POST

PdfSigner.Send

Send / assign a PDF Signer template to a customer. Inserts (or reuses an unsigned) pdf_signer_customer row and returns sign_link. Optionally sends the sign_link to the customer via WhatsApp, Email, or SMS by setting send_via. This mirrors the dashboard Dynamic Content action buttons (WhatsApp icon, email icon, SMS icon). Requires owner or member-admin. Emits realtime pdfsigner.sent.

Permissions

User must be logged in with a valid bearer token.
Returned or changed records are limited by the user permissions, team access, folder access, and account settings.

Action

Runs the PdfSigner.Send function and returns JSON.

Push Service

Pushes event pdfsigner.sent to users who should see this change.

Automation

No automation is run for this function.

Special Instructions

sign_link encodes pdf_signer_customer.id (assignment), not the template id.
If an unsigned assignment already exists for the same template + customer, it is reused.
send_via is optional. If omitted, only the assignment is created (no notification sent).
For send_via=whatsapp: pass whatsapp_template_id (from WhatsApp templates list). If omitted, sends a plain message with the link.
For send_via=email: pass email_template_id, email_subject, and email_message. The email_message is plain text (base64-encoded internally).
For send_via=sms: pass optional sms_message (custom text prepended to the sign link).
The notification result is returned in the "notification" field of the response.

Required Parameters

Name	Type	Sample	Explanation
`pdf_signer_id` post	int	`12`	Template id from PdfSigner.List. Aliases: id, data_id, update_id, pdf_signer.
`customer_id` post	int	`267`	Customer (contactus) id. Aliases: cust_id, client_id, contact_id.

Optional Parameters

Name	Type	Sample	What it gives
`send_via` post	string	`whatsapp`	Notification channel: "whatsapp", "email", or "sms". Omit to skip sending. Aliases: send_by, notify.
`whatsapp_template_id` post	int	`5`	WhatsApp template id (whatsapp_templates.id). Required when send_via=whatsapp and you want to use a template. Alias: text_for_write.
`email_template_id` post	int	`3`	Email template id (email_template.id). Used when send_via=email.
`email_subject` post	string	`Please sign your document`	Email subject. Used when send_via=email.
`email_message` post	string	`Please click the link to sign.`	Email body text. Used when send_via=email.
`sms_message` post	string	`Sign your document:`	Custom SMS message text prepended to sign link. Used when send_via=sms.

Authentication

Send the bearer token returned by Login in the request header.

Authorization: Bearer YOUR TOKEN

Sample Request

{
    "url": "\/app\/PdfSigner.Send",
    "method": "POST",
    "headers": {
        "Authorization": "Bearer YOUR TOKEN"
    },
    "body": {
        "pdf_signer_id": "12",
        "customer_id": "267",
        "send_via": "whatsapp",
        "whatsapp_template_id": "5"
    },
    "url_user": "https:\/\/{user}.bull36.com\/app\/PdfSigner.Send",
    "url_domain": "https:\/\/{domain}\/app\/PdfSigner.Send"
}

Endpoint

POST /app/PdfSigner.Send
POST https://{user}.bull36.com/app/PdfSigner.Send
POST https://{domain}/app/PdfSigner.Send

Sample Output

{
    "success": 1,
    "message": "PDF Signer sent to customer.",
    "pdf_signer_id": 12,
    "pdf_signer_customer_id": 88,
    "customer_id": 267,
    "hashed_id": "10b",
    "sign_link": "https:\/\/user.bull36.com\/dashboard\/user\/document-sign\/ODg%3D",
    "template_sign_link": "https:\/\/user.bull36.com\/dashboard\/user\/document-sign\/MTI%3D\/10b",
    "notification": {
        "channel": "whatsapp",
        "success": true
    },
    "socket_event": "pdfsigner.sent",
    "data": {
        "id": 88,
        "pdf_signer_customer_id": 88,
        "pdf_signer_id": 12,
        "customer_id": 267,
        "customer_name": "Acme Ltd",
        "sign_link": "https:\/\/user.bull36.com\/dashboard\/user\/document-sign\/ODg%3D"
    }
}

JavaScript Example

// Assign + send via WhatsApp
const token = 'YOUR TOKEN';
const body = new URLSearchParams({
  pdf_signer_id: '12',
  customer_id: '267',
  send_via: 'whatsapp',
  whatsapp_template_id: '5'
});
const res = await fetch('/app/PdfSigner.Send', { method: 'POST', headers: { Authorization: 'Bearer ' + token }, body });
const data = await res.json();
console.log(data.sign_link, data.notification);

Error Example

{
    "success": 0,
    "message": "Missing required parameter: customer_id"
}