Embedded Flow

Flow Overview

Steps

Create Case

The initial step is to create a case, which represents an individual who will go through the workflow.

During case creation, you can provide additional data such as first name, last name, number, or company name. These details can be utilized when executing tasks in the workflow. This step must be carried out on your backend server.

Please ensure that you create a Case for every new end user, as it acts as their representation within the system. For returning users, you can utilize the previously created Case to streamline the process.

Create case

post

Create a case with provided data

Body

firstNamestringoptional

First name

lastNamestringoptional

Last name

personalNumberstringoptional

Personal Number

emailstringoptional

Email

phoneobjectoptional

Phone

companyNamestringoptional

Comapny name

companyNumberstringoptional

Company number

companyAddressstringoptional

Company address

documentsobject[]optional

Responses

application/json

objectoptional

application/json

post

HTTPcURLJavaScriptPython

POST /cases HTTP/1.1
Host: api.transactionlink.io
Content-Type: application/json
Accept: */*
Content-Length: 646

{
  "firstName": "Jan",
  "lastName": "Nowak",
  "personalNumber": 17300211234,
  "email": "[e-mail]",
  "phone": {
    "countryCode": 48,
    "number": 666666666
  },
  "companyName": "Company name",
  "companyNumber": "Company number",
  "companyAddress": "Company address",
  "documents": [
    {
      "resourceId": "20fd5007-008d-447c-8378-6f81ea48fe65",
      "resourceName": "File name.pdf",
      "resourcePath": "resources/e1413f5b-acb0-4995-919a-3fc60c9592c5/20fd5007-008d-447c-8378-6f81ea48fe65/File name.pdf"
    },
    {
      "resourceId": "20fd5007-008d-447c-8378-6f81ea48fe65",
      "resourceName": "File name.pdf",
      "resourcePath": "resources/e1413f5b-acb0-4995-919a-3fc60c9592c5/20fd5007-008d-447c-8378-6f81ea48fe65/File name.pdf"
    }
  ]
}

{
  "createdDate": "text",
  "caseId": "text",
  "partyId": "text",
  "partyDetails": {
    "personal": {
      "firstName": "text",
      "lastName": "text",
      "personalNumber": "text",
      "email": "text",
      "phone": {
        "countryCode": "text",
        "number": "text"
      }
    },
    "business": {
      "companyNumber": "text",
      "companyName": "text",
      "companyAddress": "text"
    },
    "documents": [
      {
        "resourceId": "text",
        "resourceName": "text",
        "resourcePath": "text"
      }
    ]
  }
}

Generate Token

A Token is generated to initiate the widget with the onboarding workflow for the individual represented by a Case. To generate the Token, both a case and a workflow definition are necessary. This step must be carried out on your backend server.

You must generate a new token each time you initialise the TransactionLink Widget

Generate widget token

post

Widget token for provided caseId and workflowDefinitionId with optional parametersId

Body

caseIdstring · uuidrequired

Case identifier for which we want to initiate the workflow

workflowDefinitionIdstringrequired

Id of the workflow definition

Example: 3b2d8a4f-579f-4e2e-a51c-f859e532fe8c

parametersIdstringoptional

Id of the parameters used in workflow

Example: 4b6ffcb6-ab6d-44b9-b5ab-4b5147b0b302

Responses

application/json

objectoptional

application/json

application/json

post

HTTPcURLJavaScriptPython

POST /token HTTP/1.1
Host: api.transactionlink.io
Content-Type: application/json
Accept: */*
Content-Length: 165

{
  "caseId": "123e4567-e89b-12d3-a456-426614174000",
  "workflowDefinitionId": "3b2d8a4f-579f-4e2e-a51c-f859e532fe8c",
  "parametersId": "4b6ffcb6-ab6d-44b9-b5ab-4b5147b0b302"
}

{
  "token": "ewogICJhbGciIDogIlJTNTEyIgp9.ewogICJjdXN0b21lcklkIiA6ICIxMTUzNmU2NS00YmIwLTQ3ZGQtOTYwMC03NmFjNTM1Yzc4MzIiLAogICJwYXJ0eUlkIiA6ICIzYjJkOGE0Zi01NzlmLTRlMmUtYTUxYy1mODU5ZTUzMmZlOGMiLAogICJ3b3Jrc3BhY2VJZCIgOiAiMWY5ZDI4YmItNzQ5NC00NTMxLWI1MGUtZmM1YTlhMTFiNDgzIiwKICAiaWF0IiA6IDE2NDUwMjkyOTcsCiAgImV4cCIgOiAxNjQ1MDMyODk3Cn0.j62_fClRsh6vk4Lx2JoMSoEjptUyK9kqtaK_9BtYk3j-Gw-dphMRD4TL0tSc-CBHloV8wl2knMqsyTHLMNSdOkwZYNeSfPwABQEmgNkpOJoyKAxlYAp3KOpkhT4EQgYFeewrK6tgOiLPWy5tlT8NOMJHWJ_VdDGjtBd1jcir1Tp6ipumoUcBfrspHIuXbNVdh7PHJg1mUVHMspvL1WsARVvqHe9KsUszVPdlxc2xJkKFf2jwh70jwjcaXSkBSu4iOVjPdblC6vdvZpRIUK7eSASKexPfQaJXMa0iDv7NEwSAQbrz9iyXiYD5pnRR6MeGAX1d39Z09sxvVzyon_aSvA",
  "expiryDuration": 3600,
  "tokenType": "Bearer"
}

Set Token in the Widget

To import our Widget, you need to include it in your target page as follows. Use the transactionlink-widget tag to place the widget on your website.

<!DOCTYPE html>
<html lang="en">
<head>
    <meta charset="UTF-8">
    <meta http-equiv="X-UA-Compatible" content="IE=edge">
    <meta name="viewport" content="width=device-width, initial-scale=1.0">
    <title>Document</title>
</head>
<body>
<transactionlink-widget />
<script>
    window.transactionlink_ready = () => {
        transactionlink.setOptions({
            token: 'exampleToken', // string
            ...otherOptions
        });
        transactionlink.open();
    }
</script>
<script src="https://widget.sandbox.transactionlink.io/transactionlink-widget.umd.js"></script>
</body>
</html>