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v4
Introduction
Overview
Getting started
🔑
Authentication
Requesting temporary credentials
Signing requests
🎬
Entities
Char types
The entity object
Amount
Catalog item
Contact
Deal
File
Financial document
Create a financial document
Retrieve a financial document
Update a financial document
Delete a financial document
Retrieve financial document template list
Retrieve financial document template
Retrieve financial document statuses
Retrieve financial document draft templates
Inventory
Job
Right
Table
👬
Relationships
The relationship object
Relationship types
Create a relationship
Delete a relationship
🔎
Search
Entity search
Relationship search
Pagination
Search fields
Search functions
Examples
🆕Batch
Overview
Create a batch
Retrieve a batch
🧰
Workflow
Execute a workflow action
Execute document workflow action
Execute a workflow action with signature
📐Configuration
Lists
Currency conversion
📆
Date Math
Overview
The date math object
Create date math
Retrieve date math
Update date math
Delete date math
🧮
AVAILS
Overview
Get dimension data
Get availability
Is catalog item available
⌨
Starter Packs
Catalog Metadata
Availability Feed
Swagger
Postman
Message queue docs
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Financial document
Endpoints
Method
Endpoint
Description
POST
/v4/financial-document
Create a financial document.
GET
/v4/financial-document/:id
Retrieve a financial document.
PUT
/v4/financial-document/:id
Update a financial document.
DELETE
/v4/financial-document/:id
Delete a financial document.
GET
/v4/financial-document-templates
Retrieve financial document templates.
GET
/v4/financial-document-statuses/:templateId
Retrieve financial document statuses.
GET
/v4/financial-document/:id/draft-templates
Retrieve financial document draft templates.
Previous
Retrieve file draft templates
Next
Create a financial document
Last modified
1yr ago
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