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Templates

List template placeholders

Extracts and returns all placeholders from the automation's Google Doc template. Placeholders are grouped into main (top-level) and line item groups (line_items_1, line_items_2, etc.).

get/listPlaceholdersV2

Query parameters

automationIdstring

The automation ID. The automation must have a template configured. Either automationId or docId is required.

docIdstring

Alternative to automationId.

Response

Placeholders extracted

Example response

{
  "placeholders": {
    "main": [
      "customer_name",
      "invoice_date",
      "total"
    ],
    "line_items_1": [
      "description",
      "quantity",
      "rate",
      "amount"
    ]
  }
}

Changes