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Snapdocs Scheduling Open API

For Notary Connect companies, you can find everything you need to know about our API at the link here: https://mobilenotary.docs.apiary.io/#

The production API host is app.snapdocs.com.

To get your API key, please send the following to support@snapdocs.com:

1: Your desired callback URL

2:  Response format (json or xml)

We'll send you an email back with the API key!

 

What the API CAN do:

  • Send orders to Snapdocs
  • Send documents to Snapdocs
  • Send notary information to the TPS via the order response
  • Update any order details
  • Send comments to orders in Snapdocs
  • receive comments from Snapdocs to TPS
  • Send a list of products
  • Send a list of clients
  • Send order statuses:
    • open - This is an order that is currently being worked.
    • completed - This is for an order where a signing has been successfully completed.
    • canceled - This order is canceled. It will no longer be worked and you will not be charged for it.
    • on_hold - This order is not being worked, but it may return to an open status at some point.
    • did_not_sign - This is when a notary started work on an order, but for some reason it did not work out.
  • The order field appointment_confirmation_status can have the following values:
    • unconfirmed
    • confirmed
    • change_requested
  • The order field attachment_status can have the following values:
    • null - docs have not been sent
    • sent_by_client - docs sent through API or by client
    • emailed_to_notary - docs emailed by scheduler
    • direct_links - docs emailed by scheduler
    • notary_picked_up_docs - docs not emailed
    • overnighted - docs not emailed
    • at_closing - docs not emailed
    • downloaded - docs were emailed and notary has downloaded all of them
  • Send order callbacks:
    • notary_assigned
    • notary_removed
    • documents_status_changed
    • status_changed - refers to the order's signing status
    • automator_stopped - only sent for company API keys
    • notary_fee_changed - only sent for company API keys, and only sent if notary has already been assigned
    • scanback_added
    • appointment_confirmed
    • appointment_change_requested
    • order_comment_added

What the API CAN’T do:

  • Support participants
  • Clients cannot update the order status via the API but customers can.
    • Note Client authentication tokens will only be able to use cancel and on_hold.
  • Create new clients from the TPS (must be done in Snapdocs)
  • Create new products from the TPS (must be done in Snapdocs)
  • Send scanbacks
    • Scanbacks must be requested and will only appear when viewing order details
      • We do send a scanback added event though.
  • Send order level invoices