> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.itspropel.com/llms.txt. > For full documentation content, see https://docs.itspropel.com/llms-full.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.itspropel.com/_mcp/server. # Create Template POST https://templates Content-Type: multipart/form-data Reference: https://docs.itspropel.com/propel-biz/20-templates/templates/create-template ## OpenAPI Specification ```yaml openapi: 3.1.0 info: title: PropelBiz version: 1.0.0 paths: /templates: post: operationId: create-template summary: Create Template tags: - subpackage_20Templates.subpackage_20Templates/templates parameters: - name: '{{tenant_key_name}}' in: header required: false schema: type: string responses: '200': description: Successful response content: application/json: schema: $ref: >- #/components/schemas/20 Templates_Templates_Create Template_Response_200 requestBody: content: multipart/form-data: schema: type: object properties: body: type: string description: >- Required: Template body - HTML for email/document, plain text for SMS/push - supports {{merge_tags}} name: type: string description: 'Required: Template name - max 255 chars' type: type: string description: >- Required: Template type - invoice|estimate|payment|work_order|form|billing action: type: string description: >- Required: Template action - sent|overdue|receipt|document|statement|etc channel: type: string description: >- Optional: Channel - email|sms|push - null/omit for document templates subject: type: string description: >- Optional: Email subject line - max 500 chars - supports {{merge_tags}} is_active: type: string description: 'Optional: Active status - true|false - default true' layout_id: type: string description: 'Optional: Layout UUID - must exist in template_layouts table' clone_from: type: string description: 'Optional: UUID of template to clone content from' is_default: type: string description: 'Optional: Default template flag - true|false - default false' sender_name: type: string description: 'Optional: Custom sender name - max 255 chars' required: - body - name - type - action - channel - subject - is_active - layout_id - clone_from - is_default - sender_name servers: - url: https:/ components: schemas: 20 Templates_Templates_Create Template_Response_200: type: object properties: {} description: Empty response body title: 20 Templates_Templates_Create Template_Response_200 ``` ## SDK Code Examples ```python import requests url = "https://https/templates" payload = "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"body\"\r\n\r\n

Dear {{customer_name}},

Your invoice #{{invoice_number}} is now available.

\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"name\"\r\n\r\nInvoice Notification\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"type\"\r\n\r\ninvoice\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"action\"\r\n\r\nsent\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"channel\"\r\n\r\nemail\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"subject\"\r\n\r\nYour Invoice #{{invoice_number}} from PropelBiz\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_active\"\r\n\r\ntrue\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"layout_id\"\r\n\r\na3f1c9d2-4b6e-4f8a-9c3d-2e7b5f1a9c8d\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"clone_from\"\r\n\r\nb7e2d3f4-5a6b-4c7d-8e9f-0a1b2c3d4e5f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_default\"\r\n\r\nfalse\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"sender_name\"\r\n\r\nPropelBiz Billing\r\n-----011000010111000001101001--\r\n" headers = { "{{tenant_key_name}}": "{{tenant_key_value1}}|{{tenant_key_value2}}", "Content-Type": "multipart/form-data; boundary=---011000010111000001101001" } response = requests.post(url, data=payload, headers=headers) print(response.json()) ``` ```javascript const url = 'https://https/templates'; const form = new FormData(); form.append('body', '

Dear {{customer_name}},

Your invoice #{{invoice_number}} is now available.

'); form.append('name', 'Invoice Notification'); form.append('type', 'invoice'); form.append('action', 'sent'); form.append('channel', 'email'); form.append('subject', 'Your Invoice #{{invoice_number}} from PropelBiz'); form.append('is_active', 'true'); form.append('layout_id', 'a3f1c9d2-4b6e-4f8a-9c3d-2e7b5f1a9c8d'); form.append('clone_from', 'b7e2d3f4-5a6b-4c7d-8e9f-0a1b2c3d4e5f'); form.append('is_default', 'false'); form.append('sender_name', 'PropelBiz Billing'); const options = { method: 'POST', headers: {'{{tenant_key_name}}': '{{tenant_key_value1}}|{{tenant_key_value2}}'} }; options.body = form; try { const response = await fetch(url, options); const data = await response.json(); console.log(data); } catch (error) { console.error(error); } ``` ```go package main import ( "fmt" "strings" "net/http" "io" ) func main() { url := "https://https/templates" payload := strings.NewReader("-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"body\"\r\n\r\n

Dear {{customer_name}},

Your invoice #{{invoice_number}} is now available.

\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"name\"\r\n\r\nInvoice Notification\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"type\"\r\n\r\ninvoice\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"action\"\r\n\r\nsent\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"channel\"\r\n\r\nemail\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"subject\"\r\n\r\nYour Invoice #{{invoice_number}} from PropelBiz\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_active\"\r\n\r\ntrue\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"layout_id\"\r\n\r\na3f1c9d2-4b6e-4f8a-9c3d-2e7b5f1a9c8d\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"clone_from\"\r\n\r\nb7e2d3f4-5a6b-4c7d-8e9f-0a1b2c3d4e5f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_default\"\r\n\r\nfalse\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"sender_name\"\r\n\r\nPropelBiz Billing\r\n-----011000010111000001101001--\r\n") req, _ := http.NewRequest("POST", url, payload) req.Header.Add("{{tenant_key_name}}", "{{tenant_key_value1}}|{{tenant_key_value2}}") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := io.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body)) } ``` ```ruby require 'uri' require 'net/http' url = URI("https://https/templates") http = Net::HTTP.new(url.host, url.port) http.use_ssl = true request = Net::HTTP::Post.new(url) request["{{tenant_key_name}}"] = '{{tenant_key_value1}}|{{tenant_key_value2}}' request.body = "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"body\"\r\n\r\n

Dear {{customer_name}},

Your invoice #{{invoice_number}} is now available.

\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"name\"\r\n\r\nInvoice Notification\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"type\"\r\n\r\ninvoice\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"action\"\r\n\r\nsent\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"channel\"\r\n\r\nemail\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"subject\"\r\n\r\nYour Invoice #{{invoice_number}} from PropelBiz\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_active\"\r\n\r\ntrue\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"layout_id\"\r\n\r\na3f1c9d2-4b6e-4f8a-9c3d-2e7b5f1a9c8d\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"clone_from\"\r\n\r\nb7e2d3f4-5a6b-4c7d-8e9f-0a1b2c3d4e5f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_default\"\r\n\r\nfalse\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"sender_name\"\r\n\r\nPropelBiz Billing\r\n-----011000010111000001101001--\r\n" response = http.request(request) puts response.read_body ``` ```java import com.mashape.unirest.http.HttpResponse; import com.mashape.unirest.http.Unirest; HttpResponse response = Unirest.post("https://https/templates") .header("{{tenant_key_name}}", "{{tenant_key_value1}}|{{tenant_key_value2}}") .body("-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"body\"\r\n\r\n

Dear {{customer_name}},

Your invoice #{{invoice_number}} is now available.

\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"name\"\r\n\r\nInvoice Notification\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"type\"\r\n\r\ninvoice\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"action\"\r\n\r\nsent\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"channel\"\r\n\r\nemail\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"subject\"\r\n\r\nYour Invoice #{{invoice_number}} from PropelBiz\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_active\"\r\n\r\ntrue\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"layout_id\"\r\n\r\na3f1c9d2-4b6e-4f8a-9c3d-2e7b5f1a9c8d\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"clone_from\"\r\n\r\nb7e2d3f4-5a6b-4c7d-8e9f-0a1b2c3d4e5f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_default\"\r\n\r\nfalse\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"sender_name\"\r\n\r\nPropelBiz Billing\r\n-----011000010111000001101001--\r\n") .asString(); ``` ```php request('POST', 'https://https/templates', [ 'multipart' => [ [ 'name' => 'body', 'contents' => '

Dear {{customer_name}},

Your invoice #{{invoice_number}} is now available.

' ], [ 'name' => 'name', 'contents' => 'Invoice Notification' ], [ 'name' => 'type', 'contents' => 'invoice' ], [ 'name' => 'action', 'contents' => 'sent' ], [ 'name' => 'channel', 'contents' => 'email' ], [ 'name' => 'subject', 'contents' => 'Your Invoice #{{invoice_number}} from PropelBiz' ], [ 'name' => 'is_active', 'contents' => 'true' ], [ 'name' => 'layout_id', 'contents' => 'a3f1c9d2-4b6e-4f8a-9c3d-2e7b5f1a9c8d' ], [ 'name' => 'clone_from', 'contents' => 'b7e2d3f4-5a6b-4c7d-8e9f-0a1b2c3d4e5f' ], [ 'name' => 'is_default', 'contents' => 'false' ], [ 'name' => 'sender_name', 'contents' => 'PropelBiz Billing' ] ] 'headers' => [ '{{tenant_key_name}}' => '{{tenant_key_value1}}|{{tenant_key_value2}}', ], ]); echo $response->getBody(); ``` ```csharp using RestSharp; var client = new RestClient("https://https/templates"); var request = new RestRequest(Method.POST); request.AddHeader("{{tenant_key_name}}", "{{tenant_key_value1}}|{{tenant_key_value2}}"); request.AddParameter("undefined", "-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"body\"\r\n\r\n

Dear {{customer_name}},

Your invoice #{{invoice_number}} is now available.

\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"name\"\r\n\r\nInvoice Notification\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"type\"\r\n\r\ninvoice\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"action\"\r\n\r\nsent\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"channel\"\r\n\r\nemail\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"subject\"\r\n\r\nYour Invoice #{{invoice_number}} from PropelBiz\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_active\"\r\n\r\ntrue\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"layout_id\"\r\n\r\na3f1c9d2-4b6e-4f8a-9c3d-2e7b5f1a9c8d\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"clone_from\"\r\n\r\nb7e2d3f4-5a6b-4c7d-8e9f-0a1b2c3d4e5f\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"is_default\"\r\n\r\nfalse\r\n-----011000010111000001101001\r\nContent-Disposition: form-data; name=\"sender_name\"\r\n\r\nPropelBiz Billing\r\n-----011000010111000001101001--\r\n", ParameterType.RequestBody); IRestResponse response = client.Execute(request); ``` ```swift import Foundation let headers = ["{{tenant_key_name}}": "{{tenant_key_value1}}|{{tenant_key_value2}}"] let parameters = [ [ "name": "body", "value": "

Dear {{customer_name}},

Your invoice #{{invoice_number}} is now available.

" ], [ "name": "name", "value": "Invoice Notification" ], [ "name": "type", "value": "invoice" ], [ "name": "action", "value": "sent" ], [ "name": "channel", "value": "email" ], [ "name": "subject", "value": "Your Invoice #{{invoice_number}} from PropelBiz" ], [ "name": "is_active", "value": "true" ], [ "name": "layout_id", "value": "a3f1c9d2-4b6e-4f8a-9c3d-2e7b5f1a9c8d" ], [ "name": "clone_from", "value": "b7e2d3f4-5a6b-4c7d-8e9f-0a1b2c3d4e5f" ], [ "name": "is_default", "value": "false" ], [ "name": "sender_name", "value": "PropelBiz Billing" ] ] let boundary = "---011000010111000001101001" var body = "" var error: NSError? = nil for param in parameters { let paramName = param["name"]! body += "--\(boundary)\r\n" body += "Content-Disposition:form-data; name=\"\(paramName)\"" if let filename = param["fileName"] { let contentType = param["content-type"]! let fileContent = String(contentsOfFile: filename, encoding: String.Encoding.utf8) if (error != nil) { print(error as Any) } body += "; filename=\"\(filename)\"\r\n" body += "Content-Type: \(contentType)\r\n\r\n" body += fileContent } else if let paramValue = param["value"] { body += "\r\n\r\n\(paramValue)" } } let request = NSMutableURLRequest(url: NSURL(string: "https://https/templates")! as URL, cachePolicy: .useProtocolCachePolicy, timeoutInterval: 10.0) request.httpMethod = "POST" request.allHTTPHeaderFields = headers request.httpBody = postData as Data let session = URLSession.shared let dataTask = session.dataTask(with: request as URLRequest, completionHandler: { (data, response, error) -> Void in if (error != nil) { print(error as Any) } else { let httpResponse = response as? HTTPURLResponse print(httpResponse) } }) dataTask.resume() ```