Signals Templates
Signals Templates
Create reusable signal templates to standardize your research questions across multiple companies.
Benefits:
Consistent research questions across your organization
Reuse qualification criteria and answer types
Efficient batch signal creation
Version control for your research methodology
Workflow:
Create a template with your question and criteria
Use the template ID when creating signals (or in batch requests)
Update templates as needed - changes create new versions
Delete templates when no longer needed (soft-delete for history)
Templates support all answer types (text, number, boolean, list, etc.) and qualification criteria to automatically score companies based on their answers.
Retrieve a paginated list of signal templates for your organization. Returns the latest active version of each template.
API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.
Maximum number of templates to return
20Number of templates to skip for pagination
0Include deleted templates in the response
falseTemplates retrieved successfully
Unauthorized - Invalid or missing API key
Create a reusable signal template that can be referenced when creating signals. Templates allow you to define standard research questions that can be applied to multiple companies.
API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.
User-friendly name for the template
CRM DetectionOptional description of what this template does
Identifies which CRM system a company is usingThe research question to ask about companies
Which CRM are they using?The expected format of the answer
open_textExample: open_textPossible values: The importance/weight of the signal
importantPossible values: Template created successfully
Bad Request - Invalid parameters
Unauthorized - Invalid or missing API key
Retrieve a specific signal template by ID
API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.
The unique identifier of the template
Template retrieved successfully
Unauthorized - Invalid or missing API key
Template not found
Soft-delete a signal template. The template will be marked as deleted but preserved for historical tracking.
API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.
The unique identifier of the template to delete
Template deleted successfully (no content returned)
Unauthorized - Invalid or missing API key
Template not found
No content
Update a signal template using PATCH semantics (partial update). This creates a new version of the template and soft-deletes the previous version. Only provided fields will be updated; omitted fields will retain their values from the previous version.
The template ID remains the same across all versions. The version number will be incremented.
API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.
The unique identifier of the template to update
Request body for updating a signal template using PATCH semantics. All fields are optional - only provide the fields you want to update. Omitted fields will retain their values from the previous template version.
User-friendly name for the template
CRM DetectionOptional description of what this template does
Identifies which CRM system a company is usingThe research question to ask about companies
Which CRM are they using?The expected format of the answer
open_textPossible values: The importance/weight of the signal
importantPossible values: Template updated successfully (new version created)
Bad Request - Invalid parameters
Unauthorized - Invalid or missing API key
Template not found
Last updated