Managing templates (blueprints)

Process templates (referred to as “Checklists” or “Blueprints” in the API) define the structure of your repeatable processes. Use the API to create, retrieve, update, and manage these templates.

Refer to the individual pages for specific request details and code examples.

List templates

Retrieve a list of templates in your organization.

Create template

Create a new process template.

Get template

Fetch details for a specific template by ID.

Update template

Modify an existing template.

Archive/Delete template

Archive or permanently delete a template.

Clone template

Duplicate an existing template.

Publish template

Make a template version live.

Export template

Export template definitions.