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POST
Send template

Authorizations

Authorization
string
header
required

Access Token or Private Integration Token

Headers

Authorization
string
required

Access Token

Example:

"Bearer 9c48df2694a849b6089f9d0d3513efe"

Version
enum<string>
required

API Version

Available options:
2021-07-28

Body

application/json
templateId
string
required

Template Id

Example:

"hTlkh7t8gujsahgg93"

userId
string
required

User Id

Example:

"hTlkh7t8gujsahgg93"

locationId
string
required

Location Id

Example:

"hTlkh7t8gujsahgg93"

contactId
string
required

Contact Id

Example:

"hTlkh7t8gujsahgg93"

sendDocument
boolean

Send Document

Example:

true

opportunityId
string

Opportunity Id

Example:

"hTlkh7t8gujsahgg93"

Response

Document sent successfully

success
boolean
required

Success status

Example:

true

Links for all recipients

Last modified on March 7, 2026