Questionnaires

Ask custom questions inside the flow.

Use questionnaires for source of funds, purpose of account, PEP self-declaration and similar.

#Question types

text, select, multi_select, yes_no, date, file

#Create one

curl -X POST https://{{HOST}}/v3/questionnaires/ -H "x-api-key: sk_test_..." -H "Content-Type: application/json" -d '{
  "title": "Source of funds",
  "questions": [
    { "key": "source", "type": "select", "label": "Main source of funds", "options": ["salary", "savings", "crypto"] },
    { "key": "pep", "type": "yes_no", "label": "Are you a politically exposed person?" }
  ]}'

Add a Questionnaire node to a workflow with {questionnaire_id}. Branch on answers with the condition field questionnaire.<key>. Answers are in decision.questionnaires[].

Manage them with GET, PATCH and DELETE /v3/questionnaires/{id}/.