Portal API

• Base URL: https://customer-portal-api.sls.epilot.io
• Full API Docs: https://docs.epilot.io/api/customer-portal

Usage

import { epilot } from '@epilot/sdk'

epilot.authorize(() => '<token>')
const { data } = await epilot.customerPortal.upsertPortal(...)

Tree-shakeable import

import { getClient, authorize } from '@epilot/sdk/customer-portal'

const customerPortalClient = getClient()
authorize(customerPortalClient, () => '<token>')
const { data } = await customerPortalClient.upsertPortal(...)

Operations

ECP Admin

• upsertPortal
• getPortalConfig
• deletePortal
• getPortalExtensions
• getPortalExtensionsV3
• getExternalLinks
• getExternalLinksV3
• getOrgPortalConfig
• getOrgPortalConfigV3
• getAllPortalConfigs
• upsertEmailTemplates
• getEmailTemplates
• upsertEmailTemplatesByPortalId
• getEmailTemplatesByPortalId
• upsertPortalWidget
• getPortalWidgets
• replaceECPTemplateVariables
• extraPermissionAttributes
• validateCaaRecords
• validateCaaRecordsV3
• getECPContact
• getValidSecondaryAttributes
• resendConfirmationEmail
• fetchPortalUsersByRelatedEntity
• getRecipientsToNotifyOnAutomation
• configureDistribution
• configureDistributionV3
• getEntityIdentifiers
• savePortalFiles
• getRegistrationIdentifiers
• loginToPortalAsUser
• canTriggerPortalFlow
• updatePortalPage
• deletePortalPage
• createPortalPage
• getDefaultPages
• createPortalPageBlock
• updatePortalPageBlock
• deletePortalPageBlock
• createPortalConfig
• getPortalConfigV3
• putPortalConfig
• deletePortalConfig
• listAllPortalConfigs
• swapPortalConfig

Public

• createUser
• createUserV3
• getPortalConfigByDomain
• getPublicPortalExtensionDetails
• getPublicPortalExtensionDetailsV3
• getPublicPortalConfig
• getPublicPortalConfigV3
• getPublicPortalWidgets
• getSchemasByDomain
• getOrganizationSettingsByDomain
• checkContactExists
• checkContactExistsV3
• confirmUser
• confirmUserWithUserId
• userExists
• userExistsV3
• ssoRedirect
• ssoCallback
• getPublicPages
• getUserEntryPoint
• deRegisterMLoginUser
• notifyMLoginInterestChange

ECP

• validateToken
• revokeToken
• getConsumption
• getCosts
• getPrices
• getResolvedSeamlessLink
• getSchemas
• getContact
• updateContact
• getPortalUser
• updatePortalUser
• deletePortalUser
• updatePortalUserEmail
• getAllOrders
• postOrderAcceptance
• getOrder
• updateOrder
• getAllOpportunities
• getSearchableAttributesForOpportunities
• getSearchResultsForOpportunities
• getOpportunity
• updateOpportunity
• getAllRequests
• getAllContracts
• getContract
• updateContract
• addContractByIdentifiers
• validateCadenceEntityEditRules
• searchPaymentRelationsInEntities
• createCustomEntityActivity
• saveEntityFile
• deleteEntityFile
• getFileById
• trackFileDownloaded
• getBillingEvents
• triggerEntityAccessEvent
• triggerEntityAccessEventV3
• getPortalUserEntity
• searchPortalUserEntities
• getAutomationContext
• updateWorkflowStepAsDone
• getEntityWorkflows
• uploadMeterReadingPhoto
• createMeterReading
• getAllowedMeterReadingRange
• getPortalPage
• getPortalPages
• getPortalPageBlocks
• getPortalPageBlock
• updateCampaignPortalBlockStatus
• updateNotificationsStatus
• invitePartner
• listBusinessPartners
• resendPartnerInvitation
• revokePartner
• disablePartner
• enablePartner

Activity

• getEntityActivityFeed

Balance

• getCustomerBalance

Billing Accounts

• getBillingAccount

Login

• ssoLogin
• ssoLoginV3

Schemas

• ContextEntity
• ContextEntities
• ErrorResp
• FailedRuleErrorResp
• EmailTemplates
• DeleteEntityFile
• SaveEntityFile
• SavePortalFile
• ExtraSchemaAttributes
• Origin
• AllowedFileExtensions
• UpdateOnlyPortalConfigAttributes
• CommonConfigAttributes
• UpsertPortalConfig
• PortalConfig
• UpsertPortalWidget
• DomainSettings
• WidgetBase
• EntityWidget
• MeterReadingWidget
• MeterChartWidget
• WidgetAction
• ActionWidget
• TeaserWidget
• ContentWidget
• DocumentWidget
• PaymentWidget
• CampaignWidget
• PortalWidget
• ContactCountRequest
• ContactExistsRequest
• UserRequest
• CreateUserRequest
• OrganizationSettings
• AuthConfig
• Exists
• EntitySlug
• EntityId
• BaseEntity
• Schema
• Entity
• EntityTemplates
• EntityItem
• EntityResponse
• EntityResponseWithHits
• EntityResponseGroupedWithHits
• PortalUser
• Contact
• WorfklowIdentifier
• Meter
• Order
• Opportunity
• Contract
• File
• Product
• ActivityId
• ActivityCallerContext
• Activity
• EntityEditRule
• ActivityItem
• FileItem
• EntityFileCount
• AdminUser
• Grant
• ActionLabel
• Rule
• JourneyActions
• ExternalLink
• WorkflowExecution
• WorkflowStep
• BaseBillingEvent
• InstallmentEvent
• ReimbursementEvent
• BillingEvent
• BillingAccount
• Balance
• Currency
• EntityGetParams
• EntitySearchParams
• IdentifierAttribute
• RegistrationIdentifier
• ContractIdentifier
• AcceptanceDecision
• TriggerPortalFlow
• ExtensionConfig
• ExtensionHookSelection
• PublicExtensionCapabilities
• DataRetrievalItem
• PublicExtensionDetails
• PublicDataRetrievalHookDetails
• PublicContractIdentificationDetails
• PublicMeterReadingPlausibilityCheckDetails
• Extension
• ExtensionSeamlessLink
• ExtensionHook
• ExtensionHookRegistrationIdentifiersCheck
• ExtensionHookContractIdentification
• ExtensionHookMeterReadingPlausibilityCheck
• ExtensionHookPriceDataRetrieval
• ExtensionHookConsumptionDataRetrieval
• ExtensionHookCostDataRetrieval
• ExtensionAuthBlock
• Direction
• TariffType
• Source
• Reason
• ReadBy
• ReadingStatus
• MeterReading
• MeterReadingPhoto
• MeterReadingPhotoData
• SSOLoginToken
• ProviderSlug
• ProviderDisplayName
• ProviderConfig
• ProviderPublicConfig
• AttributeMappingConfig
• EntityMatchingConfig
• OIDCProviderConfig
• MoblieOIDCConfig
• OIDCProviderMetadata
• SAMLProviderConfig
• SSOCallbackRequest
• SSOCallbackResponse
• BlockProps
• BlockType
• BlockRequest
• BlockId
• Block
• PageRequest
• Page
• CommonConfigAttributesV3
• PortalId
• UpsertPortalConfigV3
• PortalConfigV3
• JuiceSettings
• SwappableConfig
• PortalUserRegistrationStatus
• BusinessPartnerItem

upsertPortal

Upserts the settings for a portal of an organization.

POST /v2/portal/portal

const { data } = await client.upsertPortal(
  {
    origin: 'example',
    portal_id: 'example',
  },
  {
    entity_actions: [
      {
        journey_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
        slug: 'contact',
        action_Label: { /* ... */ }
      }
    ],
    extensions: [
      {
        id: 'string',
        status: 'installed',
        options: {}
      }
    ],
    extension_hooks: {},
    default_user_to_notify: {
      onPendingUser: [
        { /* ... */ }
      ]
    },
    enabled: true,
    name: 'Installer Portal',
    domain: 'abc.com',
    is_epilot_domain: true,
    epilot_domain: 'example-portal-12345.ecp.epilot.cloud',
    domain_settings: {
      is_custom_domain_enabled: true,
      is_epilot_domain_enabled: true,
      is_redirection_enabled: true
    },
    design_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
    self_registration_setting: 'ALLOW_WITH_CONTACT_CREATION',
    user_account_self_management: false,
    feature_settings: {
      start_page: true,
      billing: true,
      change_due_date: true,
      new_design: true
    },
    accessToken: 'string',
    advanced_mfa: {
      enabled: true
    },
    auth_settings: {
      passwordless_login: {
        enabled: true
      },
      entry_point: 'PASSWORD',
      preferred_sso_providers: ['office-365-login'],
      auto_redirect_to_sso: true
    },
    cognito_details: {
      cognito_user_pool_client_id: '6bsd0jkgoie74k2i8mrhc1vest',
      cognito_user_pool_arn: 'arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341',
      cognito_user_pool_id: 'eu-central-1_CUEQRNbUb',
      password_policy: {
        minimum_length: 8,
        maximum_length: 256,
        require_lowercase: true,
        require_uppercase: true,
        require_numbers: true,
        require_symbols: true
      }
    },
    config: 'string',
    contact_identifiers: ['email', 'last_name'],
    approval_state_attributes: {
      contact: ['name', 'address'],
      contract: ['installment_amount']
    },
    email_templates: {
      confirmAccount: '5da0a718-c822-403d-9f5d-20d4584e0528',
      advancedAuth: '5da0a718-c822-403d-9f5d-20d4584e0528',
      advancedMFA: '5da0a718-c822-403d-9f5d-20d4584e0528',
      journeySignUp: '5da0a718-c822-403d-9f5d-20d4584e0528',
      journeySignInOneTimePassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
      journeyLoginOTP: '5da0a718-c822-403d-9f5d-20d4584e0528',
      forgotPassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
      invitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
      partnerInvitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onNewQuote: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onMapAPendingUser: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onDocUpload: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onWorkflowStepAssigned: '5da0a718-c822-403d-9f5d-20d4584e0528',
      confirmEmailUpdate: '5da0a718-c822-403d-9f5d-20d4584e0528',
      verifyCodeToSetPassword: '5da0a718-c822-403d-9f5d-20d4584e0528'
    },
    images: {
      orderLeftTeaser: 'https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg',
      orderRightTeaser: 'https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg',
      welcomeBanner: 'https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg'
    },
    entity_identifiers: {
      type: {
        isEnabled: true,
        attributes: ['contract_number']
      }
    },
    contract_identifiers: [
      {
        name: 'email',
        schema: 'contact'
      },
      {
        name: 'last_name',
        schema: 'contact'
      },
      /* ... 1 more */
    ],
    contract_selector_config: {
      show_inactive: true,
      title_path: 'string'
    },
    registration_identifiers: [
      {
        name: 'last_name',
        schema: 'contact'
      },
      {
        name: 'contract_number',
        schema: 'contract'
      }
    ],
    triggered_journeys: [
      {
        trigger_name: 'FIRST_LOGIN',
        journey_id: '5da0a718-c822-403d-9f5d-20d4584e0528'
      }
    ],
    entity_edit_rules: [
      {
        slug: 'contact',
        attribute: 'first_name',
        rule_type: 'cadence',
        cadence_period_type: 'days',
        cadence_period: 1,
        changes_allowed: 1,
        grace_period: 1,
        allowed_increment: '10%',
        allowed_decrement: '10%',
        number_of_days_before_restriction: 10
      }
    ],
    allowed_file_extensions: {
      document: ['pdf'],
      image: ['jpg'],
      spreadsheet: ['xls'],
      presentation: ['ppt'],
      audioVideo: ['mp4'],
      email: ['eml'],
      archive: ['zip'],
      cad: ['cad'],
      calendar: ['ics'],
      other: ['txt']
    },
    prevent_search_engine_indexing: true,
    meter_reading_grace_period: 0,
    inactive_contract_cutoff_years: 0,
    is_dummy: true,
    is_v3_item: true,
    portal_id: '453ad7bf-86d5-46c8-8252-bcc868df5e3c',
    portal_sk_v3: 'PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c',
    origin: 'string',
    pages: {}
  },
)

Response

{
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-12345.ecp.epilot.cloud",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "pages": {},
  "id": 12345,
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ]
}

---

createUser

Registers a portal user

POST /v2/portal/public/user

const { data } = await client.createUser(
  {
    origin: 'example',
  },
  {
    email: 'testemail921@yopmail.com',
    first_name: 'John',
    last_name: 'Doe',
    contactId: '5da0a718-c822-403d-9f5d-20d4584e0528',
    orgId: 728,
    password: '124n$aAJs*d41h4',
    contactIdentifiers: {},
    registration_identifiers: {
      contact: {
        email: 'john.doe@example.com'
      },
      contract: {
        contract_number: '123456'
      }
    },
    account_id: 'string'
  },
)

Response

{
  "message": "User created successfully"
}

---

createUserV3

Registers a portal user with portal id

POST /v3/portal/public/user

const { data } = await client.createUserV3(
  {
    portal_id: 'example',
  },
  {
    email: 'testemail921@yopmail.com',
    first_name: 'John',
    last_name: 'Doe',
    contactId: '5da0a718-c822-403d-9f5d-20d4584e0528',
    orgId: 728,
    password: '124n$aAJs*d41h4',
    contactIdentifiers: {},
    registration_identifiers: {
      contact: {
        email: 'john.doe@example.com'
      },
      contract: {
        contract_number: '123456'
      }
    },
    account_id: 'string'
  },
)

Response

{
  "message": "User created successfully"
}

---

validateToken

Validates Portal Token is valid. Pass the token via Authorization Header.

POST /v2/portal/token/validate

const { data } = await client.validateToken()

---

revokeToken

Revokes all of the access tokens for the given Refresh Token.

POST /v2/portal/token/revoke

const { data } = await client.revokeToken(
  null,
  {
    refresh_token: 'eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiIxMjM0NTY3ODkwIiwibmFtZSI6IkpvaG4gRG9lIiwiaWF0IjoxNTE2MjM5MDIyfQ.SflKxwRJSMeKKF2QT4fwpMeJf36POk6yJV_adQssw5c'
  },
)

Response

{
  "message": "Token revoked successfully"
}

---

getPortalConfigByDomain

Retrieves the portal configuration by domain.

GET /v2/portal/public/config

const { data } = await client.getPortalConfigByDomain({
  domain: 'example',
})

Response

{
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-12345.ecp.epilot.cloud",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "pages": {},
  "id": 12345,
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ]
}

---

getPortalConfig

Retrieves the portal configuration.

GET /v2/portal/config

const { data } = await client.getPortalConfig({
  origin: 'example',
})

Response

{
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-12345.ecp.epilot.cloud",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "pages": {},
  "id": 12345,
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ]
}

---

deletePortal

Deletes the portal.

DELETE /v2/portal/config

const { data } = await client.deletePortal({
  origin: 'example',
})

---

getPortalExtensions

Retrieves the installed portal extensions.

GET /v2/portal/extensions

const { data } = await client.getPortalExtensions({
  origin: 'example',
})

Response

[
  {
    "id": "string",
    "app_id": "string",
    "app_name": "string",
    "name": {
      "en": "string"
    },
    "description": {
      "en": "string"
    },
    "version": "string",
    "options": [
      {
        "id": "string",
        "name": {
          "en": "string"
        },
        "type": "text",
        "description": {
          "en": "string"
        },
        "default": "string",
        "required": false
      }
    ],
    "links": [
      {
        "id": "string",
        "name": {
          "en": "string"
        },
        "description": {
          "en": "string"
        },
        "type": "seamless",
        "condition": "{{Contact.customer_number | is_not_empty}}",
        "auth": {
          "method": "GET",
          "url": "string",
          "params": {},
          "headers": {},
          "body": {},
          "cache": {
            "key": "{{Options.api_key}}",
            "ttl": "{{AuthResponse.data.expires_in}}"
          }
        },
        "redirect": {
          "url": "string",
          "params": {}
        }
      }
    ],
    "hooks": [
      {
        "type": "registrationIdentifiersCheck",
        "auth": {
          "method": "GET",
          "url": "string",
          "params": {},
          "headers": {},
          "body": {},
          "cache": {
            "key": "{{Options.api_key}}",
            "ttl": "{{AuthResponse.data.expires_in}}"
          }
        },
        "call": {
          "method": "POST",
          "url": "string",
          "params": {},
          "headers": {},
          "body": {},
          "result": "string"
        },
        "use_static_ips": false
      }
    ]
  }
]

---

getPublicPortalExtensionDetails

Get public extension details shown to end customers and configuring users.

GET /v2/portal/public/extensions

const { data } = await client.getPublicPortalExtensionDetails({
  org_id: 'example',
  origin: 'example',
})

Response

{
  "consumptionDataRetrieval": [
    {
      "extension": {
        "id": "string",
        "name": {
          "en": "string"
        }
      },
      "hook": {
        "id": "string",
        "name": {
          "en": "string"
        },
        "intervals": ["string"]
      }
    }
  ],
  "priceDataRetrieval": [
    {
      "extension": {
        "id": "string",
        "name": {
          "en": "string"
        }
      },
      "hook": {
        "id": "string",
        "name": {
          "en": "string"
        },
        "intervals": ["string"]
      }
    }
  ],
  "costDataRetrieval": [
    {
      "extension": {
        "id": "string",
        "name": {
          "en": "string"
        }
      },
      "hook": {
        "id": "string",
        "name": {
          "en": "string"
        },
        "intervals": ["string"]
      }
    }
  ],
  "contractIdentification": {
    "extension": {
      "id": "string",
      "name": {
        "en": "string"
      }
    },
    "hook": {
      "explanation": {
        "en": "This process will give you access to all Contracts kept"
      }
    }
  },
  "meterReadingPlausibilityCheck": {
    "extension": {
      "id": "string",
      "name": {
        "en": "string"
      }
    },
    "hook": {
      "plausibility_mode": "check"
    }
  }
}

---

getPortalExtensionsV3

Retrieves the installed portal extensions.

GET /v3/portal/extensions

const { data } = await client.getPortalExtensionsV3({
  portal_id: 'example',
})

Response

[
  {
    "id": "string",
    "app_id": "string",
    "app_name": "string",
    "name": {
      "en": "string"
    },
    "description": {
      "en": "string"
    },
    "version": "string",
    "options": [
      {
        "id": "string",
        "name": {
          "en": "string"
        },
        "type": "text",
        "description": {
          "en": "string"
        },
        "default": "string",
        "required": false
      }
    ],
    "links": [
      {
        "id": "string",
        "name": {
          "en": "string"
        },
        "description": {
          "en": "string"
        },
        "type": "seamless",
        "condition": "{{Contact.customer_number | is_not_empty}}",
        "auth": {
          "method": "GET",
          "url": "string",
          "params": {},
          "headers": {},
          "body": {},
          "cache": {
            "key": "{{Options.api_key}}",
            "ttl": "{{AuthResponse.data.expires_in}}"
          }
        },
        "redirect": {
          "url": "string",
          "params": {}
        }
      }
    ],
    "hooks": [
      {
        "type": "registrationIdentifiersCheck",
        "auth": {
          "method": "GET",
          "url": "string",
          "params": {},
          "headers": {},
          "body": {},
          "cache": {
            "key": "{{Options.api_key}}",
            "ttl": "{{AuthResponse.data.expires_in}}"
          }
        },
        "call": {
          "method": "POST",
          "url": "string",
          "params": {},
          "headers": {},
          "body": {},
          "result": "string"
        },
        "use_static_ips": false
      }
    ]
  }
]

---

getPublicPortalExtensionDetailsV3

Get public extension details shown to end customers and configuring users. Supports two identification methods:

1. Using org_id + portal_id
2. Using domain

GET /v3/portal/public/extensions

const { data } = await client.getPublicPortalExtensionDetailsV3({
  org_id: 'example',
  portal_id: 'example',
  domain: 'example',
})

Response

{
  "consumptionDataRetrieval": [
    {
      "extension": {
        "id": "string",
        "name": {
          "en": "string"
        }
      },
      "hook": {
        "id": "string",
        "name": {
          "en": "string"
        },
        "intervals": ["string"]
      }
    }
  ],
  "priceDataRetrieval": [
    {
      "extension": {
        "id": "string",
        "name": {
          "en": "string"
        }
      },
      "hook": {
        "id": "string",
        "name": {
          "en": "string"
        },
        "intervals": ["string"]
      }
    }
  ],
  "costDataRetrieval": [
    {
      "extension": {
        "id": "string",
        "name": {
          "en": "string"
        }
      },
      "hook": {
        "id": "string",
        "name": {
          "en": "string"
        },
        "intervals": ["string"]
      }
    }
  ],
  "contractIdentification": {
    "extension": {
      "id": "string",
      "name": {
        "en": "string"
      }
    },
    "hook": {
      "explanation": {
        "en": "This process will give you access to all Contracts kept"
      }
    }
  },
  "meterReadingPlausibilityCheck": {
    "extension": {
      "id": "string",
      "name": {
        "en": "string"
      }
    },
    "hook": {
      "plausibility_mode": "check"
    }
  }
}

---

getConsumption

Get Consumption

GET /v2/portal/consumption

const { data } = await client.getConsumption({
  app_id: 'example',
  extensionId: 'example',
  hookId: 'example',
  meter_id: 'example',
  from: 'example',
  to: 'example',
  interval: 'example',
  context_entities: 'example',
})

Response

{
  "consumptions": [
    {
      "timestamp": "1970-01-01T00:00:00.000Z",
      "value": 0,
      "type": "string"
    }
  ]
}

---

getCosts

Get Costs

GET /v2/portal/costs

const { data } = await client.getCosts({
  app_id: 'example',
  extensionId: 'example',
  hookId: 'example',
  meter_id: 'example',
  from: 'example',
  to: 'example',
  interval: 'example',
  context_entities: 'example',
})

Response

{
  "costs": [
    {
      "timestamp": "1970-01-01T00:00:00.000Z",
      "unit_amount": 1234,
      "unit_amount_currency": "EUR",
      "unit_amount_decimal": "12.34",
      "tax_behavior": "exclusive",
      "tax_rate": 19
    }
  ]
}

---

getPrices

Get Prices

GET /v2/portal/prices

const { data } = await client.getPrices({
  app_id: 'example',
  extensionId: 'example',
  hookId: 'example',
  meter_id: 'example',
  from: 'example',
  to: 'example',
  interval: 'example',
  context_entities: 'example',
})

Response

{
  "prices": [
    {
      "timestamp": "1970-01-01T00:00:00.000Z",
      "unit_amount": 1234,
      "unit_amount_currency": "EUR",
      "unit_amount_decimal": "12.34",
      "components": {
        "auction_price_amount": 1000,
        "auction_price_amount_decimal": "10.00",
        "taxes_levies_amount": 50,
        "taxes_levies_amount_decimal": "0.50",
        "source_fee_amount": 50,
        "source_fee_amount_decimal": "0.50",
        "grid_fee_amount": 100,
        "grid_fee_amount_decimal": "1.00",
        "margin_amount": 34,
        "margin_amount_decimal": "0.34"
      },
      "tax_behavior": "exclusive",
      "tax_rate": 19
    }
  ]
}

---

getExternalLinks

Retrieves the portal configuration external links.

GET /v2/portal/external-links

const { data } = await client.getExternalLinks({
  origin: 'example',
  contactId: 'example',
})

Response

[
  {
    "id": "string",
    "label": {},
    "type": "link",
    "link": "string",
    "rules": [
      {}
    ],
    "attribute": "string",
    "entity": "string",
    "attribute_value": "string",
    "icon": {
      "name": "string",
      "color": "string",
      "size": 0
    },
    "extension_link_id": ["string"]
  }
]

---

getExternalLinksV3

Retrieves the portal configuration external links.

GET /v3/portal/external-links

const { data } = await client.getExternalLinksV3({
  portal_id: 'example',
  contactId: 'example',
})

Response

[
  {
    "id": "string",
    "label": {},
    "type": "link",
    "link": "string",
    "rules": [
      {}
    ],
    "attribute": "string",
    "entity": "string",
    "attribute_value": "string",
    "icon": {
      "name": "string",
      "color": "string",
      "size": 0
    },
    "extension_link_id": ["string"]
  }
]

---

getResolvedSeamlessLink

Retrieves a resolved seamless portal link.

GET /v2/portal/resolve:seamless-link

const { data } = await client.getResolvedSeamlessLink({
  app_id: 'example',
  extension_id: 'example',
  link_id: 'example',
  context_entities: 'example',
})

Response

{
  "link": "string"
}

---

getPublicPortalConfig

Retrieves the public portal configuration.

GET /v2/portal/public/portal/config

const { data } = await client.getPublicPortalConfig({
  org_id: 'example',
  origin: 'example',
})

Response

{
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-12345.ecp.epilot.cloud",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "pages": {},
  "id": 12345,
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ]
}

---

getOrgPortalConfig

Retrieves the portal configuration for the organization.

GET /v2/portal/org/portal/config

const { data } = await client.getOrgPortalConfig({
  origin: 'example',
})

Response

{
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-12345.ecp.epilot.cloud",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "pages": {},
  "id": 12345,
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ],
  "certificate_details": {
    "status": "PENDING_VALIDATION",
    "failed_reason": "CAA_ERROR"
  }
}

---

getPublicPortalConfigV3

Retrieves the public portal configuration.

GET /v3/portal/public/portal/config

const { data } = await client.getPublicPortalConfigV3({
  org_id: 'example',
  portal_id: 'example',
})

Response

{
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-12345.ecp.epilot.cloud",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "pages": {},
  "id": 12345,
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ]
}

---

getOrgPortalConfigV3

Retrieves the portal configuration for the organization.

GET /v3/portal/org/portal/config

const { data } = await client.getOrgPortalConfigV3({
  portal_id: 'example',
})

Response

{
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-12345.ecp.epilot.cloud",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "pages": {},
  "id": 12345,
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ],
  "certificate_details": {
    "status": "PENDING_VALIDATION",
    "failed_reason": "CAA_ERROR"
  }
}

---

getAllPortalConfigs

Retrieves all portal configurations.

GET /v2/portal/configs

const { data } = await client.getAllPortalConfigs()

Response

{
  "data": [
    {
      "enabled": true,
      "name": "Installer Portal",
      "domain": "abc.com",
      "is_epilot_domain": true,
      "epilot_domain": "example-portal-12345.ecp.epilot.cloud",
      "domain_settings": {},
      "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
      "user_account_self_management": false,
      "feature_settings": {},
      "accessToken": "string",
      "advanced_mfa": {},
      "auth_settings": {},
      "cognito_details": {},
      "config": "string",
      "contact_identifiers": ["email", "last_name"],
      "approval_state_attributes": {},
      "email_templates": {},
      "images": {},
      "entity_identifiers": {},
      "contract_identifiers": [],
      "contract_selector_config": {},
      "registration_identifiers": [],
      "triggered_journeys": [],
      "entity_edit_rules": [],
      "allowed_file_extensions": {},
      "prevent_search_engine_indexing": true,
      "meter_reading_grace_period": 0,
      "inactive_contract_cutoff_years": 0,
      "is_dummy": true,
      "is_v3_item": true,
      "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
      "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
      "origin": "string",
      "pages": {},
      "id": 12345,
      "organization_id": 12345,
      "org_settings": {},
      "feature_flags": {},
      "grants": [],
      "identity_providers": []
    }
  ]
}

---

upsertEmailTemplates

Upserts the email templates of a portal

POST /v2/portal/email-templates

const { data } = await client.upsertEmailTemplates(
  {
    origin: 'example',
  },
  {
    confirmAccount: '5da0a718-c822-403d-9f5d-20d4584e0528',
    advancedAuth: '5da0a718-c822-403d-9f5d-20d4584e0528',
    advancedMFA: '5da0a718-c822-403d-9f5d-20d4584e0528',
    journeySignUp: '5da0a718-c822-403d-9f5d-20d4584e0528',
    journeySignInOneTimePassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
    journeyLoginOTP: '5da0a718-c822-403d-9f5d-20d4584e0528',
    forgotPassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
    invitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
    partnerInvitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
    onNewQuote: '5da0a718-c822-403d-9f5d-20d4584e0528',
    onMapAPendingUser: '5da0a718-c822-403d-9f5d-20d4584e0528',
    onDocUpload: '5da0a718-c822-403d-9f5d-20d4584e0528',
    onWorkflowStepAssigned: '5da0a718-c822-403d-9f5d-20d4584e0528',
    confirmEmailUpdate: '5da0a718-c822-403d-9f5d-20d4584e0528',
    verifyCodeToSetPassword: '5da0a718-c822-403d-9f5d-20d4584e0528'
  },
)

Response

{
  "message": "Email Templates upserted successfully",
  "emailTemplates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  }
}

---

getEmailTemplates

Retrieves the email templates of a portal

GET /v2/portal/email-templates

const { data } = await client.getEmailTemplates({
  origin: 'example',
})

Response

{
  "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
}

---

upsertEmailTemplatesByPortalId

Upserts the email templates of a portal by portal ID

POST /v3/portal/email-templates/{portal_id}

const { data } = await client.upsertEmailTemplatesByPortalId(
  {
    portal_id: 'example',
  },
  {
    confirmAccount: '5da0a718-c822-403d-9f5d-20d4584e0528',
    advancedAuth: '5da0a718-c822-403d-9f5d-20d4584e0528',
    advancedMFA: '5da0a718-c822-403d-9f5d-20d4584e0528',
    journeySignUp: '5da0a718-c822-403d-9f5d-20d4584e0528',
    journeySignInOneTimePassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
    journeyLoginOTP: '5da0a718-c822-403d-9f5d-20d4584e0528',
    forgotPassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
    invitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
    partnerInvitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
    onNewQuote: '5da0a718-c822-403d-9f5d-20d4584e0528',
    onMapAPendingUser: '5da0a718-c822-403d-9f5d-20d4584e0528',
    onDocUpload: '5da0a718-c822-403d-9f5d-20d4584e0528',
    onWorkflowStepAssigned: '5da0a718-c822-403d-9f5d-20d4584e0528',
    confirmEmailUpdate: '5da0a718-c822-403d-9f5d-20d4584e0528',
    verifyCodeToSetPassword: '5da0a718-c822-403d-9f5d-20d4584e0528'
  },
)

Response

{
  "message": "Email Templates upserted successfully",
  "emailTemplates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  }
}

---

getEmailTemplatesByPortalId

Retrieves the email templates of a portal by portal ID

GET /v3/portal/email-templates/{portal_id}

const { data } = await client.getEmailTemplatesByPortalId({
  portal_id: 'example',
})

Response

{
  "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
}

---

getPublicPortalWidgets

Retrieves the public widgets of a portal

GET /v2/portal/public-widgets

const { data } = await client.getPublicPortalWidgets({
  org_id: 'example',
  origin: 'example',
})

Response

{
  "widgets": [
    {
      "id": "string",
      "type": "ACTION_WIDGET",
      "listIndex": 0,
      "headline": {
        "en": "string",
        "de": "string"
      },
      "subHeadline": {
        "en": "string",
        "de": "string"
      },
      "schema": "string"
    },
    {
      "id": "string",
      "type": "ACTION_WIDGET",
      "listIndex": 0,
      "headline": {
        "en": "string",
        "de": "string"
      },
      "subHeadline": {
        "en": "string",
        "de": "string"
      },
      "content": "string"
    }
  ]
}

---

upsertPortalWidget

Upsert widget for a portal of an organization.

POST /v2/portal/widgets

const { data } = await client.upsertPortalWidget(
  {
    origin: 'example',
  },
  {
    widgets: [
      {
        id: 'string',
        type: 'ACTION_WIDGET',
        listIndex: 0,
        headline: {
          en: 'string',
          de: 'string'
        },
        subHeadline: {
          en: 'string',
          de: 'string'
        },
        schema: 'string'
      },
      {
        id: 'string',
        type: 'ACTION_WIDGET',
        listIndex: 0,
        headline: {
          en: 'string',
          de: 'string'
        },
        subHeadline: {
          en: 'string',
          de: 'string'
        },
        content: 'string'
      },
      /* ... 7 more */
    ]
  },
)

Response

{
  "widgets": [
    {
      "id": "string",
      "type": "ACTION_WIDGET",
      "listIndex": 0,
      "headline": {
        "en": "string",
        "de": "string"
      },
      "subHeadline": {
        "en": "string",
        "de": "string"
      },
      "schema": "string"
    },
    {
      "id": "string",
      "type": "ACTION_WIDGET",
      "listIndex": 0,
      "headline": {
        "en": "string",
        "de": "string"
      },
      "subHeadline": {
        "en": "string",
        "de": "string"
      },
      "content": "string"
    }
  ]
}

---

getPortalWidgets

Retrieves the widgets of a portal

GET /v2/portal/widgets

const { data } = await client.getPortalWidgets({
  origin: 'example',
  contract_id: 'example',
})

Response

{
  "widgets": [
    {
      "id": "string",
      "type": "ACTION_WIDGET",
      "listIndex": 0,
      "headline": {
        "en": "string",
        "de": "string"
      },
      "subHeadline": {
        "en": "string",
        "de": "string"
      },
      "schema": "string"
    },
    {
      "id": "string",
      "type": "ACTION_WIDGET",
      "listIndex": 0,
      "headline": {
        "en": "string",
        "de": "string"
      },
      "subHeadline": {
        "en": "string",
        "de": "string"
      },
      "content": "string"
    }
  ]
}

---

replaceECPTemplateVariables

Replaces the template variables of a portal

POST /v2/portal/replace-ecp-template-variables

const { data } = await client.replaceECPTemplateVariables(
  null,
  {
    template_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
    entity_context: {}
  },
)

Response

{
  "customerPortal": {
    "invitationLink": "https://end-customer-portal.ecp.dev.epilot.io/register?contactId=7aa44fb8-d60e-40cc-9a3a-ba09a1ff7f51&email=john@doe.com",
    "newDocumentLink": "https://end-customer-portal.ecp.dev.epilot.io/requests/opportunities/b8fef220-abe0-4382-a704-26848f60977b",
    "entityLink": "https://end-customer-portal.ecp.dev.epilot.io/requests/opportunities/b8fef220-abe0-4382-a704-26848f60977b",
    "userEmailsOnEntity": ["john@doe.com", "mary@doe.com"]
  },
  "installerPortal": {
    "invitationLink": "https://installer-portal.ecp.dev.epilot.io/register?contactId=7aa44fb8-d60e-40cc-9a3a-ba09a1ff7f51&email=john@doe.com",
    "newDocumentLink": "https://installer-portal.ecp.dev.epilot.io/requests/opportunities/b8fef220-abe0-4382-a704-26848f60977b",
    "entityLink": "https://installer-portal.ecp.dev.epilot.io/requests/opportunities/b8fef220-abe0-4382-a704-26848f60977b",
    "userEmailsOnEntity": ["peter@doe.com", "jane@doe.com"]
  },
  "portalUser": {
    "invitationLink": "https://employee-portal.ecp.dev.epilot.io/register?contactId=7aa44fb8-d60e-40cc-9a3a-ba09a1ff7f51&email=john@doe.com",
    "newDocumentLink": "https://employee-portal.ecp.dev.epilot.io/requests/opportunities/b8fef220-abe0-4382-a704-26848f60977b",
    "entityLink": "https://employee-portal.ecp.dev.epilot.io/requests/opportunities/b8fef220-abe0-4382-a704-26848f60977b",
    "userEmailsOnEntity": ["peter@doe.com", "jane@doe.com"]
  }
}

---

getSchemas

Retrieves the schemas. Only schemas usable in the private part of the portal are returned.

GET /v2/portal/schemas

const { data } = await client.getSchemas()

Response

{
  "schemas": [
    {
      "slug": "contact"
    }
  ]
}

---

getSchemasByDomain

Retrieves schemas by domain. Only schemas and attributes used on public pages are returned.

GET /v2/portal/public/schemas

const { data } = await client.getSchemasByDomain({
  domain: 'example',
})

Response

{
  "schemas": [
    {
      "slug": "contact"
    }
  ]
}

---

getOrganizationSettingsByDomain

Retrieves organization settings by domain. Only public organization settings are returned.

GET /v2/portal/public/org/settings

const { data } = await client.getOrganizationSettingsByDomain({
  domain: 'example',
})

Response

{
  "data": {
    "automation_entity_mapping": {
      "enabled": true
    },
    "automation_preview": {
      "enabled": true
    },
    "central_inbox_preview_setting": {
      "enabled": true
    },
    "contracts_preview_setting": {
      "enabled": true
    },
    "disable_ivy": {
      "enabled": true
    },
    "double_opt_in": {
      "enabled": true
    },
    "ecommerce_catalog_preview": {
      "enabled": true
    },
    "ecommerce_opportunities_preview": {
      "enabled": true
    },
    "ecommerce_preview": {
      "enabled": true
    },
    "end_customer_portal": {
      "enabled": true
    },
    "installer_portal": {
      "enabled": true
    },
    "entity_schema_builder": {
      "enabled": true
    },
    "logic_editor_preview": {
      "enabled": true
    },
    "new_navigation": {
      "enabled": true
    },
    "partnering": {
      "enabled": true
    },
    "product-availability": {
      "enabled": true
    },
    "sso": {
      "enabled": true
    },
    "submission_preview": {
      "enabled": true
    },
    "user_roles_preview": {
      "enabled": true
    }
  }
}

---

extraPermissionAttributes

Retrieves the extra permission attributes.

GET /v2/portal/extra-permission-attributes

const { data } = await client.extraPermissionAttributes()

Response

{
  "data": {
    "contact": [
      {
        "name": "string",
        "label": "string",
        "group": "string"
      }
    ],
    "contract": [
      {
        "name": "string",
        "label": "string",
        "group": "string"
      }
    ],
    "order": [
      {
        "name": "string",
        "label": "string",
        "group": "string"
      }
    ],
    "opportunity": [
      {
        "name": "string",
        "label": "string",
        "group": "string"
      }
    ],
    "meter": [
      {
        "name": "string",
        "label": "string",
        "group": "string"
      }
    ],
    "meter_counter": [
      {
        "name": "string",
        "label": "string",
        "group": "string"
      }
    ]
  }
}

---

validateCaaRecords

Validates the CAA records of a portal

POST /v2/portal/validate/caa-records

const { data } = await client.validateCaaRecords({
  origin: 'example',
})

Response

{
  "retry": true,
  "message": "string",
  "isDNSConfigured": true
}

---

validateCaaRecordsV3

Validates the CAA records of a portal

POST /v3/portal/validate/caa-records

const { data } = await client.validateCaaRecordsV3({
  portal_id: 'example',
})

Response

{
  "retry": true,
  "message": "string",
  "isDNSConfigured": true
}

---

getContact

Retrieves the contact of the logged in user.

GET /v2/portal/contact

const { data } = await client.getContact()

Response

{
  "entity": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "contact"
  },
  "files": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "file"
    }
  ],
  "relations": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "templates_output": {
        "content_top_name": "Customer #123456",
        "main_content_name": "Orange Flexible A2 (654321)",
        "content_bottom_name": "Porscheplatz 1, 70435 Stuttgart, Germany",
        "nested_content": {
          "title": "Orange Flexible A2",
          "subtitle": "654321"
        }
      },
      "_schema": "contact"
    }
  ],
  "journey_actions": [
    {
      "journey_id": "string",
      "action_label": {
        "en": "string",
        "de": "string"
      },
      "slug": "string",
      "rules": [
        {
          "entity": "string",
          "attribute": "string",
          "attribute_value": "string"
        }
      ]
    }
  ]
}

---

updateContact

Updates the contact details.

PATCH /v2/portal/contact

const { data } = await client.updateContact(
  null,
  {},
)

Response

{
  "data": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "contact"
  }
}

---

getECPContact

Get the Contact by id

GET /v2/portal/ecp/contact

const { data } = await client.getECPContact({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "data": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "contact"
  }
}

---

checkContactExists

True if contact with given identifiers exists.

POST /v2/portal/public/contact/exists

const { data } = await client.checkContactExists(
  {
    origin: 'example',
  },
  {
    org_id: 728,
    registration_identifiers: {
      contact: {
        email: 'john.doe@example.com'
      },
      contract: {
        contract_number: '123456'
      }
    }
  },
)

Response

{
  "exists": true,
  "contactId": "5da0a718-c822-403d-9f5d-20d4584e0528"
}

---

checkContactExistsV3

True if contact with given identifiers exists.

POST /v3/portal/public/contact/exists

const { data } = await client.checkContactExistsV3(
  {
    portal_id: 'example',
  },
  {
    org_id: 728,
    registration_identifiers: {
      contact: {
        email: 'john.doe@example.com'
      },
      contract: {
        contract_number: '123456'
      }
    }
  },
)

Response

{
  "exists": true,
  "contactId": "5da0a718-c822-403d-9f5d-20d4584e0528"
}

---

getValidSecondaryAttributes

Get valid secondary attributes that are used while mapping a contact on registration

GET /v2/portal/contact/valid/secondary/attributes

const { data } = await client.getValidSecondaryAttributes()

Response

{
  "data": [
    {
      "name": "first_name",
      "type": "string"
    }
  ]
}

---

getPortalUser

Get the portal user details

GET /v2/portal/user

const { data } = await client.getPortalUser()

Response

{
  "data": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "portal_user"
  }
}

---

updatePortalUser

Update the portal user details

PATCH /v2/portal/user

const { data } = await client.updatePortalUser(
  null,
  {},
)

Response

{
  "data": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "portal_user"
  }
}

---

deletePortalUser

Delete the portal user

DELETE /v2/portal/user

const { data } = await client.deletePortalUser()

Response

{
  "message": "User Succesfully Deleted",
  "data": "5da0a718-c822-403d-9f5d-20d4584e0528"
}

---

updatePortalUserEmail

Update portal user email

PUT /v2/portal/user/update/email

const { data } = await client.updatePortalUserEmail(
  null,
  {
    email: 'john@doe.com',
    password: 'string'
  },
)

Response

{
  "message": "You will receive a confirmation mail soon on your updated email address."
}

---

resendConfirmationEmail

Resend confirmation email

POST /v2/portal/user/resend/confirmation-email/{id}

const { data } = await client.resendConfirmationEmail({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "message": "Confirmation email sent successfully."
}

---

fetchPortalUsersByRelatedEntity

Get all users for a given entity

GET /v2/portal/users/by-related-entity

const { data } = await client.fetchPortalUsersByRelatedEntity({
  entity_id: 'example',
  slug: 'example',
})

Response

{
  "portalUsers": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "portal_user"
    }
  ]
}

---

confirmUser

Confirm a portal user

GET /v2/portal/user/confirm

const { data } = await client.confirmUser({
  confirmation_link_token: 'example',
  use_redirect: true,
})

Response

{
  "confirmed": true,
  "user_already_confirmed": true
}

---

confirmUserWithUserId

Confirm a portal user

GET /v2/portal/user/confirm/{id}

const { data } = await client.confirmUserWithUserId({
  origin: 'example',
  id: '123e4567-e89b-12d3-a456-426614174000',
  org_id: 'example',
})

---

userExists

Checks whether a user exists in the portal

GET /v2/portal/public/user/exists

const { data } = await client.userExists({
  email: 'example',
  org_id: 'example',
  origin: 'example',
})

Response

{
  "exists": true
}

---

userExistsV3

Checks whether a user exists in the portal

GET /v3/portal/public/user/exists

const { data } = await client.userExistsV3({
  email: 'example',
  org_id: 'example',
  portal_id: 'example',
})

Response

{
  "exists": true
}

---

getRecipientsToNotifyOnAutomation

Get recipients to notify on automation

POST /v2/portal/recipients-to-notify

const { data } = await client.getRecipientsToNotifyOnAutomation(
  null,
  {
    emails: ['john@doe.com'],
    template_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
    context_id: '5da0a718-c822-403d-9f5d-20d4584e0528'
  },
)

Response

{
  "recipients": [
    {
      "email": "john@doe.com",
      "recipient_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "message": "string"
}

---

configureDistribution

Configure the distribution for the portal's custom domain

GET /v2/portal/configure-distribution

const { data } = await client.configureDistribution({
  origin: 'example',
})

Response

{
  "domainName": "dsj8op4ha01jha23.cloudfront.net"
}

---

configureDistributionV3

Configure the distribution for the portal's custom domain

GET /v3/portal/configure-distribution

const { data } = await client.configureDistributionV3({
  portal_id: 'example',
})

Response

{
  "domainName": "dsj8op4ha01jha23.cloudfront.net"
}

---

getAllOrders

Get all orders for the portal user

GET /v2/portal/order

const { data } = await client.getAllOrders({
  from: 1,
  size: 1,
})

Response

{
  "data": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "order",
      "journey_actions": {
        "journey_id": "string",
        "action_label": {
          "en": "string",
          "de": "string"
        },
        "slug": "string",
        "rules": [
          {
            "entity": "string",
            "attribute": "string",
            "attribute_value": "string"
          }
        ]
      }
    }
  ]
}

---

postOrderAcceptance

Accept/decline an offer by id

POST /v2/portal/order/{id}/acceptance

const { data } = await client.postOrderAcceptance(
  {
    id: '123e4567-e89b-12d3-a456-426614174000',
  },
  {
    decision: 'accept'
  },
)

Response

{
  "data": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "order"
  }
}

---

getOrder

Get an order by id

GET /v2/portal/order/{id}

const { data } = await client.getOrder({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "entity": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "order"
  },
  "files": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "file"
    }
  ],
  "relations": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "templates_output": {},
      "_schema": "contact"
    }
  ],
  "products": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "product"
    }
  ],
  "crossSellableProducts": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "product"
    }
  ],
  "workflow": [
    {
      "id": "8gja72h6kas6h",
      "name": "Lead Qualification",
      "trigger": "MANUAL",
      "status": "STARTED",
      "creationTime": "2021-04-27T12:01:13.000Z",
      "lastUpdateTime": "2021-04-27T12:01:13.000Z",
      "dueDate": "2021-04-27T12:01:13.000Z",
      "assignedTo": ["252", "29052"],
      "flow": []
    }
  ],
  "journey_actions": [
    {
      "journey_id": "string",
      "action_label": {},
      "slug": "string",
      "rules": []
    }
  ]
}

---

updateOrder

Update an order by id

PATCH /v2/portal/order/{id}

const { data } = await client.updateOrder(
  {
    id: '123e4567-e89b-12d3-a456-426614174000',
  },
  {},
)

Response

{
  "data": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "order"
  }
}

---

getAllOpportunities

Get all opportunities of a portal user

GET /v2/portal/opportunity

const { data } = await client.getAllOpportunities({
  from: 1,
  size: 1,
})

Response

{
  "data": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "opportunity",
      "journey_actions": {
        "journey_id": "string",
        "action_label": {
          "en": "string",
          "de": "string"
        },
        "slug": "string",
        "rules": [
          {
            "entity": "string",
            "attribute": "string",
            "attribute_value": "string"
          }
        ]
      }
    }
  ]
}

---

getSearchableAttributesForOpportunities

Get all opportunity searchable attributes for a portal user

GET /v2/portal/opportunities/searchable-attributes

const { data } = await client.getSearchableAttributesForOpportunities({
  from: 1,
  size: 1,
})

Response

{
  "data": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "opportunity"
    }
  ]
}

---

getSearchResultsForOpportunities

Get all opportunity with the given serached attributes

POST /v2/portal/opportunities/search

const { data } = await client.getSearchResultsForOpportunities(
  {
    from: 1,
    size: 1,
  },
  {
    addresses: ['string'],
    customers: ['string'],
    purposes: ['5da0a718-c822-403d-9f5d-20d4584e0528'],
    workflows: [
      {}
    ]
  },
)

Response

{
  "data": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "opportunity"
    }
  ]
}

---

getOpportunity

Get an opportunity by id

GET /v2/portal/opportunities/{id}

const { data } = await client.getOpportunity({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "entity": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "opportunity"
  },
  "orders": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "order"
    }
  ],
  "files": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "file"
    }
  ],
  "relations": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "templates_output": {},
      "_schema": "contact"
    }
  ],
  "workflow": [
    {
      "id": "8gja72h6kas6h",
      "name": "Lead Qualification",
      "trigger": "MANUAL",
      "status": "STARTED",
      "creationTime": "2021-04-27T12:01:13.000Z",
      "lastUpdateTime": "2021-04-27T12:01:13.000Z",
      "dueDate": "2021-04-27T12:01:13.000Z",
      "assignedTo": ["252", "29052"],
      "flow": []
    }
  ],
  "journey_actions": [
    {
      "journey_id": "string",
      "action_label": {},
      "slug": "string",
      "rules": []
    }
  ]
}

---

updateOpportunity

Update an opportunity by id

PATCH /v2/portal/opportunities/{id}

const { data } = await client.updateOpportunity(
  {
    id: '123e4567-e89b-12d3-a456-426614174000',
  },
  {},
)

Response

{
  "data": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "opportunity"
  }
}

---

getAllRequests

Get all opportunities & orders of a portal user

GET /v2/portal/request

const { data } = await client.getAllRequests({
  from: 1,
  size: 1,
})

Response

{
  "hits": 1,
  "results": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "opportunity"
    }
  ]
}

---

getAllContracts

Get all contracts for a portal user

GET /v2/portal/contract

const { data } = await client.getAllContracts({
  from: 1,
  size: 1,
})

Response

{
  "data": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "contract_name": "Grid Contract",
      "contract_number": "12345",
      "status": "approved",
      "description": "This contract is for the supply of widgets.",
      "account_number": "67890",
      "branch": "power",
      "billing_address": "123 Main St, Anytown",
      "delivery_address": "456 Elm St, Anytown",
      "additional_addresses": "789 Oak St, Anytown",
      "termination_date": "2022-01-01",
      "termination_reason": "Non-payment",
      "billing_period": "monthly",
      "billing_duration_amount": 30,
      "renewal_duration_amount": 365,
      "renewal_duration_unit": "years",
      "notice_time_amount": 30,
      "notice_time_unit": "months",
      "start_date": "2021-01-01",
      "billing_due_day": 2,
      "installment_amount": 10050,
      "balance": 8990,
      "balance_currency": "EUR",
      "journey_actions": {
        "journey_id": "string",
        "action_label": {
          "en": "string",
          "de": "string"
        },
        "slug": "string",
        "rules": [
          {
            "entity": "string",
            "attribute": "string",
            "attribute_value": "string"
          }
        ]
      }
    }
  ]
}

---

getContract

Get a contract by id

GET /v2/portal/contract/{id}

const { data } = await client.getContract({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "entity": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "contract_name": "Grid Contract",
    "contract_number": "12345",
    "status": "approved",
    "description": "This contract is for the supply of widgets.",
    "account_number": "67890",
    "branch": "power",
    "billing_address": "123 Main St, Anytown",
    "delivery_address": "456 Elm St, Anytown",
    "additional_addresses": "789 Oak St, Anytown",
    "termination_date": "2022-01-01",
    "termination_reason": "Non-payment",
    "billing_period": "monthly",
    "billing_duration_amount": 30,
    "renewal_duration_amount": 365,
    "renewal_duration_unit": "years",
    "notice_time_amount": 30,
    "notice_time_unit": "months",
    "start_date": "2021-01-01",
    "billing_due_day": 2,
    "installment_amount": 10050,
    "balance": 8990,
    "balance_currency": "EUR"
  },
  "orders": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "order"
    }
  ],
  "meters": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "meter"
    }
  ],
  "files": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "file"
    }
  ],
  "relations": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "templates_output": {},
      "_schema": "contact"
    }
  ],
  "workflow": [
    {
      "id": "8gja72h6kas6h",
      "name": "Lead Qualification",
      "trigger": "MANUAL",
      "status": "STARTED",
      "creationTime": "2021-04-27T12:01:13.000Z",
      "lastUpdateTime": "2021-04-27T12:01:13.000Z",
      "dueDate": "2021-04-27T12:01:13.000Z",
      "assignedTo": ["252", "29052"],
      "flow": []
    }
  ],
  "journey_actions": [
    {
      "journey_id": "string",
      "action_label": {},
      "slug": "string",
      "rules": []
    }
  ]
}

---

updateContract

Update a contract by id

PATCH /v2/portal/contract/{id}

const { data } = await client.updateContract(
  {
    id: '123e4567-e89b-12d3-a456-426614174000',
  },
  {},
)

Response

{
  "data": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "contract_name": "Grid Contract",
    "contract_number": "12345",
    "status": "approved",
    "description": "This contract is for the supply of widgets.",
    "account_number": "67890",
    "branch": "power",
    "billing_address": "123 Main St, Anytown",
    "delivery_address": "456 Elm St, Anytown",
    "additional_addresses": "789 Oak St, Anytown",
    "termination_date": "2022-01-01",
    "termination_reason": "Non-payment",
    "billing_period": "monthly",
    "billing_duration_amount": 30,
    "renewal_duration_amount": 365,
    "renewal_duration_unit": "years",
    "notice_time_amount": 30,
    "notice_time_unit": "months",
    "start_date": "2021-01-01",
    "billing_due_day": 2,
    "installment_amount": 10050,
    "balance": 8990,
    "balance_currency": "EUR"
  }
}

---

addContractByIdentifiers

Self-assign contract(s) by pre-configured identifiers.

POST /v2/portal/contract/by-identifiers

const { data } = await client.addContractByIdentifiers(
  null,
  {
    contract: {
      contract_number: '123456'
    },
    meter: {
      meter_number: '123456'
    }
  },
)

Response

{
  "data": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "templates_output": {
        "content_top_name": "Customer #123456",
        "main_content_name": "Orange Flexible A2 (654321)",
        "content_bottom_name": "Porscheplatz 1, 70435 Stuttgart, Germany",
        "nested_content": {
          "title": "Orange Flexible A2",
          "subtitle": "654321"
        }
      },
      "_schema": "contact"
    }
  ],
  "hits": 0
}

---

getEntityIdentifiers

Retrieve a list of entity identifiers used for entity search by portal users.

GET /v2/portal/entity/identifiers/{slug}

const { data } = await client.getEntityIdentifiers({
  slug: 'example',
})

Response

{
  "data": [
    {
      "name": "contract_number",
      "type": "string"
    }
  ]
}

---

getEntityActivityFeed

Get activity feed for an entity

GET /v2/portal/entity/{slug}/{id}/activity

const { data } = await client.getEntityActivityFeed({
  slug: 'example',
  id: '123e4567-e89b-12d3-a456-426614174000',
  after: 'example',
  before: 'example',
  from: 1,
  size: 1,
  type: 'example',
  include_relations: true,
})

Response

{
  "total": 1,
  "results": [
    {
      "_id": "01F130Q52Q6MWSNS8N2AVXV4JN",
      "timestamp": "1970-01-01T00:00:00.000Z",
      "type": "MyCustomActivity",
      "title": "My custom activity",
      "message": "{{caller}} did something with {{entity payload.entity.id}}.",
      "payload": {
        "entity": {
          "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
          "schema": "contact"
        }
      }
    }
  ]
}

---

validateCadenceEntityEditRules

Validate if cadence rule is valid for an entity

GET /v2/portal/{slug}/{id}:validateRule

const { data } = await client.validateCadenceEntityEditRules({
  slug: 'example',
  id: '123e4567-e89b-12d3-a456-426614174000',
  attribute: 'example',
})

Response

{
  "isBlockedByRules": false,
  "failedRule": {
    "slug": "contact",
    "attribute": "string",
    "rule_type": "string",
    "cadence_period_type": "string",
    "changes_allowed": 0,
    "cadence_period": 0,
    "allowed_decrement": "string",
    "allowed_increment": "string",
    "number_of_days_before_restriction": 0,
    "grace_period": 0
  }
}

---

searchPaymentRelationsInEntities

Search for entities that have the payment relation with the given payment id

GET /v2/portal/entities-by-payment/{id}

const { data } = await client.searchPaymentRelationsInEntities({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "results": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "templates_output": {
        "content_top_name": "Customer #123456",
        "main_content_name": "Orange Flexible A2 (654321)",
        "content_bottom_name": "Porscheplatz 1, 70435 Stuttgart, Germany",
        "nested_content": {
          "title": "Orange Flexible A2",
          "subtitle": "654321"
        }
      },
      "_schema": "contact"
    }
  ],
  "hits": 50
}

---

createCustomEntityActivity

Create a custom activity that can be displayed in activity feed of an entity.

PUT /v2/portal/entity/activity

const { data } = await client.createCustomEntityActivity(
  {
    entities: ['...'],
  },
  {
    type: 'PortalUserResetPassword'
  },
)

Response

{
  "_id": "01F130Q52Q6MWSNS8N2AVXV4JN",
  "timestamp": "1970-01-01T00:00:00.000Z",
  "type": "MyCustomActivity",
  "title": "My custom activity",
  "message": "{{caller}} did something with {{entity payload.entity.id}}.",
  "payload": {
    "entity": {
      "id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
      "schema": "contact"
    }
  }
}

---

saveEntityFile

Add files to an entity

POST /v2/portal/entity/file

const { data } = await client.saveEntityFile(
  null,
  {
    entity_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
    entity_type: 'order',
    files: [
      {
        filename: 'document.pdf',
        access_control: 'private',
        s3ref: {
          bucket: 12345,
          key: 12345
        }
      }
    ]
  },
)

Response

{
  "createdFiles": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "file"
    }
  ]
}

---

deleteEntityFile

Delete files from an entity

DELETE /v2/portal/entity/file

const { data } = await client.deleteEntityFile(
  null,
  {
    entity_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
    entity_type: 'order',
    file_entity_ids: ['5da0a718-c822-403d-9f5d-20d4584e0528']
  },
)

---

savePortalFiles

Add files to portal

POST /v2/portal/portal/files

const { data } = await client.savePortalFiles(
  null,
  {
    origin: 'string',
    files: [
      {
        filename: 12345,
        file_type: 'orderRightTeaser',
        _tags: 12345,
        s3ref: {
          bucket: 12345,
          key: 12345
        }
      }
    ]
  },
)

Response

{
  "createdFiles": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "_schema": "file"
    }
  ]
}

---

getRegistrationIdentifiers

Get valid attributes from entities that can be used as identifier to map contact to user on registration

GET /v2/portal/registration/identifiers

const { data } = await client.getRegistrationIdentifiers()

Response

{
  "data": {
    "contact": [
      {
        "label": "First name",
        "name": "first_name",
        "type": "string"
      }
    ],
    "contract": [
      {
        "label": "Contract number",
        "name": "contract_number",
        "type": "string"
      }
    ]
  }
}

---

getFileById

Fetch a document with ID

GET /v2/portal/user/file/{id}

const { data } = await client.getFileById({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "file": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "file",
    "filename": "document.pdf",
    "access_control": "private",
    "file_date": "2021-02-09T12:41:43.662Z",
    "public_url": "https://epilot-files-prod.s3.eu-central-1.amazonaws.com/123/4d689aeb-1497-4410-a9fe-b36ca9ac4389/document.pdf",
    "type": "document",
    "mime_type": "application/pdf",
    "_relations": [
      {
        "entity_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
        "_schema": "contact",
        "_title": "Opportunity ABC"
      }
    ],
    "is_new": true
  }
}

---

trackFileDownloaded

Track that user has downloaded a file

POST /v2/portal/user/file/{id}/downloaded

const { data } = await client.trackFileDownloaded({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "file": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "_schema": "file",
    "filename": "document.pdf",
    "access_control": "private",
    "file_date": "2021-02-09T12:41:43.662Z",
    "public_url": "https://epilot-files-prod.s3.eu-central-1.amazonaws.com/123/4d689aeb-1497-4410-a9fe-b36ca9ac4389/document.pdf",
    "type": "document",
    "mime_type": "application/pdf",
    "_relations": [
      {
        "entity_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
        "_schema": "contact",
        "_title": "Opportunity ABC"
      }
    ],
    "is_new": true
  }
}

---

getBillingEvents

Fetch billing events for a portal user

GET /v2/portal/billing/events

const { data } = await client.getBillingEvents({
  from: 1,
  size: 1,
  entity_id: ['...'],
  event_type: 'example',
  paid: true,
  date_after: 'example',
  date_before: 'example',
  sort: 'example',
})

Response

{
  "results": [
    {
      "billing_amount_decimal": "100.50",
      "billing_amount": 10050,
      "billing_currency": "EUR",
      "external_id": "d4fb2a4e-3f74-4fc4-8fba-6fdaaaa3b08e",
      "contract": {
        "$relation": [
          {
            "entity_id": "f589786b-3024-43cd-9cb3-5a3c953f2896"
          }
        ]
      },
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "type": "installment",
      "due_date": "string",
      "paid_date": "string"
    }
  ],
  "hits": 50
}

---

getCustomerBalance

Get total balance across all contracts and orders of a customer entity.

GET /v2/portal/billing/customers/balance

const { data } = await client.getCustomerBalance()

Response

{
  "balance": 8990,
  "balance_decimal": "89.90",
  "balance_currency": "EUR"
}

---

getBillingAccount

Get a billing account by id.

GET /v2/portal/billing/accounts/{id}

const { data } = await client.getBillingAccount({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "entity": {
    "billing_account_number": "string",
    "balance": 0,
    "balance_decimal": "string",
    "balance_currency": "EUR",
    "billing_contact": {
      "$relation": [
        {
          "entity_id": "f589786b-3024-43cd-9cb3-5a3c953f2896"
        }
      ]
    },
    "billing_address": {
      "$relation_ref": [
        {
          "entity_id": "f589786b-3024-43cd-9cb3-5a3c953f2896",
          "path": "address",
          "_id": "f589786b-3024-43cd-9cb3-5a3c953f2896"
        }
      ]
    },
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z"
  },
  "relations": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "templates_output": {
        "content_top_name": "Customer #123456",
        "main_content_name": "Orange Flexible A2 (654321)",
        "content_bottom_name": "Porscheplatz 1, 70435 Stuttgart, Germany",
        "nested_content": {
          "title": "Orange Flexible A2",
          "subtitle": "654321"
        }
      },
      "_schema": "contact"
    }
  ]
}

---

loginToPortalAsUser

Generate a token to log in to a portal impersonating a users.

POST /v2/portal/admin:login-as-user

const { data } = await client.loginToPortalAsUser(
  null,
  {
    email: 'portal-customer@email.com',
    origin: 'string'
  },
)

Response

{
  "login_as_token": "string"
}

---

triggerEntityAccessEvent

Trigger entity access event for a portal user

POST /v2/portal/entity/{schema}/access

const { data } = await client.triggerEntityAccessEvent({
  schema: 'example',
  entity_id: 'example',
  origin: 'example',
})

Response

{
  "eventId": "string"
}

---

triggerEntityAccessEventV3

Trigger entity access event for a portal user

POST /v3/portal/entity/{schema}/access

const { data } = await client.triggerEntityAccessEventV3({
  schema: 'example',
  entity_id: 'example',
  portal_id: 'example',
})

Response

{
  "eventId": "string"
}

---

getPortalUserEntity

Get a single entity for a portal user

POST /v2/portal/entity:get

const { data } = await client.getPortalUserEntity(
  null,
  {
    slug: 'contact',
    entity_id: '3ec28ab5-8598-41ef-9486-b57fca1d5e2a',
    hydrate: false,
    fields: ['_id', '_title'],
    templates: {
      content_top_name: 'Customer #{{contract.customer_number}}',
      main_content_name: '{{contract.contract_name}} ({{contract.contract_number}})',
      content_bottom_name: '{{custom_contract_delivery_address}}',
      nested_content: {
        title: '{{contract.contract_name}}',
        subtitle: '{{contract.contract_number}}'
      }
    },
    filters: [
      {
        term: {
          'status.keyword': 'active'
        }
      },
      {
        range: {
          _created_at: {
            gte: '2023-01-01'
          }
        }
      }
    ],
    filters_context: [
      {
        portal_user: true
      },
      {
        contact: true
      },
      /* ... 1 more */
    ],
    targets: ['3ec28ab5-8598-41ef-9486-b57fca1d5e2a']
  },
)

Response

{
  "result": {
    "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "_title": "Example Entity",
    "_org": "123",
    "_tags": ["example", "mock"],
    "_created_at": "2021-02-09T12:41:43.662Z",
    "_updated_at": "2021-02-09T12:41:43.662Z",
    "templates_output": {
      "content_top_name": "Customer #123456",
      "main_content_name": "Orange Flexible A2 (654321)",
      "content_bottom_name": "Porscheplatz 1, 70435 Stuttgart, Germany",
      "nested_content": {
        "title": "Orange Flexible A2",
        "subtitle": "654321"
      }
    },
    "_schema": "contact"
  }
}

---

searchPortalUserEntities

Search all entities of a portal user

POST /v2/portal/entity:search

const { data } = await client.searchPortalUserEntities(
  null,
  {
    slug: 'contact',
    q: 'contract',
    q_fields: ['_title', 'customer._title', 'customer.first_name', 'customer.last_name'],
    group: 'customer._title',
    group_title: '{{customer[Primary].first_name}} {{customer[Primary].last_name}}',
    group_size: 100,
    group_sort: 'desc',
    group_after_key: {},
    sort: '_created_at:desc',
    from: 0,
    size: 100,
    hydrate: false,
    fields: ['_id', '_title'],
    templates: {
      content_top_name: 'Customer #{{contract.customer_number}}',
      main_content_name: '{{contract.contract_name}} ({{contract.contract_number}})',
      content_bottom_name: '{{custom_contract_delivery_address}}'
    },
    filters: [
      {
        term: {
          'status.keyword': 'active'
        }
      },
      {
        range: {
          _created_at: {
            gte: '2023-01-01'
          }
        }
      }
    ],
    filters_context: [
      {
        portal_user: true
      },
      {
        contact: true
      },
      /* ... 1 more */
    ],
    targets: ['3ec28ab5-8598-41ef-9486-b57fca1d5e2a']
  },
)

Response

{
  "results": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "_title": "Example Entity",
      "_org": "123",
      "_tags": ["example", "mock"],
      "_created_at": "2021-02-09T12:41:43.662Z",
      "_updated_at": "2021-02-09T12:41:43.662Z",
      "templates_output": {
        "content_top_name": "Customer #123456",
        "main_content_name": "Orange Flexible A2 (654321)",
        "content_bottom_name": "Porscheplatz 1, 70435 Stuttgart, Germany",
        "nested_content": {
          "title": "Orange Flexible A2",
          "subtitle": "654321"
        }
      },
      "_schema": "contact"
    }
  ],
  "pagination": {
    "from": 0,
    "size": 10,
    "total": 50,
    "has_more": true
  },
  "hits": 10
}

---

canTriggerPortalFlow

Returns whether the user can trigger a portal flow

POST /v2/portal/can-trigger-portal-flow

const { data } = await client.canTriggerPortalFlow(
  {
    origin: 'example',
    portal_id: 'example',
  },
  {
    activity_id: '01F130Q52Q6MWSNS8N2AVXV4JN',
    ecp_config: {
      file_config: {
        shared_with_end_customer: true,
        _tags: ['example', 'mock']
      }
    }
  },
)

Response

{
  "can_trigger": true
}

---

getAutomationContext

Retrieves the automation context.

GET /v2/portal/automation-context

const { data } = await client.getAutomationContext({
  activity_id: 'example',
  type: 'example',
})

Response

{}

---

updateWorkflowStepAsDone

Update a workflow step as done

PUT /v2/portal/workflow/{workflow_id}/{step_id}:markDone

const { data } = await client.updateWorkflowStepAsDone({
  workflow_id: 'example',
  step_id: 'example',
})

Response

{
  "startedTime": "2024-01-12T13:29:55.942Z",
  "requirements": [],
  "created": "2023-10-20T17:41:10.256Z",
  "executionType": "MANUAL",
  "assignedToInProgress": "-",
  "sectionId": "lzxsw2sblj7",
  "type": "STEP",
  "entityRefId": "q1d6vcbsqvn",
  "assignedTo": ["10014532"],
  "lastUpdated": "2024-01-13T05:18:43.838Z",
  "ecp": {},
  "userIds": [],
  "name": "Hinterlege den vereinbarten LIC Termin",
  "id": "q1d6vcbsqvn",
  "definitionId": "9UjHKq",
  "status": "COMPLETED",
  "manuallyCreated": false,
  "enabled": true,
  "completedTime": "2024-01-13T05:18:43.827Z"
}

---

getEntityWorkflows

Get workflows for an entity

GET /v2/portal/entity/{slug}/{id}/workflows

const { data } = await client.getEntityWorkflows({
  slug: 'example',
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "workflow_executions": [
    {
      "id": "8gja72h6kas6h",
      "name": "Lead Qualification",
      "trigger": "MANUAL",
      "status": "STARTED",
      "creationTime": "2021-04-27T12:01:13.000Z",
      "lastUpdateTime": "2021-04-27T12:01:13.000Z",
      "dueDate": "2021-04-27T12:01:13.000Z",
      "assignedTo": ["252", "29052"],
      "flow": [
        {
          "id": "sectionId1",
          "name": "Initial Information Gathering",
          "steps": [
            {
              "id": "sada5641f3a21",
              "name": "Call client and confirm address and product",
              "status": "ASSIGNED",
              "assignedTo": ["11"]
            },
            {
              "id": "sada5641f3a22",
              "name": "Check product availability",
              "status": "UNASSIGNED"
            }
          ]
        },
        {
          "id": "firstLevelStepId1",
          "name": "Print and send catalog",
          "status": "SKIPPED",
          "dueDate": "2023-01-15T20:00:00"
        }
      ]
    }
  ]
}

---

uploadMeterReadingPhoto

Upload Meter Reading Photo

POST /v2/portal/metering/reading/photo

const { data } = await client.uploadMeterReadingPhoto(
  null,
  {
    filename: 'Reading 10.01.2025.jpg',
    mime_type: 'image/jpeg',
    contents: 'data:image/jpeg;base64,/9j/4AAQSkZJRgABAQAAAQABAAD/2wCEAAkGBxMTEhUTExMWFhUXGBgYGBgYGBgYGBgYGBgYFxgYFxgYHSggGBolHRgXITEhJSkrLi4uFx8zODMtNygtLisBCgoKDg0OGhAQGy0lHyUt',
    meter_id: '5da0a718-c822-403d-9f5d-20d4584e0528'
  },
)

Response

{
  "data": {
    "filename": "Reading 10.01.2025.jpg",
    "s3ref": {
      "bucket": "meter-readings",
      "key": "uuid/reading-10.01.2025.jpg"
    },
    "reading": "000123.45",
    "sector": "water",
    "meter_numbers": ["00123456"]
  }
}

---

createMeterReading

Create Meter Reading

POST /v2/portal/metering/reading

const { data } = await client.createMeterReading(
  {
    override_plausibility: true,
  },
  {
    value: 240,
    read_by: 'John Doe',
    reason: 'Storing the feed-in record',
    meter_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
    counter_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
    direction: 'feed-in',
    timestamp: '2022-10-10T00:00:00.000Z',
    source: 'ECP',
    status: 'valid',
    external_id: 'string',
    remark: 'Customer reported unusual consumption',
    metadata: {
      registration_id: '1234567890',
      business_unit: 'ABC'
    }
  },
)

Response

{
  "data": {
    "value": 240,
    "read_by": "John Doe",
    "reason": "Storing the feed-in record",
    "meter_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "counter_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "direction": "feed-in",
    "timestamp": "2022-10-10T00:00:00.000Z",
    "source": "ECP",
    "status": "valid",
    "external_id": "string",
    "remark": "Customer reported unusual consumption",
    "metadata": {
      "registration_id": "1234567890",
      "business_unit": "ABC"
    }
  }
}

---

getAllowedMeterReadingRange

GET /v2/portal/metering/reading/allowed-range/{meter_id}

const { data } = await client.getAllowedMeterReadingRange({
  meter_id: 'example',
  origin: 'example',
  timestamp: 'example',
  context_entities: 'example',
})

Response

{
  "data": [
    {
      "meter_counter_id": "string",
      "min_value": 0,
      "max_value": 0
    }
  ]
}

---

ssoLogin

Initiate login using external SSO identity.

POST /v2/portal/public/sso/login

const { data } = await client.ssoLogin(
  {
    origin: 'example',
    org_id: 'example',
    contact_id: 'example',
  },
  {
    provider_slug: 'office-365-login'
  },
)

Response

{
  "token": "string",
  "email": "portal-customer@email.com"
}

---

ssoLoginV3

Initiate login using external SSO identity.

POST /v3/portal/public/sso/login

const { data } = await client.ssoLoginV3(
  {
    portal_id: 'example',
    org_id: 'example',
    contact_id: 'example',
  },
  {
    provider_slug: 'office-365-login'
  },
)

Response

{
  "token": "string",
  "email": "portal-customer@email.com"
}

---

ssoRedirect

Handles the redirect from the external SSO provider. Validates the authorization code and state received from the provider. Redirects the user to the provided web_uri with the validated credenti

POST /v2/portal/public/sso/redirect

const { data } = await client.ssoRedirect({
  web_uri: 'example',
})

---

ssoCallback

Handles the callback from the external SSO provider, validates the authorization code and generates a external provider token to be used with the CUSTOM_AUTH flow against Cognito.

POST /v2/portal/public/sso/callback

const { data } = await client.ssoCallback(
  {
    domain: 'example',
  },
  {
    provider_slug: 'office-365-login',
    token_endpoint: 'https://www.facebook.com/v12.0/dialog/oauth',
    grant_type: 'authorization_code',
    code: '123456',
    redirect_uri: 'https://customer-portal.com/login',
    client_id: '123456',
    code_verifier: '123456'
  },
)

Response

{
  "access_token": "123456",
  "token_type": "Bearer",
  "expires_in": 3600,
  "refresh_token": "123456",
  "id_token": "123456",
  "scope": "openid email"
}

---

getPortalPage

Fetch a portal page by id

GET /v2/portal/pages/{id}

const { data } = await client.getPortalPage({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

{
  "slug": "dashboard",
  "path": "/dashboard",
  "schema": ["string"],
  "visibility": {},
  "content": {},
  "design": {},
  "blocks": {},
  "order": 1,
  "is_system": false,
  "is_detail": false,
  "detail_schema": "contact",
  "is_public": true,
  "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
  "is_entry_route": false,
  "is_deleted": false,
  "id": "c495fef9-eeca-4019-a989-8390dcd9825b",
  "last_modified_at": "2021-02-09T12:41:43.662Z"
}

---

updatePortalPage

Update a portal page by id

PUT /v2/portal/pages/{id}

const { data } = await client.updatePortalPage(
  {
    id: '123e4567-e89b-12d3-a456-426614174000',
  },
  {
    slug: 'dashboard',
    path: '/dashboard',
    schema: ['string'],
    visibility: {},
    content: {},
    design: {},
    blocks: {},
    order: 1,
    is_system: false,
    is_detail: false,
    detail_schema: 'contact',
    is_public: true,
    parentId: 'c495fef9-eeca-4019-a989-8390dcd9825b',
    is_entry_route: false,
    is_deleted: false
  },
)

Response

{
  "slug": "dashboard",
  "path": "/dashboard",
  "schema": ["string"],
  "visibility": {},
  "content": {},
  "design": {},
  "blocks": {},
  "order": 1,
  "is_system": false,
  "is_detail": false,
  "detail_schema": "contact",
  "is_public": true,
  "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
  "is_entry_route": false,
  "is_deleted": false,
  "id": "c495fef9-eeca-4019-a989-8390dcd9825b",
  "last_modified_at": "2021-02-09T12:41:43.662Z"
}

---

deletePortalPage

Delete a portal page by id

DELETE /v2/portal/pages/{id}

const { data } = await client.deletePortalPage({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

---

getPortalPages

Fetch all portal pages

GET /v2/portal/pages

const { data } = await client.getPortalPages({
  domain: 'example',
  fields: 'example',
  filter: 'example',
  contract_id: 'example',
  context_entities: 'example',
})

Response

[
  {
    "slug": "dashboard",
    "path": "/dashboard",
    "schema": ["string"],
    "visibility": {},
    "content": {},
    "design": {},
    "blocks": {},
    "order": 1,
    "is_system": false,
    "is_detail": false,
    "detail_schema": "contact",
    "is_public": true,
    "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
    "is_entry_route": false,
    "is_deleted": false,
    "id": "c495fef9-eeca-4019-a989-8390dcd9825b",
    "last_modified_at": "2021-02-09T12:41:43.662Z"
  }
]

---

createPortalPage

Create a new portal page

POST /v2/portal/pages

const { data } = await client.createPortalPage(
  {
    domain: 'example',
  },
  {
    slug: 'dashboard',
    path: '/dashboard',
    schema: ['string'],
    visibility: {},
    content: {},
    design: {},
    blocks: {},
    order: 1,
    is_system: false,
    is_detail: false,
    detail_schema: 'contact',
    is_public: true,
    parentId: 'c495fef9-eeca-4019-a989-8390dcd9825b',
    is_entry_route: false,
    is_deleted: false
  },
)

Response

{
  "slug": "dashboard",
  "path": "/dashboard",
  "schema": ["string"],
  "visibility": {},
  "content": {},
  "design": {},
  "blocks": {},
  "order": 1,
  "is_system": false,
  "is_detail": false,
  "detail_schema": "contact",
  "is_public": true,
  "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
  "is_entry_route": false,
  "is_deleted": false,
  "id": "c495fef9-eeca-4019-a989-8390dcd9825b",
  "last_modified_at": "2021-02-09T12:41:43.662Z"
}

---

getPublicPages

Fetch all public portal pages

GET /v2/portal/public/pages

const { data } = await client.getPublicPages({
  domain: 'example',
  fields: 'example',
  filter: 'example',
})

Response

[
  {
    "slug": "dashboard",
    "path": "/dashboard",
    "schema": ["string"],
    "visibility": {},
    "content": {},
    "design": {},
    "blocks": {},
    "order": 1,
    "is_system": false,
    "is_detail": false,
    "detail_schema": "contact",
    "is_public": true,
    "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
    "is_entry_route": false,
    "is_deleted": false,
    "id": "c495fef9-eeca-4019-a989-8390dcd9825b",
    "last_modified_at": "2021-02-09T12:41:43.662Z"
  }
]

---

getDefaultPages

Fetch all default portal pages

GET /v2/portal/pages/default

const { data } = await client.getDefaultPages()

Response

[
  {
    "slug": "dashboard",
    "path": "/dashboard",
    "schema": ["string"],
    "visibility": {},
    "content": {},
    "design": {},
    "blocks": {},
    "order": 1,
    "is_system": false,
    "is_detail": false,
    "detail_schema": "contact",
    "is_public": true,
    "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
    "is_entry_route": false,
    "is_deleted": false,
    "id": "c495fef9-eeca-4019-a989-8390dcd9825b",
    "last_modified_at": "2021-02-09T12:41:43.662Z"
  }
]

---

createPortalPageBlock

Create a new portal page block

POST /v2/portal/pages/{id}/blocks

const { data } = await client.createPortalPageBlock(
  {
    id: '123e4567-e89b-12d3-a456-426614174000',
  },
  {
    props: {
      visibility: {},
      content: {},
      design: {}
    },
    parentId: 'c495fef9-eeca-4019-a989-8390dcd9825b',
    type: 'tab',
    order: 1
  },
)

Response

{
  "props": {
    "visibility": {},
    "content": {},
    "design": {}
  },
  "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
  "type": "tab",
  "order": 1,
  "id": "c495fef9-eeca-4019-a989-8390dcd9825b"
}

---

getPortalPageBlocks

Fetch all portal page blocks

GET /v2/portal/pages/{id}/blocks

const { data } = await client.getPortalPageBlocks({
  id: '123e4567-e89b-12d3-a456-426614174000',
})

Response

[
  {
    "props": {
      "visibility": {},
      "content": {},
      "design": {}
    },
    "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
    "type": "tab",
    "order": 1,
    "id": "c495fef9-eeca-4019-a989-8390dcd9825b"
  }
]

---

getPortalPageBlock

Fetch a portal page block by id

GET /v2/portal/pages/{id}/blocks/{block_id}

const { data } = await client.getPortalPageBlock({
  id: '123e4567-e89b-12d3-a456-426614174000',
  block_id: 'example',
})

Response

{
  "props": {
    "visibility": {},
    "content": {},
    "design": {}
  },
  "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
  "type": "tab",
  "order": 1,
  "id": "c495fef9-eeca-4019-a989-8390dcd9825b"
}

---

updatePortalPageBlock

Update a portal page block by id

PUT /v2/portal/pages/{id}/blocks/{block_id}

const { data } = await client.updatePortalPageBlock(
  {
    id: '123e4567-e89b-12d3-a456-426614174000',
    block_id: 'example',
  },
  {
    props: {
      visibility: {},
      content: {},
      design: {}
    },
    parentId: 'c495fef9-eeca-4019-a989-8390dcd9825b',
    type: 'tab',
    order: 1
  },
)

Response

{
  "props": {
    "visibility": {},
    "content": {},
    "design": {}
  },
  "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
  "type": "tab",
  "order": 1,
  "id": "c495fef9-eeca-4019-a989-8390dcd9825b"
}

---

deletePortalPageBlock

Delete a portal page block by id

DELETE /v2/portal/pages/{id}/blocks/{block_id}

const { data } = await client.deletePortalPageBlock({
  id: '123e4567-e89b-12d3-a456-426614174000',
  block_id: 'example',
})

---

getUserEntryPoint

Get the entry point for the user

GET /v2/portal/public/user/entry-point

const { data } = await client.getUserEntryPoint({
  email: 'example',
  domain: 'example',
})

Response

{
  "user_exists": true,
  "entry_point": "PASSWORD",
  "preferred_sso_providers": ["office-365-login"],
  "is_soft_deleted": true
}

---

updateCampaignPortalBlockStatus

Update Campaign Portal Block Status

PUT /v2/portal/campaign/{campaign_id}/entity:status

const { data } = await client.updateCampaignPortalBlockStatus(
  {
    campaign_id: 'example',
  },
  {
    status: 'seen',
    entity_refs: [
      {
        entity_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
        entity_schema: 'string'
      }
    ]
  },
)

Response

{
  "success": true,
  "updated": 2,
  "failed": 0,
  "total": 2
}

---

updateNotificationsStatus

Updates the statuses of multiple notifications at once.

PUT /v2/portal/notifications/entity:status

const { data } = await client.updateNotificationsStatus(
  null,
  {
    notifications: [
      {
        id: 'string',
        status: 'read'
      }
    ]
  },
)

Response

{
  "message": "Notifications status updated successfully."
}

---

deRegisterMLoginUser

Deregisters a user from the M Login client

DELETE /v2/portal/public/m-login/deregister/{client_id}/{user_id}

const { data } = await client.deRegisterMLoginUser({
  client_id: 'example',
  user_id: 'example',
})

---

notifyMLoginInterestChange

Notifies the interest change of a user in the M Login client

POST /v2/portal/public/m-login/notify-interest-change/{client_id}/{user_id}

const { data } = await client.notifyMLoginInterestChange(
  {
    client_id: 'example',
    user_id: 'example',
  },
  {
    resource_id: 'string',
    user_id: 'string',
    interest_tag: 'string',
    action: 'string',
    resource: {
      resource_id: 'string',
      description: 'string',
      contact: 'string',
      kind: 'string'
    }
  },
)

---

createPortalConfig

Creates a new portal configuration.

POST /v3/portal/config

const { data } = await client.createPortalConfig(
  null,
  {
    entity_actions: [
      {
        journey_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
        slug: 'contact',
        action_Label: { /* ... */ }
      }
    ],
    extensions: [
      {
        id: 'string',
        status: 'installed',
        options: {}
      }
    ],
    extension_hooks: {},
    default_user_to_notify: {
      onPendingUser: [
        { /* ... */ }
      ]
    },
    enabled: true,
    name: 'Installer Portal',
    domain: 'abc.com',
    is_epilot_domain: true,
    epilot_domain: 'example-portal-1.ecp.epilot.io',
    domain_settings: {
      is_custom_domain_enabled: true,
      is_epilot_domain_enabled: true,
      is_redirection_enabled: true
    },
    design_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
    self_registration_setting: 'ALLOW_WITH_CONTACT_CREATION',
    user_account_self_management: false,
    feature_settings: {
      start_page: true,
      billing: true,
      change_due_date: true,
      new_design: true
    },
    accessToken: 'string',
    advanced_mfa: {
      enabled: true
    },
    auth_settings: {
      passwordless_login: {
        enabled: true
      },
      entry_point: 'PASSWORD',
      preferred_sso_providers: ['office-365-login'],
      auto_redirect_to_sso: true
    },
    cognito_details: {
      cognito_user_pool_client_id: '6bsd0jkgoie74k2i8mrhc1vest',
      cognito_user_pool_arn: 'arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341',
      cognito_user_pool_id: 'eu-central-1_CUEQRNbUb',
      password_policy: {
        minimum_length: 8,
        maximum_length: 256,
        require_lowercase: true,
        require_uppercase: true,
        require_numbers: true,
        require_symbols: true
      }
    },
    config: 'string',
    contact_identifiers: ['email', 'last_name'],
    approval_state_attributes: {
      contact: ['name', 'address'],
      contract: ['installment_amount']
    },
    email_templates: {
      confirmAccount: '5da0a718-c822-403d-9f5d-20d4584e0528',
      advancedAuth: '5da0a718-c822-403d-9f5d-20d4584e0528',
      advancedMFA: '5da0a718-c822-403d-9f5d-20d4584e0528',
      journeySignUp: '5da0a718-c822-403d-9f5d-20d4584e0528',
      journeySignInOneTimePassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
      journeyLoginOTP: '5da0a718-c822-403d-9f5d-20d4584e0528',
      forgotPassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
      invitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
      partnerInvitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onNewQuote: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onMapAPendingUser: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onDocUpload: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onWorkflowStepAssigned: '5da0a718-c822-403d-9f5d-20d4584e0528',
      confirmEmailUpdate: '5da0a718-c822-403d-9f5d-20d4584e0528',
      verifyCodeToSetPassword: '5da0a718-c822-403d-9f5d-20d4584e0528'
    },
    images: {
      orderLeftTeaser: 'https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg',
      orderRightTeaser: 'https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg',
      welcomeBanner: 'https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg'
    },
    entity_identifiers: {
      type: {
        isEnabled: true,
        attributes: ['contract_number']
      }
    },
    contract_identifiers: [
      {
        name: 'email',
        schema: 'contact'
      },
      {
        name: 'last_name',
        schema: 'contact'
      },
      /* ... 1 more */
    ],
    contract_selector_config: {
      show_inactive: true,
      title_path: 'string'
    },
    registration_identifiers: [
      {
        name: 'last_name',
        schema: 'contact'
      },
      {
        name: 'contract_number',
        schema: 'contract'
      }
    ],
    triggered_journeys: [
      {
        trigger_name: 'FIRST_LOGIN',
        journey_id: '5da0a718-c822-403d-9f5d-20d4584e0528'
      }
    ],
    entity_edit_rules: [
      {
        slug: 'contact',
        attribute: 'first_name',
        rule_type: 'cadence',
        cadence_period_type: 'days',
        cadence_period: 1,
        changes_allowed: 1,
        grace_period: 1,
        allowed_increment: '10%',
        allowed_decrement: '10%',
        number_of_days_before_restriction: 10
      }
    ],
    allowed_file_extensions: {
      document: ['pdf'],
      image: ['jpg'],
      spreadsheet: ['xls'],
      presentation: ['ppt'],
      audioVideo: ['mp4'],
      email: ['eml'],
      archive: ['zip'],
      cad: ['cad'],
      calendar: ['ics'],
      other: ['txt']
    },
    prevent_search_engine_indexing: true,
    meter_reading_grace_period: 0,
    inactive_contract_cutoff_years: 0,
    is_dummy: true,
    is_v3_item: true,
    portal_id: '453ad7bf-86d5-46c8-8252-bcc868df5e3c',
    portal_sk_v3: 'PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c',
    origin: 'string',
    pages: [
      {
        slug: 'dashboard',
        path: '/dashboard',
        schema: ['string'],
        visibility: {},
        content: {},
        design: {},
        blocks: {},
        order: 1,
        is_system: false,
        is_detail: false,
        detail_schema: 'contact',
        is_public: true,
        parentId: 'c495fef9-eeca-4019-a989-8390dcd9825b',
        is_entry_route: false,
        is_deleted: false
      }
    ]
  },
)

Response

{
  "entity_actions": [
    {
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "slug": "contact",
      "action_Label": {}
    }
  ],
  "extensions": [
    {
      "id": "string",
      "status": "installed",
      "options": {}
    }
  ],
  "extension_hooks": {},
  "default_user_to_notify": {
    "onPendingUser": [
      {}
    ]
  },
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-1.ecp.epilot.io",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ],
  "pages": [
    {
      "slug": "dashboard",
      "path": "/dashboard",
      "schema": ["string"],
      "visibility": {},
      "content": {},
      "design": {},
      "blocks": {},
      "order": 1,
      "is_system": false,
      "is_detail": false,
      "detail_schema": "contact",
      "is_public": true,
      "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
      "is_entry_route": false,
      "is_deleted": false,
      "id": "c495fef9-eeca-4019-a989-8390dcd9825b",
      "last_modified_at": "2021-02-09T12:41:43.662Z"
    }
  ]
}

---

getPortalConfigV3

Retrieves a specific portal configuration by ID.

GET /v3/portal/config/{portal_id}

const { data } = await client.getPortalConfigV3({
  portal_id: 'example',
})

Response

{
  "entity_actions": [
    {
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "slug": "contact",
      "action_Label": {}
    }
  ],
  "extensions": [
    {
      "id": "string",
      "status": "installed",
      "options": {}
    }
  ],
  "extension_hooks": {},
  "default_user_to_notify": {
    "onPendingUser": [
      {}
    ]
  },
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-1.ecp.epilot.io",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ],
  "pages": [
    {
      "slug": "dashboard",
      "path": "/dashboard",
      "schema": ["string"],
      "visibility": {},
      "content": {},
      "design": {},
      "blocks": {},
      "order": 1,
      "is_system": false,
      "is_detail": false,
      "detail_schema": "contact",
      "is_public": true,
      "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
      "is_entry_route": false,
      "is_deleted": false,
      "id": "c495fef9-eeca-4019-a989-8390dcd9825b",
      "last_modified_at": "2021-02-09T12:41:43.662Z"
    }
  ]
}

---

putPortalConfig

Updates a specific portal configuration by ID.

PUT /v3/portal/config/{portal_id}

const { data } = await client.putPortalConfig(
  {
    portal_id: 'example',
  },
  {
    entity_actions: [
      {
        journey_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
        slug: 'contact',
        action_Label: { /* ... */ }
      }
    ],
    extensions: [
      {
        id: 'string',
        status: 'installed',
        options: {}
      }
    ],
    extension_hooks: {},
    default_user_to_notify: {
      onPendingUser: [
        { /* ... */ }
      ]
    },
    enabled: true,
    name: 'Installer Portal',
    domain: 'abc.com',
    is_epilot_domain: true,
    epilot_domain: 'example-portal-1.ecp.epilot.io',
    domain_settings: {
      is_custom_domain_enabled: true,
      is_epilot_domain_enabled: true,
      is_redirection_enabled: true
    },
    design_id: '5da0a718-c822-403d-9f5d-20d4584e0528',
    self_registration_setting: 'ALLOW_WITH_CONTACT_CREATION',
    user_account_self_management: false,
    feature_settings: {
      start_page: true,
      billing: true,
      change_due_date: true,
      new_design: true
    },
    accessToken: 'string',
    advanced_mfa: {
      enabled: true
    },
    auth_settings: {
      passwordless_login: {
        enabled: true
      },
      entry_point: 'PASSWORD',
      preferred_sso_providers: ['office-365-login'],
      auto_redirect_to_sso: true
    },
    cognito_details: {
      cognito_user_pool_client_id: '6bsd0jkgoie74k2i8mrhc1vest',
      cognito_user_pool_arn: 'arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341',
      cognito_user_pool_id: 'eu-central-1_CUEQRNbUb',
      password_policy: {
        minimum_length: 8,
        maximum_length: 256,
        require_lowercase: true,
        require_uppercase: true,
        require_numbers: true,
        require_symbols: true
      }
    },
    config: 'string',
    contact_identifiers: ['email', 'last_name'],
    approval_state_attributes: {
      contact: ['name', 'address'],
      contract: ['installment_amount']
    },
    email_templates: {
      confirmAccount: '5da0a718-c822-403d-9f5d-20d4584e0528',
      advancedAuth: '5da0a718-c822-403d-9f5d-20d4584e0528',
      advancedMFA: '5da0a718-c822-403d-9f5d-20d4584e0528',
      journeySignUp: '5da0a718-c822-403d-9f5d-20d4584e0528',
      journeySignInOneTimePassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
      journeyLoginOTP: '5da0a718-c822-403d-9f5d-20d4584e0528',
      forgotPassword: '5da0a718-c822-403d-9f5d-20d4584e0528',
      invitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
      partnerInvitation: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onNewQuote: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onMapAPendingUser: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onDocUpload: '5da0a718-c822-403d-9f5d-20d4584e0528',
      onWorkflowStepAssigned: '5da0a718-c822-403d-9f5d-20d4584e0528',
      confirmEmailUpdate: '5da0a718-c822-403d-9f5d-20d4584e0528',
      verifyCodeToSetPassword: '5da0a718-c822-403d-9f5d-20d4584e0528'
    },
    images: {
      orderLeftTeaser: 'https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg',
      orderRightTeaser: 'https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg',
      welcomeBanner: 'https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg'
    },
    entity_identifiers: {
      type: {
        isEnabled: true,
        attributes: ['contract_number']
      }
    },
    contract_identifiers: [
      {
        name: 'email',
        schema: 'contact'
      },
      {
        name: 'last_name',
        schema: 'contact'
      },
      /* ... 1 more */
    ],
    contract_selector_config: {
      show_inactive: true,
      title_path: 'string'
    },
    registration_identifiers: [
      {
        name: 'last_name',
        schema: 'contact'
      },
      {
        name: 'contract_number',
        schema: 'contract'
      }
    ],
    triggered_journeys: [
      {
        trigger_name: 'FIRST_LOGIN',
        journey_id: '5da0a718-c822-403d-9f5d-20d4584e0528'
      }
    ],
    entity_edit_rules: [
      {
        slug: 'contact',
        attribute: 'first_name',
        rule_type: 'cadence',
        cadence_period_type: 'days',
        cadence_period: 1,
        changes_allowed: 1,
        grace_period: 1,
        allowed_increment: '10%',
        allowed_decrement: '10%',
        number_of_days_before_restriction: 10
      }
    ],
    allowed_file_extensions: {
      document: ['pdf'],
      image: ['jpg'],
      spreadsheet: ['xls'],
      presentation: ['ppt'],
      audioVideo: ['mp4'],
      email: ['eml'],
      archive: ['zip'],
      cad: ['cad'],
      calendar: ['ics'],
      other: ['txt']
    },
    prevent_search_engine_indexing: true,
    meter_reading_grace_period: 0,
    inactive_contract_cutoff_years: 0,
    is_dummy: true,
    is_v3_item: true,
    portal_id: '453ad7bf-86d5-46c8-8252-bcc868df5e3c',
    portal_sk_v3: 'PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c',
    origin: 'string',
    organization_id: 12345,
    org_settings: {
      canary: {
        enabled: true
      },
      notracking: {
        enabled: true
      }
    },
    feature_flags: {},
    grants: [
      {
        action: 'entity-read',
        resource: 'entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947',
        effect: 'allow'
      }
    ],
    identity_providers: [
      {
        slug: 'office-365-login',
        display_name: 'Office 365 Login',
        oidc_config: { /* ... */ },
        mobile_oidc_config: { /* ... */ }
      }
    ],
    pages: [
      {
        slug: 'dashboard',
        path: '/dashboard',
        schema: ['string'],
        visibility: {},
        content: {},
        design: {},
        blocks: {},
        order: 1,
        is_system: false,
        is_detail: false,
        detail_schema: 'contact',
        is_public: true,
        parentId: 'c495fef9-eeca-4019-a989-8390dcd9825b',
        is_entry_route: false,
        is_deleted: false,
        id: 'c495fef9-eeca-4019-a989-8390dcd9825b',
        last_modified_at: '2021-02-09T12:41:43.662Z'
      }
    ]
  },
)

Response

{
  "entity_actions": [
    {
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "slug": "contact",
      "action_Label": {}
    }
  ],
  "extensions": [
    {
      "id": "string",
      "status": "installed",
      "options": {}
    }
  ],
  "extension_hooks": {},
  "default_user_to_notify": {
    "onPendingUser": [
      {}
    ]
  },
  "enabled": true,
  "name": "Installer Portal",
  "domain": "abc.com",
  "is_epilot_domain": true,
  "epilot_domain": "example-portal-1.ecp.epilot.io",
  "domain_settings": {
    "is_custom_domain_enabled": true,
    "is_epilot_domain_enabled": true,
    "is_redirection_enabled": true
  },
  "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
  "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
  "user_account_self_management": false,
  "feature_settings": {
    "start_page": true,
    "billing": true,
    "change_due_date": true,
    "new_design": true
  },
  "accessToken": "string",
  "advanced_mfa": {
    "enabled": true
  },
  "auth_settings": {
    "passwordless_login": {
      "enabled": true
    },
    "entry_point": "PASSWORD",
    "preferred_sso_providers": ["office-365-login"],
    "auto_redirect_to_sso": true
  },
  "cognito_details": {
    "cognito_user_pool_client_id": "6bsd0jkgoie74k2i8mrhc1vest",
    "cognito_user_pool_arn": "arn:aws:cognito-idp:us-east-1:123412341234:userpool/us-east-1_123412341",
    "cognito_user_pool_id": "eu-central-1_CUEQRNbUb",
    "password_policy": {
      "minimum_length": 8,
      "maximum_length": 256,
      "require_lowercase": true,
      "require_uppercase": true,
      "require_numbers": true,
      "require_symbols": true
    }
  },
  "config": "string",
  "contact_identifiers": ["email", "last_name"],
  "approval_state_attributes": {
    "contact": ["name", "address"],
    "contract": ["installment_amount"]
  },
  "email_templates": {
    "confirmAccount": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedAuth": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "advancedMFA": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignUp": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeySignInOneTimePassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "journeyLoginOTP": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "forgotPassword": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "invitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "partnerInvitation": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onNewQuote": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onMapAPendingUser": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onDocUpload": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "onWorkflowStepAssigned": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "confirmEmailUpdate": "5da0a718-c822-403d-9f5d-20d4584e0528",
    "verifyCodeToSetPassword": "5da0a718-c822-403d-9f5d-20d4584e0528"
  },
  "images": {
    "orderLeftTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-left-teaser.jpeg",
    "orderRightTeaser": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/order-right-teaser.jpeg",
    "welcomeBanner": "https://epilot-bucket.s3.eu-central-1.amazonaws.com/12344/6538fddb-f0e9-4f0f-af51-6e57891ff20a/welcome-banner.jpeg"
  },
  "entity_identifiers": {
    "type": {
      "isEnabled": true,
      "attributes": ["contract_number"]
    }
  },
  "contract_identifiers": [
    {
      "name": "email",
      "schema": "contact"
    },
    {
      "name": "last_name",
      "schema": "contact"
    }
  ],
  "contract_selector_config": {
    "show_inactive": true,
    "title_path": "string"
  },
  "registration_identifiers": [
    {
      "name": "last_name",
      "schema": "contact"
    },
    {
      "name": "contract_number",
      "schema": "contract"
    }
  ],
  "triggered_journeys": [
    {
      "trigger_name": "FIRST_LOGIN",
      "journey_id": "5da0a718-c822-403d-9f5d-20d4584e0528"
    }
  ],
  "entity_edit_rules": [
    {
      "slug": "contact",
      "attribute": "first_name",
      "rule_type": "cadence",
      "cadence_period_type": "days",
      "cadence_period": 1,
      "changes_allowed": 1,
      "grace_period": 1,
      "allowed_increment": "10%",
      "allowed_decrement": "10%",
      "number_of_days_before_restriction": 10
    }
  ],
  "allowed_file_extensions": {
    "document": ["pdf"],
    "image": ["jpg"],
    "spreadsheet": ["xls"],
    "presentation": ["ppt"],
    "audioVideo": ["mp4"],
    "email": ["eml"],
    "archive": ["zip"],
    "cad": ["cad"],
    "calendar": ["ics"],
    "other": ["txt"]
  },
  "prevent_search_engine_indexing": true,
  "meter_reading_grace_period": 0,
  "inactive_contract_cutoff_years": 0,
  "is_dummy": true,
  "is_v3_item": true,
  "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
  "origin": "string",
  "organization_id": 12345,
  "org_settings": {
    "canary": {
      "enabled": true
    },
    "notracking": {
      "enabled": true
    }
  },
  "feature_flags": {},
  "grants": [
    {
      "action": "entity-read",
      "resource": "entity:123:contact:f7c22299-ca72-4bca-8538-0a88eeefc947",
      "effect": "allow"
    }
  ],
  "identity_providers": [
    {
      "slug": "office-365-login",
      "display_name": "Office 365 Login",
      "oidc_config": {},
      "mobile_oidc_config": {}
    }
  ],
  "pages": [
    {
      "slug": "dashboard",
      "path": "/dashboard",
      "schema": ["string"],
      "visibility": {},
      "content": {},
      "design": {},
      "blocks": {},
      "order": 1,
      "is_system": false,
      "is_detail": false,
      "detail_schema": "contact",
      "is_public": true,
      "parentId": "c495fef9-eeca-4019-a989-8390dcd9825b",
      "is_entry_route": false,
      "is_deleted": false,
      "id": "c495fef9-eeca-4019-a989-8390dcd9825b",
      "last_modified_at": "2021-02-09T12:41:43.662Z"
    }
  ]
}

---

deletePortalConfig

Deletes a specific portal configuration by ID.

DELETE /v3/portal/config/{portal_id}

const { data } = await client.deletePortalConfig({
  portal_id: 'example',
})

---

listAllPortalConfigs

Retrieves all portal configurations.

GET /v3/portal/configs

const { data } = await client.listAllPortalConfigs()

Response

{
  "data": [
    {
      "entity_actions": [],
      "extensions": [],
      "extension_hooks": {},
      "default_user_to_notify": {},
      "enabled": true,
      "name": "Installer Portal",
      "domain": "abc.com",
      "is_epilot_domain": true,
      "epilot_domain": "example-portal-1.ecp.epilot.io",
      "domain_settings": {},
      "design_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "self_registration_setting": "ALLOW_WITH_CONTACT_CREATION",
      "user_account_self_management": false,
      "feature_settings": {},
      "accessToken": "string",
      "advanced_mfa": {},
      "auth_settings": {},
      "cognito_details": {},
      "config": "string",
      "contact_identifiers": ["email", "last_name"],
      "approval_state_attributes": {},
      "email_templates": {},
      "images": {},
      "entity_identifiers": {},
      "contract_identifiers": [],
      "contract_selector_config": {},
      "registration_identifiers": [],
      "triggered_journeys": [],
      "entity_edit_rules": [],
      "allowed_file_extensions": {},
      "prevent_search_engine_indexing": true,
      "meter_reading_grace_period": 0,
      "inactive_contract_cutoff_years": 0,
      "is_dummy": true,
      "is_v3_item": true,
      "portal_id": "453ad7bf-86d5-46c8-8252-bcc868df5e3c",
      "portal_sk_v3": "PORTAL_CONFIG#453ad7bf-86d5-46c8-8252-bcc868df5e3c",
      "origin": "string",
      "organization_id": 12345,
      "org_settings": {},
      "feature_flags": {},
      "grants": [],
      "identity_providers": [],
      "pages": []
    }
  ]
}

---

swapPortalConfig

Swaps the portal configuration of two portals.

POST /v3/portal/config/swap

const { data } = await client.swapPortalConfig(
  null,
  {
    source_portal_id: '453ad7bf-86d5-46c8-8252-bcc868df5e3c',
    target_portal_id: '453ad7bf-86d5-46c8-8252-bcc868df5e3c',
    items_to_swap: ['all']
  },
)

Response

{
  "message": "Domain and users swapped successfully."
}

---

invitePartner

Invites a partner to a portal

POST /v3/portal/partner/invite

const { data } = await client.invitePartner(
  null,
  {
    email: 'string',
    represents_contact_list: ['5da0a718-c822-403d-9f5d-20d4584e0528']
  },
)

Response

{
  "message": "User invited successfully"
}

---

listBusinessPartners

Lists all business partners linked to the businessaccount

GET /v3/portal/partner/list

const { data } = await client.listBusinessPartners()

Response

{
  "data": [
    {
      "_id": "5da0a718-c822-403d-9f5d-20d4584e0528",
      "has_portal_user": true,
      "registration_status": "Registration Pending",
      "email": "john.doe@example.com",
      "_title": "John Doe",
      "first_name": "John",
      "last_name": "Doe",
      "access_status": true
    }
  ]
}

---

resendPartnerInvitation

Resends an invitation email to a partner

POST /v3/portal/partner/{partner_id}/resend-invitation

const { data } = await client.resendPartnerInvitation({
  partner_id: 'example',
})

Response

{
  "message": "Partner invitation resent successfully"
}

---

revokePartner

Revokes a partner from a portal

DELETE /v3/portal/partner/{partner_id}/revoke

const { data } = await client.revokePartner({
  partner_id: 'example',
})

Response

{
  "message": "Partner revoked from portal successfully"
}

---

disablePartner

Disables a partner from a portal

POST /v3/portal/partner/{partner_id}/disable

const { data } = await client.disablePartner({
  partner_id: 'example',
})

Response

{
  "message": "Partner disabled from portal successfully"
}

---

enablePartner

Enables a partner from a portal

POST /v3/portal/partner/{partner_id}/enable

const { data } = await client.enablePartner({
  partner_id: 'example',
})

Response

{
  "message": "Partner enabled from portal successfully"
}

---

Schemas

ContextEntity

An entity reference for context-aware operations

type ContextEntity = {
  entity_schema: string
  entity_id: string // uuid
}

ContextEntities

Additional entities to include in the context for variable interpolation. Portal User and Contact entities are automatically part of the context.

type ContextEntities = Array<{
  entity_schema: string
  entity_id: string // uuid
}>

ErrorResp

type ErrorResp = {
  message?: string
}

FailedRuleErrorResp

type FailedRuleErrorResp = {
  message?: string
  failed_rule?: object
}

EmailTemplates

Email templates used for authentication and internal processes

type EmailTemplates = {
  confirmAccount?: string // uuid
  advancedAuth?: string // uuid
  advancedMFA?: string // uuid
  journeySignUp?: string // uuid
  journeySignInOneTimePassword?: string // uuid
  journeyLoginOTP?: string // uuid
  forgotPassword?: string // uuid
  invitation?: string // uuid
  partnerInvitation?: string // uuid
  onNewQuote?: string // uuid
  onMapAPendingUser?: string // uuid
  onDocUpload?: string // uuid
  onWorkflowStepAssigned?: string // uuid
  confirmEmailUpdate?: string // uuid
  verifyCodeToSetPassword?: string // uuid
}

DeleteEntityFile

type DeleteEntityFile = {
  entity_id: string // uuid
  entity_type: string
  file_entity_ids: string // uuid[]
}

SaveEntityFile

type SaveEntityFile = {
  entity_id: string // uuid
  entity_type: string
  files: Array<{
    filename: string
    access_control?: "private" | "public-read"
    s3ref: {
      bucket: { ... }
      key: { ... }
    }
  }>
}

SavePortalFile

type SavePortalFile = {
  origin: string
  files: Array<{
    filename?: string
    file_type: string
    _tags?: string[]
    s3ref?: {
      bucket: { ... }
      key: { ... }
    }
  }>
}

ExtraSchemaAttributes

type ExtraSchemaAttributes = Array<{
  name: string
  label: string
  group: string
}>

Origin

Origin of the portal

type Origin = string

AllowedFileExtensions

Allowed file extensions for upload

type AllowedFileExtensions = {
  document?: string[]
  image?: string[]
  spreadsheet?: string[]
  presentation?: string[]
  audioVideo?: string[]
  email?: string[]
  archive?: string[]
  cad?: string[]
  calendar?: string[]
  other?: string[]
}

UpdateOnlyPortalConfigAttributes

type UpdateOnlyPortalConfigAttributes = {
  entity_actions?: Array<{
    journey_id?: string // uuid
    slug?: string
    action_Label?: {
      en?: { ... }
      de?: { ... }
    }
  }>
  extensions?: Array<{
    id: string
    status: "installed" | "enabled"
    options?: Record<string, string>
  }>
  extension_hooks?: Record<string, {
    app_id: string
    extension_id: string
    hook_id: string
  }>
  default_user_to_notify?: {
    onPendingUser?: Array<{
      type?: { ... }
      user_id?: { ... }
      display_name?: { ... }
      image_uri?: { ... }
      org_id?: { ... }
      email?: { ... }
      phone?: { ... }
    }>
  }
}

CommonConfigAttributes

type CommonConfigAttributes = {
  enabled?: boolean
  name?: string
  domain: string
  is_epilot_domain?: boolean
  epilot_domain?: string
  domain_settings?: {
    is_custom_domain_enabled?: boolean
    is_epilot_domain_enabled?: boolean
    is_redirection_enabled?: boolean
  }
  design_id?: string // uuid
  self_registration_setting?: "ALLOW_WITH_CONTACT_CREATION" | "ALLOW_WITHOUT_CONTACT_CREATION" | "DENY" | "ALWAYS_CREATE_CONTACT" | "DISALLOW_COMPLETELY" | "BLOCK_IF_PORTAL_USER_EXISTS"
  user_account_self_management?: boolean
  feature_settings?: {
    start_page?: boolean
    billing?: boolean
    change_due_date?: boolean
    new_design?: boolean
  }
  accessToken?: string
  advanced_mfa?: {
    enabled?: boolean
  }
  auth_settings?: {
    passwordless_login?: {
      enabled?: { ... }
    }
    entry_point?: "PASSWORD" | "SSO"
    preferred_sso_providers?: string[]
    auto_redirect_to_sso?: boolean
  }
  cognito_details?: {
    cognito_user_pool_client_id?: string
    cognito_user_pool_arn?: string
    cognito_user_pool_id?: string
    password_policy?: {
      minimum_length?: { ... }
      maximum_length?: { ... }
      require_lowercase?: { ... }
      require_uppercase?: { ... }
      require_numbers?: { ... }
      require_symbols?: { ... }
    }
  }
  config?: string
  contact_identifiers?: string[]
  approval_state_attributes?: Record<string, string[]>
  email_templates?: {
    confirmAccount?: string // uuid
    advancedAuth?: string // uuid
    advancedMFA?: string // uuid
    journeySignUp?: string // uuid
    journeySignInOneTimePassword?: string // uuid
    journeyLoginOTP?: string // uuid
    forgotPassword?: string // uuid
    invitation?: string // uuid
    partnerInvitation?: string // uuid
    onNewQuote?: string // uuid
    onMapAPendingUser?: string // uuid
    onDocUpload?: string // uuid
    onWorkflowStepAssigned?: string // uuid
    confirmEmailUpdate?: string // uuid
    verifyCodeToSetPassword?: string // uuid
  }
  images?: {
    orderLeftTeaser?: string
    orderRightTeaser?: string
    welcomeBanner?: string
  }
  entity_identifiers?: {
    type?: {
      isEnabled?: { ... }
      attributes?: { ... }
    }
  }
  contract_identifiers?: Array<{
    name?: string
    schema?: string
  }>
  contract_selector_config?: {
    show_inactive?: boolean
    title_path?: string
  }
  registration_identifiers?: Array<{
    name?: string
    schema?: string
  }>
  triggered_journeys?: Array<{
    trigger_name?: "FIRST_LOGIN" | "ACCEPT_ORDER" | "DECLINE_ORDER"
    journey_id?: string // uuid
  }>
  entity_edit_rules?: Array<{
    slug?: string
    attribute?: string
    rule_type?: "cadence" | "relative_to_current_value" | "days_before_date" | "overdue_payments"
    cadence_period_type?: "days" | "weeks" | "months"
    cadence_period?: number
    changes_allowed?: number
    grace_period?: number
  // ...
}

UpsertPortalConfig

type UpsertPortalConfig = {
  entity_actions?: Array<{
    journey_id?: string // uuid
    slug?: string
    action_Label?: {
      en?: { ... }
      de?: { ... }
    }
  }>
  extensions?: Array<{
    id: string
    status: "installed" | "enabled"
    options?: Record<string, string>
  }>
  extension_hooks?: Record<string, {
    app_id: string
    extension_id: string
    hook_id: string
  }>
  default_user_to_notify?: {
    onPendingUser?: Array<{
      type?: { ... }
      user_id?: { ... }
      display_name?: { ... }
      image_uri?: { ... }
      org_id?: { ... }
      email?: { ... }
      phone?: { ... }
    }>
  }
  enabled?: boolean
  name?: string
  domain: string
  is_epilot_domain?: boolean
  epilot_domain?: string
  domain_settings?: {
    is_custom_domain_enabled?: boolean
    is_epilot_domain_enabled?: boolean
    is_redirection_enabled?: boolean
  }
  design_id?: string // uuid
  self_registration_setting?: "ALLOW_WITH_CONTACT_CREATION" | "ALLOW_WITHOUT_CONTACT_CREATION" | "DENY" | "ALWAYS_CREATE_CONTACT" | "DISALLOW_COMPLETELY" | "BLOCK_IF_PORTAL_USER_EXISTS"
  user_account_self_management?: boolean
  feature_settings?: {
    start_page?: boolean
    billing?: boolean
    change_due_date?: boolean
    new_design?: boolean
  }
  accessToken?: string
  advanced_mfa?: {
    enabled?: boolean
  }
  auth_settings?: {
    passwordless_login?: {
      enabled?: { ... }
    }
    entry_point?: "PASSWORD" | "SSO"
    preferred_sso_providers?: string[]
    auto_redirect_to_sso?: boolean
  }
  cognito_details?: {
    cognito_user_pool_client_id?: string
    cognito_user_pool_arn?: string
    cognito_user_pool_id?: string
    password_policy?: {
      minimum_length?: { ... }
      maximum_length?: { ... }
      require_lowercase?: { ... }
      require_uppercase?: { ... }
      require_numbers?: { ... }
      require_symbols?: { ... }
    }
  }
  config?: string
  contact_identifiers?: string[]
  approval_state_attributes?: Record<string, string[]>
  email_templates?: {
    confirmAccount?: string // uuid
    advancedAuth?: string // uuid
    advancedMFA?: string // uuid
    journeySignUp?: string // uuid
    journeySignInOneTimePassword?: string // uuid
    journeyLoginOTP?: string // uuid
    forgotPassword?: string // uuid
    invitation?: string // uuid
    partnerInvitation?: string // uuid
    onNewQuote?: string // uuid
    onMapAPendingUser?: string // uuid
    onDocUpload?: string // uuid
    onWorkflowStepAssigned?: string // uuid
    confirmEmailUpdate?: string // uuid
    verifyCodeToSetPassword?: string // uuid
  }
  images?: {
    orderLeftTeaser?: string
    orderRightTeaser?: string
    welcomeBanner?: string
  }
  entity_identifiers?: {
  // ...
}

PortalConfig

type PortalConfig = {
  enabled?: boolean
  name?: string
  domain: string
  is_epilot_domain?: boolean
  epilot_domain?: string
  domain_settings?: {
    is_custom_domain_enabled?: boolean
    is_epilot_domain_enabled?: boolean
    is_redirection_enabled?: boolean
  }
  design_id?: string // uuid
  self_registration_setting?: "ALLOW_WITH_CONTACT_CREATION" | "ALLOW_WITHOUT_CONTACT_CREATION" | "DENY" | "ALWAYS_CREATE_CONTACT" | "DISALLOW_COMPLETELY" | "BLOCK_IF_PORTAL_USER_EXISTS"
  user_account_self_management?: boolean
  feature_settings?: {
    start_page?: boolean
    billing?: boolean
    change_due_date?: boolean
    new_design?: boolean
  }
  accessToken?: string
  advanced_mfa?: {
    enabled?: boolean
  }
  auth_settings?: {
    passwordless_login?: {
      enabled?: { ... }
    }
    entry_point?: "PASSWORD" | "SSO"
    preferred_sso_providers?: string[]
    auto_redirect_to_sso?: boolean
  }
  cognito_details?: {
    cognito_user_pool_client_id?: string
    cognito_user_pool_arn?: string
    cognito_user_pool_id?: string
    password_policy?: {
      minimum_length?: { ... }
      maximum_length?: { ... }
      require_lowercase?: { ... }
      require_uppercase?: { ... }
      require_numbers?: { ... }
      require_symbols?: { ... }
    }
  }
  config?: string
  contact_identifiers?: string[]
  approval_state_attributes?: Record<string, string[]>
  email_templates?: {
    confirmAccount?: string // uuid
    advancedAuth?: string // uuid
    advancedMFA?: string // uuid
    journeySignUp?: string // uuid
    journeySignInOneTimePassword?: string // uuid
    journeyLoginOTP?: string // uuid
    forgotPassword?: string // uuid
    invitation?: string // uuid
    partnerInvitation?: string // uuid
    onNewQuote?: string // uuid
    onMapAPendingUser?: string // uuid
    onDocUpload?: string // uuid
    onWorkflowStepAssigned?: string // uuid
    confirmEmailUpdate?: string // uuid
    verifyCodeToSetPassword?: string // uuid
  }
  images?: {
    orderLeftTeaser?: string
    orderRightTeaser?: string
    welcomeBanner?: string
  }
  entity_identifiers?: {
    type?: {
      isEnabled?: { ... }
      attributes?: { ... }
    }
  }
  contract_identifiers?: Array<{
    name?: string
    schema?: string
  }>
  contract_selector_config?: {
    show_inactive?: boolean
    title_path?: string
  }
  registration_identifiers?: Array<{
    name?: string
    schema?: string
  }>
  triggered_journeys?: Array<{
    trigger_name?: "FIRST_LOGIN" | "ACCEPT_ORDER" | "DECLINE_ORDER"
    journey_id?: string // uuid
  }>
  entity_edit_rules?: Array<{
    slug?: string
    attribute?: string
    rule_type?: "cadence" | "relative_to_current_value" | "days_before_date" | "overdue_payments"
    cadence_period_type?: "days" | "weeks" | "months"
    cadence_period?: number
    changes_allowed?: number
    grace_period?: number
  // ...
}

UpsertPortalWidget

type UpsertPortalWidget = {
  widgets: Array<{
    id: string
    type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
    listIndex: number
    headline?: {
      en?: { ... }
      de?: { ... }
    }
    subHeadline?: {
      en?: { ... }
      de?: { ... }
    }
    schema?: string
  } | {
    id: string
    type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
    listIndex: number
    headline?: {
      en?: { ... }
      de?: { ... }
    }
    subHeadline?: {
      en?: { ... }
      de?: { ... }
    }
    content?: string
  } | {
    id: string
    type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
    listIndex: number
    headline?: {
      en?: { ... }
      de?: { ... }
    }
    subHeadline?: {
      en?: { ... }
      de?: { ... }
    }
    actions?: Array<{
      _id: { ... }
      type: { ... }
      label: { ... }
      url: { ... }
      rules?: { ... }
    }>
  } | {
    id: string
    type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
    listIndex: number
    headline?: {
      en?: { ... }
      de?: { ... }
    }
    subHeadline?: {
      en?: { ... }
      de?: { ... }
    }
    imageUrl?: string
    button?: {
      label?: { ... }
      url?: { ... }
    }
  } | {
    id: string
    type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
    listIndex: number
    headline?: {
      en?: { ... }
      de?: { ... }
    }
    subHeadline?: {
      en?: { ... }
      de?: { ... }
    }
  } | {
    id: string
    type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
    listIndex: number
    headline?: {
      en?: { ... }
      de?: { ... }
    }
    subHeadline?: {
      en?: { ... }
      de?: { ... }
    }
  } | {
    id: string
    type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
    listIndex: number
    headline?: {
      en?: { ... }
      de?: { ... }
    }
    subHeadline?: {
      en?: { ... }
      de?: { ... }
    }
    schema?: string
  // ...
}

DomainSettings

Domain settings for the portal

type DomainSettings = {
  is_custom_domain_enabled?: boolean
  is_epilot_domain_enabled?: boolean
  is_redirection_enabled?: boolean
}

WidgetBase

type WidgetBase = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
}

EntityWidget

type EntityWidget = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  schema?: string
}

MeterReadingWidget

type MeterReadingWidget = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  schema?: string
}

MeterChartWidget

type MeterChartWidget = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  schema?: string
}

WidgetAction

type WidgetAction = {
  _id: string
  type: "link" | "journey"
  label: {
    en?: string
    de?: string
  }
  url: string
  rules?: Array<{
    attribute: string
    attribute_value: string
    entity: string
  }>
}

ActionWidget

type ActionWidget = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  actions?: Array<{
    _id: string
    type: "link" | "journey"
    label: {
      en?: { ... }
      de?: { ... }
    }
    url: string
    rules?: Array<{
      attribute: { ... }
      attribute_value: { ... }
      entity: { ... }
    }>
  }>
}

TeaserWidget

type TeaserWidget = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  imageUrl?: string
  button?: {
    label?: {
      en?: { ... }
      de?: { ... }
    }
    url?: string
  }
}

ContentWidget

type ContentWidget = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  content?: string
}

DocumentWidget

type DocumentWidget = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
}

PaymentWidget

type PaymentWidget = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
}

CampaignWidget

type CampaignWidget = {
  campaign_id?: string
}

PortalWidget

type PortalWidget = {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  schema?: string
} | {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  content?: string
} | {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  actions?: Array<{
    _id: string
    type: "link" | "journey"
    label: {
      en?: { ... }
      de?: { ... }
    }
    url: string
    rules?: Array<{
      attribute: { ... }
      attribute_value: { ... }
      entity: { ... }
    }>
  }>
} | {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
  imageUrl?: string
  button?: {
    label?: {
      en?: { ... }
      de?: { ... }
    }
    url?: string
  }
} | {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
} | {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  headline?: {
    en?: string
    de?: string
  }
  subHeadline?: {
    en?: string
    de?: string
  }
} | {
  id: string
  type: "ACTION_WIDGET" | "CONTENT_WIDGET" | "ENTITY_WIDGET" | "TEASER_WIDGET" | "DOCUMENT_WIDGET" | "PAYMENT_WIDGET" | "METER_READING_WIDGET" | "METER_CHART_WIDGET" | "CAMPAIGN_WIDGET"
  listIndex: number
  // ...
}

ContactCountRequest

type ContactCountRequest = {
  orgId: string
  contactIdentifiers: Record<string, string>
}

ContactExistsRequest

type ContactExistsRequest = {
  org_id: string
  registration_identifiers: Record<string, Record<string, string>>
}

UserRequest

type UserRequest = {
  email?: string
  first_name?: string
  last_name?: string
  contactId?: string // uuid
}

CreateUserRequest

type CreateUserRequest = {
  email?: string
  first_name?: string
  last_name?: string
  contactId?: string // uuid
  orgId?: string
  password?: string
  contactIdentifiers?: Record<string, string>
  registration_identifiers?: Record<string, Record<string, string>>
  account_id?: string
}

OrganizationSettings

type OrganizationSettings = {
  automation_entity_mapping?: {
    enabled?: boolean
  }
  automation_preview?: {
    enabled?: boolean
  }
  central_inbox_preview_setting?: {
    enabled?: boolean
  }
  contracts_preview_setting?: {
    enabled?: boolean
  }
  disable_ivy?: {
    enabled?: boolean
  }
  double_opt_in?: {
    enabled?: boolean
  }
  ecommerce_catalog_preview?: {
    enabled?: boolean
  }
  ecommerce_opportunities_preview?: {
    enabled?: boolean
  }
  ecommerce_preview?: {
    enabled?: boolean
  }
  end_customer_portal?: {
    enabled?: boolean
  }
  installer_portal?: {
    enabled?: boolean
  }
  entity_schema_builder?: {
    enabled?: boolean
  }
  logic_editor_preview?: {
    enabled?: boolean
  }
  new_navigation?: {
    enabled?: boolean
  }
  partnering?: {
    enabled?: boolean
  }
  product-availability?: {
    enabled?: boolean
  }
  sso?: {
    enabled?: boolean
  }
  submission_preview?: {
    enabled?: boolean
  }
  user_roles_preview?: {
    enabled?: boolean
  }
}

AuthConfig

type AuthConfig = {
  user_pool_id: string
  user_pool_client_id: string
  user_pool_identity_pool_id?: string
  portal_id: string
}

Exists

type Exists = {
  exists: boolean
  active?: boolean
}

EntitySlug

URL-friendly identifier for the entity schema

type EntitySlug = string

EntityId

Entity ID

type EntityId = string // uuid

BaseEntity

type BaseEntity = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
}

Schema

type Schema = {
  slug?: string
}

Entity

type Entity = Record<string, unknown>

EntityTemplates

type EntityTemplates = {
  templates_output?: Record<string, string | Record<string, string>>
}

EntityItem

type EntityItem = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
  templates_output?: Record<string, string | Record<string, string>>
  _schema: string
}

EntityResponse

Response for entity get request

type EntityResponse = {
  result?: {
    _id: string // uuid
    _title: string
    _org: string
    _tags?: string[]
    _created_at: string // date-time
    _updated_at: string // date-time
    templates_output?: Record<string, string | Record<string, string>>
    _schema: string
  }
}

EntityResponseWithHits

Response for entity search requests

type EntityResponseWithHits = {
  results?: Array<{
    _id: string // uuid
    _title: string
    _org: string
    _tags?: string[]
    _created_at: string // date-time
    _updated_at: string // date-time
    templates_output?: Record<string, string | Record<string, string>>
    _schema: string
  }>
  pagination?: {
    from?: number
    size?: number
    total?: number
    has_more?: boolean
  }
  hits?: number
}

EntityResponseGroupedWithHits

Response for entity search requests, but with groupings

type EntityResponseGroupedWithHits = {
  groups?: Array<{
    group?: string
    group_title?: string
    count?: number
    results?: Array<{
      _id: { ... }
      _title: { ... }
      _org: { ... }
      _tags?: { ... }
      _created_at: { ... }
      _updated_at: { ... }
      templates_output?: { ... }
      _schema: { ... }
    }>
    pagination?: {
      from?: { ... }
      size?: { ... }
      total?: { ... }
      has_more?: { ... }
    }
  }>
  groups_pagination?: {
    has_more?: boolean
    after_key?: Record<string, string>
  }
  hits?: number
}

PortalUser

The portal user entity

type PortalUser = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
  _schema: "portal_user"
}

Contact

The mapped contact of the portal user

type Contact = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
  _schema: "contact"
}

WorfklowIdentifier

Workflow identifier object

type WorfklowIdentifier = {
  defition_id?: string
  name?: string
}

Meter

The meter entity

type Meter = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
  _schema: "meter"
}

Order

The order entity

type Order = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
  _schema: "order"
}

Opportunity

The opportunity entity

type Opportunity = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
  _schema: "opportunity"
}

Contract

The contract entity

type Contract = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
  contract_name?: string
  contract_number?: string
  status?: "draft" | "in_approval_process" | "approved" | "active" | "deactivated" | "revoked" | "terminated" | "expired"
  description?: string
  account_number?: string
  branch?: "power" | "gas" | "water" | "waste_water" | "district_heating"
  billing_address?: string
  delivery_address?: string
  additional_addresses?: string
  termination_date?: string
  termination_reason?: string
  billing_period?: "weekly" | "monthly" | "every_quarter" | "every_6_months" | "yearly"
  billing_duration_amount?: number
  renewal_duration_amount?: number
  renewal_duration_unit?: "weeks" | "months" | "years"
  notice_time_amount?: number
  notice_time_unit?: "weeks" | "months" | "years"
  start_date?: string
  billing_due_day?: number
  installment_amount?: number
  balance?: number
  balance_currency?: string
}

File

The file entity

type File = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
  _schema: "file"
}

Product

The product entity

type Product = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
  _schema: "product"
}

ActivityId

See https://github.com/ulid/spec

type ActivityId = string // ulid

ActivityCallerContext

type ActivityCallerContext = {
  PortalAuth?: {
    token?: {
      sub?: { ... }
      email?: { ... }
      cognito:username?: { ... }
      custom:portal_user_id?: { ... }
      custom:contact_entity_id?: { ... }
    }
  }
}

Activity

type Activity = {
  type: string
  title: string
  message: string
  payload?: Record<string, unknown>
}

EntityEditRule

type EntityEditRule = {
  slug?: string
  attribute?: string
  rule_type?: string
  cadence_period_type?: string
  changes_allowed?: number
  cadence_period?: number
  allowed_decrement?: string
  allowed_increment?: string
  number_of_days_before_restriction?: number
  grace_period?: number
}

ActivityItem

type ActivityItem = {
  _id?: string // ulid
  timestamp?: string // date-time
  type: string
  title: string
  message: string
  payload?: {
    entity?: {
      id?: { ... }
      schema?: { ... }
    }
    caller?: {
      PortalAuth?: { ... }
    }
  }
}

FileItem

type FileItem = {
  filename?: string
  access_control?: "private" | "public-read"
  file_date?: string // date-time
  public_url?: string // url
  type?: "document" | "document_template" | "text" | "image" | "video" | "audio" | "spreadsheet" | "presentation" | "font" | "archive" | "application" | "unknown"
  mime_type?: string
  _relations?: Array<{
    entity_id?: string // uuid
    _schema?: string
    _title?: string
  }>
  is_new?: boolean
}

EntityFileCount

type EntityFileCount = {
  entity_id: string // uuid
  _schema: string
  _title?: string
  file_count: number
}

AdminUser

type AdminUser = {
  type?: string
  user_id?: string
  display_name?: string
  image_uri?: {
    original?: string
    thumbnail_32?: string
    thumbnail_64?: string
    key?: string
  }
  org_id?: string
  email?: string
  phone?: string
}

Grant

type Grant = {
  action: string
  resource?: string
  effect?: "allow" | "deny"
}

ActionLabel

type ActionLabel = {
  en?: string
  de?: string
}

Rule

type Rule = {
  entity?: string
  attribute?: string
  attribute_value?: string
}

JourneyActions

type JourneyActions = {
  journey_id?: string
  action_label?: {
    en?: string
    de?: string
  }
  slug?: string
  rules?: Array<{
    entity?: string
    attribute?: string
    attribute_value?: string
  }>
}

ExternalLink

type ExternalLink = {
  id: string
  label: Record<string, string>
  type: "link" | "journey" | "seamless"
  link: string
  rules?: object[]
  attribute?: string
  entity?: string
  attribute_value?: string
  icon?: {
    name?: string
    color?: string
    size?: number
  }
  extension_link_id?: string[]
}

WorkflowExecution

type WorkflowExecution = Record<string, unknown>

WorkflowStep

type WorkflowStep = Record<string, unknown>

BaseBillingEvent

A base billing event to be inherited by all billing events.

type BaseBillingEvent = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
}

InstallmentEvent

An entity that describes an installment billing event.

type InstallmentEvent = {
  billing_amount?: number
  billing_amount_decimal?: string
  billing_currency?: string
  external_id?: string
  contract: {
    $relation?: Array<{
      entity_id?: { ... }
    }>
  }
  type: "installment"
  due_date: string // date
  paid_date?: string // date
}

ReimbursementEvent

An entity that describes a reimbursement billing event.

type ReimbursementEvent = {
  billing_amount?: number
  billing_amount_decimal?: string
  billing_currency?: string
  external_id?: string
  contract: {
    $relation?: Array<{
      entity_id?: { ... }
    }>
  }
  type: "reimbursement"
  due_date?: string // date
  paid_date?: string // date
}

BillingEvent

An entity that describes a billing event such as a future installment or a reimbursement back to the customer.

type BillingEvent = {
  billing_amount?: number
  billing_amount_decimal?: string
  billing_currency?: string
  external_id?: string
  contract: {
    $relation?: Array<{
      entity_id?: { ... }
    }>
  }
  type: "installment"
  due_date: string // date
  paid_date?: string // date
} | {
  billing_amount?: number
  billing_amount_decimal?: string
  billing_currency?: string
  external_id?: string
  contract: {
    $relation?: Array<{
      entity_id?: { ... }
    }>
  }
  type: "reimbursement"
  due_date?: string // date
  paid_date?: string // date
}

BillingAccount

A billing account

type BillingAccount = {
  _id: string // uuid
  _title: string
  _org: string
  _tags?: string[]
  _created_at: string // date-time
  _updated_at: string // date-time
}

Balance

type Balance = {
  balance?: number
  balance_decimal?: number
  balance_currency?: string
}

Currency

Currency code in ISO 4217 format

type Currency = string

EntityGetParams

type EntityGetParams = {
  slug: string
  entity_id?: string // uuid
  hydrate?: boolean
  fields?: string[]
  templates?: Record<string, string | Record<string, string>>
  filters?: object[]
  filters_context?: Record<string, boolean | string>[]
  targets?: string // uuid[]
}

EntitySearchParams

type EntitySearchParams = {
  slug: string | string[]
  q?: string
  q_fields?: string[]
  group?: string
  group_title?: string
  group_size?: number
  group_sort?: "asc" | "desc"
  group_after_key?: Record<string, string | number>
  sort?: string
  from?: number
  size?: number
  hydrate?: boolean
  fields?: string[]
  templates?: Record<string, string>
  filters?: object[]
  filters_context?: Record<string, boolean | string>[]
  targets?: string // uuid[]
}

IdentifierAttribute

type IdentifierAttribute = {
  label?: string
  name?: string
  type?: string
}

RegistrationIdentifier

type RegistrationIdentifier = {
  name?: string
  schema?: string
}

ContractIdentifier

type ContractIdentifier = {
  name?: string
  schema?: string
}

AcceptanceDecision

type AcceptanceDecision = {
  decision: "accept" | "decline"
}

TriggerPortalFlow

type TriggerPortalFlow = {
  activity_id?: string
  ecp_config?: {
    file_config?: {
      shared_with_end_customer?: { ... }
      _tags?: { ... }
    }
  }
}

ExtensionConfig

type ExtensionConfig = {
  id: string
  status: "installed" | "enabled"
  options?: Record<string, string>
}

ExtensionHookSelection

type ExtensionHookSelection = {
  app_id: string
  extension_id: string
  hook_id: string
}

PublicExtensionCapabilities

type PublicExtensionCapabilities = {
  consumptionDataRetrieval?: Array<{
    extension?: {
      id?: { ... }
      name?: { ... }
    }
    hook?: {
      id?: { ... }
      name?: { ... }
      intervals?: { ... }
    }
  }>
  priceDataRetrieval?: Array<{
    extension?: {
      id?: { ... }
      name?: { ... }
    }
    hook?: {
      id?: { ... }
      name?: { ... }
      intervals?: { ... }
    }
  }>
  costDataRetrieval?: Array<{
    extension?: {
      id?: { ... }
      name?: { ... }
    }
    hook?: {
      id?: { ... }
      name?: { ... }
      intervals?: { ... }
    }
  }>
  contractIdentification?: {
    extension?: {
      id?: { ... }
      name?: { ... }
    }
    hook?: {
      explanation?: { ... }
    }
  }
  meterReadingPlausibilityCheck?: {
    extension?: {
      id?: { ... }
      name?: { ... }
    }
    hook?: {
      plausibility_mode?: { ... }
    }
  }
}

DataRetrievalItem

type DataRetrievalItem = {
  extension?: {
    id?: string
    name?: {
      en: { ... }
    }
  }
  hook?: {
    id?: string
    name?: {
      en: { ... }
    }
    intervals?: string[]
  }
}

PublicExtensionDetails

type PublicExtensionDetails = {
  id?: string
  name?: {
    en: string
  }
}

PublicDataRetrievalHookDetails

type PublicDataRetrievalHookDetails = {
  id?: string
  name?: {
    en: string
  }
  intervals?: string[]
}

PublicContractIdentificationDetails

type PublicContractIdentificationDetails = {
  explanation?: {
    en: string
  }
}

PublicMeterReadingPlausibilityCheckDetails

type PublicMeterReadingPlausibilityCheckDetails = {
  plausibility_mode?: "check" | "range"
}

Extension

type Extension = {
  id: string
  app_id?: string
  app_name?: string
  name: {
    en: string
  }
  description?: {
    en: string
  }
  version?: string
  options?: Array<{
    id: string
    name: {
      en: { ... }
    }
    type: "text" | "secret"
    description?: {
      en: { ... }
    }
    default?: string
    required?: boolean
  }>
  links?: Array<{
    id: string
    name: {
      en: { ... }
    }
    description?: {
      en: { ... }
    }
    type: "seamless"
    condition?: string
    auth?: {
      method?: { ... }
      url: { ... }
      params?: { ... }
      headers?: { ... }
      body?: { ... }
      cache?: { ... }
    }
    redirect: {
      url?: { ... }
      params?: { ... }
    }
  }>
  hooks?: Array<{
    id?: string
  }>
}

ExtensionSeamlessLink

type ExtensionSeamlessLink = {
  id: string
  name: {
    en: string
  }
  description?: {
    en: string
  }
  type: "seamless"
  condition?: string
  auth?: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
    cache?: {
      key: { ... }
      ttl: { ... }
    }
  }
  redirect: {
    url?: string
    params?: Record<string, string>
  }
}

ExtensionHook

type ExtensionHook = {
  id?: string
}

ExtensionHookRegistrationIdentifiersCheck

Hook that replaces the built-in registration identifiers check. This hook makes a POST call whenever a user is trying to register to find the corresponding contact. The expected response to the call is:

• 200 with contact id if exactly one contact is found
• 404 if no contact is found or more th

type ExtensionHookRegistrationIdentifiersCheck = {
  type: "registrationIdentifiersCheck"
  auth?: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
    cache?: {
      key: { ... }
      ttl: { ... }
    }
  }
  call: {
    method?: string
    url: string
    params?: Record<string, string>
    headers: Record<string, string>
    body?: object
    result?: string
  }
  use_static_ips?: boolean
}

ExtensionHookContractIdentification

Hook that replaces the built-in Contract identification for self-assignment. This hook involves an HTTP request whenever a user is trying to self-assign Contract(s). The expected response http status code to the call is:

• 200 if found
• 404 if not found

The following assignment modes are suppo

type ExtensionHookContractIdentification = {
  type: "contractIdentification"
  auth?: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
    cache?: {
      key: { ... }
      ttl: { ... }
    }
  }
  call: {
    method?: string
    url: string
    params?: Record<string, string>
    headers: Record<string, string>
    body?: object
    result?: string
  }
  assignment_mode?: "contracts" | "contact_to_contracts" | "contact_to_portal_user"
  contact_relation_attribute?: string
  explanation?: {
    en: string
  }
  use_static_ips?: boolean
}

ExtensionHookMeterReadingPlausibilityCheck

Hook that checks the plausibility of meter readings before they are saved. This hook makes a POST call whenever a user is trying to save a meter reading. The expected response to the call is:

• 200: If meter reading is plausible, the response should contain:
  • valid: true If meter re

type ExtensionHookMeterReadingPlausibilityCheck = {
  type: "meterReadingPlausibilityCheck"
  plausibility_mode?: "check" | "range"
  auth?: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
    cache?: {
      key: { ... }
      ttl: { ... }
    }
  }
  call: {
    url: string
    body: Record<string, string>
    headers: Record<string, string>
  }
  resolved: {
    dataPath?: string
    counter_identifiers?: string | Record<string, string>
    valid?: string
    upper_limit?: string
    lower_limit?: string
  }
  use_static_ips?: boolean
}

ExtensionHookPriceDataRetrieval

Hook that will allow using the specified source as data for price visualizations. This hook is triggered to fetch the data. Format of the request and response has to follow the following specification: TBD. The expected response to the call is:

• 200 with the time series data

type ExtensionHookPriceDataRetrieval = {
  type: "priceDataRetrieval"
  auth?: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
    cache?: {
      key: { ... }
      ttl: { ... }
    }
  }
  call: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
  }
  resolved?: {
    dataPath?: string
  }
  use_static_ips?: boolean
}

ExtensionHookConsumptionDataRetrieval

Hook that will allow using the specified source as data for consumption visualizations. This hook is triggered to fetch the data. Format of the request and response has to follow the following specification: TBD. The expected response to the call is:

• 200 with the time series data

type ExtensionHookConsumptionDataRetrieval = {
  type: "consumptionDataRetrieval"
  auth?: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
    cache?: {
      key: { ... }
      ttl: { ... }
    }
  }
  call: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
  }
  resolved?: {
    dataPath?: string
  }
  use_static_ips?: boolean
}

ExtensionHookCostDataRetrieval

Hook that will allow using the specified source as data for consumption visualizations. This hook is triggered to fetch the data. Format of the request and response has to follow the following specification: TBD. The expected response to the call is:

• 200 with the time series data

type ExtensionHookCostDataRetrieval = {
  type: "costDataRetrieval"
  auth?: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
    cache?: {
      key: { ... }
      ttl: { ... }
    }
  }
  call: {
    method?: string
    url: string
    params?: Record<string, string>
    headers?: Record<string, string>
    body?: Record<string, string>
  }
  resolved?: {
    dataPath?: string
  }
  use_static_ips?: boolean
}

ExtensionAuthBlock

type ExtensionAuthBlock = {
  method?: string
  url: string
  params?: Record<string, string>
  headers?: Record<string, string>
  body?: Record<string, string>
  cache?: {
    key: string
    ttl: string
  }
}

Direction

type Direction = "feed-in" | "feed-out"

TariffType

type TariffType = "ht" | "nt"

Source

type Source = "ECP" | "ERP" | "360" | "journey-submission"

Reason

The reason for recording the reading If no reason is specified or left empty, the Epilot UI will show 'Regular' as the default display text

type Reason = "" | "regular" | "irregular" | "last" | "first" | "meter_change" | "contract_change" | "meter_adjustment"

ReadBy

The person who recorded the reading

type ReadBy = string

ReadingStatus

type ReadingStatus = "valid" | "in-validation" | "implausible" | null | ""

MeterReading

type MeterReading = {
  value: number
  read_by?: string
  reason?: "" | "regular" | "irregular" | "last" | "first" | "meter_change" | "contract_change" | "meter_adjustment"
  meter_id: string // uuid
  counter_id?: string // uuid
  direction?: "feed-in" | "feed-out"
  timestamp?: string
  source: "ECP" | "ERP" | "360" | "journey-submission"
  status?: "valid" | "in-validation" | "implausible" | null | ""
  external_id?: string
  remark?: string
  metadata?: Record<string, string>
}

MeterReadingPhoto

type MeterReadingPhoto = {
  filename: string
  mime_type: string
  contents: string
  meter_id: string // uuid
}

MeterReadingPhotoData

type MeterReadingPhotoData = {
  filename: string
  s3ref: {
    bucket: string
    key: string
  }
  reading?: string
  sector?: string
  meter_numbers?: string[]
}

SSOLoginToken

type SSOLoginToken = string

ProviderSlug

URL-friendly slug to use as organization-unique identifier for Provider

type ProviderSlug = string

ProviderDisplayName

Human-readable display name for identity provider shown in login

type ProviderDisplayName = string

ProviderConfig

type ProviderConfig = {
  slug?: string
  display_name: string
  provider_type: "OIDC"
  attribute_mappings?: {
    contact: {
      email: { ... }
      first_name?: { ... }
      last_name?: { ... }
      phone?: { ... }
      preferred_language?: { ... }
      concession?: { ... }
      installer_number?: { ... }
    }
    account?: {
      name?: { ... }
      street?: { ... }
      house_number?: { ... }
      postal_code?: { ... }
      city?: { ... }
    }
    portal_user?: {
      access_status?: { ... }
      expires_at?: { ... }
    }
    concession_attributes?: {
      water?: { ... }
      energy?: { ... }
      gas?: { ... }
    }
  }
  entity_matching?: {
    portal_user?: Record<string, string>
    contact?: Record<string, string>
    auto_create_cognito_user?: boolean
  }
  oidc_config?: {
    type?: "authorization_code" | "implicit"
    oidc_issuer: string
    redirect_uri?: string
    client_id: string
    client_secret?: string
    has_client_secret?: boolean
    scope: string
    metadata?: {
      authorization_endpoint?: { ... }
      token_endpoint?: { ... }
      userinfo_endpoint?: { ... }
      logout_uri?: { ... }
      logout_redirect_uri?: { ... }
      skip_login_as_logout?: { ... }
      mobile_redirect_uri?: { ... }
      test_auth_username?: { ... }
      test_auth_password?: { ... }
    }
    prompt?: "login" | "select_account" | "consent"
  }
  mobile_oidc_config?: {
    client_id?: string
    client_secret?: string
  }
}

ProviderPublicConfig

type ProviderPublicConfig = {
  slug: string
  display_name: string
  oidc_config?: {
    type?: "authorization_code" | "implicit"
    oidc_issuer: string
    redirect_uri?: string
    client_id: string
    client_secret?: string
    has_client_secret?: boolean
    scope: string
    metadata?: {
      authorization_endpoint?: { ... }
      token_endpoint?: { ... }
      userinfo_endpoint?: { ... }
      logout_uri?: { ... }
      logout_redirect_uri?: { ... }
      skip_login_as_logout?: { ... }
      mobile_redirect_uri?: { ... }
      test_auth_username?: { ... }
      test_auth_password?: { ... }
    }
    prompt?: "login" | "select_account" | "consent"
  }
  mobile_oidc_config?: {
    client_id?: string
    client_secret?: string
  }
}

AttributeMappingConfig

Dictionary of epilot user attributes to claims

type AttributeMappingConfig = {
  contact: {
    email: string
    first_name?: string
    last_name?: string
    phone?: string
    preferred_language?: string
    concession?: string
    installer_number?: string
  }
  account?: {
    name?: string
    street?: string
    house_number?: string
    postal_code?: string
    city?: string
  }
  portal_user?: {
    access_status?: string
    expires_at?: string
  }
  concession_attributes?: {
    water?: string
    energy?: string
    gas?: string
  }
}

EntityMatchingConfig

Configuration for matching existing entities during SSO login using token claims

type EntityMatchingConfig = {
  portal_user?: Record<string, string>
  contact?: Record<string, string>
  auto_create_cognito_user?: boolean
}

OIDCProviderConfig

type OIDCProviderConfig = {
  type?: "authorization_code" | "implicit"
  oidc_issuer: string
  redirect_uri?: string
  client_id: string
  client_secret?: string
  has_client_secret?: boolean
  scope: string
  metadata?: {
    authorization_endpoint?: string
    token_endpoint?: string
    userinfo_endpoint?: string
    logout_uri?: string
    logout_redirect_uri?: string
    skip_login_as_logout?: boolean
    mobile_redirect_uri?: string
    test_auth_username?: string
    test_auth_password?: string
  }
  prompt?: "login" | "select_account" | "consent"
}

MoblieOIDCConfig

type MoblieOIDCConfig = {
  client_id?: string
  client_secret?: string
}

OIDCProviderMetadata

type OIDCProviderMetadata = {
  authorization_endpoint?: string
  token_endpoint?: string
  userinfo_endpoint?: string
  logout_uri?: string
  logout_redirect_uri?: string
  skip_login_as_logout?: boolean
  mobile_redirect_uri?: string
  test_auth_username?: string
  test_auth_password?: string
}

SAMLProviderConfig

type SAMLProviderConfig = object

SSOCallbackRequest

type SSOCallbackRequest = {
  provider_slug?: string
  token_endpoint: string
  grant_type: string
  code: string
  redirect_uri: string
  client_id: string
  code_verifier: string
}

SSOCallbackResponse

type SSOCallbackResponse = {
  access_token: string
  token_type: string
  expires_in: number
  refresh_token: string
  id_token?: string
  scope?: string
}

BlockProps

type BlockProps = {
  visibility?: Record<string, unknown>
  content?: Record<string, unknown>
  design?: Record<string, unknown>
}

BlockType

The type of the block. eg; tabs, tab, group, attribute

type BlockType = string

BlockRequest

type BlockRequest = {
  props?: {
    visibility?: Record<string, unknown>
    content?: Record<string, unknown>
    design?: Record<string, unknown>
  }
  parentId?: string
  type: string
  order: number
}

BlockId

The id of the block

type BlockId = string // uuid

Block

type Block = {
  props?: {
    visibility?: Record<string, unknown>
    content?: Record<string, unknown>
    design?: Record<string, unknown>
  }
  parentId?: string
  type: string
  order: number
  id?: string // uuid
}

PageRequest

type PageRequest = {
  slug: string
  path?: string
  schema?: string[]
  visibility?: Record<string, unknown>
  content?: Record<string, unknown>
  design?: Record<string, unknown>
  blocks?: Record<string, {
    props?: {
      visibility?: { ... }
      content?: { ... }
      design?: { ... }
    }
    parentId?: string
    type: string
    order: number
    id?: string // uuid
  }>
  order: number
  is_system?: boolean
  is_detail?: boolean
  detail_schema?: string
  is_public?: boolean
  parentId?: string
  is_entry_route?: boolean
  is_deleted?: boolean
}

Page

type Page = {
  slug: string
  path?: string
  schema?: string[]
  visibility?: Record<string, unknown>
  content?: Record<string, unknown>
  design?: Record<string, unknown>
  blocks?: Record<string, {
    props?: {
      visibility?: { ... }
      content?: { ... }
      design?: { ... }
    }
    parentId?: string
    type: string
    order: number
    id?: string // uuid
  }>
  order: number
  is_system?: boolean
  is_detail?: boolean
  detail_schema?: string
  is_public?: boolean
  parentId?: string
  is_entry_route?: boolean
  is_deleted?: boolean
  id?: string // uuid
  last_modified_at?: string // date-time
}

CommonConfigAttributesV3

type CommonConfigAttributesV3 = {
  enabled?: boolean
  name?: string
  domain?: string
  is_epilot_domain?: boolean
  epilot_domain?: string
  domain_settings?: {
    is_custom_domain_enabled?: boolean
    is_epilot_domain_enabled?: boolean
    is_redirection_enabled?: boolean
  }
  design_id?: string // uuid
  self_registration_setting?: "ALLOW_WITH_CONTACT_CREATION" | "ALLOW_WITHOUT_CONTACT_CREATION" | "DENY" | "ALWAYS_CREATE_CONTACT" | "DISALLOW_COMPLETELY" | "BLOCK_IF_PORTAL_USER_EXISTS"
  user_account_self_management?: boolean
  feature_settings?: {
    start_page?: boolean
    billing?: boolean
    change_due_date?: boolean
    new_design?: boolean
  }
  accessToken?: string
  advanced_mfa?: {
    enabled?: boolean
  }
  auth_settings?: {
    passwordless_login?: {
      enabled?: { ... }
    }
    entry_point?: "PASSWORD" | "SSO"
    preferred_sso_providers?: string[]
    auto_redirect_to_sso?: boolean
  }
  cognito_details?: {
    cognito_user_pool_client_id?: string
    cognito_user_pool_arn?: string
    cognito_user_pool_id?: string
    password_policy?: {
      minimum_length?: { ... }
      maximum_length?: { ... }
      require_lowercase?: { ... }
      require_uppercase?: { ... }
      require_numbers?: { ... }
      require_symbols?: { ... }
    }
  }
  config?: string
  contact_identifiers?: string[]
  approval_state_attributes?: Record<string, string[]>
  email_templates?: {
    confirmAccount?: string // uuid
    advancedAuth?: string // uuid
    advancedMFA?: string // uuid
    journeySignUp?: string // uuid
    journeySignInOneTimePassword?: string // uuid
    journeyLoginOTP?: string // uuid
    forgotPassword?: string // uuid
    invitation?: string // uuid
    partnerInvitation?: string // uuid
    onNewQuote?: string // uuid
    onMapAPendingUser?: string // uuid
    onDocUpload?: string // uuid
    onWorkflowStepAssigned?: string // uuid
    confirmEmailUpdate?: string // uuid
    verifyCodeToSetPassword?: string // uuid
  }
  images?: {
    orderLeftTeaser?: string
    orderRightTeaser?: string
    welcomeBanner?: string
  }
  entity_identifiers?: {
    type?: {
      isEnabled?: { ... }
      attributes?: { ... }
    }
  }
  contract_identifiers?: Array<{
    name?: string
    schema?: string
  }>
  contract_selector_config?: {
    show_inactive?: boolean
    title_path?: string
  }
  registration_identifiers?: Array<{
    name?: string
    schema?: string
  }>
  triggered_journeys?: Array<{
    trigger_name?: "FIRST_LOGIN" | "ACCEPT_ORDER" | "DECLINE_ORDER"
    journey_id?: string // uuid
  }>
  entity_edit_rules?: Array<{
    slug?: string
    attribute?: string
    rule_type?: "cadence" | "relative_to_current_value" | "days_before_date" | "overdue_payments"
    cadence_period_type?: "days" | "weeks" | "months"
    cadence_period?: number
    changes_allowed?: number
    grace_period?: number
  // ...
}

PortalId

ID of the portal

type PortalId = string

UpsertPortalConfigV3

type UpsertPortalConfigV3 = {
  entity_actions?: Array<{
    journey_id?: string // uuid
    slug?: string
    action_Label?: {
      en?: { ... }
      de?: { ... }
    }
  }>
  extensions?: Array<{
    id: string
    status: "installed" | "enabled"
    options?: Record<string, string>
  }>
  extension_hooks?: Record<string, {
    app_id: string
    extension_id: string
    hook_id: string
  }>
  default_user_to_notify?: {
    onPendingUser?: Array<{
      type?: { ... }
      user_id?: { ... }
      display_name?: { ... }
      image_uri?: { ... }
      org_id?: { ... }
      email?: { ... }
      phone?: { ... }
    }>
  }
  enabled?: boolean
  name?: string
  domain?: string
  is_epilot_domain?: boolean
  epilot_domain?: string
  domain_settings?: {
    is_custom_domain_enabled?: boolean
    is_epilot_domain_enabled?: boolean
    is_redirection_enabled?: boolean
  }
  design_id?: string // uuid
  self_registration_setting?: "ALLOW_WITH_CONTACT_CREATION" | "ALLOW_WITHOUT_CONTACT_CREATION" | "DENY" | "ALWAYS_CREATE_CONTACT" | "DISALLOW_COMPLETELY" | "BLOCK_IF_PORTAL_USER_EXISTS"
  user_account_self_management?: boolean
  feature_settings?: {
    start_page?: boolean
    billing?: boolean
    change_due_date?: boolean
    new_design?: boolean
  }
  accessToken?: string
  advanced_mfa?: {
    enabled?: boolean
  }
  auth_settings?: {
    passwordless_login?: {
      enabled?: { ... }
    }
    entry_point?: "PASSWORD" | "SSO"
    preferred_sso_providers?: string[]
    auto_redirect_to_sso?: boolean
  }
  cognito_details?: {
    cognito_user_pool_client_id?: string
    cognito_user_pool_arn?: string
    cognito_user_pool_id?: string
    password_policy?: {
      minimum_length?: { ... }
      maximum_length?: { ... }
      require_lowercase?: { ... }
      require_uppercase?: { ... }
      require_numbers?: { ... }
      require_symbols?: { ... }
    }
  }
  config?: string
  contact_identifiers?: string[]
  approval_state_attributes?: Record<string, string[]>
  email_templates?: {
    confirmAccount?: string // uuid
    advancedAuth?: string // uuid
    advancedMFA?: string // uuid
    journeySignUp?: string // uuid
    journeySignInOneTimePassword?: string // uuid
    journeyLoginOTP?: string // uuid
    forgotPassword?: string // uuid
    invitation?: string // uuid
    partnerInvitation?: string // uuid
    onNewQuote?: string // uuid
    onMapAPendingUser?: string // uuid
    onDocUpload?: string // uuid
    onWorkflowStepAssigned?: string // uuid
    confirmEmailUpdate?: string // uuid
    verifyCodeToSetPassword?: string // uuid
  }
  images?: {
    orderLeftTeaser?: string
    orderRightTeaser?: string
    welcomeBanner?: string
  }
  entity_identifiers?: {
  // ...
}

PortalConfigV3

type PortalConfigV3 = {
  entity_actions?: Array<{
    journey_id?: string // uuid
    slug?: string
    action_Label?: {
      en?: { ... }
      de?: { ... }
    }
  }>
  extensions?: Array<{
    id: string
    status: "installed" | "enabled"
    options?: Record<string, string>
  }>
  extension_hooks?: Record<string, {
    app_id: string
    extension_id: string
    hook_id: string
  }>
  default_user_to_notify?: {
    onPendingUser?: Array<{
      type?: { ... }
      user_id?: { ... }
      display_name?: { ... }
      image_uri?: { ... }
      org_id?: { ... }
      email?: { ... }
      phone?: { ... }
    }>
  }
  enabled?: boolean
  name?: string
  domain?: string
  is_epilot_domain?: boolean
  epilot_domain?: string
  domain_settings?: {
    is_custom_domain_enabled?: boolean
    is_epilot_domain_enabled?: boolean
    is_redirection_enabled?: boolean
  }
  design_id?: string // uuid
  self_registration_setting?: "ALLOW_WITH_CONTACT_CREATION" | "ALLOW_WITHOUT_CONTACT_CREATION" | "DENY" | "ALWAYS_CREATE_CONTACT" | "DISALLOW_COMPLETELY" | "BLOCK_IF_PORTAL_USER_EXISTS"
  user_account_self_management?: boolean
  feature_settings?: {
    start_page?: boolean
    billing?: boolean
    change_due_date?: boolean
    new_design?: boolean
  }
  accessToken?: string
  advanced_mfa?: {
    enabled?: boolean
  }
  auth_settings?: {
    passwordless_login?: {
      enabled?: { ... }
    }
    entry_point?: "PASSWORD" | "SSO"
    preferred_sso_providers?: string[]
    auto_redirect_to_sso?: boolean
  }
  cognito_details?: {
    cognito_user_pool_client_id?: string
    cognito_user_pool_arn?: string
    cognito_user_pool_id?: string
    password_policy?: {
      minimum_length?: { ... }
      maximum_length?: { ... }
      require_lowercase?: { ... }
      require_uppercase?: { ... }
      require_numbers?: { ... }
      require_symbols?: { ... }
    }
  }
  config?: string
  contact_identifiers?: string[]
  approval_state_attributes?: Record<string, string[]>
  email_templates?: {
    confirmAccount?: string // uuid
    advancedAuth?: string // uuid
    advancedMFA?: string // uuid
    journeySignUp?: string // uuid
    journeySignInOneTimePassword?: string // uuid
    journeyLoginOTP?: string // uuid
    forgotPassword?: string // uuid
    invitation?: string // uuid
    partnerInvitation?: string // uuid
    onNewQuote?: string // uuid
    onMapAPendingUser?: string // uuid
    onDocUpload?: string // uuid
    onWorkflowStepAssigned?: string // uuid
    confirmEmailUpdate?: string // uuid
    verifyCodeToSetPassword?: string // uuid
  }
  images?: {
    orderLeftTeaser?: string
    orderRightTeaser?: string
    welcomeBanner?: string
  }
  entity_identifiers?: {
  // ...
}

JuiceSettings

type JuiceSettings = {
  is_dummy?: boolean
  is_canary?: boolean
  redirect_to?: string
}

SwappableConfig

type SwappableConfig = "all" | "domain" | "users" | "email_templates"

PortalUserRegistrationStatus

type PortalUserRegistrationStatus = "Registration Pending" | "Confirmation Email Sent" | "Registered" | "Email Update In Progress"

BusinessPartnerItem

type BusinessPartnerItem = {
  _id?: string // uuid
  has_portal_user?: boolean
  registration_status?: "Registration Pending" | "Confirmation Email Sent" | "Registered" | "Email Update In Progress"
  email?: string
  _title?: string
  first_name?: string
  last_name?: string
  access_status?: boolean
}