Create Checklist Template

Developing

preprod

https://preprod.api.crego.io

POST

/v1/rego/checklist-templates/

Last modified:2025-07-07 09:32:30

Request

Authorization

Provide your bearer token in the

Authorization

header when making requests to protected resources.

Example:

Authorization: Bearer ********************

Body Params application/json

object {0}

Example

{
  "name": "Loan Approval Checklist",
  "description": "Checklist to verify all steps before final loan approval.",
  "flow": "efacaecc-3511-4e34-86e9-895ca74b2d66", 
  "stage": "init",
  "company_id": "115b2953-e78a-45d6-bafa-58658a4580d5",
  "items": [
    {
      "title": "Verify PAN card",
      "description": "Check if PAN is verified via API",
      "required": true,
      "order_index": 1,
      "auto_check_condition": {
        "type": "api_validation",
        "condition": {
          "endpoint": "/verify/pan",
          "method": "GET",
          "expected_status": 200
        }
      },
      "node_trigger": "KYC_Completed"
    },
    {
      "title": "Credit Score Check",
      "description": "Ensure credit score is fetched and is above threshold",
      "required": true,
      "order_index": 2,
      "auto_check_condition": {
        "type": "system_check",
        "condition": {
          "min_score": 650,
          "source": "cibil"
        }
      },
      "node_trigger": "Credit_Analysis_Completed"
    },
    {
      "title": "Manual Document Approval",
      "description": "Manually verify submitted documents",
      "required": false,
      "order_index": 3,
      "node_trigger": "Document_Uploaded"
    }
  ]
}

Request samples

Shell

JavaScript

Java

Swift

PHP

Python

HTTP

Objective-C

Ruby

OCaml

Dart

curl --location --request POST 'https://preprod.api.crego.io/v1/rego/checklist-templates/' \
--header 'Content-Type: application/json' \
--data-raw '{
  "name": "Loan Approval Checklist",
  "description": "Checklist to verify all steps before final loan approval.",
  "flow": "efacaecc-3511-4e34-86e9-895ca74b2d66", 
  "stage": "init",
  "company_id": "115b2953-e78a-45d6-bafa-58658a4580d5",
  "items": [
    {
      "title": "Verify PAN card",
      "description": "Check if PAN is verified via API",
      "required": true,
      "order_index": 1,
      "auto_check_condition": {
        "type": "api_validation",
        "condition": {
          "endpoint": "/verify/pan",
          "method": "GET",
          "expected_status": 200
        }
      },
      "node_trigger": "KYC_Completed"
    },
    {
      "title": "Credit Score Check",
      "description": "Ensure credit score is fetched and is above threshold",
      "required": true,
      "order_index": 2,
      "auto_check_condition": {
        "type": "system_check",
        "condition": {
          "min_score": 650,
          "source": "cibil"
        }
      },
      "node_trigger": "Credit_Analysis_Completed"
    },
    {
      "title": "Manual Document Approval",
      "description": "Manually verify submitted documents",
      "required": false,
      "order_index": 3,
      "node_trigger": "Document_Uploaded"
    }
  ]
}'

Responses

🟢201Created

application/json

Body

string

required

created_at

string

required

created_by

string

required

name

string

required

description

string

required

flow

string

required

stage

string

required

company_id

string

required

items

array [object {6}]

required

title

string

required

description

string

required

boolean

required

order_index

integer

required

auto_check_condition

object

required

node_trigger

string

required

Example

{
    "id": "string",
    "created_at": "string",
    "created_by": "string",
    "name": "string",
    "description": "string",
    "flow": "string",
    "stage": "string",
    "company_id": "string",
    "items": [
        {
            "title": "string",
            "description": "string",
            "required": true,
            "order_index": 0,
            "auto_check_condition": {
                "type": "string",
                "condition": {
                    "endpoint": "string",
                    "method": "string",
                    "expected_status": 0,
                    "min_score": 0,
                    "source": "string"
                }
            },
            "node_trigger": "string"
        }
    ]
}

Modified at 2025-07-07 09:32:30

Download files

Get CheckList Template