Download OpenAPI specification:
The SkySlope Forms API is organized around REST.
Our API has predictable resource-oriented URLs, accepts JSON-encoded request bodies, returns JSON-encoded responses,
and uses standard HTTP response codes, authentication, and verbs.
NOTE: Endpoints marked with an asterisk (*) will be available to our partners in the near future.
This API uses OAuth 2.0 authorization code flow to obtain an access token that can be used to authenticate subsequent API requests.
To obtain an access token, first redirect the user to the authorization endpoint:
https://accounts.skyslope.com/oauth2/authorize?
response_type=code
&client_id={YOUR_CLIENT_ID}
&redirect_uri={YOUR_REDIRECT_URI}
&scope=forms.files
&state={RANDOM_STATE_VALUE}
&code_challenge={CODE_CHALLENGE}
&code_challenge_method=S256
After the user authorizes your application, they'll be redirected back to your redirect URI with an authorization code. Exchange this code for an access token by making a POST request to the token endpoint:
POST /oauth2/token HTTP/1.1
Host: accounts.skyslope.com
Content-Type: application/x-www-form-urlencoded
grant_type=authorization_code
&client_id={YOUR_CLIENT_ID}
&client_secret={YOUR_CLIENT_SECRET}
&code={AUTHORIZATION_CODE}
&redirect_uri={YOUR_REDIRECT_URI}
&code_verifier={CODE_VERIFIER}
Authentication to the API is performed by including your access token in the Authorization header of your API requests with the Bearer authentication scheme:
GET /partner/api/files HTTP/1.1
Host: forms.skyslope.com
Authorization: Bearer {YOUR_ACCESS_TOKEN}
All API requests must be made over HTTPS. Calls made over plain HTTP will fail. API requests without authentication will also fail.
Refresh tokens allow you to obtain new access tokens without requiring the user to re-authenticate. When you first complete the OAuth flow, you'll receive both an access token and a refresh token.
To receive a refresh token, include the offline_access
scope in your initial authorization request:
https://accounts.skyslope.com/oauth2/authorize?
response_type=code
&client_id={YOUR_CLIENT_ID}
&scope=forms.files offline_access
&redirect_uri={YOUR_REDIRECT_URI}
When your access token expires, make a POST request to the token endpoint:
POST /oauth2/token HTTP/1.1
Host: accounts.skyslope.com
Content-Type: application/x-www-form-urlencoded
grant_type=refresh_token
&client_id={YOUR_CLIENT_ID}
&client_secret={YOUR_CLIENT_SECRET}
&refresh_token={YOUR_REFRESH_TOKEN}
This will return a new access token and refresh token pair.
Creates a listing or a transaction file and returns the file id.
name | string The name of the file. |
representationType | string Enum: "Buyer" "Seller" "Tenant" "Landlord" The representation type of the file. |
object The property that the file is associated with. |
{- "name": "string",
- "representationType": "Buyer",
- "property": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}
}
{- "fileId": 477309
}
Retrieve the files that the user has access to.
page | integer >= 1 Default: 1 The page number to retrieve. |
pageSize | integer [ 1 .. 500 ] Default: 10 The number of files returned per page. |
filters | string A comma separated sieve filter to that will be applied to the results. Ex: filters=representationtype==Buyer,(createddate)>=2024-01-01,(createddate)<=2024-01-31 |
sorts | string A sieve list of sort fields to sort the results by. |
{- "totalRecords": 1,
- "files": [
- {
- "id": 1,
- "name": "File Name",
- "address": "111 One Drive Sacramento, CA 95826",
- "contactInfo": "Contact info",
- "type": "File",
- "representationType": "Buyer",
- "templateCategory": "Landlord",
- "documentCount": 1,
- "envelopeCount": 0,
- "isArchived": false,
- "createdDate": "2023-12-31T12:12:12.123Z",
- "createdBy": "iajv98j498j98vasj4h",
- "lastUpdated": "2023-12-31T12:12:12.123Z",
- "updatedBy": "iajv98j498j98vasj4h",
- "ownedBy": "iajv98j498j98vasj4h",
- "meta": {
- "status": "pre-contract"
}, - "mlsNumber": "1589519",
- "mlsMarketName": "treb",
- "transactionMeta": {
- "status": "pre-contract"
}
}
]
}
Update the file details of a listing or transaction file.
fileId required | integer The id of the file to update. |
name | string The name of the file. |
object File data that can be updated. |
{- "name": "string",
- "fileData": {
- "mlsNumber": "string",
- "purchasePrice": 0,
- "closingDate": "string",
- "acceptanceDate": "string",
- "premisesAddress": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}
}
}
{- "fileId": 477309,
- "didAddendumsChange": false
}
Update the file of a listing or transaction file.
fileId required | integer The id of the file to update. |
mlsNumber | string The mls number of the file. |
purchasePrice | number The purchase price of the property. |
closingDateTime | string The closing date of the file in the format of YYYY-MM-DDTHH:MM:SSZ. |
acceptanceDateTime | string The acceptanced date of the file in the format of YYYY-MM-DDTHH:MM:SSZ. |
required | object The property that the file is associated with. |
required | Array of objects An array of the commissions for the file. |
required | Array of objects An array of contacts for the file. |
{- "mlsNumber": "string",
- "purchasePrice": 0,
- "closingDateTime": "string",
- "acceptanceDateTime": "string",
- "property": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}, - "commissions": [
- {
- "id": "string",
- "type": "Listing",
- "calculationType": "Flat",
- "amount": 0,
- "createdBy": "string",
- "updatedBy": "string",
- "createdOn": "string",
- "updatedOn": "string",
- "ownedBy": "string"
}
], - "contacts": [
- {
- "id": "string",
- "type": "Broker",
- "actionAttribute": "Empty",
- "firstName": "string",
- "middleName": "string",
- "lastName": "string",
- "suffix": "string",
- "email": "string",
- "primaryPhoneNumber": "string",
- "brokeragePhoneNumber": "string",
- "faxPhoneNumber": "string",
- "companyName": "string",
- "isEntity": true,
- "isUser": true,
- "isFileOwner": true,
- "lenderLicenseNumber": "string",
- "agentLicenseNumber": "string",
- "agentMLSCode": "string",
- "brokerLicenseNumber": "string",
- "brokerMLSCode": "string",
- "brokerageLicenseNumber": "string",
- "brokerageMLSCode": "string",
- "primaryAddress": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}, - "contactInformation": { }
}
]
}
{- "fileId": 0,
- "commissions": [
- {
- "id": "string",
- "type": "Listing",
- "calculationType": "Flat",
- "amount": 0,
- "createdBy": "string",
- "updatedBy": "string",
- "createdOn": "string",
- "updatedOn": "string",
- "ownedBy": "string"
}
], - "contacts": [
- {
- "id": "string",
- "type": "Broker",
- "actionAttribute": "Empty",
- "firstName": "string",
- "middleName": "string",
- "lastName": "string",
- "suffix": "string",
- "email": "string",
- "primaryPhoneNumber": "string",
- "brokeragePhoneNumber": "string",
- "faxPhoneNumber": "string",
- "companyName": "string",
- "isEntity": true,
- "isUser": true,
- "isFileOwner": true,
- "lenderLicenseNumber": "string",
- "agentLicenseNumber": "string",
- "agentMLSCode": "string",
- "brokerLicenseNumber": "string",
- "brokerMLSCode": "string",
- "brokerageLicenseNumber": "string",
- "brokerageMLSCode": "string",
- "primaryAddress": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}, - "contactInformation": { }
}
]
}
Retrieve the details of a listing or transaction file.
fileId required | integer >= 1 The id of the file to retrieve. |
{- "id": 1,
- "name": "File Name",
- "type": "File",
- "representationType": "Buyer",
- "templateCategory": "Landlord",
- "closingDateTime": "2023-12-31T12:12:12.123Z",
- "acceptanceDateTime": "2023-12-31T12:12:12.123Z",
- "meta": {
- "status": "pre-contract"
}, - "mlsNumber": "1589519",
- "purchasePrice": 1598000,
- "fileData": {
- "mlsNumber": "1589519"
}, - "transactionMeta": {
- "status": "pre-contract"
}, - "property": {
- "streetNumber": "9999",
- "streetName": "Main Street",
- "unitNumber": "12",
- "state": "CA",
- "county": null,
- "postalCode": "95825",
- "isCompleteAddress": true
}, - "contacts": [
- {
- "id": 1,
- "type": "Buyer",
- "actionAttribute": "NeedsToSign",
- "lastName": "Jonsey",
- "middleName": "",
- "firstName": "Jimmy",
- "suffix": "",
- "primaryPhoneNumber": "5558887777",
- "brokeragePhoneNumber": "",
- "faxPhoneNumber": "",
- "companyName": "Your Realty",
- "isEntity": false,
- "isUser": false,
- "isFileOwner": false,
- "lenderLicenseNumber": null,
- "agentLicenseNumber": null,
- "agentMLSCode": null,
- "brokerageLicenseNumber": null,
- "brokerageMLSCode": null,
- "brokerLicenseNumber": null,
- "brokerMLSCode": null,
- "primaryAddress": {
- "id": 1,
- "streetNumber": "7380",
- "streetName": "N. La What Blvd",
- "unitNumber": "",
- "city": "Tucson",
- "state": "AZ",
- "postalCode": "85555",
- "county": ""
}, - "contactInformation": {
- "lenderLicenseNumber": "2929849",
- "agentLicenseNumber": null,
- "agentMlsCode": null,
- "brokerageLicenseNumber": null,
- "brokerageMlsCode": null,
- "brokerLicenseNumber": null,
- "brokerMlsCode": null
}, - "createdBy": "iajv98j498j98vasj4h",
- "updatedBy": "iajv98j498j98vasj4h",
- "createdOn": "2023-12-26T20:51:09Z",
- "updatedOn": "2023-12-26T20:51:09Z",
- "ownedBy": "iajv98j498j98vasj4h"
}
], - "commissions": [
- {
- "id": 1,
- "type": "Listing",
- "calculationType": "Flat",
- "amount": 0,
- "createdBy": "iajv98j498j98vasj4h",
- "updatedBy": "iajv98j498j98vasj4h",
- "createdOn": "2020-01-22T23:39:10Z",
- "updatedOn": "2021-09-07T16:34:21Z",
- "ownedBy": "iajv98j498j98vasj4h"
}
], - "documentData": [
- "184629",
- "185099",
- "185100"
], - "isDeleted": false,
- "isArchived": false,
- "createdDate": "2023-12-31T12:12:12.123Z",
- "createdBy": "iajv98j498j98vasj4h",
- "lastUpdated": "2023-12-31T12:12:12.123Z",
- "updatedBy": "iajv98j498j98vasj4h",
- "ownedBy": "iajv98j498j98vasj4h"
}
Add a contact to a file.
fileId required | integer >= 1 The id of the file to add the contact to. |
The body of the request to add a contact to a file.
actionAttribute | string Enum: "Empty" "NeedsToSign" "CanView" "ReceivesCopy" "NoAction" Actions for contact to participate in.
NeedsToSign: Contact will will receive an email containing a document needing to be signed ReceivesCopy: Contact to receive a copy of Signed Documents once signing is complete No Action: Contact needs not further action |
type required | string Enum: "Broker" "Buyer" "BuyerAgent" "BuyersLawyer" "EscrowOfficer" "LoanOfficer" "Other" "Seller" "SellerAgent" "SellersLawyer" "TitleOfficer" The role that a contact has been assigned. |
isEntity | boolean Evaluates to true if the contact is an entity. |
isUser | boolean Evaluates to true if the contact is the also the agent (self). |
firstName required | string The first name of the contact. |
middleName | string The middle name of the contact. |
lastName required | string The last name of the contact. |
suffix | string The suffix of the contact. |
string The email of the contact. | |
primaryPhoneNumber | string The primary phone number of the contact. |
brokeragePhoneNumber | string The brokerage phone number of the contact. |
faxPhoneNumber | string The fax phone number of the contact. |
object The primary address of the contact. | |
companyName | string The company name that the contact belongs to. |
agentLicenseNumber | string The agent license number of the contact. |
agentMLSCode | string The agent mls code of the contact. |
brokerLicenseNumber | string The broker license number of the contact. |
brokerMLSCode | string The broker mls code of the contact. |
brokerageLicenseNumber | string The brokerage license number of the contact. |
brokerageMLSCode | string The brokerage mls code of the contact. |
lenderLicenseNumber | string The lender license number of the contact. |
{- "actionAttribute": "Empty",
- "type": "Broker",
- "isEntity": true,
- "isUser": true,
- "firstName": "string",
- "middleName": "string",
- "lastName": "string",
- "suffix": "string",
- "email": "string",
- "primaryPhoneNumber": "string",
- "brokeragePhoneNumber": "string",
- "faxPhoneNumber": "string",
- "primaryAddress": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}, - "companyName": "string",
- "agentLicenseNumber": "string",
- "agentMLSCode": "string",
- "brokerLicenseNumber": "string",
- "brokerMLSCode": "string",
- "brokerageLicenseNumber": "string",
- "brokerageMLSCode": "string",
- "lenderLicenseNumber": "string"
}
{- "contactId": 123456
}
Update a contact in a file.
contactId required | integer >= 1 The id of the contact to update. |
The body of the request to add a contact to a file.
actionAttribute | string Enum: "Empty" "NeedsToSign" "CanView" "ReceivesCopy" "NoAction" Actions for contact to participate in.
NeedsToSign: Contact will will receive an email containing a document needing to be signed ReceivesCopy: Contact to receive a copy of Signed Documents once signing is complete No Action: Contact needs not further action |
type required | string Enum: "Broker" "Buyer" "BuyerAgent" "BuyersLawyer" "EscrowOfficer" "LoanOfficer" "Other" "Seller" "SellerAgent" "SellersLawyer" "TitleOfficer" The role that a contact has been assigned. |
isEntity | boolean Evaluates to true if the contact is an entity. |
isUser | boolean Evaluates to true if the contact is the also the agent (self). |
firstName required | string The first name of the contact. |
middleName | string The middle name of the contact. |
lastName required | string The last name of the contact. |
suffix | string The suffix of the contact. |
string The email of the contact. | |
primaryPhoneNumber | string The primary phone number of the contact. |
brokeragePhoneNumber | string The brokerage phone number of the contact. |
faxPhoneNumber | string The fax phone number of the contact. |
object The primary address of the contact. | |
companyName | string The company name that the contact belongs to. |
agentLicenseNumber | string The agent license number of the contact. |
agentMLSCode | string The agent mls code of the contact. |
brokerLicenseNumber | string The broker license number of the contact. |
brokerMLSCode | string The broker mls code of the contact. |
brokerageLicenseNumber | string The brokerage license number of the contact. |
brokerageMLSCode | string The brokerage mls code of the contact. |
lenderLicenseNumber | string The lender license number of the contact. |
{- "actionAttribute": "Empty",
- "type": "Broker",
- "isEntity": true,
- "isUser": true,
- "firstName": "string",
- "middleName": "string",
- "lastName": "string",
- "suffix": "string",
- "email": "string",
- "primaryPhoneNumber": "string",
- "brokeragePhoneNumber": "string",
- "faxPhoneNumber": "string",
- "primaryAddress": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}, - "companyName": "string",
- "agentLicenseNumber": "string",
- "agentMLSCode": "string",
- "brokerLicenseNumber": "string",
- "brokerMLSCode": "string",
- "brokerageLicenseNumber": "string",
- "brokerageMLSCode": "string",
- "lenderLicenseNumber": "string"
}
{- "contactId": 123456
}
Add one or more contacts to a file.
fileId required | integer >= 1 The id of the file to add the contacts to. |
The body of the request to add multiple contacts to a file.
Array of objects The contacts to add to the file. |
{- "contacts": [
- {
- "actionAttribute": "Empty",
- "type": "Broker",
- "isEntity": true,
- "isUser": true,
- "firstName": "string",
- "middleName": "string",
- "lastName": "string",
- "suffix": "string",
- "email": "string",
- "primaryPhoneNumber": "string",
- "brokeragePhoneNumber": "string",
- "faxPhoneNumber": "string",
- "primaryAddress": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}, - "companyName": "string",
- "agentLicenseNumber": "string",
- "agentMLSCode": "string",
- "brokerLicenseNumber": "string",
- "brokerMLSCode": "string",
- "brokerageLicenseNumber": "string",
- "brokerageMLSCode": "string",
- "lenderLicenseNumber": "string"
}
]
}
{- "totalRecordsAdded": 3
}
Delete a contact from a file.
contactId required | integer >= 1 The id of the contact to delete. |
fileId required | integer >= 1 The id of the file to delete the contact from. |
{- "contactId": 123456
}
Retrieve the signed documents for a file.
fileId required | integer >= 1 The id of the file to retrieve signed documents for. |
[- {
- "envelopeDocumentId": 1,
- "envelopeId": 1,
- "digisignDocumentGuid": "asdimfao9im38-a98sdng-9",
- "envelopeName": "Envelope Name",
- "dateSigned": "2023-12-31T12:12:12.123Z",
- "fileId": 1,
- "documentId": 1,
- "externalDocumentId": "asdimfao9im38-a98sdng-9",
- "documentAddedDate": "2024-01-02T17:51:38Z",
- "documentName": "Addendum",
- "pageCount": 6,
- "filename": "document1.pdf",
- "ownedBy": "00u24fri71ChN970u357"
}
]
Subscribe a file to the signed documents webhook.
fileId required | integer >= 1 The id of the file to subscribe to the signed documents webhook. |
webhookUrl required | string The url to send the webhook response to when documents are signed documents. |
{- "webhookUrl": "string"
}
{- "subscribed": true
}
Get the envelopes associated with a file.
fileId required | integer >= 1 The id of the file to retrieve envelopes for. |
page | integer >= 1 Default: 1 The page number to retrieve. |
pageSize | integer [ 1 .. 500 ] Default: 10 The number of files returned per page. |
filters | string A sieve filter to that will be applied to the results. |
sorts | string A sieve list of sort fields to sort the results by. |
{- "totalRecords": 0,
- "envelopes": [
- {
- "id": "string",
- "name": "string",
- "status": "string",
- "isDeleted": true,
- "fileId": 0,
- "externalId": "string",
- "dateSent": "string",
- "updatedOn": "string",
- "ownedBy": "string",
- "documentIds": [
- 0
], - "signers": [
- {
- "id": "string",
- "dateSigned": "string",
- "contactId": "string",
- "envelopeId": "string",
- "externalId": "string",
- "createdBy": "string",
- "updatedBy": "string",
- "createdOn": "string",
- "updatedOn": "string",
- "ownedBy": "string"
}
]
}
]
}
Create an envelope for a file.
fileId required | integer >= 1 The id of the file to add the envelope to. |
envelopeName required | string The name of the envelope to add to the file. |
documentIds required | Array of numbers An array of the ids of the documents to add to the envelope. |
{- "envelopeName": "string",
- "documentIds": [
- 0
]
}
{- "fileId": 539181,
- "envelope": {
- "id": 115682,
- "name": "My Envelope Name"
}
}
Add one or more documents to a file.
fileId required | integer >= 1 The id of the file to add the documents to. |
formIds required | Array of integers non-empty An array of the Form Ids of the Forms to add to the file. |
{- "formIds": [
- 0
]
}
{- "documentIds": [
- 1,
- 2,
- 3
]
}
Apply templates to a file.
fileId required | integer >= 1 The id of the file to apply templates to. |
templateIds required | Array of integers List of templates to apply to a File |
{- "templateIds": [
- 0
]
}
{- "result": 667309,
- "statusCode": "OK",
- "errors": [ ]
}
Add a contact to a file.
fileId required | integer >= 1 The id of the file to add the contact to. |
The body of the request to add a contact to a file.
actionAttribute | string Enum: "Empty" "NeedsToSign" "CanView" "ReceivesCopy" "NoAction" Actions for contact to participate in.
NeedsToSign: Contact will will receive an email containing a document needing to be signed ReceivesCopy: Contact to receive a copy of Signed Documents once signing is complete No Action: Contact needs not further action |
type required | string Enum: "Broker" "Buyer" "BuyerAgent" "BuyersLawyer" "EscrowOfficer" "LoanOfficer" "Other" "Seller" "SellerAgent" "SellersLawyer" "TitleOfficer" The role that a contact has been assigned. |
isEntity | boolean Evaluates to true if the contact is an entity. |
isUser | boolean Evaluates to true if the contact is the also the agent (self). |
firstName required | string The first name of the contact. |
middleName | string The middle name of the contact. |
lastName required | string The last name of the contact. |
suffix | string The suffix of the contact. |
string The email of the contact. | |
primaryPhoneNumber | string The primary phone number of the contact. |
brokeragePhoneNumber | string The brokerage phone number of the contact. |
faxPhoneNumber | string The fax phone number of the contact. |
object The primary address of the contact. | |
companyName | string The company name that the contact belongs to. |
agentLicenseNumber | string The agent license number of the contact. |
agentMLSCode | string The agent mls code of the contact. |
brokerLicenseNumber | string The broker license number of the contact. |
brokerMLSCode | string The broker mls code of the contact. |
brokerageLicenseNumber | string The brokerage license number of the contact. |
brokerageMLSCode | string The brokerage mls code of the contact. |
lenderLicenseNumber | string The lender license number of the contact. |
{- "actionAttribute": "Empty",
- "type": "Broker",
- "isEntity": true,
- "isUser": true,
- "firstName": "string",
- "middleName": "string",
- "lastName": "string",
- "suffix": "string",
- "email": "string",
- "primaryPhoneNumber": "string",
- "brokeragePhoneNumber": "string",
- "faxPhoneNumber": "string",
- "primaryAddress": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}, - "companyName": "string",
- "agentLicenseNumber": "string",
- "agentMLSCode": "string",
- "brokerLicenseNumber": "string",
- "brokerMLSCode": "string",
- "brokerageLicenseNumber": "string",
- "brokerageMLSCode": "string",
- "lenderLicenseNumber": "string"
}
{- "contactId": 123456
}
Update a contact in a file.
contactId required | integer >= 1 The id of the contact to update. |
The body of the request to add a contact to a file.
actionAttribute | string Enum: "Empty" "NeedsToSign" "CanView" "ReceivesCopy" "NoAction" Actions for contact to participate in.
NeedsToSign: Contact will will receive an email containing a document needing to be signed ReceivesCopy: Contact to receive a copy of Signed Documents once signing is complete No Action: Contact needs not further action |
type required | string Enum: "Broker" "Buyer" "BuyerAgent" "BuyersLawyer" "EscrowOfficer" "LoanOfficer" "Other" "Seller" "SellerAgent" "SellersLawyer" "TitleOfficer" The role that a contact has been assigned. |
isEntity | boolean Evaluates to true if the contact is an entity. |
isUser | boolean Evaluates to true if the contact is the also the agent (self). |
firstName required | string The first name of the contact. |
middleName | string The middle name of the contact. |
lastName required | string The last name of the contact. |
suffix | string The suffix of the contact. |
string The email of the contact. | |
primaryPhoneNumber | string The primary phone number of the contact. |
brokeragePhoneNumber | string The brokerage phone number of the contact. |
faxPhoneNumber | string The fax phone number of the contact. |
object The primary address of the contact. | |
companyName | string The company name that the contact belongs to. |
agentLicenseNumber | string The agent license number of the contact. |
agentMLSCode | string The agent mls code of the contact. |
brokerLicenseNumber | string The broker license number of the contact. |
brokerMLSCode | string The broker mls code of the contact. |
brokerageLicenseNumber | string The brokerage license number of the contact. |
brokerageMLSCode | string The brokerage mls code of the contact. |
lenderLicenseNumber | string The lender license number of the contact. |
{- "actionAttribute": "Empty",
- "type": "Broker",
- "isEntity": true,
- "isUser": true,
- "firstName": "string",
- "middleName": "string",
- "lastName": "string",
- "suffix": "string",
- "email": "string",
- "primaryPhoneNumber": "string",
- "brokeragePhoneNumber": "string",
- "faxPhoneNumber": "string",
- "primaryAddress": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}, - "companyName": "string",
- "agentLicenseNumber": "string",
- "agentMLSCode": "string",
- "brokerLicenseNumber": "string",
- "brokerMLSCode": "string",
- "brokerageLicenseNumber": "string",
- "brokerageMLSCode": "string",
- "lenderLicenseNumber": "string"
}
{- "contactId": 123456
}
Add one or more contacts to a file.
fileId required | integer >= 1 The id of the file to add the contacts to. |
The body of the request to add multiple contacts to a file.
Array of objects The contacts to add to the file. |
{- "contacts": [
- {
- "actionAttribute": "Empty",
- "type": "Broker",
- "isEntity": true,
- "isUser": true,
- "firstName": "string",
- "middleName": "string",
- "lastName": "string",
- "suffix": "string",
- "email": "string",
- "primaryPhoneNumber": "string",
- "brokeragePhoneNumber": "string",
- "faxPhoneNumber": "string",
- "primaryAddress": {
- "streetNumber": "string",
- "streetName": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "st",
- "postalCode": "string",
- "county": "string"
}, - "companyName": "string",
- "agentLicenseNumber": "string",
- "agentMLSCode": "string",
- "brokerLicenseNumber": "string",
- "brokerMLSCode": "string",
- "brokerageLicenseNumber": "string",
- "brokerageMLSCode": "string",
- "lenderLicenseNumber": "string"
}
]
}
{- "totalRecordsAdded": 3
}
Delete a contact from a file.
contactId required | integer >= 1 The id of the contact to delete. |
fileId required | integer >= 1 The id of the file to delete the contact from. |
{- "contactId": 123456
}
Retrieve the signed documents for a file.
fileId required | integer >= 1 The id of the file to retrieve signed documents for. |
[- {
- "envelopeDocumentId": 1,
- "envelopeId": 1,
- "digisignDocumentGuid": "asdimfao9im38-a98sdng-9",
- "envelopeName": "Envelope Name",
- "dateSigned": "2023-12-31T12:12:12.123Z",
- "fileId": 1,
- "documentId": 1,
- "externalDocumentId": "asdimfao9im38-a98sdng-9",
- "documentAddedDate": "2024-01-02T17:51:38Z",
- "documentName": "Addendum",
- "pageCount": 6,
- "filename": "document1.pdf",
- "ownedBy": "00u24fri71ChN970u357"
}
]
Subscribe a file to the signed documents webhook.
fileId required | integer >= 1 The id of the file to subscribe to the signed documents webhook. |
webhookUrl required | string The url to send the webhook response to when documents are signed documents. |
{- "webhookUrl": "string"
}
{- "subscribed": true
}
Add one or more documents to a file.
fileId required | integer >= 1 The id of the file to add the documents to. |
formIds required | Array of integers non-empty An array of the Form Ids of the Forms to add to the file. |
{- "formIds": [
- 0
]
}
{- "documentIds": [
- 1,
- 2,
- 3
]
}
Subscribe a file to the signed documents webhook.
fileId required | integer >= 1 The id of the file to subscribe to the signed documents webhook. |
webhookUrl required | string The url to send the webhook response to when documents are signed documents. |
{- "webhookUrl": "string"
}
{- "subscribed": true
}
Get the envelopes associated with a file.
fileId required | integer >= 1 The id of the file to retrieve envelopes for. |
page | integer >= 1 Default: 1 The page number to retrieve. |
pageSize | integer [ 1 .. 500 ] Default: 10 The number of files returned per page. |
filters | string A sieve filter to that will be applied to the results. |
sorts | string A sieve list of sort fields to sort the results by. |
{- "totalRecords": 0,
- "envelopes": [
- {
- "id": "string",
- "name": "string",
- "status": "string",
- "isDeleted": true,
- "fileId": 0,
- "externalId": "string",
- "dateSent": "string",
- "updatedOn": "string",
- "ownedBy": "string",
- "documentIds": [
- 0
], - "signers": [
- {
- "id": "string",
- "dateSigned": "string",
- "contactId": "string",
- "envelopeId": "string",
- "externalId": "string",
- "createdBy": "string",
- "updatedBy": "string",
- "createdOn": "string",
- "updatedOn": "string",
- "ownedBy": "string"
}
]
}
]
}
Create an envelope for a file.
fileId required | integer >= 1 The id of the file to add the envelope to. |
envelopeName required | string The name of the envelope to add to the file. |
documentIds required | Array of numbers An array of the ids of the documents to add to the envelope. |
{- "envelopeName": "string",
- "documentIds": [
- 0
]
}
{- "fileId": 539181,
- "envelope": {
- "id": 115682,
- "name": "My Envelope Name"
}
}
Get all of the Forms that the currently authenticated user has access to.
libraryIds | Array of integers Supply an array of library ids to filter the forms by. NOTE: If a libraryId is provided that the current user does not have access to, it will be ignored. |
page | integer >= 1 Default: 1 The page number to retrieve. |
pageSize | integer >= 1 Default: 10 The number of forms returned per page. |
{- "totalRecords": 2,
- "forms": [
- {
- "id": 36095,
- "name": "Agreement Notice to Short Sale Addendum (Short Sale)",
- "libraryId": 14289,
- "attributes": {
- "form-type": "BRBC"
}
}, - {
- "id": 40144,
- "name": "BRBC Buyer Representation And Broker Compensation Agreement",
- "libraryId": 14289,
- "attributes": {
- "form-type": "BRBC"
}
}
],
}
{- "id": "string",
- "subscriberId": "string",
- "firstName": "string",
- "middleName": "string",
- "lastName": "string",
- "suffix": "string",
- "email": "string",
- "primaryPhoneNumber": "string",
- "brokerageName": "string",
- "brokerageAddress": {
- "streetAddress": "string",
- "unitNumber": "string",
- "city": "string",
- "state": "string",
- "postalCode": "string",
- "county": "string"
}, - "brokeragePhone": "string",
- "brokerageFax": "string",
- "regions": [
- {
- "country": "string",
- "region": "string"
}
], - "libraries": [
- 0
], - "authProfiles": [
- null
], - "isInitialized": true,
- "termAcceptanceDate": "string",
- "mlsCode": "string",
- "licenseNumber": "string",
- "brokerageLicenseNumber": "string",
- "brokerageMLSCode": "string",
- "isAutoDeletePreDraftEnvelopeAllowed": true,
- "isAutoDeleteFormAllowed": true,
- "consentedAssociations": [
- "string"
], - "userPreferences": {
- "digitalSigningPlatformPreference": "string",
- "nhdProviderPreference": "string"
}, - "location": "string",
- "createdOn": "string",
- "createdBy": "string",
- "updatedOn": "string",
- "updatedBy": "string"
}
Retrieve the forms that belong to the library.
libraryId required | integer >= 1 The id of the library to retrieve forms for. |
{- "totalRecords": 2,
- "forms": [
- {
- "id": 36095,
- "name": "Agreement Notice to Short Sale Addendum (Short Sale)",
- "libraryId": 14289,
- "attributes": {
- "form-type": "BRBC"
}
}, - {
- "id": 40144,
- "name": "BRBC Buyer Representation And Broker Compensation Agreement",
- "libraryId": 14289,
- "attributes": {
- "form-type": "BRBC"
}
}
]
}
Retrieve the buyer agreements for a specific market.
filters | string A sieve list of filters that will be applied to the results. |
{- "totalRecords": 1,
- "files": [
- {
- "id": 1,
- "memberName": "Member Name",
- "memberId": "Member ID",
- "executionDate": "2023-11-31T12:12:12.123Z",
- "expirationDate": "2023-12-31T12:12:12.123Z",
- "completedDate": "2023-12-21T12:12:12.123Z",
- "isCarBRBC": true
}
]
}