> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Send an intake form

> Send a published client intake form to a client or prospect household.



## OpenAPI

````yaml /api-reference/openapi.yaml post /v1/intake_form_invitations
openapi: 3.0.1
info:
  title: Slant Public API V1
  version: v1
  description: Public API for creating and managing resources in Slant
  contact:
    name: Slant API Support
    email: api@slant.com
servers:
  - url: https://api.slant.app
security:
  - bearer: []
paths:
  /v1/intake_form_invitations:
    post:
      tags:
        - Intake Forms
      summary: Send an intake form
      description: Send a published client intake form to a client or prospect household.
      parameters:
        - name: Idempotency-Key
          in: header
          required: false
          schema:
            type: string
          description: Unique key to ensure idempotent request handling.
      requestBody:
        content:
          application/json:
            schema:
              type: object
              required:
                - book_id
                - intake_form_id
                - household_id
              properties:
                book_id:
                  type: string
                  description: The book ID
                intake_form_id:
                  type: string
                  description: The published intake form ID
                household_id:
                  type: string
                  description: The client or prospect household ID
                recipients:
                  type: object
                  description: Recipient delivery types by household role
                  properties:
                    head_of_household:
                      type: string
                      enum:
                        - to
                        - cc
                        - bcc
                        - none
                      default: to
                    spouse_or_partner:
                      type: string
                      enum:
                        - to
                        - cc
                        - bcc
                        - none
                      default: none
                creator_copy_method:
                  type: string
                  enum:
                    - bcc
                    - cc
                    - none
                  default: bcc
                reminder_limit:
                  type: integer
                  minimum: 0
                  maximum: 10
                  default: 3
                reminder_interval_days:
                  type: integer
                  minimum: 1
                  maximum: 30
                  default: 3
        required: true
      responses:
        '201':
          description: intake form sent
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/IntakeFormInvitation'
        '400':
          description: bad request - invalid JSON
          content:
            application/json:
              schema:
                type: object
                required:
                  - error
                  - detail
                properties:
                  error:
                    type: string
                    description: Error code
                    enum:
                      - invalid_json
                  detail:
                    oneOf:
                      - type: string
                        description: Human-readable error description
                      - type: array
                        items:
                          type: string
                        description: Array of validation error messages
        '401':
          description: unauthorized - missing or invalid token
          content:
            application/json:
              schema:
                type: object
                required:
                  - error
                  - detail
                properties:
                  error:
                    type: string
                    description: Error code
                    enum:
                      - token_missing
                      - token_invalid
                  detail:
                    oneOf:
                      - type: string
                        description: Human-readable error description
                      - type: array
                        items:
                          type: string
                        description: Array of validation error messages
        '403':
          description: forbidden
        '422':
          description: unprocessable entity - invalid payload
          content:
            application/json:
              schema:
                type: object
                required:
                  - error
                  - detail
                properties:
                  error:
                    type: string
                    description: Error code
                    enum:
                      - invalid_payload
                      - record_invalid
                      - parameter_missing
                  detail:
                    oneOf:
                      - type: string
                        description: Human-readable error description
                      - type: array
                        items:
                          type: string
                        description: Array of validation error messages
      security:
        - bearer: []
components:
  schemas:
    IntakeFormInvitation:
      type: object
      required:
        - id
        - book_id
        - intake_form_id
        - household_id
        - state
        - delivery_method
        - creator_copy_method
        - sent_at
        - created_at
        - updated_at
      properties:
        id:
          type: string
          description: The intake form invitation ID
          example: invitation123xyz
        book_id:
          type: string
          description: The book ID
          example: book123xyz
        intake_form_id:
          type: string
          description: The intake form ID
          example: form123xyz
        household_id:
          type: string
          description: The recipient household ID
          example: household123xyz
        state:
          type: string
          enum:
            - open
            - submitted
            - expired
            - revoked
        delivery_method:
          type: string
          enum:
            - slant_email
        creator_copy_method:
          type: string
          enum:
            - bcc
            - cc
            - none
        sent_at:
          type: string
          format: date-time
        created_at:
          type: string
          format: date-time
        updated_at:
          type: string
          format: date-time
  securitySchemes:
    bearer:
      type: http
      scheme: bearer
      bearerFormat: OAuth
      description: OAuth 2.0 Bearer Token from Clerk authentication

````