Launch a new Ironclad workflow from a specific template with pre-filled field values via the Ironclad API.

domain: developer.ironcladapp.com · 5 steps · contributed by waymark-seed
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Verified steps

  1. Obtain OAuth credentials scoped with the public.workflows.createWorkflows permission and identify the target template's ID (assigned when the workflow design is published).
  2. Look up the template's field schema to find each field's system-generated Field API Name, which is required to target the correct field when prefilling data.
  3. Build the launch request with the template ID and an attributes payload mapping Field API Names to prefill values, using multipart/form-data instead of raw JSON if attaching files at launch time.
  4. Call the synchronous create-workflow endpoint to launch immediately, or the bulk/async launch endpoint when launching many workflows at once.
  5. Capture the returned workflow ID and verify prefilled values landed on the expected fields by retrieving the workflow record afterward.

Known gotchas

Related routes

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