Engagements
Create Engagement
Use this API to create a new engagement.
🗒 Things to Know
- For date and time attributes, the formatting should follow the YYYY-MM-DDTHH:MM:SSZ format.
- If the orgGroupId parameter is not passed in the request, the engagement will be created with the same organization assigned to the engagement's vendor. If the orgGroupId parameter value is invalid, then an invalid organization error will be sent.
- The name of the engagement must be 500 characters or less.
post/api/vendor/v1/vendor-engagements
Request body
Example request
{
"name": "Microsoft Azure Cloud Services 2025",
"vendor": {
"id": "cd7f767c-c849-412c-abbb-b59845cd5476",
"name": "Microsoft",
"orgGroupId": "cd7f767c-c849-412c-abbb-b59845cd5476",
"vendorType": {
"id": "41aa71ae-0ace-4073-8947-e6941714bcf1",
"value": "Technology",
"valueKey": "VendorsTypeTechnology"
}
},
"orgGroupId": "a41972ae-2050-4126-b314-1a58d08ea116",
"type": "VendorEngagement",
"internalOwnerEmail": "john.doe@company.com",
"externalContact": "Jane Smith (jane.smith@microsoft.com, +1-555-123-4567)",
"notes": "This engagement covers all Microsoft Azure cloud services used by our IT department. Includes premium support package and training services.",
"startDate": "2025-01-15",
"endDate": "2026-01-14",
"scope": "License agreement for Azure cloud services covering the IT business unit only. Includes 24/7 technical support and quarterly service reviews.",
"attributeValues": {
"priority": [
{
"id": "c5c3167e-f8e2-4719-a0a1-491350507fee",
"value": "High"
}
],
"department": [
{
"id": "d6d4278f-g9f3-5820-b1b2-592461608gff",
"value": "IT"
}
]
}
}Response
Created
Example response
{
"engagementId": "41aa71ae-0ace-4073-8947-e6941714bcf1",
"number": 12345,
"name": "Microsoft Azure",
"orgGroupName": "Corporate",
"orgGroupId": "a41972ae-2050-4126-b314-1a58d08ea116",
"type": "VendorEngagement",
"startDate": "2020-10-12",
"endDate": "2021-06-30",
"internalOwnerId": "20a61b02-482a-44b6-8bc3-be1d4c83331f",
"internalOwnerUser": "John Smith",
"internalOwnerEmail": "test@example.com",
"externalContact": "Jane Doe (jane.doe@vendor.com)",
"notes": "This engagement is for Microsoft Office.",
"scope": "License agreement for the IT business unit only.",
"schemaId": "36e2d4a1-379f-4263-8e05-6e3a3207a834",
"vendor": {
"id": "cd7f767c-c849-412c-abbb-b59845cd5476",
"name": "Microsoft",
"orgGroupId": "cd7f767c-c849-412c-abbb-b59845cd5476",
"vendorType": {
"id": "41aa71ae-0ace-4073-8947-e6941714bcf1",
"value": "Technology",
"valueKey": "VendorsTypeTechnology"
}
},
"workflow": {
"id": "8ac1bf26-fa0d-43d2-9a1b-81130673030c",
"nameKey": "DefaultEngagementWorkflow",
"name": "Default Engagement Workflow",
"stageId": "c6ce7a8b-de4d-4707-924b-d283f273fe2c",
"stageNameKey": "New",
"stageName": "New",
"stageBadgeColor": "blue"
},
"attributeValues": {
"priority": [
{
"id": "c5c3167e-f8e2-4719-a0a1-491350507fee",
"value": "High"
}
],
"department": [
{
"id": "d6d4278f-g9f3-5820-b1b2-592461608gff",
"value": "IT"
}
]
},
"riskLevel": "MEDIUM",
"riskScore": 2.5,
"inherentRiskLevel": "HIGH",
"inherentRiskScore": 3.7,
"targetRiskLevel": "LOW",
"targetRiskScore": 1.2,
"engagementStatus": "ACTIVE",
"lastUpdatedDate": "2023-05-10T14:30:00Z",
"createdDate": "2023-01-15T09:20:00Z",
"createdBy": "8a732373-9713-4f93-98f6-cae431e61956",
"createdByUser": "Admin User",
"updatedBy": "8a732373-9713-4f93-98f6-cae431e61956",
"updatedByUser": "Admin User",
"label": "(Microsoft) Azure Cloud Services | Corporate"
}