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Botdoc P2 Container is a session with multiple secure Features inside of it, with P2 you can make a Flow automation or just a simple file "push", "pull", “DocuSign” or “DocuSign”“External URL”.

Endpoint: https://api.botdoc.io/v1/module_container/container/ 
Method: POST.

Example of the body in JSON format:

Code Block
languagejson
{
    "page_type": "p2",
    "callback_url": "https://link.to.your.callback.url",
    "display_chat": true
}

Example how to create a Container by cURL:

Code Block
languagejson
curl -i --request POST "https://api.botdoc.io/v1/module_container/container/" \
--header "Authorization: JWT <Authorization Token>" \
--header "Content-Type: application/json" \
--data-raw "{
    "page_type": "p2",
    "callback_url": "https://link.to.your.callback.url",
    "display_chat": true
}"

1.2 - Create a Container with a Requester:

...

Code Block
languagejson
{
   "first_name": "John",
   "last_name": "Smith"
}

Example how to create a Container Recipient by cURL:

Code Block
languagejson
curl -i --request POST "https://api.botdoc.io/v1/module_container/container/{container_id}/recipient/" \
--header "Authorization: JWT <Authorization Token>" \
--header "Content-Type: application/json" \
--data-raw "{
   "first_name": "John",
   "last_name": "Smith"
}
"

...

Code Block
languagejson
{
   "interface_class": "email", //can be "email" or "sms"
   "value": "myemail@botdoc.io"
}

Example how to create a Container Recipient Item by cURL:

Code Block
languagejson
curl -i --request POST "https://api.botdoc.io/v1/module_container/recipient/{recipient_id}/recipient_item/" \
--header "Authorization: JWT <Authorization Token>" \
--header "Content-Type: application/json" \
--data-raw "{
   "interface_class": "email",
   "value": "myemail@botdoc.io"
}
"

...

Code Block
languagejson
curl -i --request POST "https://api.botdoc.io/v1/module_container_pull/pull/" \
--header "Authorization: JWT <Authorization Token>" \
--header "Content-Type: application/json" \
--data-raw "{
    "container": {container_id},
    "title": "Nice Pull Title",
    "description": "Nice Pull Desc."
}"

7.2 - Push Feature

If you want to SEND file(s) to your Receiver, you must send a Push Feature:
Endpoint: https://api.botdoc.io/v1/module_container_push/push/
Method: POST.

...

Code Block
languagejson
curl -i --request POST "https://api.botdoc.io/v1/module_container_push/push/" \
--header "Authorization: JWT <Authorization Token>" \
--header "Content-Type: application/json" \
--data-raw "{
    "container": {container_id},
    "title": "Nice Push Title",
    "description": "Nice Push Desc.",
    "max_file_downloads": 4
}"

7.2.1 - Push File Feature

If you want to SEND file(s) to your Receiver, you must send a Push Feature and a Push File (required):
Endpoint: https://api.botdoc.io/v1/module_container_push/pushfile/
Method: POST.

...

Code Block
languagejson
curl -i --request POST "https://api.botdoc.io/v1/module_container_push/pushfile/" \
--header "Authorization: JWT <Authorization Token>" \
--header "Content-Type: multipart/form-data" \
--form "file=@C:\invoices\invoice_2020.pdf" \
--form "name=invoice_2020.pdf" \
--form "push={push_id}" \
--form "total_chunks=1"

7.3 - DocuSign Feature

If you want the Receiver to Sign something, you must send a DocuSign Feature:
Endpoint: https://api.botdoc.io/v1/module_container_docusign/docusign/
Method: POST.

...

Code Block
languagejson
curl -i --request POST "https://api.botdoc.io/v1/module_container_docusign/docusign/" \
--header "Authorization: JWT <Authorization Token>" \
--header "Content-Type: application/json" \
--data-raw "{
    "title": "Sign this doc. pls",
    "description": "this document allows you to get an bank loan",
    "envelope": {
        "template_id": "f53858a0-4810-492a-aba7-8dda6eb83ffc",
        "recipients": {
            "signers": [
                {
                    "name": "John Smith",
                    "email": "myemail@botdoc.io",
                    "client_user_id": "{recipient_id}",
                    "role_name": "Signer"
                }
            ]
        }
    },
    "container": {container_id}
}"

...


7.4 - External URL Feature

If you want to send some link(s)

...

Now, just send to your receiver, you must send a External URL, the URL in the body must have a https:// prefix.
Endpoint: https://api.botdoc.io/v1/module_container_iframe/iframe/
Method: POST.

Example of the body in JSON format:

Code Block
languagejson
{
    "container": {container_id},
    "title": "Nice External URL Title",
    "description": "Nice External URL Description",
    "url": "https://botdoc.io/"
}

Example how to create a External URL Feature by cURL:

Code Block
languagejson
curl -i --request POST "https://api.botdoc.io/v1/module_container_iframe/iframe/" \
--header "Authorization: JWT <Authorization Token>" \
--header "Content-Type: application/json" \
--data-raw "{
    "container": {container_id},
    "title": "Nice External URL Title",
    "description": "Nice External URL Description",
    "url": "https://botdoc.io/"
}"

8 - Send the Notification to the Receiver(s)

Now, just send the Notification to the Receiver(s).
Endpoint: https://api.botdoc.io/v1/module_container/container/{container_id}/send_notification/
Method: POST.

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showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@75205211showSpacefalse
sortmodified
typeshowSpacepagefalse
reversetruelabels
typepage
cqllabel = "kb-how-to-article" and type = "page" and space = "BOTDOC"
labelskb-how-to-article
Page Properties
hiddentrue

Related issues

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