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For customers using a branded URL please access /api-docs to your customer URL or access via the ? Support icon within the app:

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the

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How can I get an API secret / access?

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  • This information is visible by doing the following steps

  • On the left hand menu (towards the bottom) click on the Question mark icon ?

  • From there you will be presented with API doc guidance (bottom section) and the associated tenant and workspace IDs respectively. These are needed for you to create your API queries.

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How do I get a bearer token and how does it work (e.g. expiry etc.)

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  • to begin, use the secret key and Client ID to make a request for a TeamForm API access token.

    • this access token will automatically expire after 24 hours, see above for an example.

  • you can now start making requests! On each request, you must include your access token, gained above. For example, to make a cURL request to the getTeams endpoint searchTeams endpoint, that will list all the teams in your active workspace:

    • Code Block
      languagebash
      export API_TOKEN="<access token>"
      export TENANT_ID="<your tenant id, from the authorizer step above>"
      
      curl --request POST \
        --url https://api.teamform.co/<tenant id>/<tenant id>/api/getTeams${TENANT_ID}/api/searchTeams \
        --header 'Content-Type: application/json' \
        --header '"Authorization: Bearer <access token>'${API_TOKEN}" \
        --data '<your request payload>{ "search": "", "size": 10 }'

      Note:

      • you’ll also need to add in your <tenant id> to this example, in the --url section.

      • the region ID must be added to the --url when making calls outside of the Asia Pacific

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  • to bulk fetch team members, use the /searchPeople endpoint

  • to bulk fetch peopleteams, use the /searchTeams endpoint. This also provides teams that have no team members, eg are structural.

  • To link people to teams, use (e.g.)

    • getTeamsMemberships (provide list of Teams, gets people for each team) or

    • getPeopleMemberships (provide list of people, get teams of which they are members).

    • Recommended done in batches of <1000 people or teams to reduce api gateway load (Requires automation of api calls to cycle through a full list of people or teams, noting gateway limit of 20 requests per second for all calls. if this is exceeded a 504 GATEWAY TIMEOUT error will be issued. reduce the batch size and try again)

  • to bulk fetch team hierarchy, use getTeams, using same approach aboveto bulk fetch tags, use getPeopleTags and get TeamTagstags, use

    • getPeopleTags to get the tags applied to people

    • getTeamTags to get the tags applied to teams

    • noting that depending on the tag configuration in teamform, the same type of tag could be applied to both people and teams