Add

Adding a document

POST https://do.workzeal.com/document/insert

Creates a document (invoice, contract, etc.) for a client. If no number is passed, the next number for this document type is generated automatically.

Request Body

Name Type Description
document* JSON
{
  "status": "success",
  "error": "",
  "code": null,
  "rows": 0,
  "pages": 0,
  "page": 0,
  "value": "91234"
}

JSON

All available parameters of the new object
  • company_id - * Client code
  • type_id - * Document type code (see directories)
  • number - Document number. If not passed, it is generated automatically
  • date - Document date, for example 2026-08-26. Defaults to today
  • sum - Document amount
  • note - Note
  • status_id - Document flag/status code
  • deal_id - Deal code
  • contact_id - Contact person code
  • user_id - Responsible person code. Defaults to the token owner
  • requisites_id - Code of your own company's details
  • company_requisites_id - Code of the client's company details
  • base_doc_id - Code of the base document
  • date_expire - Expiration date, for example 2026-09-26
  • tags - Comma-separated tags

{
   "company_id": 368132,
   "type_id": 1,
   "sum": 150000,
   "date": "2026-08-26",
   "note": "Invoice for packaging supply, August"
}

Note

Required parameters
company_id (Client code)
type_id (Document type code)

The document number is checked for uniqueness within the type; if you pass a number that already exists, an error is returned.

Example

curl --location --request POST 'https://do.workzeal.com/document/insert' \
--header 'Authorization: Bearer XXXX-XXXXXXX-XXXXXXX' \
--header 'Content-Type: application/json' \
--data-raw '{
    "company_id": 368132,
    "type_id": 1,
    "sum": 150000,
    "note": "Invoice for packaging supply, August"
  }
  '
var request = require('request');
var options = {
  'method': 'POST',
  'url': 'https://do.workzeal.com/document/insert',
  'headers': {
    'Authorization': 'Bearer XXXX-XXXXXXX-XXXXXXX',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    "company_id": 368132,
    "type_id": 1,
    "sum": 150000,
    "note": "Invoice for packaging supply, August"
  })
};
request(options, function (error, response) {
  if (error) throw new Error(error);
  console.log(response.body);
});

Directories

Users

Response

{
  "status": "success",
  "error": "",
  "code": null,
  "rows": 0,
  "pages": 0,
  "page": 0,
  "value": "91234"
}
// value - ID of the new document
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