": "signer",
"attributes": {
"status": "pending",
"name": "User",
"email": "[email protected]",
"national_identification_number": "1000000000",
"country_code": "CHL"
}
}
]
}
List Approvers for a Process
This endpoint allows viewing the list of approvers for a process
curl --location --request GET 'https://app.webdoxclm.com/api/v2/batch_signatures/0b8b507a-1d77-4ab8-8ab6-ee3eddac028b/approvers'
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
HTTP Request
GET https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/approvers
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
The above command returns JSON structured like this:
{
"data": [
{
"id": "f8d9b427-31d9-4df9-af13-c19115eac50f",
"type": "batch_signature_approval",
"attributes": {
"id": "f8d9b427-31d9-4df9-af13-c19115eac50f",
"user_id": "fc83d1a7-059f-4f02-a85b-38da6666359d",
"batch_signature_id": "0b8b507a-1d77-4ab8-8ab6-ee3eddac028b",
"status": "pending",
"reject_reason": null,
"has_unattended_signature": true
}
}
]
}
Create Approver for a Process
This endpoint allows creating an approver for a process and has the option to indicate whether it is an unattended signer
Supported formats
[JSON]
curl --location --request POST 'https://app.webdoxclm.com/api/v2/batch_signatures/44e75911-f288-42a6-a55c-970e4e26f0fe/approvers' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
--data '{
"batch_approver": {
"user_id": "fc83d1a7-059f-4f02-a85b-38da6666359d",
"has_unattended_signature": true
}
}'
HTTP Request
POST https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/approvers
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
The above command returns JSON structured like this:
{
"data": {
"id": "f8d9b427-31d9-4df9-af13-c19115eac50f",
"type": "batch_signature_approval",
"attributes": {
"id": "f8d9b427-31d9-4df9-af13-c19115eac50f",
"user_id": "fc83d1a7-059f-4f02-a85b-38da6666359d",
"batch_signature_id": "44e75911-f288-42a6-a55c-970e4e26f0fe",
"status": "pending",
"reject_reason": null,
"has_unattended_signature": true
}
}
}
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| user_id | ✔ | User ID created in the platform with identification number | Approver user ID |
| has_unattended_signature | Boolean | Unattended signer |
Body example
{
"batch_approver": {
"user_id": "fc83d1a7-059f-4f02-a85b-38da6666359d",
"has_unattended_signature": true
}
}
Delete Approver
This endpoint allows deleting an approver from a process
curl --location --request DELETE 'https://app.webdoxclm.com/api/v2/batch_signatures/44e75911-f288-42a6-a55c-970e4e26f0fe/approvers/f8d9b427-31d9-4df9-af13-c19115eac50f' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
HTTP Request
DELETE https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/approvers/<ID_APPROVER>
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
| ID_APPROVER | Approver ID |
Approve Batch Signature Process
This endpoint allows approving a batch signature process
curl --location --request POST 'https://app.webdoxclm.com/api/v2/batch_signatures/44e75911-f288-42a6-a55c-970e4e26f0fe/approvers/f8d9b427-31d9-4df9-af13-c19115eac50f/approve_batch' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
HTTP Request
POST https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/approvers/<ID_APPROVER>/approve_batch
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
| ID_APPROVER | Approver ID |
Reject Batch Signature Process
This endpoint allows rejecting a batch signature process
curl --location --request POST 'https://app.webdoxclm.com/api/v2/batch_signatures/44e75911-f288-42a6-a55c-970e4e26f0fe/approvers/f8d9b427-31d9-4df9-af13-c19115eac50f/reject_batch' \
--header 'Authorization: Bearer 82bcc115cdec9594f9d1b47c30aab0de94daac9b26bd7333884d2e37ed0f6883' \
--header 'Content-Type: application/json'
HTTP Request
POST https://app.webdoxclm.com/api/v2/batch_signatures/<ID>/approvers/<ID_APPROVER>/reject_batch
URL Parameters
| Parameter | Description |
|---|---|
| ID | Batch Process Identifier |
| ID_APPROVER | Approver ID |
Signature Providers
Available signature providers for current customer
Get all signature providers
curl --location --request GET 'https://app.webdoxclm.com/api/v2/signature_providers' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
The above command returns JSON structured like this:
[
{
"id": 1,
"name": "portal"
}
]
Endpoint to retrieve all signature providers in the current customer.
HTTP Request
GET https://app.webdoxclm.com/api/v2/signature_providers
Document
Document management and visualization.
Get Documents
curl --location --request GET 'https://app.webdoxclm.com/api/v2/documents' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66'
The above command returns JSON structured like this:
[
{
"id": "c2fa25ce9e7a46a9838cdedfd8912ad0",
"name": "verPdf.pdf",
"created_at": "2021-03-05T18:44:24.425-03:00",
"updated_at": "2021-03-05T18:44:25.457-03:00",
"document_end_date": null,
"modified_at": "2021-03-05T18:44:24.481-03:00"
}
]
Endpoint to retrieve all documents the user can access using filters.
HTTP Request
GET https://app.webdoxclm.com/api/v2/documents?page=1&per_page=10&filters[subject_name]=Word
Parameters query string
XX can take the following values:
| Value | Description | Type |
|---|---|---|
| name | Document name | String |
| client_name | Legal Person | String |
| subject_name | Type of document | String |
| topic_name | Topic | String |
| dynamic_attribute_XXX | XXX must be document attribute id | String |
| folio | Folio | Numeric |
| creator_name | User who created document | String |
| created_at_before | Created before [YYYY-mm-dd] | Date |
| created_at_after | Created after [YYYY-mm-dd] | Date |
Get Specific Document
curl --location --request GET 'https://app.webdoxclm.com/api/v2/documents/c2fa25ce9e7a46a9838cdedfd8912ad0' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66'
The above command returns JSON structured like this:
{
"id": "c2fa25ce9e7a46a9838cdedfd8912ad0",
"name": "verPdf.pdf",
"folio": 2,
"created_at": "2021-03-05T18:44:24.425-03:00",
"updated_at": "2021-03-05T18:44:25.457-03:00",
"document_end_date": null,
"modified_at": "2021-03-05T18:44:25.464-03:00",
"attachment_file_name": "document_1614980664.pdf",
"attachment_file_size": 57826,
"created_by": "676c632216094123a65b9de68a672be3",
"creator_name": "Felipe Gonzalez",
"extension": null,
"file_ext": "pdf",
"container_name": "TMP",
"client_name": null,
"topic_name": null,
"subject_name": null,
"last_office_document_version_user": "--",
"office_document_version_number": [],
"expiring_status": "no_expiring",
"dynamic_attributes": [
{
"id": 1,
"name": "Nuevo document attribute",
"value": null
}
],
"collaborators": [],
"office_document_versions": [],
"last_office_document_version_number": null,
"observations": null,
"workflow_id": null
}
Endpoint to retrieve a specific document
HTTP Request
GET https://app.webdoxclm.com/api/v2/documents/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | The ID of the document to retrieve |
Create Document
curl --location --request POST 'https://app.webdoxclm.com/api/v2/documents' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"' \
--form 'document[name]="doc prueba 2"' \
--form 'document[topic_id]="1"' \
--form 'document[subject_id]="1"' \
--form 'document[creator_name]="Jane Doe"' \
--form 'document[in_repository]="true"' \
--form 'document[status]="versioning"' \
--form 'document[attachment]=@"/Users/JohnDoe/Downloads/doc prueba carga.docx"'
curl --location --request POST 'https://app.webdoxclm.com/api/v2/documents' \
--header 'Authorization: Bearer 1a63f38c81240bbe2e07de5440ad19691cfef98b0dd4e24fd6f8bf454d66ff61' \
--form 'origin="template"' \
--form 'word_template_id="b4208b73-9aff-4a54-8ade-8ec792ee7835"'
--form 'document[name]="doc prueba 2"' \
--form 'document[topic_id]="1"' \
--form 'document[subject_id]="1"' \
--form 'document[creator_name]="Jane Doe"' \
--form 'document[in_repository]="true"' \
--form 'document[status]="versioning"' \
--form 'document[attachment]=@"/Users/JohnDoe/Downloads/doc prueba carga.docx"'
The above command returns JSON structured like this:
{
"id": "7306db3b88a546c0a510a498bd2824c1",
"name": "doc prueba 2",
"folio": 17,
"created_at": "2021-03-11T19:28:53.203-03:00",
"updated_at": "2021-03-11T19:28:53.203-03:00",
"document_end_date": null,
"modified_at": "2021-03-11T19:28:53.261-03:00",
"attachment_file_name": "document_1615501733.docx",
"attachment_file_size": 23185,
"created_by": "95edb20421294b60bb59a170b0dc536c",
"creator_name": "John Doe",
"extension": null,
"file_ext": "docx",
"container_name": "TMP",
"client_name": null,
"topic_name": "test asunto",
"subject_name": "test1",
"last_office_document_version_user": "John Doe",
"office_document_version_number": [],
"expiring_status": "no_expiring",
"dynamic_attributes": [
{
"id": "29360fee-6f86-496d-8d65-9a3cbe5a0c6b",
"name": "Nuevo document attribute",
"value": null
},
{
"id": "70004bc2-c09d-416a-822d-ef2d575713e5",
"name": "atributo 2",
"value": null
}
],
"collaborators": [],
"office_document_versions": [
{
"id": "d8aac2835aed4db28a1d7a436cd180f2",
"document_id": "7306db3b88a546c0a510a498bd2824c1",
"user_id": 1,
"created_at": "2021-03-11T19:28:55.155-03:00",
"updated_at": "2021-03-11T19:28:55.155-03:00",
"modified_at": "2021-03-11T19:28:55.191-03:00",
"version_number": 1,
"document_url": "https://preview.webdoxapis.com/webdav/9992982fa73a431d82ec82143621b19f/a5c05c36b0e34f64bbb9a85853f92d6b/d8aac2835aed4db28a1d7a436cd180f2/fe1adfc23755724a65850698af3f6f56/office_document_17_version_1.docx",
"file_ext": "docx",
"file_in_process": true,
"icon_file_class": "docx-file",
"lock": null,
"owner_id": "95edb20421294b60bb59a170b0dc536c",
"owner_name": "John Doe",
"url": "http://testserver:8080/9992982fa73a431d82ec82143621b19f/a5c05c36b0e34f64bbb9a85853f92d6b/d8aac2835aed4db28a1d7a436cd180f2/office_document_17_version_1.docx",
"ext": "docx",
"pdf_file_file_name": null,
"html_file_file_name": null,
"collaborators": [
{
"id": "59db41d9-bcf4-4e7c-9330-830d1ca95c52",
"first_name": "John",
"last_name": "Doe",
"email": "[email protected]",
"job_ids": [
2
],
"blocked": false,
"external_id": ""
}
],
"is_deleted": false,
"deleted_at": null,
"webdav_document_url": "https://preview.webdoxapis.com/webdav//9992982fa73a431d82ec82143621b19f/a5c05c36b0e34f64bbb9a85853f92d6b/d8aac2835aed4db28a1d7a436cd180f2/fe1adfc23755724a65850698af3f6f56/office_document_17_version_1.docx",
"lawgeex_status": null
}
],
"last_office_document_version_number": 1,
"observations": null,
"workflow_id": null
}
Endpoint to create a document
HTTP Request
POST https://app.webdoxclm.com/api/v2/documents
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| document | ✔ | Must be a Hash | |
| document[name] | Optional String | Name of document | |
| document[attachment] | Optional File | File to upload | |
| document[client_id] | Optional Integer | ID Client of document | |
| document[topic_id] | Optional Integer | ID Topic of document | |
| document[subject_id] | Optional Integer | ID Subject of document | |
| document[container_id] | Optional Integer | ID Container of document | |
| document[dynamic_attribute_XXXX] | Optional String | Dynamic attribute for document | |
| document[document_date] | Optional DateTime | Contract date | |
| document[document_end_date] | Optional DateTime | Expiration date | |
| document[legal_name] | Optional String | Contract name | |
| document[folio] | Optional Integer | Contract folio | |
| document[creator_name] | Optional String | User who create the contract | |
| document[use_automatic_extension] | Optional Boolean | Automatic extension for contract | |
| document[automatic_finish] | Optional Boolean | Finish contract automatically | |
| document[status] | Optional ['versioned', 'versioning'] | Document could be versioning or versioned | |
| document[in_repository] | Boolean [true, false] | Classify document in repository | |
| document[observations] | Optional String | Observations regarding the document | |
| document[workflow_id] | Optional Workflow Id String | Specify if you want to associate the document to a workflow | |
| document[word_template_id] | Optional String | Template id, when the document source is a template |
Body example
form 'document[name]="doc prueba 2"'
form 'document[topic_id]="1"'
form 'document[subject_id]="1"'
form 'document[creator_name]="Jane Doe"'
form 'document[in_repository]="true"'
form 'document[status]="versioning"'
form 'document[attachment]=@"/Users/JohnDoe/Downloads/doc prueba carga.docx"'
Update Document
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/documents/11' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"' \
--form 'document[name]=updated wololo' \
--form 'document[attachment]=Path_to_file/document.docx'
The above command returns JSON structured like this:
{
"id": "d5eff4f9587040d88077963f34a58f78",
"name": "INCORPORACIONES-EDITABLE-CONSORCIO (1).pdf",
"folio": 4,
"created_at": "2021-03-04T18:00:03.794-03:00",
"updated_at": "2021-03-09T17:24:00.437-03:00",
"document_end_date": null,
"modified_at": "2021-03-09T17:24:00.228-03:00",
"attachment_file_name": "document_1614891603.pdf",
"attachment_file_size": 553857,
"created_by": "95edb20421294b60bb59a170b0dc536c",
"creator_name": "John Doe",
"extension": null,
"file_ext": "pdf",
"container_name": "TMP",
"client_name": null,
"topic_name": null,
"subject_name": null,
"last_office_document_version_user": "--",
"office_document_version_number": [],
"expiring_status": "no_expiring",
"dynamic_attributes": [
{
"id": "29360fee-6f86-496d-8d65-9a3cbe5a0c6b",
"name": "Nuevo document attribute",
"value": "Atributo 1"
},
{
"id": "70004bc2-c09d-416a-822d-ef2d575713e5",
"name": "atributo 2",
"value": "it works!"
}
],
"collaborators": [],
"office_document_versions": [],
"last_office_document_version_number": null,
"observations": null,
"workflow_id": null
}
Endpoint to update a document
HTTP Request
PUT https://app.webdoxclm.com/api/v2/documents/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | The ID of the document |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| document | ✔ | Must be a Hash | |
| document[name] | Optional String | Name of document | |
| document[attachment] | Optional File | File to upload | |
| document[client_id] | Optional Integer | ID Client of document | |
| document[topic_id] | Optional Integer | ID Topic of document | |
| document[subject_id] | Optional Integer | ID Subject of document | |
| document[container_id] | Optional Integer | ID Container of document | |
| document[dynamic_attribute_XXXX] | Optional String | Dynamic attribute for document | |
| document[document_date] | Optional DateTime | Contract date | |
| document[document_end_date] | Optional DateTime | Expiration date | |
| document[legal_name] | Optional String | Contract name | |
| document[folio] | Optional Integer | Contract folio | |
| document[creator_name] | Optional String | User who create the contract | |
| document[use_automatic_extension] | Optional Boolean | Automatic extension for contract | |
| document[automatic_finish] | Optional Boolean | Finish contract automatically | |
| document[status] | Optional ['versioned', 'versioning'] | Document could be versioning or versioned | |
| document[in_repository] | Boolean [true, false] | Classify document in repository | |
| document[observations] | Optional String | Observations regarding the document | |
| document[word_template_id] | Optional String | Template id, when the document source is a template |
Download
curl --location --request GET 'https://app.webdoxclm.com/api/v2/documents/c2fa25ce9e7a46a9838cdedfd8912ad0/download' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66'
The above command returns JSON structured like this:
{
"url": "https://storage.googleapis.com/webdox-portal-dev/documents/original_pdfs/000/000/004/original/document-4-original-pdf-file-d5eff4f9587040d88077963f34a58f78.pdf?GoogleAccessId=portal-dev-storage@webdox-build-dev.iam.gserviceaccount.com&Signature=nKLxJVjvID1VmBRxFuDontylL4H4hH%2FfsdfgdfgRr0mgWcpSum%2BsB%SDFHfgshsdh%0AtpOY2TPj8wwyI%2BtYfPybm34MwQw2DiLT6Mcrvj%2BSz%2Bz9dBixcIOym4qPYcLK%0ACNVGDj0evXLqcvlSLcoqatXCzcC%2BgTs4K9yBMAX0g1tzprfUYbi82fFoanNC%0AyYowEtnWF5iSoy5KbhFcutbugMb6nweyh1biYx4fIEMfPaGSC3JetCjvuZcC%0AmiiAXIAJgCj1pVq0mBcKAByG7OThJ2wtyh53sK4%2B5DAqOxpRqSV%2FPK4vdNqC%SDFGdsfg53q$%DFSGafgDAGFData%3D%3D&Expires=1615217786"
}
Returns the specified document file as file or json depending on content type
Supported formats
[JSON, HTML]
HTTP Request
GET https://app.webdoxclm.com/api/v2/documents/<ID>/download
URL Parameters
| Parameter | Description |
|---|---|
| ID | The ID of the document |
Get all Office document versions
curl --location --request GET 'https://app.webdoxclm.com/api/v2/documents/da80eb55260a4feba0ca63c02d5f7c44/versions' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66'
The above command returns JSON structured like this:
[
{
"id": "da80eb55260a4feba0ca63c02d5f7c44",
"document_id": "fbfaf3be2a10443cbed2747c3022cce0",
"user_id": 1,
"created_at": "2021-03-11T17:09:51.603-03:00",
"updated_at": "2021-03-11T17:10:14.696-03:00",
"modified_at": "2021-03-11T17:09:51.919-03:00",
"version_number": 1,
"document_url": "https://preview.webdoxapis.com/webdav//9992982fa73a431d82ec82143621b19f/a5c05c36b0e34f64bbb9a85853f92d6b/da80eb55260a4feba0ca63c02d5f7c44/1096c161c07ea46e80a917cc0e126df9/office_document_14_version_1.docx",
"file_ext": "docx",
"file_in_process": true,
"icon_file_class": "docx-file",
"lock": null,
"owner_id": "95edb20421294b60bb59a170b0dc536c",
"owner_name": "John Doe",
"url": "http://localhost:8080/9992982fa73a431d82ec82143621b19f/a5c05c36b0e34f64bbb9a85853f92d6b/da80eb55260a4feba0ca63c02d5f7c44/office_document_14_version_1.docx",
"ext": "docx",
"pdf_file_file_name": null,
"html_file_file_name": null,
"collaborators": [
{
"id": "59db41d9-bcf4-4e7c-9330-830d1ca95c52",
"first_name": "John",
"last_name": "Doe",
"email": "[email protected]",
"job_ids": [
2
],
"blocked": false,
"external_id": ""
}
],
"is_deleted": false,
"deleted_at": null,
"webdav_document_url": "https://preview.webdoxapis.com/webdav//9992982fa73a431d82ec82143621b19f/a5c05c36b0e34f64bbb9a85853f92d6b/da80eb55260a4feba0ca63c02d5f7c44/1096c161c07ea46e80a917cc0e126df9/office_document_14_version_1.docx",
"lawgeex_status": null
},
...
]
Endpoint to get folders with the number of documents for a specified path and user. If no path is specified, returns base level folders
HTTP Request
GET https://app.webdoxclm.com/api/v2/documents/<ID>/versions
URL Parameters
| Parameter | Description |
|---|---|
| ID | The ID of the document |
Create document with tokens
curl --location 'https://app.webdoxclm.com/api/v2/documents/create_with_token' \
--header 'Authorization: Bearer <TOKEN>' \
--header 'Content-Type: application/json' \
--data '{
"template_id": "<ID>",
"tokens": [{"token": "document", "value": "Prueba"}, {"token": "achieve", "value": "Prueba2"}],
"table_data": {
"position": 0,
"rows": [
{"cells": ["4", "10", "2024", "Material", "10", "10", "10", "10", "10"]},
{"cells": ["5", "20", "2024", "Material", "20", "520", "20", "20", "20"]},
{"cells": ["", "", "", "", "", "", "", "Total", "2000"]}
]
}
}'
The above command returns JSON structured like this:
{
"id": "98e0eededd19468186da9dbf07c24e75",
"name": "plantilla 1-2021-04-09T11-05-20-04-00.docx",
"folio": 143,
"created_at": "2021-04-09T11:05:21.049-04:00",
"updated_at": "2021-04-09T11:05:22.901-04:00",
"document_end_date": null,
"modified_at": "2021-04-09T11:05:22.743-04:00",
"attachment_file_size": 9721,
"created_by": "95edb20421294b60bb59a170b0dc536c",
"creator_name": "John Doe",
"extension": null,
"file_ext": "docx",
"last_office_document_version_user": "John Doe",
"office_document_version_number": [
"98e0ee-v1"
],
"last_office_document_version_url": "last version url"
"download_url": "main document url"
}}
Allows creating documents with predefined values using tokens from a template and adding rows to tables in the document
HTTP Request
POST https://app.webdoxclm.com/api/v2/documents/create_with_token
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| template_id | ✔ | Mandatory string | Id of the template to use |
| tokens | ✔ | Hashes array | Contains the tokens and values to assign |
| token | ✔ | Mandatory string | Token name |
| value | ✔ | Mandatory string | Value to be assigned to the token in the document |
| table_data | Optional hash | Contains information about the table to be modified | |
| position | ✔ | Mandatory integer | Table number. Starts at 0 |
| rows | ✔ | Array of hashes | Contains the columns of the table |
| cells | ✔ | Mandatory array of strings | Contains the rows to be added to the table. For each text separated by a single comma, a value is added to a column |
Relations
Allows you to link documents
List Relations
curl --location --request GET 'https://app.webdoxclm.com/api/v2/relations' \
--header 'Authorization: Bearer c3aee39ac76970dbe72ec2a2741158a536dfd945b81109abacdd9fcee4846c2b'
The above command returns JSON structured like this:
[
{
"id": "e612f52c-ebed-46e5-8a22-cccd63837bc8",
"name": "Test Relation",
"documents": [
{
"id": "f80f6d83143344c1b2223e5e97a4b5aa",
"name": "Very_Important_Document.pdf",
"type": "document"
},
{
"id": "3bce892b3d5b4de7b6e0b32811e82fef",
"name": "Very_Important_Annex.docx",
"type": "document"
}
]
}
]
Allows you to display all relations
HTTP Request
GET https://app.webdoxclm.com/api/v2/relations
Create Relations
curl --location --request POST 'https://app.webdoxclm.com/api/v2/relations' \
--header 'Authorization: Bearer 7825ba18963eacb0192363c68864587fe28b26ffeb0a7db09ffec7f2b54cbb21' \
--header 'Content-Type: application/json' \
--data '{
"name": "Test Relation",
"document_ids": ["f80f6d83143344c1b2223e5e97a4b5aa", "3bce892b3d5b4de7b6e0b32811e82fef"]
}'
The above command returns JSON structured like this:
{
"id": "e612f52c-ebed-46e5-8a22-cccd63837bc8",
"name": "Test Relation",
"documents": [
{
"id": "f80f6d83143344c1b2223e5e97a4b5aa",
"name": "Very_Important_Document.pdf",
"type": "document"
},
{
"id": "3bce892b3d5b4de7b6e0b32811e82fef",
"name": "Very_Important_Annex.docx",
"type": "document"
}
]
}
Allows you to create new relations between documents
HTTP Request
POST https://app.webdoxclm.com/api/v2/relations
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | ✔ | Must be a text string | Relation name |
| document_ids | ✔ | Must be an array of ids | List of document ids |
Update Relations
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/relations/<ID>' \
--header 'Authorization: Bearer 7825ba18963eacb0192363c68864587fe28b26ffeb0a7db09ffec7f2b54cbb21' \
--header 'Content-Type: application/json' \
--data '{
"name": "Test Relation Updated",
"document_ids": ["f80f6d83143344c1b2223e5e97a4b5aa", "3bce892b3d5b4de7b6e0b32811e82fef", "81dc7999f1e04bc098b7a27765ef04c1"]
}'
The above command returns JSON structured like this:
{
"id": "31a11a92-9698-4d25-8159-02d49a88a072",
"name": "Test Relation Updated",
"documents": [
{
"id": "f80f6d83143344c1b2223e5e97a4b5aa",
"name": "Very_Important_Document.pdf",
"type": "document"
},
{
"id": "3bce892b3d5b4de7b6e0b32811e82fef",
"name": "Very_Important_Annex.docx",
"type": "document"
},
{
"id": "81dc7999f1e04bc098b7a27765ef04c1",
"name": "UPDATED_Very_Important_Document.pdf",
"type": "document"
}
]
}
Allows you to update a relation
HTTP Request
PUT https://app.webdoxclm.com/api/v2/relations/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | Relation Id |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | ✔ | Must be a text string | Relation name |
| document_ids | ✔ | Must be an array of ids | List of document ids |
Delete Relations
curl --location --request DELETE 'https://app.webdoxclm.com/api/v2/relations/<ID>' \
--header 'Authorization: Bearer 58ec42d67b888d6128ddbe6deecc6873fc4f878ea3882663ca40b9788e49b26b'
The above command returns JSON structured like this:
Relación eliminado(a). / Relation eliminated.
Allows you to delete relations
HTTP Request
DELETE https://app.webdoxclm.com/api/v2/relations/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | Relation Id |
Document Attribute
Attributes management for creating, updating and removing. Attributes are used to group documents into folders. Reference to Document.
Get all document attributes
curl --location --request GET 'https://app.webdoxclm.com/api/v2/document_attributes' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99'
The above command returns JSON structured like this:
[
{
"id": "client_id",
"name": "client",
"type_cd": 3,
"type": "list",
"classifiable": true,
"static": true,
"options": [
{
"id": "acbfa2c4-2b2a-4860-a55e-933a40596a46",
"name": "client 1"
},
{
"id": "6fc2a85c-092c-4cc6-970e-c6f75c78ce31",
"name": "client 2"
}
]
},
{
"id": "topic_id",
"name": "topic",
"type_cd": 3,
"type": "list",
"classifiable": true,
"static": true,
"options": [
{
"id": "18f102b0-2d2f-4a2c-a663-b278b887bdda",
"name": "topic 1"
}
]
},
{
"id": "subject_id",
"name": "subject",
"type_cd": 3,
"type": "list",
"classifiable": true,
"static": true,
"options": [
{
"id": "14bb6d9e-f335-4cdb-939f-90859f94ee97",
"name": "subject 1"
}
]
},
{
"id": "container_id",
"name": "container",
"type_cd": 3,
"type": "list",
"classifiable": true,
"static": true,
"options": [
{
"id": "be70f3ba-5a1d-49ae-9231-6746cb455356",
"name": "TMP"
},
{
"id": "4cf4310f-e8a8-4080-b534-30730fc6567b",
"name": "2"
}
]
},
{
"id": "clause_type_id",
"name": "clause_type",
"type_cd": 3,
"type": "list",
"classifiable": true,
"static": true,
"options": [
{
"id": "60e1f767-ed27-4511-9e48-2e79fe092aeb",
"name": "1"
}
]
},
{
"id": "29360fee-6f86-496d-8d65-9a3cbe5a0c6b",
"name": "New document attribute",
"type_cd": 1,
"type": "string",
"static": false,
"ners": [],
"description": null,
"classifiable": true
}
]
Endpoint to get a list all the dynamic attributes defined on the authenticated user.
HTTP Request
GET https://app.webdoxclm.com/api/v2/document_attributes?all=true
URL Parameters
| Parameter | Description |
|---|---|
| all | Get every document attribute, even the unclassifiable |
Create Document attribute
curl --location --request POST 'https://app.webdoxclm.com/api/v2/document_attributes' \
--header 'Authorization: Bearer 30d417ada164f25a0d7e5bcfb9485c2d220d22d9a7ccb97cca4af8488f05d6d0' \
--header 'Content-Type: application/json' \
--data-raw '{
"document_attribute": {
"name": "tipo de contrato 2",
"type_cd": "1"
},
"classifiable": true
}'
The above command returns JSON structured like this:
{
"id": 1,
"name": "tipo de contrato",
"type_cd": 1,
"type": "string",
"static": false,
"classifiable": true
}
Endpoint to create a document attribute.
HTTP Request
POST https://app.webdoxclm.com/api/v2/document_attributes
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | ✔ | Optional String | Name for document attribute |
| type_cd | Optional Integer | See Admissible parameters list below | |
| classifiable | Optional Boolean | It sets if attribute is classifiable |
Admissible parameters list
| Parameter | Description |
|---|---|
| 0 | Numeric |
| 1 | String |
| 2 | Date |
| 3 | Values list |
| 4 | Boolean (true / false) |
| 5 | Multiple |
| 6 | Structure |
| 7 | Numeric |
| 8 | File |
| 9 | |
| 10 | RUT |
| 11 | Long text |
| 12 | Chilean region |
| 13 | Chilean commune |
| 14 | Field separator ('comma', 'tab', 'pipe symbol') |
Body example
{
"name": "test api docs attributes",
"type_cd": 1,
"classifiable": true
}
Update document attribute
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/document_attributes/1' \
--header 'Authorization: Bearer 2b8fe65559196a24d1c39033bfad826b053f7d41167b2b439e711f7236dc23f0' \
--header 'Content-Type: application/json' \
--data-raw '{
"document_attribute": {
"name": "updated name",
"type_cd": "1"
}
}'
The above command returns JSON structured like this:
{
"id": 1,
"name": "updated name",
"type_cd": 1,
"type": "string",
"static": false,
"classifiable": true
}
Endpoint to update a dynamic attribute. Receives a dynamic attribute and the new parameters and returns the updated dynamic attribute.
PUT https://app.webdoxclm.com/api/v2/document_attributes/:id
URL Parameters
| Parameter | Description |
|---|---|
| ID | The ID of the document attribute |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | ✔ | Optional String | Name for document attribute |
| type_cd | Optional Integer | See Admissible parameters list below |
Admissible parameters list
| Parameter | Description |
|---|---|
| 0 | Numeric |
| 1 | String |
| 2 | Date |
| 3 | Values list |
| 4 | Boolean (true / false) |
| 5 | Multiple |
| 6 | Structure |
| 7 | Numeric |
| 8 | File |
| 9 | |
| 10 | RUT |
| 11 | Long text |
| 12 | Chilean region |
| 13 | Chilean commune |
| 14 | Field separator ('comma', 'tab', 'pipe symbol') |
Body example
{
"document_attribute": {
"name": "update name"
}
}
Word Template
Word Templates management for creating,editing and deleting. Reference to Document.
Get all word templates
curl --location --request GET 'https://app.webdoxclm.com/api/v2/word_templates' \
--header 'Authorization: Bearer 0b8ff3ad1b916144b9e1c7511b485396fce4b893e8c80d0cee763e764058bc38'
The above command returns JSON structured like this:
[
{
"id": "2b3d767a-f695-4967-8c61-ba00c97e1ac4",
"name": "token loreal",
"subject_id": "bc1ed6d6-a645-4749-a32c-a292772f11fa",
"tokens_json": [
{
"token": "Nombre Colaborador"
},
{
"token": "RUT Colaborador"
},
{
"token": "Mail Colaborador"
},
{
"token": "Division"
}
]
},
...
]
Endpoint to retrieves all word templates.
HTTP Request
GET https://app.webdoxclm.com/api/v2/word_templates
Get a Word Tempalte
curl --location --request GET 'https://app.webdoxclm.com/api/v2/word_templates/<ID>' \
--header 'Authorization: Bearer 0b8ff3ad1b916144b9e1c7511b485396fce4b893e8c80d0cee763e764058bc38'
The above command returns JSON structured like this:
{
"id": 1,
"name": "Word Template",
"subject_id": "bc1ed6d6-a645-4749-a32c-a292772f11fa",
"tokens_json": [
{
"token": "Nombre Colaborador"
},
{
"token": "RUT Colaborador"
},
{
"token": "Mail Colaborador"
},
{
"token": "Division"
}
]
}
This Endpoint returns the information of a given Word Template
HTTP Request
GET https://app.webdoxclm.com/api/v2/word_templates/ID
Create word templates
curl --location --request POST 'https://app.webdoxclm.com/api/v2/word_templates' \
--header 'Authorization: Bearer 0b8ff3ad1b916144b9e1c7511b485396fce4b893e8c80d0cee763e764058bc38' \
--form 'word_template[name]=TEmplate word' \
--form 'word_template[subject_id]=1' \
--form 'word_template[attachment]=Path_to_file/Template.docx'
The above command returns JSON structured like this:
{
"id": "3714a6c8-f7e5-4e48-8cb8-9540156069bb",
"name": "test",
"subject_id": "bc1ed6d6-a645-4749-a32c-a292772f11fa",
"tokens_json": [
{
"token": "Nombre Colaborador"
},
{
"token": "RUT Colaborador"
},
{
"token": "Mail Colaborador"
},
{
"token": "Division"
}
]
}
Endpoint to create a word template
HTTP Request
POST https://app.webdoxclm.com/api/v2/word_templates
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| word_template | ✔ | Must be a hash | |
| name | ✔ | Must be a String | Name of word template |
| subject_id | ✔ | Must be an UUID | ID of subject for word template |
| attachment | ✔ | Must be a File | File for word template |
Body example
--form 'word_template[name]=Template word' \
--form 'word_template[subject_id]=bc1ed6d6-a645-4749-a32c-a292772f11fa' \
--form 'word_template[attachment]=Path_to_file/Template.docx'
Delete Word template
curl --location --request DELETE 'https://app.webdoxclm.com/api/v2/word_templates/<ID>' \
--header 'Authorization: Bearer 0b8ff3ad1b916144b9e1c7511b485396fce4b893e8c80d0cee763e764058bc38'
This endpoint deletes a Word template
HTTP Request
DELETE https://app.webdoxclm.com/api/v2/api/word_templates/<ID>
Group
This resource represent group.
Get list groups
curl --location --request GET 'https://app.webdoxclm.com/api/v2/groups' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66'
The above command returns JSON structured like this:
[
{
"id": 2,
"name": "all"
},
{
"id": 3,
"name": "new group"
},
...
]
This endpoint retrieves all groups.
HTTP Request
GET https://app.webdoxclm.com/api/v2/groups
Create groups
curl --location --request POST 'https://app.webdoxclm.com/api/v2/groups' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66' \
--header 'Content-Type: application/json' \
--data-raw '{"name": "new group 3"}'
The above command returns JSON structured like this:
{
"id": 4,
"name": "new group 3"
}
Endpoint to create a group.
HTTP Request
POST https://app.webdoxclm.com/api/v2/groups
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | ✔ | Must be a String | Name of group |
Body example
{
"name": "new group"
}
Get group
curl --location --request GET 'https://app.webdoxclm.com/api/v2/groups/ab4a4e02-c079-4671-aade-782d7faee5e4' \
--header 'Authorization: Bearer b8e267b3dcb49bff102151bf04c7250b9320865bbfc63f7a4328f317feb5845c'
The above command returns JSON structured like this:
{
"group": {
"id": "ab4a4e02-c079-4671-aade-782d7faee5e4",
"name": "webdoxlocal"
},
"users": [
{
"id": "74d8dddb-fd1e-45d5-b90b-dac42f08a703",
"first_name": "Felipe",
"last_name": "Gonzalez",
"email": "[email protected]"
}
]
}
Retrieves group information
HTTP Request
PUT https://app.webdoxclm.com/api/v2/groups/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | The ID of the group to retrieve. |
Update Group
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/groups' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66' \
--header 'Content-Type: application/json' \
--data-raw '{
"group":
{
"name": "new group editado bbb",
"user_ids": "77c5a0b5-4260-4922-8589-7a58c4467ba7,2125752d-39cc-4033-9964-1145a8c13db3,040b0e08-deb7-41af-9af8-b4dc24830e68"
}
}'
The above command returns JSON structured like this:
{
"group": {
"id": "fe02ff6f-9fa2-4a72-a2e9-a817653f0626",
"name": "new group editado bbb"
},
"users": [
{
"id": "040b0e08-deb7-41af-9af8-b4dc24830e68",
"first_name": "User",
"last_name": "Test",
"email": "[email protected]"
},
{
"id": "77c5a0b5-4260-4922-8589-7a58c4467ba7",
"first_name": "luis",
"last_name": "tapia",
"email": "[email protected]"
},
{
"id": "2125752d-39cc-4033-9964-1145a8c13db3",
"first_name": "kuis",
"last_name": "tapia",
"email": "[email protected]"
}
]
}
This endpoint updates a group.
HTTP Request
PUT https://app.webdoxclm.com/api/v2/groups/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | The ID of the group to update. |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | ✔ | Must be a string. | Name of the group |
| user_ids | ✔ | Optional string | User ids separated by comma |
Body example
{
"group":
{
"name": "new group editado bbb",
"user_ids": "77c5a0b5-4260-4922-8589-7a58c4467ba7,2125752d-39cc-4033-9964-1145a8c13db3,040b0e08-deb7-41af-9af8-b4dc24830e68"
}
}
Subject
Subject type management for creating, updating and removing. Reference to Document.
Create Subject
curl --location --request POST 'https://app.webdoxclm.com/api/v2/subjects' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99"' \
--header 'Content-Type: application/json' \
--data-raw '{
"name": "Subject Test Api",
}'
The above command returns JSON structured like this:
{
"id": "9dad2f83-da6c-4010-9978-04fc5de779fb",
"name": "Subject Test Api"
}
Endpoint to create a new subject
HTTP Request
POST https://app.webdoxclm.com/api/v2/subjects
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | Must be a String | name of subject | |
| tag | Optional String | Tag for subject |
Endpoint to create a new subject
HTTP Request
POST https://app.webdoxclm.com/api/v2/subjects
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | Must be a String | name of subject | |
| tag | Optional String | Tag for subject |
Body example
{
"name": "subject test",
"tag": "subj"
}
Update Subject
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/subjects/<ID>' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99"' \
--header 'Content-Type: application/json' \
--data-raw '{
"name": "subject test api 2"
}'
The above command returns JSON structured like this:
{
"id": "9dad2f83-da6c-4010-9978-04fc5de779fb",
"name": "Subject test api 2"
}
Endpoint to update a subject
PUT https://app.webdoxclm.com/api/v2/subjects/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | The ID of the subject to update |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| name | Must be a String | name of subject | |
| tag | Optional String | Tag for subject |
User
User management for creating, updating and deleting.
Get all users
curl --location --request GET 'https://app.webdoxclm.com/api/v2/users' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66'
The above command returns JSON structured like this:
[
{
"id": "59db41d9-bcf4-4e7c-9330-830d1ca95c52",
"first_name": "John",
"last_name": "Doe",
"email": "[email protected]",
"job_ids": [
2
],
"blocked": false,
"external_id": "",
"profile_ids": []
},
{
"id": "ba902463-0c68-4c89-804f-1bd1952ab5f9",
"first_name": "Jane",
"last_name": "Doe",
"email": "[email protected]",
"job_ids": [],
"blocked": false,
"external_id": null,
"profile_ids": []
},
...
]
Endpoint to retrieve all users from the customer of the current authenticated user.
HTTP Request
GET https://app.webdoxclm.com/api/v2/users
Get user data
curl --location --request GET 'https://app.webdoxclm.com/api/v2/users/<ID>' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66'
The above command returns JSON structured like this:
{
"id": "ba902463-0c68-4c89-804f-1bd1952ab5f9",
"first_name": "Jane",
"last_name": "Doe",
"email": "[email protected]",
"job_ids": [],
"blocked": false,
"external_id": null,
"profile_ids": []
}
It allows to obtain the data of a specific user
HTTP Request
GET https://app.webdoxclm.com/api/v2/users/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | User ID |
Create user
curl --location --request POST 'https://app.webdoxclm.com/api/v2/users \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66' \
--data-raw '{
"user": {
"first_name": "Jane",
"last_name": "Doe",
"email": "[email protected]"
"external_id": 100,
"profile_ids": ["7a78a42f-0903-490e-92e2-109bce0ea225"]
}
}'
The above command returns JSON structured like this:
{
"id": "ba902463-0c68-4c89-804f-1bd1952ab5f9",
"first_name": "Jane",
"last_name": "Doe",
"email": "[email protected]",
"job_ids": [],
"blocked": false,
"external_id": "100",
"profile_ids": ["7a78a42f-0903-490e-92e2-109bce0ea225"]
}
Endpoint to create a new user on the customer of the current authenticated user.
HTTP Request
POST https://app.webdoxclm.com/api/v2/users
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| user | ✔ | Must be a Hash | |
| user[external_id] | ✔ | Must be a String | ID for external endpoints |
| user[first_name] | ✔ | Must be a String | Name of user |
| user[last_name] | ✔ | Must be a String | Last name of user |
| user[email] | ✔ | Must be a String | Email of user |
| user[job_ids] | Optional array of uuids | Jobs the user has | |
| user[blocked] | Optional Boolean | Blocks user if true | |
| user[profile_ids] | Optional array of uuids | Profiles that the user will have | |
| skip_confirmation | Optional Boolean | It allows avoiding the sending of a confirmation email to the user |
Body example
{
"user":
{
"first_name": "Jane",
"last_name": "Doe",
"email": "[email protected]",
"job_ids": ["15f91198-0708-41e8-9659-935cf9f85251"],
"blocked": false,
"external_id": "100"
}
skip_confirmation: false
}
Update user
curl --location --request PUT 'https://app.webdoxclm.com/api/v2/users/<ID>' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66' \
--data-raw '{
"user": {
"first_name": "Test",
"last_name": "User",
"external_id": 150.
"job_ids": ["15f91198-0708-41e8-9659-935cf9f85251"],
"blocked": false,
"profile_ids": ["7a78a42f-0903-490e-92e2-109bce0ea225"]
}
}'
The above command returns JSON structured like this:
{
"id": "ba902463-0c68-4c89-804f-1bd1952ab5f9",
"first_name": "Test",
"last_name": "User",
"email": "[email protected]",
"job_ids": ["15f91198-0708-41e8-9659-935cf9f85251"],
"blocked": false,
"external_id": "150",
"profile_ids": ["7a78a42f-0903-490e-92e2-109bce0ea225"]
}
This endpoint allows the updating of user data identified with the supplied ID
HTTP Request
PUT https://app.webdoxclm.com/api/v2/users/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | User ID |
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| user | ✔ | Must be a Hash | |
| user[external_id] | ✔ | Must be a String | ID for external endpoints |
| user[first_name] | ✔ | Must be a String | Name of user |
| user[last_name] | ✔ | Must be a String | Last name of user |
| user[email] | ✔ | Must be a String | Email of user |
| user[job_ids] | Optional array of uuids | Jobs the user has | |
| user[blocked] | Optional Boolean | Blocks user if true | |
| user[profile_ids] | Optional array of uuids | Profiles that the user will have | |
| skip_confirmation | Optional Boolean | It allows avoiding the sending of a confirmation email to the user |
Delete User
curl --location --request DELETE 'https://app.webdoxclm.com/api/v2/users/<ID>' \
--header 'Authorization: Bearer edfcbb1a61180cfa67ae27a09d792bb3c64d32d1f2dde001a4cc09a7cf4b1d66'
The above command returns JSON structured like this:
{}
This endpoint allows you to delete a user identified with the supplied ID
HTTP Request
DELETE https://app.webdoxclm.com/api/v2/users/<ID>
URL Parameters
| Parameter | Description |
|---|---|
| ID | User ID |
Bulk creation
curl --location --request POST 'http://localhost:3000/api/v2/users/bulk_create' \
--header 'Authorization: Bearer f5b3dc826b8db21f5a6b58f3e13f5c167b90541235761caeaa577f0c5f3eca98' \
--header 'Content-Type: application/json' \
--header 'Cookie: csrftoken=uxWx5huTKxYHq9gbcgXeDoLisd9lF1mqzyvzX7Ex62s99q7OE5ByyLTbbD3E4ld7' \
--data-raw '{
"users": [
{
"first_name": "Grai4g",
"last_name": "Klempke34",
"email": "[email protected]",
"job_ids": ["46896f04-1217-476a-87fa-3c6fc50ae936"],
"profile_ids": ["7a78a42f-0903-490e-92e2-109bce0ea225"]
},
{
"first_name": "Shellysheldon4",
"last_name": "Koppen3",
"email": "[email protected]",
"job_ids": ["46896f04-1217-476a-87fa-3c6fc50ae936", "7390fd91-f3dc-43f8-a786-033c314ad0bd"]
}]
}
'
The above command returns JSON structured like this:
[
{
"id": "6741a2e5-5710-4f7f-bb97-80d25ee5f31b",
"first_name": "Grai4g",
"last_name": "Klempke34",
"email": "[email protected]",
"job_ids": [
"46896f04-1217-476a-87fa-3c6fc50ae936"
],
"blocked": false,
"external_id": null,
"profile_ids": [
"7a78a42f-0903-490e-92e2-109bce0ea225"
]
},
{
"id": "1f0258cd-7c60-404c-a437-7a43b463f887",
"first_name": "Shellysheldon4",
"last_name": "Koppen3",
"email": "[email protected]",
"job_ids": [
"46896f04-1217-476a-87fa-3c6fc50ae936",
"7390fd91-f3dc-43f8-a786-033c314ad0bd"
],
"blocked": false,
"external_id": null
}
]
It allows creating users in bulk using an array of JSON
HTTP Request
POST https://app.webdoxclm.com/api/v2/users/bulk_create
Body Parameters
| Parameter | Required | Validation | Description |
|---|---|---|---|
| users | ✔ | Hash Array | Contains the users that will be uploaded to the platform |
| first_name | ✔ | Must be a String | Name of user |
| last_name | ✔ | Must be a String | Last name of user |
| ✔ | Must be a String | Email of user | |
| job_ids | Optional array of uuids | Jobs the user has | |
| blocked | Optional Boolean | Blocks user if true | |
| profile_ids | Optional array of uuids | Profiles that the user will have |
Profiles
Profiles define the permissions of the users assigned to them
Get profile list
curl --location --request GET 'https://app.webdoxclm.com/api/v2/profiles' \
--header 'Authorization: Bearer c3aee39ac76970dbe72ec2a2741158a536dfd945b81109abacdd9fcee4846c2b' \
The above command returns JSON structured like this:
[
{
"id": "bd188323-c086-4c3c-8373-a75bd74d2e72",
"name": "Admin"
},
{
"id": "7a78a42f-0903-490e-92e2-109bce0ea225",
"name": "Usuario avanzado"
}
]
It allows to obtain the list of profiles of the account
HTTP Request
GET https://app.webdoxclm.com/api/v2/profiles
Audit
Returns all activities in a paginated form
Get activities
curl --location --request GET 'https://app.webdoxclm.com/api/v2/audits' \
--header 'Authorization: Bearer 245d298daffc6a25278fe6eeb199a1d19e10f2a4d4c43003eb3b7a7b656cba99' \
The above command returns JSON structured like this:
{
"data": [
{
"id": "5189",
"type": "audit",
"attributes": {
"id": 5189,
"action": "session_security_updated",
"key": "customer.session_security_updated",
"parameters": {
"changes": {
"timeout_in_unit_cd": [
1,
2
],
"updated_at": [
"2023-09-06T14:51:08.956-03:00",
"2023-09-06T14:53:44.991-03:00"
]
}
},
"trackable_id": 1,
"trackable_type": "Customer",
"owner_id": 1,
"owner_type": "User",
"customer_id": 1,
"recipient_type": null,
"recipient_id": null,
"created_at": "2023-09-06T14:53:45-03:00",
"updated_at": "2023-09-06T14:53:45-03:00",
"deleted_at": null
}
}
],
"meta": {
"page": 1,
"per_page": 1,
"total_elements": 4160
}
}
HTTP Request
GET https://app.webdoxclm.com/api/v2/audits?page=<Number>&per_page=<Number>
National Identification Kinds
Allows you to query for available national identification kinds by country
List National Identification Kinds
curl --location --request GET 'https://app.webdoxclm.com/api/v2/national_identification_kinds' \
--header 'Authorization: Token token="7ba2941be41544acba9ddbb9ffa4daf5"'
The above command returns JSON structured like this:
{
"COL": [
{
"id": "bfbc6016-aab3-4508-a01d-64ffaeee96b4",
"kind": "CC"
},
{
"id": "cc6a114b-410d-4242-88fb-a3e7d834b22b",
"kind": "CE"
},
{
"id": "fc8c127f-7138-4d53-834e-060f952390da",
"kind": "PEP"
}
],
"PER": [
{
"id": "94bfbabc-9971-4cc8-bb6b-80c62aa2887d",
"kind": "DNI"
},
{
"id": "0b6219c3-4b24-4f5c-804d-c89b65bf9225",
"kind": "RUC"
},
{
"id": "48a26347-9f64-4d26-bead-0c3f651ad079",
"kind": "CE"
}
],
"ECU": [
{
"id": "71042c55-977d-4527-99ae-fb49ce922509",
"kind": "CE"
},
{
"id": "adc35bc0-957a-42d3-af9a-5ab798371364",
"kind": "RUC"
}
]
}
HTTP Request
GET https://app.webdoxclm.com/api/v2/national_identification_kinds
Parameters query string
GET https://app.webdoxclm.com/api/v2/national_identification_kinds?country_code=PER
URL Parameters
| Parameter | Description |
|---|---|
| country_code | ISO 3166-1 alpha-3 code for the country to filter by |
Errors
The Webdox API uses the following error codes:
| Error Code | Meaning |
|---|---|
| 400 | Bad Request -- Your request is invalid. |
| 401 | Unauthorized -- Your API key is wrong. |
| 403 | Not authorized. |
| 404 | Not Found. |
| 405 | Method Not Allowed -- You tried to access with an invalid method. |
| 422 | Unprocessable Entity. |
| 500 | Internal Server Error -- We had a problem with our server. Try again later. |
| 503 | Service Unavailable -- We're temporarily offline for maintenance. Please try again later. |