Send an eForm to a Client

Learn how to list OnboardMe eForm templates and send a form to an existing client or ad-hoc recipient, with or without an email notification.

Collect information and signatures without leaving your product. Sending requires write access and enough subscription/wallet balance.

List templates

GET /api/v1/eforms/templates returns formTemplateId (send it as templateId). Default list is active templates only.

Send

POST /api/v1/eforms/send:

• Stored client: pass entityKey (optional recipientEmail / recipientMobile override for this send only)
• Ad-hoc: omit entityKey, pass recipientName and recipientEmail
• Mute: mute: true creates the form without emailing. Deliver accessUrl yourself.

A successful body includes formKey, accessUrl, emailSent, and sent. If sent is false, email failed and the form is left as a draft.

Subscribe to eform.submitted via webhooks.