Create template
curl --request POST \
--url https://your-instance.example.com/api/templates \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"name": "Demo follow-up",
"template": "Hi {{firstName}}, thanks for the demo today!",
"type": "message",
"category": "sales-followup"
}
'import requests
url = "https://your-instance.example.com/api/templates"
payload = {
"name": "Demo follow-up",
"template": "Hi {{firstName}}, thanks for the demo today!",
"type": "message",
"category": "sales-followup"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
name: 'Demo follow-up',
template: 'Hi {{firstName}}, thanks for the demo today!',
type: 'message',
category: 'sales-followup'
})
};
fetch('https://your-instance.example.com/api/templates', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://your-instance.example.com/api/templates",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'name' => 'Demo follow-up',
'template' => 'Hi {{firstName}}, thanks for the demo today!',
'type' => 'message',
'category' => 'sales-followup'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://your-instance.example.com/api/templates"
payload := strings.NewReader("{\n \"name\": \"Demo follow-up\",\n \"template\": \"Hi {{firstName}}, thanks for the demo today!\",\n \"type\": \"message\",\n \"category\": \"sales-followup\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://your-instance.example.com/api/templates")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"name\": \"Demo follow-up\",\n \"template\": \"Hi {{firstName}}, thanks for the demo today!\",\n \"type\": \"message\",\n \"category\": \"sales-followup\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://your-instance.example.com/api/templates")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"name\": \"Demo follow-up\",\n \"template\": \"Hi {{firstName}}, thanks for the demo today!\",\n \"type\": \"message\",\n \"category\": \"sales-followup\"\n}"
response = http.request(request)
puts response.read_body{
"success": true,
"data": {
"_id": "66a0a0b0c0d0e0f0a0b0c0d0",
"name": "Demo follow-up",
"template": "Hi {{firstName}}, thanks for the demo today!",
"type": "message",
"category": "sales-followup",
"organizationId": "65a0e0e0e0e0e0e0e0e0e0e0",
"createdBy": "65b1f0a2c3d4e5f6a7b8c9d0",
"createdAt": "2026-04-12T08:00:00.000Z",
"updatedAt": "2026-04-12T08:00:00.000Z"
}
}{
"success": false,
"message": "Template not found"
}{
"success": false,
"message": "Template not found"
}Templates
Create template
Create a template scoped to the caller’s organization. name, template body and type are required; category is required for non-automation types.
POST
/
api
/
templates
Create template
curl --request POST \
--url https://your-instance.example.com/api/templates \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"name": "Demo follow-up",
"template": "Hi {{firstName}}, thanks for the demo today!",
"type": "message",
"category": "sales-followup"
}
'import requests
url = "https://your-instance.example.com/api/templates"
payload = {
"name": "Demo follow-up",
"template": "Hi {{firstName}}, thanks for the demo today!",
"type": "message",
"category": "sales-followup"
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
name: 'Demo follow-up',
template: 'Hi {{firstName}}, thanks for the demo today!',
type: 'message',
category: 'sales-followup'
})
};
fetch('https://your-instance.example.com/api/templates', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://your-instance.example.com/api/templates",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'name' => 'Demo follow-up',
'template' => 'Hi {{firstName}}, thanks for the demo today!',
'type' => 'message',
'category' => 'sales-followup'
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://your-instance.example.com/api/templates"
payload := strings.NewReader("{\n \"name\": \"Demo follow-up\",\n \"template\": \"Hi {{firstName}}, thanks for the demo today!\",\n \"type\": \"message\",\n \"category\": \"sales-followup\"\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://your-instance.example.com/api/templates")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"name\": \"Demo follow-up\",\n \"template\": \"Hi {{firstName}}, thanks for the demo today!\",\n \"type\": \"message\",\n \"category\": \"sales-followup\"\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://your-instance.example.com/api/templates")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"name\": \"Demo follow-up\",\n \"template\": \"Hi {{firstName}}, thanks for the demo today!\",\n \"type\": \"message\",\n \"category\": \"sales-followup\"\n}"
response = http.request(request)
puts response.read_body{
"success": true,
"data": {
"_id": "66a0a0b0c0d0e0f0a0b0c0d0",
"name": "Demo follow-up",
"template": "Hi {{firstName}}, thanks for the demo today!",
"type": "message",
"category": "sales-followup",
"organizationId": "65a0e0e0e0e0e0e0e0e0e0e0",
"createdBy": "65b1f0a2c3d4e5f6a7b8c9d0",
"createdAt": "2026-04-12T08:00:00.000Z",
"updatedAt": "2026-04-12T08:00:00.000Z"
}
}{
"success": false,
"message": "Template not found"
}{
"success": false,
"message": "Template not found"
}Authorizations
Bearer authentication header of the form Bearer <token>, where <token> is your auth token.
Body
application/json
Template display name shown in the template picker.
Template body with {{firstName}}-style placeholders resolved at send time.
Template kind: sms, email, campaign, script, automation.
Grouping label for filtering; required unless type === "automation".
Response
Template created
Available options:
true Mongoose Template document. category is omitted when type === "automation".
Show child attributes
Show child attributes
Example:
{
"_id": "66a0a0b0c0d0e0f0a0b0c0d0",
"name": "Demo follow-up",
"template": "Hi {{firstName}}, thanks for the demo today!",
"type": "message",
"category": "sales-followup",
"userId": "65b1f0a2c3d4e5f6a7b8c9d0",
"organizationId": "65a0e0e0e0e0e0e0e0e0e0e0",
"createdBy": "65b1f0a2c3d4e5f6a7b8c9d0",
"createdAt": "2026-04-12T08:00:00.000Z",
"updatedAt": "2026-04-12T08:00:00.000Z"
}
⌘I