key (for example web_tpl_key_…) that you pass as template_key on Create Web inquiry so the inquiry inherits that configuration.
Use templates so you only pass
subject_id and template_key when creating inquiries, or to keep product and compliance text in one place. See the Quickstart for the end-to-end flow.Draft and published
- Draft – Editable working copy. New templates default to draft unless you set
statustopublishedon create. - Published – The version that
template_keyresolves to for new inquiries. Only published templates should be referenced fromPOST /web/inquiry(draft templates will not resolve for inquiries).
API workflow
Typical first-time flow:- Create template –
POST /web/template. The server assignskey. The public API requires non-emptyquery,start_url, andreturn_url. You may setstatustopublishedto skip a separate publish step, or leave the defaultdraft. - Update draft –
PATCH /web/template/{key}to change the current draft row (partial body;settingsandmetadataare shallow-merged with existing values). - Publish –
POST /web/template/{key}/publishto make the draft the latest published version and the one used for new inquiries.
- Create draft from published –
POST /web/template/{key}/draft(optional field overrides in the body). Fails with 409 if a draft already exists; publish the existing draft first. - Patch the draft, then publish again.
Listing and versions
- List templates –
GET /web/templatereturns a paginated list of all template rows in your organization (not only the latest per key), ordered newest first. Use for auditing or building admin UIs; filter client-side if you only needis_latestrows. - Get template versions –
GET /web/template/{key}returns every version of that key (newest version first).
Template API
Error responses follow the same shape as the rest of the platform. See Error handling. For example, list pagination returns
VALIDATION_ERROR with INVALID_AFTER_ID on after_id when the cursor id is missing or not in your organization, similar to List Web inquiries.
Next steps
Create Web inquiry
Use
template_key after publishing a template.Quickstart
Hosted capture and return URL flow.