Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
POST
/api/v1/document-template
curl \
--request POST https://api.plannrcrm.com/api/v1/document-template \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"name":"Client Service Agreement"}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Client Service Agreement"
}
Response examples (201)
{
"name": "Welcome Template",
"uuid": "cbbe2f57-67ad-400a-9fea-5ce13bb445d8",
"version": 3,
"created_at": "2025-02-20T10:13:03+00:00",
"updated_at": "2025-02-20T10:13:03+00:00",
"public_pdf_url": "https://plannr.valet/document-template/8d035de8-8cef-4afd-a7c2-0780bc009d60/content/pdf?plannr_account_uuid=6f741cac-aa33-45f0-85e7-ddd4e3dbf2da",
"public_docx_url": "https://plannr.valet/document-template/4021ff11-5a83-4fb7-97f4-410b115ab8cc/content/docx?plannr_account_uuid=2a758cf1-4da5-4fef-960b-6b45ae9733b7",
"public_sfdt_url": "https://plannr.valet/document-template/b5b81095-098b-4927-8b89-901fc807057a/content/sfdt?plannr_account_uuid=b9005b25-2576-4657-9cda-b5ca06fc6f7a",
"public_preview_url": "https://plannr.valet/document-template/d85bdb69-0005-41a4-ab57-d16525ea5d54/content/preview?plannr_account_uuid=8104e290-d6f7-4f1b-be38-fa407034a9fc",
"required_dependants": {
"client-1": "client"
}
}