In some cases, you may want to create application simply via a URL. For example, you have a contact form and want to create an application directly using the information received.
This is possible with Clustdoc. Just use the following url:
https://app.clustdoc.com/api/dossiers/create-inline/{template-id} or https:/{my-sub-domain}/api/dossiers/create-inline/{template-id}
Ex: https://app.clustdoc.com/api/dossiers/create-inline/27102255?api_token=xxxxxx&firstname=Paul&lastname=Forbes&email=[email protected]&company=Totalsoft&custom=abcd
ID of the process to be used | 27102255 | Mandatory |
API Token | xxxxxx | Mandatory (see below) |
First name of the contact | Paul | Mandatory |
Last name of the contact | Forbes | Mandatory |
Email of the contact | Mandatory | |
Company of the contact | Totalsoft | Optional |
Custom field | abcd | Optional |
💡 The API token is a key that secures calls to this functionality and prevents malicious application creation. You need to create it from your account by selecting the following permissions: manage-dossiers and create-dossiers-inline . This article explains how to create your API token.
Once opened, this URL will create an application and redirect the user directly to that new application.
For more advanced scenarios, take a look at our API