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Create a firm template

POST/api/v1/advisory-firms/{firm_id}/templates

Operation ID: create_firm_template_api_v1_advisory_firms__firm_id__templates_post·View as markdown·OpenAPI slice

Authentication

Bearer token authentication. Pass your DayZero API token in the Authorization header and the target business UUID in x-business-id.

Parameters

Path

firm_idstringrequired

Request body

Schema: FirmTemplateCreate

kindstringrequired: Template kind: 'coa', 'bank_rules', or 'review_checklist'
namestringrequired
descriptionstring
payloadJsonValuerequiredJsonValue: Kind-specific payload (list of ledger dicts / rule dicts / checklist step dicts).

Responses

201Successful Response

Schema: SuccessEnvelope_FirmTemplateResponse_

successboolean
messagestring
codestring
dataFirmTemplateResponse

401Unauthorized - Authentication required

403Forbidden - Insufficient permissions

404Not Found - Resource does not exist

409Conflict - Resource already exists

422Validation Error - Invalid data format

Code samples

POST/api/v1/advisory-firms/{firm_id}/templates

bash

curl -X POST 'https://api.ondayzero.com/api/v1/advisory-firms/{firm_id}/templates' \
  -H 'Authorization: Bearer dz_your_token' \
  -H 'x-business-id: YOUR_BUSINESS_ID' \
  -H 'Content-Type: application/json' \
  -d '{
  "kind": "string",
  "name": "string",
  "payload": "string"
}'