CapitalFlow icon

CapitalFlow

Interact with the CapitalFlow API

Actions38

Form → Share Customer Form

AI-generated

Summary

Generate a shareable URL and password for a customer form identified by the specified customer name or ID, enabling manual distribution with custom logic.

Inputs

  • Customer Name or ID (required) — Select or specify the customer by name or ID for whom to generate the share link.

Output shape

An object containing the shareable URL and access password for the specified customer's form.

No email is sent automatically; the returned URL and password must be used in custom delivery logic implemented by the user.

Examples

Example 1: Generate a share link for a specific customer form

Specify customer via dropdown or expression to receive a URL and password for manual sharing.

Links

Discussion