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.
-
GET List ContentBlocksLists all ContentBlocks for the given tenant./tenants/{tenant}/contentblocks
-
POST Create ContentBlockCreates a new ContentBlock for the specified tenant./tenants/{tenant}/contentblocks
-
GET Get ContentBlockGets a ContentBlock for the specified tenant./tenants/{tenant}/contentblocks/{code}
-
PUT Update ContentBlockUpdates a ContentBlock for the specified tenant./tenants/{tenant}/contentblocks/{code}
-
DELETE Delete ContentBlockDeletes a ContentBlock for the specified tenant./tenants/{tenant}/contentblocks/{code}
-
GET List Library ContentBlocksList 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 ContentBlockGet details of a specific ContentBlock template from the library/tenants/{tenant}/contentblocks/library/{code}
-
PUT Revert ContentBlock to LibraryReverts 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 VariablesReturns 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 BlockRenders 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 BlockRenders 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 StringRenders an arbitrary Liquid template string (e.g. a subject line) with the provided template variables. Returns the rendered string./tenants/{tenant}/contentblocks/render-template