Upload Case

post

https://app.docsumo.com/api/v1/upload-service/agents/casetype/case

Creates a new case for the specified case type, or updates an existing one, and optionally uploads files.

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Creates a new case under the specified case type and optionally uploads document files to it. If a case_id is provided, the existing case is used instead of creating a new one.

Supported File Extensions: jpg, jpeg, png, tiff, pdf , xlsx

Supported Document Types:
You can retrieve the list of supported document types from the List Agents endpoint. The specified doctype must be enabled for your account and configured in the case type's document types.

Workflow behavior: By default, the case type's workflow is triggered automatically after the upload completes. Set trigger_workflow to false to skip workflow execution.

Rate limits: This endpoint allows a maximum of 10 requests per second, with up to 10 documents per request.

Body Params

casetype_id

string

required

The unique identifier of the case type to create the case under. The case type must exist and not be disabled. You can obtain this value from the List Agents endpoint.

files

array of files

One or more files to upload to the case. Omit this field to create or update a case without uploading files.

case_id

string

The unique identifier of an existing case to use instead of creating a new one. If omitted, a new case is created.

user_case_id

string

An external reference ID for the case from your system. Use this to map the case to a record in your own application.

case_name

string

Display name for the case.

stage_id

string

The stage to assign to the case on creation. You can obtain stage IDs from the Get Case Type Details endpoint.

assigned_to

string

The user ID to assign the case to.

doctype

string

The document type for the uploaded files.

trigger_workflow

string

enum

Defaults to true

Whether to trigger the case type's workflow after the upload completes. Defaults to true.

Allowed:

user_case_metadata

string

Additional metadata for the case from your system. Store any extra information you want associated with this case.

case_fields

string

Initialize case fields values while uploading a case. By default case field values are None. Ex: {"casefield_id1": "value"}

workflow_version

string

Defaults to published

Workflow Run version. "published" version (default) runs the case on latest published workflow version; "draft" version runs the case on last saved draft version of workflow.

Headers

apikey

string

required

API key used for authentication. You can find your API key in your account settings.

Responses

200

400Bad Request

404Not Found

500Internal Server Error