Share by link API

How to generate a link to an audit to send to your client

Andrew Waite avatar
Written by Andrew Waite
Updated over a week ago

Generate a shareable link

Method: POST

Request body should be JSON encoded, and can include the following fields:

Property

Definition

Required

report_id

String – ID of report to share

Yes

sections

Array – The sections you would like to include in the shared link. Valid options are summary, detail, competitors, proposal and progress

Yes

version_id

String – The ID of a specific report version (defaults to latest if not provided).

No

include_agent

Boolean – Whether to include your company logo and sales rep name, phone number, job title etc as a header on the shared link.

No

agent_username

String – The Insites username from which to populate the header. Required if include_agent is true.

No

brand_id NEW

String – The ID of the brand that should be applied to the PDF (where the alternative brand feature is enabled).

No

Example request

curl "<https://api.insites.com/api/v1/share-link>" --header "api-key:[YOUR API KEY]" --data "{\\"report_id\\":\\"ABDEFGH1234567890\\",\\"sections\\":[\\"summary\\",\\"detail\\"]}"

Expected response

If successful, you would expect a 201 response, with a body like this:

{
"share_link": {
"id":"abcdef",
"path":"/share/abcdef",
"valid_urls":[
"<https://app.insites.com/share/abcdef>",
"<http://customdomain.mycompany.com/share/abcdef>"
]
}
}

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