For AI agents: markdown of this page — /docs-content-en/entities/crm-document-templates/get.md documentation index — /llms.txt

Get a CRM document template

GET /v1/crm-document-templates/:id

Returns a single CRM document template by ID, together with the record types it is linked to and the employee access codes.

Parameters

Parameter Type Required Description
id (path) number yes Template ID, a positive integer. List: GET /v1/crm-document-templates

Examples

curl — personal key

Terminal
curl "https://vibecode.bitrix24.com/v1/crm-document-templates/87" \
  -H "X-Api-Key: YOUR_API_KEY"

curl — OAuth application

Terminal
curl "https://vibecode.bitrix24.com/v1/crm-document-templates/87" \
  -H "X-Api-Key: YOUR_APP_KEY" \
  -H "Authorization: Bearer USER_SESSION_TOKEN"

JavaScript — personal key

javascript
const res = await fetch('https://vibecode.bitrix24.com/v1/crm-document-templates/87', {
  headers: {
    'X-Api-Key': 'YOUR_API_KEY',
  },
})

const { success, data } = await res.json()
console.log('Template:', data.name, 'linked to:', data.entityTypeId)

JavaScript — OAuth application

javascript
const res = await fetch('https://vibecode.bitrix24.com/v1/crm-document-templates/87', {
  headers: {
    'X-Api-Key': 'YOUR_APP_KEY',
    'Authorization': 'Bearer USER_SESSION_TOKEN',
  },
})

const { success, data } = await res.json()

Response fields

Field Type Description
success boolean Always true on success
data object The template
data.id string Template ID
data.name string Name
data.region string Template region, for example uk
data.code string | null Symbolic code of the template
data.active string Availability: Y / N
data.moduleId string Owner module, always crm in this section
data.numeratorId string ID of the numerator that assigns numbers to documents
data.withStamps string Stamps and signatures: Y / N
data.users object Access codes of the employees who can see the template. The key and the value are identical and equal to the access code, for example {"UA": "UA"} means all employees
data.isDeleted string Whether the template is marked as deleted: Y / N
data.sort string Sort order in the list
data.createTime string Creation date in ISO 8601
data.updateTime string Modification date in ISO 8601
data.entityTypeId array CRM record types the template is linked to, as strings: 1 — lead, 3 — contact, 4 — company. Deals are broken down by funnel — 2_category_0, 2_category_1 and so on, see CRM document templates for details. A smart process with funnels is returned as 174_3: the smart process type and the ID of its funnel. Smart process types: GET /v1/smart-processes
data.download string Download URL of the template file in the Bitrix24 web interface. To download through the API, use downloadMachine
data.downloadMachine string Link for downloading the template file through the Vibecode API — GET /v1/crm-document-templates/:id/download

Response example

JSON
{
  "success": true,
  "data": {
    "id": "87",
    "name": "Addresses",
    "region": "uk",
    "code": null,
    "download": "https://example.bitrix24.com/bitrix/services/main/ajax.php?action=crm.documentgenerator.template.download&SITE_ID=s1&id=87",
    "active": "Y",
    "moduleId": "crm",
    "numeratorId": "1",
    "withStamps": "Y",
    "users": {
      "UA": "UA"
    },
    "isDeleted": "N",
    "sort": "366",
    "createTime": "2022-11-23T14:42:12+00:00",
    "updateTime": "2023-01-17T11:36:04+00:00",
    "entityTypeId": [
      "4",
      "3",
      "2_category_0",
      "2_category_1",
      "2_category_3",
      "174_3",
      "177_7",
      "177_9",
      "185_11",
      "1",
      "31_5"
    ],
    "downloadMachine": "https://vibecode.bitrix24.com/v1/crm-document-templates/87/download"
  }
}

Error response example

404 — template not found:

JSON
{
  "success": false,
  "error": {
    "code": "ENTITY_NOT_FOUND",
    "message": "CRM template not found."
  }
}

Errors

HTTP Code Description
404 ENTITY_NOT_FOUND There is no template with this id on the portal
404 ENTITY_NOT_FOUND A template with this id exists, but its moduleId is not crm, for example an application template. To read application templates, use GET /v1/doc-templates/:id
400 INVALID_PARAMS id is not a positive integer
422 BITRIX_ERROR Bitrix24 rejected the request to read the template. The reason is in error.message
403 SCOPE_DENIED The key lacks the crm scope
401 TOKEN_MISSING The key has no tokens configured
429 RATE_LIMITED Bitrix24 rate-limited requests to the portal. Retry after the delay in the Retry-After header

Full list of common API errors — Errors.

See also