Templates API

Deprecation notice❗️

Below APIs are deprecated and new version of APIs are available at https://dashboard.docupilot.app/api-docs/swagger-ui/

Get list of Templates

GET https://api.docupilot.app/api/v1/templates

This endpoint allows you to get templates in home folder. You can add filter or folder query params for more desired results.

Query Parameters

Name	Type	Description
folder	number	Folder ID
filter	string	Possible Values are all | trash

Headers

Name	Type	Description
apikey	string	API Key

200 Cake successfully retrieved.

{
  "status": "success",
  "data": [
    {
      "id": 1170,
      "title": "Google Forms Dynamic Image",
      "description": "Students Certificate",
      "folder": null,
      "type": "docx",
      "document_status": "test",
      "created_time": "2018-11-07T17:26:10.375Z",
      "output_file_name": "Google Forms{{name}}",
      "output_type": "pdf",
      "timezone": "Pacific/Midway"
    },
    {
      "id": 1171,
      "title": "Zoho Forms",
      "description": "Students Certificate",
      "folder": null,
      "type": "pptx",
      "document_status": "test",
      "created_time": "2018-11-07T17:26:10.375Z",
      "output_file_name": "Google Forms{{name}}",
      "output_type": "pptx",
      "timezone": "Pacific/Midway"
    }
  ]
}

Get a Template

GET https://api.docupilot.app/api/v1/templates/:id

This endpoint allows you to get details of each template.

Path Parameters

Name	Type	Description
id	integer	Template ID

Headers

Name	Type	Description
apikey	string	API Key

200

{
  "status": "success",
  "data": {
    "id": 1170,
    "title": "Google Forms Dynamic Image",
    "description": "Students Certificate",
    "folder": null,
    "type": "docx",
    "document_status": "active",
    "created_time": "2018-11-07T17:26:10.375Z",
    "output_file_name": "certificate - {{name}}",
    "output_type": "pdf",
    "timezone": "Pacific/Midway"
  }
}

Create a new Template

POST https://api.docupilot.app/api/v1/templates

This endpoint allows you to create a new template.

Headers

Name	Type	Description
Content-Type	string	application/json
apikey	string	API Key

Request Body

Name	Type	Description
output_file_name	string	File name for the generated document. Example : Certificate - {{name}}
folder	string	Folder ID
document_status	string	Allowed values test | active. Default : test
description	string	Description for the template
type	string	Allowed values html | docx | pptx | xlsx | fillable_pdf Default : html
title	string	Title for the template

200

Update a Template

PUT https://api.docupilot.app/api/v1/templates/:id

This endpoint allows you to update a template

Headers

Name	Type	Description
apikey	string	API Key
Content-Type	string	application/json

Request Body

Name	Type	Description
title	string	Title for the template
description	string	Description for the template
document_status	string	Allowed values test | active
folder	string	Folder ID
output_file_name	string	File name for the generated document. Example : Certificate - {{name}}

200

Delete template

DELETE https://api.docupilot.app/api/v1/templates/:id

The template will be moved to Trash and will be deleted permanently after 30 days

Query Parameters

Name	Type	Description
id*	String	Template ID

Headers

Name	Type	Description
apikey*	String	API Key

200: OK

{
    // Response
}

Add / Update Template Content

POST https://api.docupilot.app/api/v1/templates/:id/content

This end point allows you to add or update template content.

Path Parameters

Name	Type	Description
id	string	Template ID

Headers

Name	Type	Description
apikey	string	API Key

Request Body

Name	Type	Description
file	object	DOCX, PPTX, XlSX, Fillable_PDF file

200

{
  "status": "success",
  "data": null
}

400

{
  "status": "error",
  "data": "Invalid Helper used. Helper \"user\" does not exist\nDid you mean to write user_name"
}

Get Schema for a template

GET https://api.docupilot.app/api/v1/templates/:id/schema

This endpoint allows you to get token details of the template.

Path Parameters

Name	Type	Description
id	integer	Template ID

Headers

Name	Type	Description
apikey	string	API Key

200

{
  "status": "success",
  "data": {
    "schema": [
      {
        "name": "invoice_number",
        "type": "string"
      },
      {
        "name": "client_name",
        "type": "string"
      },
      {
        "name": "client_address",
        "type": "string"
      },
      {
        "name": "client_state",
        "type": "string"
      },
      {
        "name": "client_country",
        "type": "string"
      },
      {
        "name": "client_zipcode",
        "type": "string"
      },
      {
        "name": "status",
        "type": "string"
      },
      {
        "name": "orders",
        "type": "array",
        "fields": [
          {
            "name": "item",
            "type": "string"
          },
          {
            "name": "price",
            "type": "string"
          },
          {
            "name": "quantity",
            "type": "string"
          },
          {
            "name": "total",
            "type": "string"
          }
        ],
        "generics": "object"
      }
    ]
  }
}

Merge a document

POST https://api.docupilot.app/api/v1/templates/:id/merge

This endpoint allows you to create a new document from a template.

Path Parameters

Name	Type	Description
id	string	Template ID

Headers

Name	Type	Description
Content-Type	string	application/json
apikey	string	API Key

Request Body

Name	Type	Description
user_email	string	[e-mail]
name	string	John

200

{
  "status": "success",
  "data": {
    "file_url": "https://docupilot-documents.s3.amazonaws.com/temp/1/e419595c-d709-455b-9acd-1109eb09baec/certificate%20-%202019-04-05.docx?AWSAccessKeyId=AKIAJTKZBQI56EOPGLFQ&Signature=PRedVHdjK0oE0oEYH5hi%2B8Ein%2FY%3D&Expires=1554549057",
    "file_name": "certificate - 2019-04-05.docx"
  }
}

The body parameters for Merge API depends on the tokens configured in the document.