Convoflo API

Name: Convoflo API
Brand: Convoflo API
Availability: InStock

★ Only Publicly Available OpenAPI DocumentStorageDocument Managementbearer109 EndpointsREST

For Agents

Create file requests, manage secure document folders, track file versions, and approve client document submissions on Convoflo. Agents authenticate with a bearer token.

Install Jentic One Beta

Connect the Convoflo API to your agent

Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the Convoflo API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.

Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.

Step 1: Jentic One Host machine

# On the machine that will host your Jentic One instance:
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh

Step 2: Agent machine

# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL https://raw.githubusercontent.com/jentic/jentic-one/main/tools/install.sh | sh
jentic register       # connects your agent to your Jentic One instance

Jentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.

Capabilities

What an agent can do with Convoflo API.

Create and manage file requests with POST /api/1/folders/{userFolder}/file-requests and the /api/1/file-requests endpoints

Approve or reject individual request items via /file-requests/{fileRequestId}/items/{fileRequestItem}/approve or /reject

Maintain reusable file request templates under /api/1/file-request-templates

GET STARTED

Start building with Convoflo API

Explore with Jentic

View OpenAPI Document

Use Cases

Patterns agents use Convoflo API for, with concrete tasks.

★ Client Document Request Workflow

Send templated requests for documents (KYC packs, tax returns, signed agreements) and track submissions through to approval. Create a request via POST /api/1/folders/{userFolder}/file-requests, attach items, and use the approve and reject endpoints as the client uploads files. Suited to legal, accounting, and financial services firms onboarding clients with predictable document checklists.

Create a file request in folder 42 with three required items (ID, proof of address, signed engagement) and email the client the link

Document Lifecycle and Audit Trail

Track every interaction with a sensitive document — opens, downloads, version uploads, favourites — using /api/1/documents/{userFile}/timeline plus the version listing endpoint. The audit trail is essential for regulated industries that must prove who accessed which document and when. Useful for compliance and ops teams reviewing access logs as part of audits.

Pull the timeline for the document attached to engagement 9876 and produce a CSV of all access events in the last 30 days

Reusable File Request Templates

Codify recurring document checklists (annual review, new hire onboarding, loan application) as Convoflo file request templates so reps can launch a new client request in seconds. Templates are managed under /api/1/file-request-templates and instantiated against any secure space folder. Reduces handover errors and keeps document collection consistent across the firm.

Create a file request template named 'Annual Tax Pack' with required items for prior year return, W-2s, and 1099s

Agent-Driven Client Document Collection via Jentic

An AI agent runs the full client document loop through Jentic — instantiate a template, send the request, monitor submissions, and approve or reject items. Through Jentic the bearer token sits in the vault so the agent can run document collection automations at scale without holding the secret. The agent searches for the file-request intent, loads the schema, and chains the calls.

Search Jentic for 'create a Convoflo file request', load the schema, instantiate the 'Annual Tax Pack' template for client folder 42, and notify Slack when all items are approved

Key Endpoints

109 endpoints — jentic publishes the only available openapi specification for convoflo api, keeping it validated and agent-ready.

METHOD

PATH

DESCRIPTION

POST

/api/1/folders/{userFolder}/file-requests

Create a file request in a secure space

GET

/api/1/file-requests

List the user's file requests

POST

/api/1/file-requests/{fileRequestId}/items/{fileRequestItem}/approve

Approve a submitted file request item

POST

/api/1/file-requests/{fileRequestId}/items/{fileRequestItem}/reject

Reject a submitted file request item

GET

/api/1/documents/{userFile}/timeline

List activity events for a document

POST

/api/1/file-request-templates

Create a reusable file request template

POST

/api/1/folders/{userFolder}/file-requests

Create a file request in a secure space

GET

/api/1/file-requests

List the user's file requests

POST

/api/1/file-requests/{fileRequestId}/items/{fileRequestItem}/approve

Approve a submitted file request item

POST

/api/1/file-requests/{fileRequestId}/items/{fileRequestItem}/reject

Reject a submitted file request item

GET

/api/1/documents/{userFile}/timeline

List activity events for a document

Why Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

Convoflo bearer tokens are stored encrypted in the Jentic vault. Agents receive scoped access at execution time and the token is injected into the Authorization header — raw tokens never enter the agent's context window.

Intent-based discovery

Agents search Jentic by intent (e.g., 'create a Convoflo file request') and Jentic returns the matching POST /api/1/folders/{userFolder}/file-requests or related operation with its input schema.

Time to first call

Direct Convoflo integration: 2-3 days across 109 endpoints, file request lifecycle, and webhook setup. Through Jentic: under 1 hour — search, load, execute the chained flow.

FAQs

Specific to using Convoflo API through Jentic.

Why is there no official OpenAPI spec for Convoflo API?

Convoflo does not publish an OpenAPI specification. Jentic generates and maintains this spec so that AI agents and developers can call Convoflo API via structured tooling. It is validated against the live API and kept up to date. Get started at https://app.jentic.com/sign-up.

What authentication does the Convoflo API use?

The API uses HTTP bearer authentication. Send the token in the Authorization: Bearer header on every call to /api/1/* endpoints. Through Jentic the token is stored encrypted in the vault and injected at execution time so it never appears in the agent's prompt context.

How do I create a file request from a client with the Convoflo API?

POST /api/1/folders/{userFolder}/file-requests creates the request inside a secure space, then POST /api/1/file-requests/{fileRequestId}/items attaches the items the client must supply. POST /api/1/file-requests/{fileRequestId} finalises the request once all items are configured.

Can I approve or reject specific items on a file request?

Yes. POST /api/1/file-requests/{fileRequestId}/items/{fileRequestItem}/approve marks an individual item as accepted, while .../reject marks it rejected and prompts the client to resubmit. Use this to enforce per-item gating during document review.

How do I see who has accessed a Convoflo document?

GET /api/1/documents/{userFile}/timeline returns the activity timeline including views, downloads, comments, and version updates for a specific document. Pair with the file versions endpoint for a complete audit trail.

What are the rate limits for the Convoflo API?

Rate limits are not declared in the OpenAPI spec. Treat the file request and document endpoints as soft-limited per bearer token and back off on HTTP 429 responses. Contact Convoflo support for documented limits applicable to your plan.

How do I create a Convoflo file request through Jentic?

Run jentic search for 'create a Convoflo file request', load the POST /api/1/folders/{userFolder}/file-requests operation, and execute it with the secure space folder ID and the items to collect. Jentic injects the bearer token from the vault and returns the new request ID as a structured response.

Convoflo API

Connect the Convoflo API to your agent

Capabilities

Start building with Convoflo API

Use Cases

Key Endpoints

Why Jentic?

Related APIs

FAQs