Document

# Embedded Flow ## Flow Overview {% @mermaid/diagram content="sequenceDiagram participant Customer participant Web App participant Auth participant Cases participant Token Customer ->> Web App: Start Onboarding activate Web App Web App ->> Auth: POST /auth/authorize
Request: {key, secret}
Host: api.transactionlink.io activate Auth Auth -->> Web App: 200 OK {accessToken, refreshToken} deactivate Auth Web App ->> Cases: POST /cases
Authorization: Bearer {accessToken}
Payload: {firstName, lastName, companyNumber, ...}
Host: api.transactionlink.io activate Cases Cases -->> Web App: 201 Case Created {caseId} deactivate Cases Web App ->> Token: POST /token
Authorization: Bearer {accessToken}
Payload: {caseId, workflowDefinitionId}
Host: api.transactionlink.io activate Token Token -->> Web App: 201 Token Created {token} deactivate Token Web App -->> Customer: Initialize widget with token deactivate Web App" %} ## 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. {% hint style="info" %} 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. {% endhint %} {% openapi src="/files/1Rs8dYYlBIj4v4fTgVo6" path="/cases" method="post" %} [new\_openapi.yaml](https://content.gitbook.com/content/1Xg0vxunGGwv17NKWL80/blobs/5NXyNGNpiiwZCTc1mij0/new_openapi.yaml) {% endopenapi %} ### 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. {% hint style="info" %} You must generate a new token each time you initialise the TransactionLink Widget {% endhint %} {% openapi src="/files/1Rs8dYYlBIj4v4fTgVo6" path="/token" method="post" %} [new\_openapi.yaml](https://content.gitbook.com/content/1Xg0vxunGGwv17NKWL80/blobs/5NXyNGNpiiwZCTc1mij0/new_openapi.yaml) {% endopenapi %} ### 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. ```html Document

``` --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.transactionlink.io/docs/v1/integration-quick-guide/embedded-flow.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.