This API generates a personalized form link by overlaying fillable form fields onto a custom PDF or image background. This endpoint creates a unique form URL that can be sent to customers for completion.
How It Works
- Upload a background document (PDF or image)
- Specify the form template to use (via Form ID)
- Identify the recipient (email or phone number)
- Receive a unique form link to share with the customer
Key Features
- Custom Branding: Use your own PDF or image as the form background
- Field Placement: Form fields are automatically embedded on the last page of the background document
- Conversation Linking: Optionally link the form to an existing conversation for tracking
- Multi-Channel: Send form links via email or SMS
Request Parameters
Path Parameters
FORM_ID(required): The unique identifier of the form template (visible in the forms list screen)
Body Parameters (multipart/form-data)
streamProviderId(required): Customer's phone number or email addressstreamProviderType(required): Delivery method -4for email,5for phone/SMSreferringObjectId(optional): Conversation ID to link with the generated form object for tracking purposesfile(required): Background document file (PDF or image format)
Important Notes
Field Positioning: All fillable fields will appear on the last page of your background document
Form Object Creation: When a recipient opens the form link, a new form object is automatically created in the system
Conversation Tracking: Use referringObjectId to maintain context between the form and the originating conversation
API key is needed to authorize requests. You can get your API key via the management console.
A Bearer Token is needed to be set in the Authorization header of every API call.
For additional support you can contact us.
Form Id - Form number (as seen on the forms list screen)
The identifier of the receiving customer by their phone number or email
4 for email, 5 for phone number
(optional) The object ID of the conversation related to the Form
Background document file (PDF or image format). Upload the file to the Value section
OK
The ID of the conversation linked to this form
The unique URL for the generated form
Bad Request - The request could not be understood by the server. Incoming parameters might not be valid
Unauthorized - The supplied credentials, if any, are not sufficient to access the resource
Not found - The requested resource is not found
Too Many Requests - Too many requests have been made in a short period of time (Throttling)
Seconds until the rate limit resets
Server Error - The server could not return the representation due to an internal server error
Internal trace ID for debugging