getContractSendDraft
Step 1 of preparing a contract.
Step 1 of preparing a contract: a PUBLISHED template filled for one contact (optionally a deal, and contactBId for a co-seller). Returns the template version, the CRM-filled values (a required one left blank needs a value: their words or ask, never an invented price, date or address), missingTokens, one suggested recipient per role, and the subject, message and expiry. Needs the manage contracts capability. Then prepareContract.
curl https://server.goliathdata.com/api/v1/call \
-H "Authorization: Bearer $GOLIATH_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"operationId": "getContractSendDraft",
"variables": {
"input": {
"templateId": "<templateId>",
"contactId": "<contactId>"
}
}
}'import { GoliathClient } from '@goliath-data/sdk'
const goliath = new GoliathClient({
apiKey: process.env.GOLIATH_API_KEY!,
baseUrl: 'https://server.goliathdata.com',
})
const result = await goliath.contracts.getContractSendDraft({
input: {
templateId: '<templateId>',
contactId: '<contactId>'
}
})const res = await fetch('https://server.goliathdata.com/api/v1/call', {
method: 'POST',
headers: {
Authorization: `Bearer ${process.env.GOLIATH_API_KEY}`,
'Content-Type': 'application/json',
},
body: JSON.stringify({
operationId: 'getContractSendDraft',
variables: {
input: {
templateId: '<templateId>',
contactId: '<contactId>'
}
}
}),
})
const { data, errors } = await res.json()Variables
The example sends only what the schema requires. Some operations also need one of several optional variables (one filter or another, say); the description above says which.
Optional deal for the deal merge fields; must belong to the same organization.
Optional Contact B (a co-seller) for the template's second contact role.
Response
What comes back under data: a list shows as one entry, and a value as its type.
{
"data": {
"contractsQuery": {
"sendDraft": {
"templateId": "<ID>",
"templateVersionId": "<ID>",
"templateName": "…",
"title": "…",
"dealId": "<ID>",
"contact": {
"id": "<ID>",
"name": "…",
"emails": [
"…"
],
"phones": [
"…"
]
},
"contactB": {
"id": "<ID>",
"name": "…",
"emails": [
"…"
],
"phones": [
"…"
]
},
"values": [
{
"key": "<ID>",
"label": "…",
"source": "TOKENS",
"required": true,
"value": "…",
"record": "CONTACT"
}
],
"missingTokens": [
"…"
],
"roles": [
{
"key": "<ID>",
"label": "…",
"kind": "SIGNER",
"order": 0
}
],
"recipients": [
{
"roleKey": "<ID>",
"displayName": "…",
"email": "…",
"phone": "…",
"contactId": "<ID>",
"signingOrder": 0
}
],
"subject": "…",
"message": "…",
"expiryDays": 0,
"reminderIntervalDays": 0
}
}
}
}Errors
unknown_variableA variable the operation does not declare. A typo is refused rather than silently dropped.
unauthorizedNo bearer header, or the key is invalid or revoked.
insufficient_scopeThe key lacks the scope the operation requires.
forbiddenA referenced record does not exist, was deleted, or is outside your organization. The gateway cannot tell those apart.
Behaviour
A read. It rejects an Idempotency-Key header with 400 bad_request.