Link Flow

Link is a preconfigured and hosted widget with workflow that enables your customers to effortlessly complete a onboarding process within a matter of minutes by utilizing the provided link.

Flow Overview

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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

companyNamestringOptional

Comapny name

companyNumberstringOptional

Company number

companyAddressstringOptional

Company address

Responses

201

Case was created successfully

application/json

400

Bad request body

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": "[email protected]",
  "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 Link

A Link is generated to initiate the onboarding workflow for the individual represented by a case. To generate the link, both a Case and a Workflow Definition are necessary. This process must be carried out on your backend server. This step must be carried out on your backend server.

Generate link with the onboarding workflow

post

Generate link with the onboarding worflow for specific case

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

201

Link has been generated.

application/json

400

Request is invalid

application/json

404

Case not found

application/json

post

HTTPcURLJavaScriptPython

POST /link 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"
}

{
  "link": "https://link.transactionlink.io/0df7e442-720c-4afb-8fed-c2664d6cb803"
}