Transaction Workflows

Get the deal transaction workflow

GET/deals/{dealId}/transaction-workflow
transaction-workflows:readget_deal_transaction_workflowRead-only

Returns the transaction workflow assigned to the deal. Add include=steps to embed its steps in order. A deal with no workflow assigned returns 404 "Transaction workflow not found.", and an unknown deal returns 404 "Deal not found." Assign one with PATCH /deals/{id} and transaction_workflow_id.

Path parameters

  • dealIdstring (uuid)Required#

    The deal id.

Query parameters

  • fieldsstring#

    Comma-separated top-level fields to return. id is always returned.

  • includestring#

    Comma-separated related records to embed, from the operation's allowed list.

Responses

200

The workflow.

TransactionWorkflow
{
  "data": {
    "id": "9a9d1c5e-4f2b-4c8e-9a7d-2f1e6b3c4d5a",
    "name": "string",
    "label": "string",
    "description": "string",
    "status": "draft",
    "is_default": true,
    "kyc_check_step_id": "9a9d1c5e-4f2b-4c8e-9a7d-2f1e6b3c4d5a",
    "steps": [
      {
        "id": "9a9d1c5e-4f2b-4c8e-9a7d-2f1e6b3c4d5a",
        "workflow_id": "9a9d1c5e-4f2b-4c8e-9a7d-2f1e6b3c4d5a",
        "name": "string",
        "label": "string",
        "type": "string",
        "kind": "linear",
        "description": "string",
        "is_protected": true,
        "is_floating": true,
        "order": 1,
        "has_custom_form": true,
        "is_internal_only": true,
        "show_default_internal_message": true,
        "document_upload": {},
        "minimum_investment": {},
        "document_release": {},
        "webhook": {},
        "posts_to_portfolio": true,
        "info_banner": {},
        "requirements": [],
        "triggers": [],
        "created_at": "2026-06-12T10:00:00+00:00",
        "updated_at": "2026-06-12T10:00:00+00:00"
      }
    ],
    "created_at": "2026-06-12T10:00:00+00:00",
    "updated_at": "2026-06-12T10:00:00+00:00"
  }
}
401

Authentication failed. error.code is one of invalid_token, expired, revoked.

Error
403

Authorization failed. error.code is one of org_disabled, ip_blocked, missing_scope, scope_disabled, user_disabled.

Error
404

Resource not found (error.code = not_found).

Error
429

Rate limit exceeded (error.code = rate_limited).

Error

Examples

curl https://your-org-domain/kong/core/api/v2/deals/{dealId}/transaction-workflow\
  -H "Authorization: Bearer $HELM_API_KEY"\
  -H "Content-Type: application/json"