Project Templates
Get a project template
Retrieve a project template by ID, including milestones, outcomes, and form fields.
GET
/
v1
/
project_templates
/
{id}
Get a project template
curl --request GET \
--url https://api.slant.app/v1/project_templates/{id} \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.slant.app/v1/project_templates/{id}"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.slant.app/v1/project_templates/{id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.slant.app/v1/project_templates/{id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.slant.app/v1/project_templates/{id}"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.slant.app/v1/project_templates/{id}")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.slant.app/v1/project_templates/{id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"id": "template123xyz",
"title": "New Client Onboarding",
"project_milestones": [
{
"id": "milestone123xyz",
"title": "Initial Setup",
"project_template_id": "template123xyz",
"guid": "milestone-guid",
"color": "<string>",
"sort_order": 123,
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z",
"project_milestone_outcomes": [
{
"id": "outcome123xyz",
"label": "Ready for accounts",
"default_comment": "<string>",
"sort_order": 123,
"target_project_milestone_id": "<string>"
}
],
"project_milestone_form_fields": [
{
"id": "field123xyz",
"label": "Custodian",
"required": true,
"guid": "field-guid",
"placeholder": "<string>",
"sort_order": 123,
"household_record_source": "<string>",
"select_options": [
"<string>"
]
}
]
}
],
"guid": "template-guid",
"description": "<string>",
"enable_kanban_view": true,
"book_id": "<string>",
"order_index": 123,
"book_name": "<string>",
"book_initials": "<string>",
"attachments": [
{
"file_name": "onboarding.pdf",
"file_type": "application/pdf",
"file_size": 123456,
"source": "uploaded",
"signed_id": "signed-blob-id",
"download_url": "<string>",
"view_url": "<string>"
}
],
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
}{
"detail": "<string>"
}{
"error": "record_not_found",
"detail": "<string>"
}Authorizations
OAuth 2.0 Bearer Token from Clerk authentication
Path Parameters
The project template ID
Query Parameters
Filter by book ID
Response
project template retrieved
The project template ID
Example:
"template123xyz"
The template title
Example:
"New Client Onboarding"
Show child attributes
Show child attributes
The project template GUID
Example:
"template-guid"
The related record kind this template supports
Available options:
household, contact, business The owning book ID, or null for company-wide templates
Show child attributes
Show child attributes
Previous
List projectsList active projects. Pass include_inactive=true or a status filter to include completed or cancelled projects.
Next
⌘I
Get a project template
curl --request GET \
--url https://api.slant.app/v1/project_templates/{id} \
--header 'Authorization: Bearer <token>'import requests
url = "https://api.slant.app/v1/project_templates/{id}"
headers = {"Authorization": "Bearer <token>"}
response = requests.get(url, headers=headers)
print(response.text)const options = {method: 'GET', headers: {Authorization: 'Bearer <token>'}};
fetch('https://api.slant.app/v1/project_templates/{id}', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.slant.app/v1/project_templates/{id}",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "GET",
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"net/http"
"io"
)
func main() {
url := "https://api.slant.app/v1/project_templates/{id}"
req, _ := http.NewRequest("GET", url, nil)
req.Header.Add("Authorization", "Bearer <token>")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.get("https://api.slant.app/v1/project_templates/{id}")
.header("Authorization", "Bearer <token>")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.slant.app/v1/project_templates/{id}")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Get.new(url)
request["Authorization"] = 'Bearer <token>'
response = http.request(request)
puts response.read_body{
"id": "template123xyz",
"title": "New Client Onboarding",
"project_milestones": [
{
"id": "milestone123xyz",
"title": "Initial Setup",
"project_template_id": "template123xyz",
"guid": "milestone-guid",
"color": "<string>",
"sort_order": 123,
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z",
"project_milestone_outcomes": [
{
"id": "outcome123xyz",
"label": "Ready for accounts",
"default_comment": "<string>",
"sort_order": 123,
"target_project_milestone_id": "<string>"
}
],
"project_milestone_form_fields": [
{
"id": "field123xyz",
"label": "Custodian",
"required": true,
"guid": "field-guid",
"placeholder": "<string>",
"sort_order": 123,
"household_record_source": "<string>",
"select_options": [
"<string>"
]
}
]
}
],
"guid": "template-guid",
"description": "<string>",
"enable_kanban_view": true,
"book_id": "<string>",
"order_index": 123,
"book_name": "<string>",
"book_initials": "<string>",
"attachments": [
{
"file_name": "onboarding.pdf",
"file_type": "application/pdf",
"file_size": 123456,
"source": "uploaded",
"signed_id": "signed-blob-id",
"download_url": "<string>",
"view_url": "<string>"
}
],
"created_at": "2023-11-07T05:31:56Z",
"updated_at": "2023-11-07T05:31:56Z"
}{
"detail": "<string>"
}{
"error": "record_not_found",
"detail": "<string>"
}