Create DocumentTemplate

POST

api

crm

documenttemplates

curl --request POST \
  --url https://spaces.nexudus.com/api/crm/documenttemplates \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "BusinessId": 123,
  "Name": "<string>",
  "TemplateOutputFormat": 123
}
'

import requests

url = "https://spaces.nexudus.com/api/crm/documenttemplates"

payload = {
    "BusinessId": 123,
    "Name": "<string>",
    "TemplateOutputFormat": 123
}
headers = {
    "Authorization": "Basic <encoded-value>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Basic <encoded-value>', 'Content-Type': 'application/json'},
  body: JSON.stringify({BusinessId: 123, Name: '<string>', TemplateOutputFormat: 123})
};

fetch('https://spaces.nexudus.com/api/crm/documenttemplates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

{
  "Status": 123,
  "Message": "<string>",
  "Value": "<any>",
  "WasSuccessful": true,
  "Errors": [
    {
      "AttemptedValue": "<any>",
      "Message": "<string>",
      "PropertyName": "<string>"
    }
  ]
}

A DocumentTemplate defines a reusable template for generating documents such as contracts, proposals, or invoices. Templates support HTML, Word, and binary output formats and can include dynamic merge fields populated from customer and business data.

Authentication

This endpoint requires OAuth2 authentication. Include a valid bearer token in the Authorization header. The authenticated user must be a full unrestricted administrator or have the DocumentTemplate-Create role.

Enums

eDocumentTemplateFormat — TemplateOutputFormat values

Value	Name
1	Html
2	Word
3	Binary

Request Body

Required Fields

integer

required

ID of the business linked to this record.

string

required

The name value for this document template.

integer

required

The template output format value for this document template.

Optional Fields

string

The document value for this document template.

string

URL of a new file to upload as the binary document.

boolean

Set to true to remove the current binary document file.

Code Examples

curl -X POST \
  "https://spaces.nexudus.com/api/crm/documenttemplates" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "BusinessId": 0,
    "Name": "",
    "TemplateOutputFormat": 0
}'

const response = await fetch(
  'https://spaces.nexudus.com/api/crm/documenttemplates',
  {
    method: 'POST',
    headers: {
      'Authorization': 'Bearer YOUR_TOKEN',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      BusinessId: 0,
      Name: '',
      TemplateOutputFormat: 0
    })
  }
);

const data = await response.json();

import requests

response = requests.post(
    'https://spaces.nexudus.com/api/crm/documenttemplates',
    headers={
        'Authorization': 'Bearer YOUR_TOKEN',
        'Content-Type': 'application/json'
    },
    json={
        'BusinessId': 0,
        'Name': '',
        'TemplateOutputFormat': 0
    }
)

data = response.json()

Response

200

integer

HTTP status code. 200 on success.

string

A human-readable message confirming the creation.

object

Contains the Id of the newly created record.

boolean

true if the documenttemplate was created successfully.

array

null on success.

Example Response

{
  "Status": 200,
  "Message": "DocumentTemplate was successfully created.",
  "Value": {
    "Id": 87654321
  },
  "OpenInDialog": false,
  "OpenInWindow": false,
  "RedirectURL": null,
  "JavaScript": null,
  "UpdatedOn": "2025-01-15T10:30:00Z",
  "UpdatedBy": "admin@example.com",
  "Errors": null,
  "WasSuccessful": true
}

400

string

A summary of the validation error(s), in the format PropertyName: error message.

any

null on validation failure.

object[]

Array of validation errors.

Show child attributes

any

The value that was submitted for the field, or null if missing.

string

The validation error message.

string

The name of the property that failed validation.

boolean

false when the request fails validation.

Example Response

{
  "Message": "Name: is a required field",
  "Value": null,
  "Errors": [
    {
      "AttemptedValue": null,
      "Message": "is a required field",
      "PropertyName": "Name"
    }
  ],
  "WasSuccessful": false
}

Update DocumentTemplateUpdate an existing DocumentTemplate record.

Create DocumentTemplate

curl --request POST \
  --url https://spaces.nexudus.com/api/crm/documenttemplates \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "BusinessId": 123,
  "Name": "<string>",
  "TemplateOutputFormat": 123
}
'

import requests

url = "https://spaces.nexudus.com/api/crm/documenttemplates"

payload = {
    "BusinessId": 123,
    "Name": "<string>",
    "TemplateOutputFormat": 123
}
headers = {
    "Authorization": "Basic <encoded-value>",
    "Content-Type": "application/json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {Authorization: 'Basic <encoded-value>', 'Content-Type': 'application/json'},
  body: JSON.stringify({BusinessId: 123, Name: '<string>', TemplateOutputFormat: 123})
};

fetch('https://spaces.nexudus.com/api/crm/documenttemplates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

{
  "Status": 123,
  "Message": "<string>",
  "Value": "<any>",
  "WasSuccessful": true,
  "Errors": [
    {
      "AttemptedValue": "<any>",
      "Message": "<string>",
      "PropertyName": "<string>"
    }
  ]
}

Overview

Apps & Marketplace

Billing

Collaboration

Community

Content

CRM

Security

Spaces

Support

System

Authentication

Enums

Request Body

Required Fields

Optional Fields

Code Examples

Response

200

400

​Authentication

​Enums

​Request Body

​Required Fields

​Optional Fields

​Code Examples

​Response

​200

​400

Authentication

Enums

Request Body

Required Fields

Optional Fields

Code Examples

Response

200

400