Content Blocks

Reusable content blocks for documents and proposals. Supports CRUD operations with filtering by category and search terms. Content blocks contain HTML content with image support (images are processed for URL transformation). Includes library access for creating content blocks from predefined templates. Used in proposal generation and document templating.

OpenAPI Spec

Guides Operations Schemas

GET List ContentBlocks
Lists all ContentBlocks for the given tenant.
/tenants/{tenant}/contentblocks
POST Create ContentBlock
Creates a new ContentBlock for the specified tenant.
/tenants/{tenant}/contentblocks
GET Get ContentBlock
Gets a ContentBlock for the specified tenant.
/tenants/{tenant}/contentblocks/{code}
PUT Update ContentBlock
Updates a ContentBlock for the specified tenant.
/tenants/{tenant}/contentblocks/{code}
DELETE Delete ContentBlock
Deletes a ContentBlock for the specified tenant.
/tenants/{tenant}/contentblocks/{code}
GET List Library ContentBlocks
List all ContentBlocks available in the library as templates. Use optional 'search' query parameter to filter by Code, Name, or Description.
/tenants/{tenant}/contentblocks/library
GET Get Library ContentBlock
Get details of a specific ContentBlock template from the library
/tenants/{tenant}/contentblocks/library/{code}
PUT Revert ContentBlock to Library
Reverts the ContentBlock to the current library template version, overwriting any local edits. The ContentBlock's code is preserved so it remains addr...
/tenants/{tenant}/contentblocks/{code}/library-version
GET Get Template Variables
Returns template variables for content block rendering. When a clientCode is provided, variables are populated with client, partner, manager, practice...
/tenants/{tenant}/contentblocks/template-variables
POST Render Content Block
Renders a content block's body HTML with Liquid tokens resolved using the provided template variables. When includeEmailBranding is true, wraps the re...
/tenants/{tenant}/contentblocks/{code}/render
GET Preview Content Block
Renders a content block by code with template variables built server-side. When clientCode is supplied, hydrates client/business/contacts/practice/key...
/tenants/{tenant}/contentblocks/{code}/render
POST Render Template String
Renders an arbitrary Liquid template string (e.g. a subject line) with the provided template variables. Returns the rendered string.
/tenants/{tenant}/contentblocks/render-template