> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lendflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update Application Workflow Data

> Applies partial updates to an application and its related business and
owners. Submitted values are mapped through the workflow's field
definitions and saved within a single transaction, so a failed update
leaves nothing changed.



## OpenAPI

````yaml /openapi.yaml put /api/applications/{application_id}/workflow
openapi: 3.0.3
info:
  title: Lendflow API docs
  description: ''
  version: 1.0.0
servers:
  - url: https://api.lendflow.com
security:
  - default: []
tags:
  - name: Authentication
    description: >-

      Lendflow uses API Bearer Tokens to permit access to our API. You can
      register for a new Lendflow API key on our <a style="color:blue;"
      href="https://app.lendflow.com/login">client portal</a> in less than 60
      seconds. The Bearer Token needs to be included in all API requests made to
      the API Service in the following form: <div
      id="auth-example">Authorization: Bearer [YOUR_TOKEN]</div><div
      id="auth-reminder"><div id="edge-green"></div><div
      id="auth-reminder-text">You must replace [YOUR_TOKEN] with your personal
      API key.</div></div>
  - name: Access Tokens
    description: |-

      Create and manage the personal access tokens used to authenticate API
      requests.
  - name: Workflow Management
    description: |-

      Create applications and manage them through every stage of their workflow,
      from intake through decision.
  - name: Documents
    description: |-

      Upload, retrieve, and manage the files attached to an application.
  - name: Placements
    description: |-

      Submit applications to lenders and manage each placement through its
      lifecycle.
  - name: Offers
    description: |-

      Create and manage offers on an application, from initial terms through
      funding.
  - name: Smartviews
    description: |-

      Save and manage reusable application filters that organize your pipeline.
  - name: Workflow Templates
    description: |-

      Browse the workflow templates available for creating applications.
  - name: Consent Templates
    description: |-

      Manage the consent documents presented to applicants for signature.
  - name: Offer Templates
    description: |-

      Manage the templates that define the structure and fields of your offers.
  - name: Data Orchestration
    description: |-

      Run data orchestration templates against applications and review their
      execution logs.
  - name: Attributes
    description: |-

      Define computed attributes and evaluate them against your applications.
  - name: Scorecards
    description: |-

      Run scorecards and scorecard groups against applications and retrieve
      their results.
  - name: Entity Profiles
    description: |-

      Manage the reusable business and individual profiles shared across
      applications.
  - name: Organization
    description: |-

      Manage the users in your organization.
  - name: Metadata
    description: |-

      Attach custom key-value data to your applications and files.
paths:
  /api/applications/{application_id}/workflow:
    parameters:
      - in: path
        name: application_id
        description: The ID of the application.
        example: architecto
        required: true
        schema:
          type: string
    put:
      tags:
        - Workflow Management
      summary: Update Application Workflow Data
      description: |-
        Applies partial updates to an application and its related business and
        owners. Submitted values are mapped through the workflow's field
        definitions and saved within a single transaction, so a failed update
        leaves nothing changed.
      parameters: []
      requestBody:
        required: false
        content:
          multipart/form-data:
            schema:
              type: object
              properties:
                client_tracking_token:
                  type: string
                  description: >-
                    Client tracking token for the application. Must not be
                    greater than 50 characters.
                  example: lead-12345
                tracking_tokens:
                  type: array
                  description: >-
                    One additional tracking token. Must not be greater than 255
                    characters.
                  example:
                    - campaign-123
                  items:
                    type: string
                utm_parameters:
                  type: array
                  description: UTM parameters to associate with the application.
                  example:
                    - type: utm_source
                      value: newsletter
                  items:
                    type: object
                    properties:
                      type:
                        type: string
                        description: >-
                          UTM parameter type. Valid values: utm_campaign,
                          utm_source, utm_medium, utm_term, utm_content.
                        example: utm_source
                        enum:
                          - utm_campaign
                          - utm_source
                          - utm_medium
                          - utm_term
                          - utm_content
                      value:
                        type: string
                        description: UTM parameter value.
                        example: newsletter
                move_to_next_stage:
                  type: boolean
                  description: Whether to move the application to its next workflow stage.
                  example: true
                with_validation:
                  type: boolean
                  description: >-
                    Whether to validate required workflow fields before moving
                    to the next stage.
                  example: true
                data_orchestration_template_id:
                  type: string
                  description: >-
                    Data orchestration template ID to run for the application.
                    Must match an existing stored value.
                  example: 1ccdd4c1-52a9-4249-8d9a-e7ab500a2c1d
                bank_statements:
                  type: array
                  description: Must not have more than 10 items.
                  example: null
                  items:
                    type: object
                    properties:
                      file:
                        type: string
                        format: binary
                        description: >-
                          This field is required when
                          <code>bank_statements</code> is present. Must be a
                          file. Must not be greater than 102400 kilobytes.
                      type:
                        type: string
                        description: >-
                          This field is required when
                          <code>bank_statements</code> is present.
                        example: bank_statements_1
                        enum:
                          - bank_statements
                          - bank_statements_1
                          - bank_statements_2
                          - bank_statements_3
                          - bank_statements_4
                          - bank_statements_5
                          - bank_statements_6
                          - bank_statements_7
                          - bank_statements_8
                          - bank_statements_9
                          - bank_statements_10
                          - bank_statements_11
                          - bank_statements_12
                          - personal_bank_statements
                with_underwriting:
                  type: string
                  description: ''
                  example: null
                external_service_logs:
                  type: string
                  description: ''
                  example: null
                note:
                  type: object
                  description: Application note to create.
                  example:
                    comment: Requested updated bank statements.
                    visibility_scope: 1
                  properties:
                    comment:
                      type: string
                      description: Application note content.
                      example: Requested updated bank statements.
                    visibility_scope:
                      type: string
                      description: >-
                        Who can see the note. Valid values: All (1), Internal
                        (2), Personal (3), Client (5), Client Team (6).
                      example: 1
                      enum:
                        - 1
                        - 2
                        - 3
                        - 5
                        - 6
                  nullable: true
                lenient_fields:
                  type: array
                  description: >-
                    One workflow field identifier to validate leniently. Valid
                    values: accounts_payable_phone_number,
                    affiliated_businesses_phone_numbers,
                    affiliated_individuals_telephone, bonding_agent_telephone,
                    business_phone_numbers, company_officers_phone_number,
                    guarantor_telephone, insurance_telephone,
                    personal_phone_numbers, personal_telephone,
                    trade_references_business_telephone.
                  example:
                    - personal_phone_numbers
                  items:
                    type: string
                    enum:
                      - accounts_payable_phone_number
                      - affiliated_businesses_phone_numbers
                      - affiliated_individuals_telephone
                      - bonding_agent_telephone
                      - business_phone_numbers
                      - company_officers_phone_number
                      - guarantor_telephone
                      - insurance_telephone
                      - personal_phone_numbers
                      - personal_telephone
                      - trade_references_business_telephone
                    nullable: true
                brand_name_id:
                  type: string
                  description: >-
                    Client brand name ID to associate with the application. It
                    must belong to the application client.
                  example: 1ccdd4c1-52a9-4249-8d9a-e7ab500a2c1d
                  nullable: true
                plaid_data:
                  type: object
                  description: ''
                  example: null
                  properties: {}
                plaid:
                  type: object
                  description: ''
                  example: []
                  properties:
                    transactions:
                      type: object
                      description: ''
                      example: null
                      properties: {}
                    asset_report:
                      type: object
                      description: ''
                      example: null
                      properties: {}
                rollback:
                  type: boolean
                  description: >-
                    Whether to move the application to its previous workflow
                    stage.
                  example: true
                move_to_stage_id:
                  type: string
                  description: >-
                    Workflow stage ID to move to without validating intermediate
                    stages. Must be a valid UUID.
                  example: 3b7d4cb8-84e5-4da4-98a8-d31e01e58a60
                  nullable: true
      responses:
        '200':
          description: ''
          content:
            application/json:
              schema:
                type: object
                example:
                  data:
                    application_id: null
                    client_id: null
                    brand_name_id: null
                    client_tracking_token: null
                    status: null
                    deal_mode: 1
                    source: null
                    referrer_url: null
                    widget_info:
                      id: null
                      widget_link: null
                      widget_type: null
                      requested_workflow_template_id: null
                      contract_template_id: null
                      consent_template_id: null
                      contract_template: null
                      consent_template: null
                    created_at: null
                    updated_at: null
                properties:
                  data:
                    type: object
                    properties:
                      application_id:
                        type: string
                        example: null
                        nullable: true
                      client_id:
                        type: string
                        example: null
                        nullable: true
                      brand_name_id:
                        type: string
                        example: null
                        nullable: true
                      client_tracking_token:
                        type: string
                        example: null
                        nullable: true
                      status:
                        type: string
                        example: null
                        nullable: true
                      deal_mode:
                        type: integer
                        example: 1
                      source:
                        type: string
                        example: null
                        nullable: true
                      referrer_url:
                        type: string
                        example: null
                        nullable: true
                      widget_info:
                        type: object
                        properties:
                          id:
                            type: string
                            example: null
                            nullable: true
                          widget_link:
                            type: string
                            example: null
                            nullable: true
                          widget_type:
                            type: string
                            example: null
                            nullable: true
                          requested_workflow_template_id:
                            type: string
                            example: null
                            nullable: true
                          contract_template_id:
                            type: string
                            example: null
                            nullable: true
                          consent_template_id:
                            type: string
                            example: null
                            nullable: true
                          contract_template:
                            type: string
                            example: null
                            nullable: true
                          consent_template:
                            type: string
                            example: null
                            nullable: true
                      created_at:
                        type: string
                        example: null
                        nullable: true
                      updated_at:
                        type: string
                        example: null
                        nullable: true
components:
  securitySchemes:
    default:
      type: http
      scheme: bearer
      description: >-
        <br>You can register for a new Lendflow API key on our <a
        style="color:blue;" href="https://app.lendflow.com/login">client
        portal</a> in less than 60 seconds. The Bearer Token needs to be
        included in all API requests made to the API Service in the following
        form: <div id="auth-example">Authorization: Bearer
        [YOUR_TOKEN]</div><div id="auth-reminder"><div
        id="edge-green"></div><div id="auth-reminder-text">You must replace
        [YOUR_TOKEN] with your personal API key.</div></div>

````