Create Template

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Headers

{{tenant_key_name}}stringOptional

Request

This endpoint expects a multipart form.
bodystringRequired

Required: Template body - HTML for email/document, plain text for SMS/push - supports {{merge_tags}}

namestringRequired

Required: Template name - max 255 chars

typestringRequired

Required: Template type - invoice|estimate|payment|work_order|form|billing

actionstringRequired

Required: Template action - sent|overdue|receipt|document|statement|etc

channelstringRequired

Optional: Channel - email|sms|push - null/omit for document templates

subjectstringRequired

Optional: Email subject line - max 500 chars - supports {{merge_tags}}

is_activestringRequired

Optional: Active status - true|false - default true

layout_idstringRequired

Optional: Layout UUID - must exist in template_layouts table

clone_fromstringRequired

Optional: UUID of template to clone content from

is_defaultstringRequired

Optional: Default template flag - true|false - default false

sender_namestringRequired

Optional: Custom sender name - max 255 chars

Response

Successful response