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API Documentation

Integrate Gavel with your favorite apps and services. The API is available to users under the Enterprise plans.

General API


Authentication for all endpoints is done via X-Api-Key header:


Create Workflow Session with Data:

Method: POST

Content-Type: application/json

Path: /api/documate/v1/interviews/<interview_name>/new 

Path Parameters:

interview_name: The url encoded, case sensitive name of the interview that we are creating a new session and inserting data into.

Request Body:

variables: a JSON object where the keys are variable names and the values are the values. All values of the object should be a string/number representing the variable they are setting with the exception of the following special variables/data types:

  • Date Time variables must be in ISO8601 format
  • Date variables in this format: "2024-05-30T"
  • ~Note: variables/parameters in the wrong format (e.g., dates in the wrong format) will be ignored.
  • Multi Select fields are arrays of strings matching the choices in your multi-select question.
  • ~Strings that do not match an option in the multi-select question will be ignored.
  • Repeating Items:
  • ~Repeating item values can be set as "itemname”: [{“attributename”: "item 1 attribute value"}, {“attributename”: “item 2 attribute value”}].
  • ~Optional repeating items with no items can be set as “itemname”: []
  • hsl_review_answers - Set this to true or use the "Skip the final review page" workflow setting to skip the “Please review your answers” page.
  • ~If all workflow variables are present in the request, the continuation_url will present the document download page.
  • ~If all workflow variables are not present in the request, the continuation_url will prompt for the missing data and skip the review page, directing to the document download page when missing values are entered.
  • ~Setting hsl_review_answers to true will switch on the "Skip the final review page" workflow setting and skip the final review page in all cases.
  • ~Note: We recommend using the "Skip the final review page" workflow setting instead of hsl_review_answers whenever possible.
  • Invisible Logic:
  • ~You are able to Post data into Invisible Logic Variables by creating a New Variable and having the data set variable in single curly brackets; e.g. {clientnumber}

For a workflow named: My Gavel Workflow with the following data types for variables:

  • my_date_variable: Date
  • my_datetime_variable: Date Time
  • ~firstname: Text
  • ~lastname: Text
  • ~age: Number
  • my_repeating_item: Repeating Item
  • ~repeating_name: Text
  • ~repeating_age: Number
  • my_multi: Multi Select

POST /api/documate/v1/interviews/My%20Gavel%20Workflow/new HTTP/1.1
Content-Type: application/json  

 "variables": {
   "my_date_variable": "2021-05-01T",
   "my_datetime_variable": "2021-05-01T23:02:02.098Z",
   "firstname":  "John",
   "lastname":  "Doe",
   "age": 35,
   "hsl_review_answers": true,
    "my_repeating_item": [
       "repeating_name": "Item 1",
       "repeating_age": 1
       "repeating_name": "Item 2",
       "repeating_age": 2
   "my_multi":["name of option", "name of other option"]

    "continuation_url": "",
    "session_id": "TerMtx6W3o4xhhEq76MqaKL5t2FQcJ2a"  
Retrieve Document Metadata from an Existing Session

Method: GET

Path: api/documate/v1/data-manager/workflows/<workflow_name>/session/<session_id>/documents

Path Parameters:

  • workflow_name: The url encoded, case sensitive name of the workflow for which the requested session belongs
  • session_id: The id of the session for which to retrieve documents

Example Response:

{ "documents": [ { "format": "docx", "name": "output.docx", "template": "sample_output.docx", "type": "outputDocument", "url": "" }, { "format": "pdf", "name": "output.pdf", "template": "sample_output.pdf", "type": "outputDocument", "url": "" }, { "format": "pdf", "name": "user_upload.pdf", "template": "uploadedFile[0]", "type": "fileUpload", "url": "" } ] }
Download Document:

Note that this endpoint is primarily intended to be called in conjunction with api/documate/v1/data-manager/workflows/<workflow_name>/session/<session_id>/documents, using the url response. Builders should not need to manually construct the parameters.

Method: GET

Path: /data-manager/workflows/<workflow_id>/session/<session_id>/download-document?file_number=<file_number>&filename=<filename>&extension=<extension>

Path Parameters:

  • workflow_id: An internal id of the workflow for which the requested session belongs
  • session_id: The id of the session that the document is associated with

Query Parameters:

  • file_number: An internal number associated with the document
  • filename: The name of the file
  • extension: The extension of the file


The binary file contents.

List Workflow Names:

Method: GET

Path: /api/playground?folder=questions

Example Response:

[ "Continued.yml", "Divorce Workflow.yml", "Evictions.yml", "Express Workflow.yml" ]
List Workflow Variables:

Method: GET

Path: /officeaddin?pgtypes=<workflow name>.yml

Path Parameters:

pgtypes: name of the workflow returned from List Workflows endpoint.

Example Response:
{ "attachments": [], "success": true, "types_json": { "types_list": [ { "datatype": "text", "inputtype": "radio", "label": "Marital Status", "required": true, "selections": [ "Married", "Single" ], "variable": "marital_status" }, { "datatype": "text", "label": "My Text 2", "required": true, "variable": "my_text2" }, ] } }

Note: This API overlaps with the Gavel Office add-in API, so it will also allow for additional data such as variable names for buttons and instruction blocks.