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

Create a case with provided data

POSThttps://api.transactionlink.io/cases

Body

application/json

firstNamestring

First name

lastNamestring

Last name

personalNumberstring

Personal Number

emailstring

Email

phoneobject

Phone

companyNamestring

Comapny name

companyNumberstring

Company number

companyAddressstring

Company address

documentsarray of object

Response

201400

Case was created successfully

Body

application/json

createdDate*string

Creation time

caseId*string

Case Id

partyId*string

Case id

partyDetails*object

Request

JavaScriptCurlPython

const response = await fetch('https://api.transactionlink.io/cases', {
    method: 'POST',
    headers: {
      "Content-Type": "application/json"
    },
    body: JSON.stringify({
      "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"
        }
      ]
    }),
});
const data = await response.json();

Response

201400

{
  "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

Widget token for provided caseId and workflowDefinitionId with optional parametersId

POSThttps://api.transactionlink.io/token

Body

application/json

caseId*string (uuid)

Case identifier for which we want to initiate the workflow

workflowDefinitionId*string

Id of the workflow definition

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

parametersIdstring

Id of the parameters used in workflow

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

Response

201400404

Token has been generated

Body

application/json

token*string

Widget token which should be set in widget

Example: "ewogICJhbGciIDogIlJTNTEyIgp9.ewogICJjdXN0b21lcklkIiA6ICIxMTUzNmU2NS00YmIwLTQ3ZGQtOTYwMC03NmFjNTM1Yzc4MzIiLAogICJwYXJ0eUlkIiA6ICIzYjJkOGE0Zi01NzlmLTRlMmUtYTUxYy1mODU5ZTUzMmZlOGMiLAogICJ3b3Jrc3BhY2VJZCIgOiAiMWY5ZDI4YmItNzQ5NC00NTMxLWI1MGUtZmM1YTlhMTFiNDgzIiwKICAiaWF0IiA6IDE2NDUwMjkyOTcsCiAgImV4cCIgOiAxNjQ1MDMyODk3Cn0.j62_fClRsh6vk4Lx2JoMSoEjptUyK9kqtaK_9BtYk3j-Gw-dphMRD4TL0tSc-CBHloV8wl2knMqsyTHLMNSdOkwZYNeSfPwABQEmgNkpOJoyKAxlYAp3KOpkhT4EQgYFeewrK6tgOiLPWy5tlT8NOMJHWJ_VdDGjtBd1jcir1Tp6ipumoUcBfrspHIuXbNVdh7PHJg1mUVHMspvL1WsARVvqHe9KsUszVPdlxc2xJkKFf2jwh70jwjcaXSkBSu4iOVjPdblC6vdvZpRIUK7eSASKexPfQaJXMa0iDv7NEwSAQbrz9iyXiYD5pnRR6MeGAX1d39Z09sxvVzyon_aSvA"

expiryDuration*integer

Token expiration in seconds

Example: 3600

tokenType*string

Token type

Example: "Bearer"

Request

JavaScriptCurlPython

const response = await fetch('https://api.transactionlink.io/token', {
    method: 'POST',
    headers: {
      "Content-Type": "application/json"
    },
    body: JSON.stringify({
      "caseId": "123e4567-e89b-12d3-a456-426614174000",
      "workflowDefinitionId": "3b2d8a4f-579f-4e2e-a51c-f859e532fe8c"
    }),
});
const data = await response.json();

Response

201400404

{
  "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>