What Documents & Contracts Public APIs Do
Documents & Contracts Public APIs allow external systems to work with document assets in Kyrios.
Current supported API actions include:
Listing documents in an account
Sending an existing document
Listing templates in an account
Creating and sending a document from a template
These APIs are useful when a process starts outside Kyrios but still needs to use Kyrios document and contract tools.
Where to Find Documents and Templates
Go to Payments.
Open Documents & Contracts, then select Templates.
Use this area to review the templates that can be used for repeatable API-based document workflows.
List Documents
Use List Documents to retrieve document records from an account.
Use this when an external system needs to:
Show available documents
Sync document records
Check if a document already exists
Reference existing document assets
Send Document
Use Send Document to send an existing document through an API request.
Use this when:
The document already exists in Kyrios
An external app or form should trigger delivery
A sales or onboarding process needs automated sending
List Templates
Use List Templates to retrieve reusable document templates from an account.
Use this when an external system needs to:
Show approved templates
Populate a template picker
Verify template availability
Standardize document creation
Send Template
Use Send Template to create and send a new document from a saved template in one API request.
Use this when:
Each contact needs a fresh document
Your process starts outside Kyrios
You already use standardized templates
You want to automate proposals, agreements, or contracts
How to Set Up Documents & Contracts Public APIs
Confirm that the needed documents or templates exist in the correct account.
Review the official API documentation for endpoint details, authentication, request format, and limits.
Choose the correct authentication method for your integration.
Confirm that each request uses the correct account context.
Test the action you need:
List Documents
Send Document
List Templates
Send Template
Connect follow-up automation when needed, such as reminders or status-based workflows.
Common Issues and Fixes
The API cannot find a document
Confirm the document exists in the correct account and that the request is using the correct account context.
The API cannot find a template
Confirm the template exists under Documents & Contracts > Templates before calling template endpoints.
The wrong document is sent
Verify the document ID or template ID used in the API request.
Follow-up automation does not run
Confirm that the workflow trigger is based on the correct document event, such as sent, viewed, signed, or completed.
FAQ
Are Documents & Contracts Public APIs for developers?
Yes. These APIs are designed for developers building integrations, custom apps, or automated document workflows.
What is the difference between Send Document and Send Template?
Send Document sends an existing document. Send Template creates a new document from a saved template and sends it.
Can I use these APIs instead of workflows?
Yes. Use APIs when the process starts outside Kyrios or needs developer-controlled logic. Use workflows for no-code automation inside Kyrios.
Can these APIs use templates already created in Kyrios?
Yes. Template endpoints work with saved templates in the account.
Can I automate follow-ups after sending a document?
Yes. API-based sends can be paired with workflow triggers for document events.
Do I need Private Integrations?
Not always. Private Integrations are useful for secure internal use cases, but the correct authentication method depends on your implementation.
What does account context mean?
Account context means the API request retrieves or sends documents tied to the specific Kyrios account being accessed.
Can I manage every document action through these APIs?
No. Current documented API coverage focuses on listing and sending documents and templates. Check the official API documentation for the latest supported endpoints.