Automating Documents and Contracts with Public APIs

What Are the Documents & Contracts Public APIs?

The Documents & Contracts Public APIs allow developers to automate and integrate document workflows directly within the CRM. These APIs provide programmatic access to manage, send, and list documents and templates, enabling seamless automation and integration with external applications.

Key Benefits

Using these APIs offers several advantages for streamlining document management:

• Document Listing: Retrieve a comprehensive list of all documents within a specific location for accurate tracking and management.
• Automated Sending: Send documents to one or multiple contacts automatically, reducing manual effort.
• Template Access: Fetch available templates dynamically to generate documents quickly and consistently.
• One-Step Creation and Sending: Generate a document from a template and send it in a single API call.
• Seamless Integration: Connect document workflows with other systems to enhance efficiency and reduce errors.

Available Endpoints

List Documents

This endpoint retrieves all documents associated with your CRM location. It is useful for syncing document records with external dashboards or custom applications.

Send Document

Use this endpoint to automatically send an existing document to one or more contacts. It helps ensure timely delivery and consistency in communication.

List Templates

This endpoint provides access to all available templates in your location, enabling dynamic template retrieval for automated workflows.

Send Template

This endpoint combines document creation from a template and sending into a single API call, simplifying automation at scale.

How to Set Up Documents & Contracts Public APIs

Follow these steps to configure API access for your CRM account:

1. Obtain API Credentials: Navigate to Agency Settings > Private Integrations in your CRM account and create a Private Integration token. Use this token for enhanced security and access control.
2. Review API Documentation: Visit the official API documentation portal to identify the endpoints required for your workflow.
3. Test API Calls: Use a tool like Postman to make sample requests. Set the authentication header as Authorization: Bearer <your-token> and include necessary parameters such as document ID, template ID, or contact IDs.
4. Validate Responses: Review the JSON output to ensure documents or templates are returned and sent successfully.
5. Integrate with Your Workflow: Embed API calls into your automation scripts, CRM, or backend processes. You can also connect with CRM workflows triggered by document actions.
6. Deploy Securely: Store API tokens securely, rotate them periodically, and monitor usage to avoid rate limits.

Frequently Asked Questions

What endpoints are included?

The APIs include endpoints for listing documents, sending documents, listing templates, and sending templates.

Where can I find the official API documentation?

Full documentation is available at the CRM Public API portal.

Do I need specific permissions to access these APIs?

Yes, valid API credentials, preferably Private Integration tokens, are required.

How can I test the APIs safely?

Use an API client like Postman with sample data before deploying to production.

What is the difference between a document and a template?

A document is an existing file in your account, while a template is a predefined structure used to generate new documents.