Use your API key and OAuth credentials to securely authorize requests. Store credentials safely and rotate keys every 90 days.
ABC Trainerize authenticates with the API using client credentials, ensuring only authorized actions are performed. Use token-based auth and scope the access per use-case.
Endpoint 1: Create Document; Endpoint 2: Update Document; Endpoint 3: Get Document; Endpoint 4: Delete Document; Endpoint 5: List Documents; Endpoint 6: Create Contract; Endpoint 7: Get Contract; Endpoint 8: Update Contract; Endpoint 9: List Contracts; Endpoint 10: Attach File; Endpoint 11: Search; Endpoint 12: Get User; Endpoint 13: Create Note; Endpoint 14: List Notes; Endpoint 15: Webhook Setup; Endpoint 16: Retrieve Metadata; Endpoint 17: Update Metadata; Endpoint 18: Archive Document; Endpoint 19: Restore Document; Endpoint 20: List Archives; Endpoint 21: Create Template; Endpoint 22: Get Template; Endpoint 23: Update Template; Endpoint 24: Delete Template; Endpoint 25: List Templates; Endpoint 26: Create Agreement; Endpoint 27: Get Agreement; Endpoint 28: Update Agreement; Endpoint 29: Delete Agreement; Endpoint 30: List Agreements; Endpoint 31: Upload Attachment; Endpoint 32: Download Attachment; Endpoint 33: Email Document; Endpoint 34: Generate Preview; Endpoint 35: Audit Log; Endpoint 36: Revisions; Endpoint 37: User Permissions; Endpoint 38: Role Management; Endpoint 39: Webhook Test; Endpoint 40: Ping; Endpoint 41: Health Check; Endpoint 42: Rate Limit; Endpoint 43: Error Reporting; Endpoint 44: Retry Policy; Endpoint 45: Translation Keys; Endpoint 46: Locales; Endpoint 47: Custom Fields; Endpoint 48: Tags; Endpoint 49: Filtering; Endpoint 50: Sorting; Endpoint 51: Pagination; Endpoint 52: Export; Endpoint 53: Import; Endpoint 54: Audit Reports
Trigger: New or updated documents in ABC Trainerize trigger a create/update in the Documents & Contracts API.
Actions: Create or update documents, attach metadata, trigger notifications.
POST /documents or PATCH /documents/{id}
doc_id, title, client_id, status, metadata
Trigger: Contract status changes in ABC Trainerize reflect in the Documents & Contracts API.
Actions: Create/Update contracts, attach files, log activity.
POST /contracts
contract_id, client_id, type, status, effective_date
Trigger: In ABC Trainerize, when a document or contract reaches end-of-life.
Actions: Archive documents, move to storage, update indexes.
PUT /archives/{type}/{id}
archive_id, type, id, reason
Faster onboarding with drag-and-drop integration and ready-made templates.
Real-time sync reduces manual data entry and errors.
Unified document and contract workflows within ABC Trainerize.
A quick reference for the data elements, processes, and terminology used when connecting ABC Trainerize to the Documents & Contracts API.
Methods for verifying identity and authorizing requests (API keys, OAuth tokens, scopes).
A specific API URL and HTTP method used to perform an action (GET, POST, PATCH, DELETE).
A callback mechanism that notifies ABC Trainerize of events in the API.
The data body sent with requests and returned in responses.
Use triggers to auto-create renewal documents when a contract approaches expiration.
Template-based docs populate from ABC Trainerize client data to speed up contract generation.
Automatically generate compliance reports from synced data for stakeholders.
Register the ABC Trainerize app in the Documents & Contracts API and generate API keys and OAuth client credentials.
Set up endpoint mappings in ABC Trainerize to post and retrieve documents and contracts.
Run test requests, validate data flows, and deploy to production with monitoring.
ABC Trainerize can sync core client and contract data, attachments, and status updates. The integration supports both one-way and bidirectional sync, ensuring data consistency across platforms. This helps teams stay aligned and reduces duplicate data entry.
No advanced coding is required for standard connections. We provide templates, webhooks, and a visual mapping interface that guides you through setup. For complex workflows, a developer can extend the connector with custom logic.
All data is transmitted over TLS, stored securely, and subject to access controls. API keys and OAuth scopes limit what each token can do. Regular audits and monitoring help protect your data.
Retries occur automatically with exponential backoff. If a request fails, you’ll see an error in the log and a reminder to retry. You can also configure alerting to notify your team.
Yes. You can customize triggers for different events like document creation, updates, or contract milestones. Each trigger can run a sequence of actions.
Prices depend on usage and data volume. Contact sales for a tailored quote or review your existing plan for integration add-ons.
Endpoint docs are available in your API console and developer portal, with examples and use-case scenarios.
Due to high volume, we will be upgrading our server soon!
Complete Operations Catalog - 126 Actions & Triggers
