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:

  1. Create a template with your question and criteria

  2. Use the template ID when creating signals (or in batch requests)

  3. Update templates as needed - changes create new versions

  4. 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.

List signal templates

get

Retrieve a paginated list of signal templates for your organization. Returns the latest active version of each template.

Authorizations
AuthorizationstringRequired

API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.

Query parameters
limitinteger · min: 1 · max: 100Optional

Maximum number of templates to return

Default: 20
offsetintegerOptional

Number of templates to skip for pagination

Default: 0
includeDeletedbooleanOptional

Include deleted templates in the response

Default: false
Responses
200

Templates retrieved successfully

application/json
get
/v1/companies/signals/templates

Create a new signal template

post

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.

Authorizations
AuthorizationstringRequired

API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.

Body
namestring · min: 1 · max: 200Required

User-friendly name for the template

Example: CRM Detection
descriptionstring · max: 1000Optional

Optional description of what this template does

Example: Identifies which CRM system a company is using
questionstring · min: 1 · max: 500Required

The research question to ask about companies

Example: Which CRM are they using?
answerTypestring · enumOptional

The expected format of the answer

Default: open_textExample: open_textPossible values:
weightstring · enumOptional

The importance/weight of the signal

Example: importantPossible values:
Responses
post
/v1/companies/signals/templates

Get a signal template

get

Retrieve a specific signal template by ID

Authorizations
AuthorizationstringRequired

API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.

Path parameters
templateIdstring · uuidRequired

The unique identifier of the template

Responses
200

Template retrieved successfully

application/json
get
/v1/companies/signals/templates/{templateId}

Delete a signal template

delete

Soft-delete a signal template. The template will be marked as deleted but preserved for historical tracking.

Authorizations
AuthorizationstringRequired

API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.

Path parameters
templateIdstring · uuidRequired

The unique identifier of the template to delete

Responses
delete
/v1/companies/signals/templates/{templateId}

No content

Update a signal template

patch

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.

Authorizations
AuthorizationstringRequired

API key authentication using Bearer token. Format: sk_live_ followed by a secure random string.

Path parameters
templateIdstring · uuidRequired

The unique identifier of the template to update

Body

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.

namestring · min: 1 · max: 200Optional

User-friendly name for the template

Example: CRM Detection
descriptionstring · max: 1000Optional

Optional description of what this template does

Example: Identifies which CRM system a company is using
questionstring · min: 1 · max: 500Optional

The research question to ask about companies

Example: Which CRM are they using?
answerTypestring · enumOptional

The expected format of the answer

Example: open_textPossible values:
weightstring · enumOptional

The importance/weight of the signal

Example: importantPossible values:
Responses
200

Template updated successfully (new version created)

application/json
patch
/v1/companies/signals/templates/{templateId}

Last updated