Creates a portal task

Creates a new client portal task associated with the specified matter.

POST /matters/{matterId}/portal/tasks

Creates a portal task

cURL

curl --request POST \
  --url https://api.smokeball.com/matters/{matterId}/portal/tasks \
  --header 'Authorization: <api-key>' \
  --header 'Content-Type: application/json-patch+json' \
  --header 'x-api-key: <api-key>' \
  --data '
{
  "externalUserId": "<string>",
  "title": "Sign: Verification of Identity",
  "url": "http://www.yourwebsite.com",
  "contactId": "93421c6f-40bd-465d-bb95-3b3b5e200e30",
  "email": "[e-mail]",
  "requireMFA": true,
  "optional": true,
  "actionText": "Complete",
  "completedText": "Signing Complete!",
  "completedUrl": "http://www.yourwebsite.com"
}
'

import requests

url = "https://api.smokeball.com/matters/{matterId}/portal/tasks"

payload = {
    "externalUserId": "<string>",
    "title": "Sign: Verification of Identity",
    "url": "http://www.yourwebsite.com",
    "contactId": "93421c6f-40bd-465d-bb95-3b3b5e200e30",
    "email": "[e-mail]",
    "requireMFA": True,
    "optional": True,
    "actionText": "Complete",
    "completedText": "Signing Complete!",
    "completedUrl": "http://www.yourwebsite.com"
}
headers = {
    "x-api-key": "<api-key>",
    "Authorization": "<api-key>",
    "Content-Type": "application/json-patch+json"
}

response = requests.post(url, json=payload, headers=headers)

print(response.text)

const options = {
  method: 'POST',
  headers: {
    'x-api-key': '<api-key>',
    Authorization: '<api-key>',
    'Content-Type': 'application/json-patch+json'
  },
  body: JSON.stringify({
    externalUserId: '<string>',
    title: 'Sign: Verification of Identity',
    url: 'http://www.yourwebsite.com',
    contactId: '93421c6f-40bd-465d-bb95-3b3b5e200e30',
    email: '[e-mail]',
    requireMFA: true,
    optional: true,
    actionText: 'Complete',
    completedText: 'Signing Complete!',
    completedUrl: 'http://www.yourwebsite.com'
  })
};

fetch('https://api.smokeball.com/matters/{matterId}/portal/tasks', 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://api.smokeball.com/matters/{matterId}/portal/tasks",
  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([
    'externalUserId' => '<string>',
    'title' => 'Sign: Verification of Identity',
    'url' => 'http://www.yourwebsite.com',
    'contactId' => '93421c6f-40bd-465d-bb95-3b3b5e200e30',
    'email' => '[e-mail]',
    'requireMFA' => true,
    'optional' => true,
    'actionText' => 'Complete',
    'completedText' => 'Signing Complete!',
    'completedUrl' => 'http://www.yourwebsite.com'
  ]),
  CURLOPT_HTTPHEADER => [
    "Authorization: <api-key>",
    "Content-Type: application/json-patch+json",
    "x-api-key: <api-key>"
  ],
]);

$response = curl_exec($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://api.smokeball.com/matters/{matterId}/portal/tasks"

	payload := strings.NewReader("{\n  \"externalUserId\": \"<string>\",\n  \"title\": \"Sign: Verification of Identity\",\n  \"url\": \"http://www.yourwebsite.com\",\n  \"contactId\": \"93421c6f-40bd-465d-bb95-3b3b5e200e30\",\n  \"email\": \"[e-mail]\",\n  \"requireMFA\": true,\n  \"optional\": true,\n  \"actionText\": \"Complete\",\n  \"completedText\": \"Signing Complete!\",\n  \"completedUrl\": \"http://www.yourwebsite.com\"\n}")

	req, _ := http.NewRequest("POST", url, payload)

	req.Header.Add("x-api-key", "<api-key>")
	req.Header.Add("Authorization", "<api-key>")
	req.Header.Add("Content-Type", "application/json-patch+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://api.smokeball.com/matters/{matterId}/portal/tasks")
  .header("x-api-key", "<api-key>")
  .header("Authorization", "<api-key>")
  .header("Content-Type", "application/json-patch+json")
  .body("{\n  \"externalUserId\": \"<string>\",\n  \"title\": \"Sign: Verification of Identity\",\n  \"url\": \"http://www.yourwebsite.com\",\n  \"contactId\": \"93421c6f-40bd-465d-bb95-3b3b5e200e30\",\n  \"email\": \"[e-mail]\",\n  \"requireMFA\": true,\n  \"optional\": true,\n  \"actionText\": \"Complete\",\n  \"completedText\": \"Signing Complete!\",\n  \"completedUrl\": \"http://www.yourwebsite.com\"\n}")
  .asString();

require 'uri'
require 'net/http'

url = URI("https://api.smokeball.com/matters/{matterId}/portal/tasks")

http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true

request = Net::HTTP::Post.new(url)
request["x-api-key"] = '<api-key>'
request["Authorization"] = '<api-key>'
request["Content-Type"] = 'application/json-patch+json'
request.body = "{\n  \"externalUserId\": \"<string>\",\n  \"title\": \"Sign: Verification of Identity\",\n  \"url\": \"http://www.yourwebsite.com\",\n  \"contactId\": \"93421c6f-40bd-465d-bb95-3b3b5e200e30\",\n  \"email\": \"[e-mail]\",\n  \"requireMFA\": true,\n  \"optional\": true,\n  \"actionText\": \"Complete\",\n  \"completedText\": \"Signing Complete!\",\n  \"completedUrl\": \"http://www.yourwebsite.com\"\n}"

response = http.request(request)
puts response.read_body

400

{
  "type": "<string>",
  "title": "<string>",
  "status": 123,
  "detail": "<string>",
  "instance": "<string>"
}

{
  "type": "<string>",
  "title": "<string>",
  "status": 123,
  "detail": "<string>",
  "instance": "<string>"
}

{
  "type": "<string>",
  "title": "<string>",
  "status": 123,
  "detail": "<string>",
  "instance": "<string>"
}

Authorizations

x-api-key · string · header · required

Authorization · string · header · required

Path Parameters

matterId · string<uuid> · required

Body

application/json-patch+jsonapplication/jsonapplication/*+json

externalUserId · string · required

The optional external user identifier of the external system.

Minimum string length: 1

title · string · required

The title of the task to be displayed in the UI.

Minimum string length: 1

Example:

"Sign: Verification of Identity"

url · string · required

The URL that will be displayed within the task content.

Minimum string length: 1

Example:

"http://www.yourwebsite.com"

contactId · string<uuid> | null

Unique identifier of the contact.

Example:

"93421c6f-40bd-465d-bb95-3b3b5e200e30"

email · string | null

Email address of the contact. If provided, this takes precedence over ContactId.

Example:

"[e-mail]"

requireMFA · boolean

Whether MFA is required before showing the task content.

optional · boolean

Whether the task is "Required" or "Optional".

Optional tasks appear in a separate section in the UI.

actionText · string | null

Optional action text, a single word to describe the action the task relates to.

Defaults to "Complete", but other examples could be "Sign" or "Review".

Example:

"Complete"

completedText · string | null

Optional completed text, used on the task success screen if provided.

Example:

"Signing Complete!"

completedUrl · string | null

Optional completed URL, which is a URL that is loaded in the task content body instead of the default success screen if provided.

This option overrides CompletedText if provided.

Example:

"http://www.yourwebsite.com"

Response

202

When request is accepted. Returns the id of the task to be created.