/procedures

POST {{base-api-url}}/procedures

Here are the details of the configuration:

  • interval: 5 means that the reminder will be sent every 5 days. This param is optional.
  • limit": 3 means that the reminder will be executed 3 times, after that, he will be desactivated. This param is optional.
  • config is the same structure than the config field in a procedure object. Except that you can have only an email node with only the reminder.executed event.

Request Body

{"name"=>"Reminders", "description"=>"Description of my first procedure with reminders", "start"=>true, "members"=>[{"firstname"=>"John", "lastname"=>"Doe", "email"=>"john.doe@yousign.fr", "phone"=>"+33612345678", "fileObjects"=>[{"position"=>"191,497,507,603", "page"=>2, "file"=>"/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX"}]}], "config"=>{"email"=>{"member.started"=>[{"subject"=>"Hey! You are invited to sign!", "message"=>"Hello <tag data-tag-type=\"string\" data-tag-name=\"recipient.firstname\"></tag> <tag data-tag-type=\"string\" data-tag-name=\"recipient.lastname\"></tag>, <br><br> You have ben invited to sign a document, please click on the following button to read it: <tag data-tag-type=\"button\" data-tag-name=\"url\" data-tag-title=\"Access to documents\">Access to documents</tag>", "to"=>["@member"]}]}, "reminders"=>[{"interval"=>5, "limit"=>3, "config"=>{"email"=>{"reminder.executed"=>[{"subject"=>"[URGENT] Hey, you have to sign this documents !", "message"=>"Hello <tag data-tag-type=\"string\" data-tag-name=\"recipient.firstname\"></tag> <tag data-tag-type=\"string\" data-tag-name=\"recipient.lastname\"></tag>, <br><br> This is a reminder. You have not yet signed your document. Please access it directly with the button: <tag data-tag-type=\"button\" data-tag-name=\"url\" data-tag-title=\"Access to documents\">Access to documents</tag>", "to"=>["@members.auto"]}]}}}]}}

HEADERS

KeyDatatypeRequiredDescription
AuthorizationstringThis value is a secret and needs to be replaced by your API Key (Bearer).
Content-TypestringThis header specifies the format of the exchanges in JSON.

RESPONSES

status: Created

{&quot;id&quot;:&quot;/procedures/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX&quot;,&quot;name&quot;:&quot;Reminders&quot;,&quot;description&quot;:&quot;Description of my first procedure with reminders&quot;,&quot;createdAt&quot;:&quot;2018-12-05T06:16:56+01:00&quot;,&quot;updatedAt&quot;:&quot;2018-12-05T06:16:56+01:00&quot;,&quot;finishedAt&quot;:null,&quot;expiresAt&quot;:null,&quot;status&quot;:&quot;active&quot;,&quot;creator&quot;:null,&quot;creatorFirstName&quot;:null,&quot;creatorLastName&quot;:null,&quot;workspace&quot;:&quot;/workspaces/XXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX&quot;,&quot;template&quot;:false,&quot;ordered&quot;:false,&quot;parent&quot;:null,&quot;metadata&quot;:[],&quot;config&quot;:{&quot;email&quot;:{&quot;member.started&quot;:[{&quot;subject&quot;:&quot;Hey! You are invited to sign!&quot;,&quot;message&quot;:&quot;Hello \u003ctag data-tag-type=\&quot;string\&quot; data-tag-name=\&quot;recipient.firstname\&quot;\u003e\u003c/tag\u003e \u003ctag data-tag-type=\&quot;string\&quot; data-tag-name=\&quot;recipient.lastname\&quot;\u003e\u003c/tag\u003e, \u003cbr\u003e\u003cbr\u003e You have ben invited to sign a document, please click on the following button to read it: \u003ctag data-tag-type=\&quot;button\&quot; data-tag-name=\&quot;url\&quot; data-tag-title=\&quot;Access to documents\&quot;\u003eAccess to documents\u003c/tag\u003e&quot;,&quot;to&quot;:[&quot;@member&quot;]}]},&quot;reminders&quot;:[{&quot;interval&quot;:5,&quot;limit&quot;:3,&quot;config&quot;:{&quot;email&quot;:{&quot;reminder.executed&quot;:[{&quot;subject&quot;:&quot;[URGENT] Hey, you have to sign this documents !&quot;,&quot;message&quot;:&quot;Hello \u003ctag data-tag-type=\&quot;string\&quot; data-tag-name=\&quot;recipient.firstname\&quot;\u003e\u003c/tag\u003e \u003ctag data-tag-type=\&quot;string\&quot; data-tag-name=\&quot;recipient.lastname\&quot;\u003e\u003c/tag\u003e, \u003cbr\u003e\u003cbr\u003e This is a reminder. You have not yet signed your document. Please access it directly with the button: \u003ctag data-tag-type=\&quot;button\&quot; data-tag-name=\&quot;url\&quot; data-tag-title=\&quot;Access to documents\&quot;\u003eAccess to documents\u003c/tag\u003e&quot;,&quot;to&quot;:[&quot;@members.auto&quot;]}]}}}]},&quot;members&quot;:[{&quot;id&quot;:&quot;/members/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX&quot;,&quot;user&quot;:null,&quot;type&quot;:&quot;signer&quot;,&quot;firstname&quot;:&quot;John&quot;,&quot;lastname&quot;:&quot;Doe&quot;,&quot;email&quot;:&quot;john.doe@yousign.fr&quot;,&quot;phone&quot;:&quot;+33612345678&quot;,&quot;position&quot;:1,&quot;createdAt&quot;:&quot;2018-12-05T06:16:56+01:00&quot;,&quot;updatedAt&quot;:&quot;2018-12-05T06:16:56+01:00&quot;,&quot;finishedAt&quot;:null,&quot;status&quot;:&quot;pending&quot;,&quot;fileObjects&quot;:[{&quot;id&quot;:&quot;/file_objects/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX&quot;,&quot;file&quot;:{&quot;id&quot;:&quot;/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX&quot;,&quot;name&quot;:&quot;The best name for my file.pdf&quot;,&quot;type&quot;:&quot;signable&quot;,&quot;contentType&quot;:&quot;application/pdf&quot;,&quot;description&quot;:null,&quot;createdAt&quot;:&quot;2018-12-05T06:15:32+01:00&quot;,&quot;updatedAt&quot;:&quot;2018-12-05T06:16:56+01:00&quot;,&quot;sha256&quot;:&quot;bb57ae2b2ca6ad0133a699350d1a6f6c8cdfde3cf872cf526585d306e4675cc2&quot;,&quot;metadata&quot;:[],&quot;workspace&quot;:&quot;/workspaces/XXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX&quot;,&quot;creator&quot;:null,&quot;protected&quot;:false,&quot;position&quot;:0,&quot;parent&quot;:null},&quot;page&quot;:2,&quot;position&quot;:&quot;191,497,507,603&quot;,&quot;fieldName&quot;:null,&quot;mention&quot;:null,&quot;mention2&quot;:null,&quot;createdAt&quot;:&quot;2018-12-05T06:16:56+01:00&quot;,&quot;updatedAt&quot;:&quot;2018-12-05T06:16:56+01:00&quot;,&quot;parent&quot;:null,&quot;reason&quot;:&quot;Signed by Yousign&quot;}],&quot;comment&quot;:null,&quot;notificationsEmail&quot;:[],&quot;operationLevel&quot;:&quot;custom&quot;,&quot;operationCustomModes&quot;:[&quot;sms&quot;],&quot;operationModeSmsConfig&quot;:null,&quot;parent&quot;:null}],&quot;subscribers&quot;:[],&quot;files&quot;:[{&quot;id&quot;:&quot;/files/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX&quot;,&quot;name&quot;:&quot;The best name for my file.pdf&quot;,&quot;type&quot;:&quot;signable&quot;,&quot;contentType&quot;:&quot;application/pdf&quot;,&quot;description&quot;:null,&quot;createdAt&quot;:&quot;2018-12-05T06:15:32+01:00&quot;,&quot;updatedAt&quot;:&quot;2018-12-05T06:16:56+01:00&quot;,&quot;sha256&quot;:&quot;bb57ae2b2ca6ad0133a699350d1a6f6c8cdfde3cf872cf526585d306e4675cc2&quot;,&quot;metadata&quot;:[],&quot;workspace&quot;:&quot;/workspaces/XXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX&quot;,&quot;creator&quot;:null,&quot;protected&quot;:false,&quot;position&quot;:0,&quot;parent&quot;:null}],&quot;relatedFilesEnable&quot;:false,&quot;archive&quot;:false,&quot;archiveMetadata&quot;:[],&quot;fields&quot;:[],&quot;permissions&quot;:[]}