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Checklists

note

This page documents the legacy v1 and v2 API, which remains available for existing integrations such as the Zapier app. New integrations should use the CheckFlow API v3 — see Migrating from v1 and v2.

Endpoints for creating, searching, and deleting checklists.


Find Checklists​

Finds checklists matching the given search criteria. Optionally creates a new checklist if none are found.

GET /api/checklist/find

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key

Query Parameters​

ParameterTypeRequiredDefaultDescription
templateKeystring (GUID)Yes—The key of the template the checklist is derived from.
checklistNamestringNo—Full or partial checklist name to search for.
tagstringNo—Full or partial tag name to filter by.
statusstringNoALLChecklist status filter. Values: ALL, SCHEDULED, INPROGRESS, RECENTLYCOMPLETE, COMPLETE.
createIfNotExistsboolNofalseIf true and no checklists are found, a new checklist is created using checklistName.
pageSizeintNo3Number of results per page. Maximum: 10.
pageNumberintNo1Page number.

Example Request​

GET https://app.checkflow.io/api/checklist/find?templateKey=0e7ad584-7788-4ab1-95a6-ca0a5b444cbb&status=INPROGRESS&pageSize=5
X-API-KEY: your-api-key-here

Response Codes​

CodeDescription
200Returns matching checklists.
401API key is missing or invalid.
404No checklists found matching the criteria.

Get Checklist Details​

Returns full details for checklists matching the search criteria, including all task and control data.

GET /api/checklist/details

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key

Query Parameters​

ParameterTypeRequiredDefaultDescription
templateKeystring (GUID)Yes—The key of the template the checklist is derived from.
checklistKeystring (GUID)No—The key of a specific checklist.
checklistNamestringNo—Full or partial checklist name to search for.
tagstringNo—Full or partial tag name to filter by.
statusstringNoALLChecklist status filter. Values: ALL, SCHEDULED, INPROGRESS, RECENTLYCOMPLETE, COMPLETE.
pageSizeintNo3Number of results per page. Maximum: 10.
pageNumberintNo1Page number.

Example Request​

GET https://app.checkflow.io/api/checklist/details?templateKey=0e7ad584-7788-4ab1-95a6-ca0a5b444cbb&checklistKey=27217bc9-1f00-460e-bf41-3821cd37beaf
X-API-KEY: your-api-key-here

Response Codes​

CodeDescription
200Returns matching checklists with full task and control data.
401API key is missing or invalid.
404No checklists found matching the criteria.

Get Tasks by Task Key​

Returns tasks across all checklists matching a specific template task key and status.

Pass the key of a standalone task and that task is returned too. A standalone task that is not attached to a checklist came from no template, so its checklist and template objects are sent in full but empty — checklistKey and templateKey read as null. See Standalone Tasks in a task_completed Payload for the whole object.

GET /api/checklist/tasks

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key

Query Parameters​

ParameterTypeRequiredDefaultDescription
taskKeystring (GUID)Yes—The key of the task (from the template).
statusstringNoALLTask status filter. Values: ALL, OPEN, COMPLETE.
pageSizeintNo3Number of results per page. Maximum: 10.
pageNumberintNo1Page number.

Example Request​

GET https://app.checkflow.io/api/checklist/tasks?taskKey=07072bc4-f1eb-4536-819a-1ddb7dc109a1&status=OPEN
X-API-KEY: your-api-key-here

Response Codes​

CodeDescription
200Returns matching tasks.
401API key is missing or invalid.
404No tasks found matching the criteria.

Get Uploaded Files​

Returns all files uploaded via a File Upload control, identified by its control key.

Where the control sits on a standalone task that is not attached to a checklist, the checklist and template objects on the response are sent in full but empty, for the same reason. See Standalone Tasks in a task_completed Payload for the whole object.

GET /api/checklist/uploaded-files

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key

Query Parameters​

ParameterTypeRequiredDefaultDescription
taskContentKeystring (GUID)Yes—The key of the File Upload control.
pageSizeintNo3Number of results per page. Maximum: 10.
pageNumberintNo1Page number.

Example Request​

GET https://app.checkflow.io/api/checklist/uploaded-files?taskContentKey=50d58518-e049-4474-84c7-036236e52923
X-API-KEY: your-api-key-here

Response Codes​

CodeDescription
200Returns the File Upload control details and all uploaded files.
401API key is missing or invalid.
404No File Upload control found for the given key.

Create Checklist​

Creates a new checklist from a template.

POST /api/checklist

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key

Query Parameters​

ParameterTypeRequiredDescription
templateKeystring (GUID)YesThe key of the template to create the checklist from.
checklistNamestringYesThe name for the new checklist.

Example Request​

POST https://app.checkflow.io/api/checklist?templateKey=0e7ad584-7788-4ab1-95a6-ca0a5b444cbb&checklistName=Invoice%20Review%20-%20March
X-API-KEY: your-api-key-here

Response Codes​

CodeDescription
200Returns the newly created checklist.
401API key is missing or invalid.

Create Many Checklists​

Creates multiple checklists from a single template in one request.

note

This endpoint requires API version 2.0.

POST /api/checklist/create-many

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key
X-API-VERSIONYesMust be 2.0

Request Body​

{
"templateKey": "0e7ad584-7788-4ab1-95a6-ca0a5b444cbb",
"checklistNames": [
"Invoice Review - March",
"Invoice Review - April",
"Invoice Review - May"
]
}
FieldTypeRequiredDescription
templateKeystring (GUID)YesThe key of the template to create checklists from.
checklistNamesstring[]YesA list of names for the checklists to create.

Response Codes​

CodeDescription
200Returns the list of newly created checklists.
401API key is missing or invalid.

Create Checklist with Parameters​

Creates a new checklist and sets one or more parameter values at creation time.

note

This endpoint requires API version 2.0.

POST /api/checklist/create-with-parameters

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key
X-API-VERSIONYesMust be 2.0

Request Body​

{
"templateKey": "0e7ad584-7788-4ab1-95a6-ca0a5b444cbb",
"checklistName": "Invoice Review - March",
"parameters": [
{
"parameterName": "Client Name",
"parameterValue": "Acme Corp"
},
{
"parameterName": "Invoice Number",
"parameterValue": "INV-00123"
}
]
}
FieldTypeRequiredDescription
templateKeystring (GUID)YesThe key of the template to create the checklist from.
checklistNamestringYesThe name for the new checklist.
parametersarrayNoA list of parameter name/value pairs to set.
parameters[].parameterNamestringYesThe name of the template parameter.
parameters[].parameterValuestringYesThe value to assign to the parameter.

Response Codes​

CodeDescription
200Returns the newly created checklist.
401API key is missing or invalid.

Share Checklist​

Creates or removes a public share URL for a checklist.

POST /api/checklist/share

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key

Query Parameters​

ParameterTypeRequiredDescription
checklistIdintYesThe ID of the checklist.
isSharedboolYestrue to create a share URL, false to remove it.

Example Request​

POST https://app.checkflow.io/api/checklist/share?checklistId=1234&isShared=true
X-API-KEY: your-api-key-here

Example Response​

{
"isShared": true,
"shareUrl": "https://app.checkflow.io/shared/abc123"
}

Response Codes​

CodeDescription
200Returns the updated share status and URL.
401API key is missing or invalid.

Delete Checklist​

Permanently deletes a checklist.

DELETE /api/checklist

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key

Query Parameters​

ParameterTypeRequiredDescription
checklistIdintYesThe ID of the checklist to delete.

Example Request​

DELETE https://app.checkflow.io/api/checklist?checklistId=1234
X-API-KEY: your-api-key-here

Response Codes​

CodeDescription
200Checklist deleted successfully.
401API key is missing or invalid.
404Checklist not found.

Delete Many Checklists​

Deletes multiple checklists in a single request. Checklists can be targeted by ID or by template key and status.

DELETE /api/checklist/delete-many

Request Headers​

HeaderRequiredDescription
X-API-KEYYesYour API key

Request Body​

{
"checklistIds": [1001, 1002, 1003],
"templateKeys": [],
"checklistStatus": "ALL"
}
FieldTypeRequiredDescription
checklistIdsint[]NoA list of specific checklist IDs to delete.
templateKeysstring[] (GUIDs)NoA list of template keys. All checklists from these templates matching checklistStatus will be deleted.
checklistStatusstringNoStatus filter when using templateKeys. Values: ALL, INPROGRESS, COMPLETE, SCHEDULED.

Response Codes​

CodeDescription
200Checklists deleted successfully.
401API key is missing or invalid.
  • Tasks — the tasks within a checklist.
  • Templates — looking up the template key a checklist needs.
  • Webhooks — being notified when a checklist is created.