The DIY Template API allows programmatic creation of custom templates without using the UI. The API accepts a list of blocks in order and wires them into a new template.

Overview and prerequisites

Getting workspace ID

Retrieving available processors

Use the following endpoint to list all available block types with their name (blockType identifier), description, and whether they are source blocks. Use this to validate blockType values before creating a DIY template.

GET /api/v1/processors

blockType	Description
`sftp_pull`	Poll SFTP server and download matching files
`s3_pull`	Poll S3 bucket and download files
`kafka_connect_to_source`	Kafka pull connect to source
`optional_decrypt_content`	Decryption block
`optional_encrypt_content`	Encryption block
`csv_json_neo_transformer`	CSV to JSON transformer for DIY templates
`neo_transformer`	Neo transformer (applies business logic)
`retro_destination`	OAuth-based InTouch Transaction Add V2 Retro
`intouch_transaction_v2`	OAuth-based InTouch Transaction Add V2
`ok_file`	OK file presence check

Creating a template via API

POST /api/v1/templates/diy

Parameter	Description
`name` *	Name of the template being created
`blockList` *	Array of block objects defining the template structure
`blockName` *	Display name for the block (customizable)
`blockType` *	The processor type identifier. Must match the `name` field from GET Processors response
`blockOrder` *	Position of the block in the dataflow. Source block = 0, subsequent blocks increment by 1

* Required parameter

Sample request:

{
  "name": "My_Custom_Template",
  "blockList": [
    { "blockName": "Connect to Source", "blockType": "sftp_pull", "blockOrder": 0 },
    { "blockName": "CSV to JSON", "blockType": "csv_json_neo_transformer", "blockOrder": 1 },
    { "blockName": "Neo Transformer", "blockType": "neo_transformer", "blockOrder": 2 },
    { "blockName": "Connect to Destination", "blockType": "retro_destination", "blockOrder": 3 }
  ]
}

blockType reference

Block name	blockType	Category	Key purpose
Connect to Source	`sftp_pull`	Source	Fetch files from SFTP/FTP
Connect to Source (S3)	`s3_pull`	Source	Fetch files from S3
Kafka source	`kafka_connect_to_source`	Source	Consume from Kafka topic
Decrypt data	`optional_decrypt_content`	Processing	Decrypt encrypted files
Join data	`JoinProcessor`	Processing	Merge two CSV files
Hash CSV fields	`HashCSVProcessor`	Processing	Hash/mask sensitive columns
Rebuild / Define headers	`HeaderProcessor`	Processing	Rename and reorder CSV headers
Transform data	`AryaProcessor`	Processing	Map CSV columns to API fields
CSV-to-XML	`CsvToXmlProcessor`	Processing	Convert CSV to XML format
CSV-to-JSON (Neo DIY)	`csv_json_neo_transformer`	Processing	Convert CSV to JSON for Neo
Neo transformer	`neo_transformer`	Processing	Apply Neo business logic
Encrypt data	`optional_encrypt_content`	Processing	Encrypt output file
Connect to Destination	`PutSFTPProcessor`	Destination	Transfer file to SFTP/FTP
Connect to Destination (API)	`CBRequestProcessor`	Destination	Post data to Capillary API
Push to S3	`PutS3ObjectV2`	Destination	Upload file to S3 bucket
OAuth client	`OAuthClientProcessor`	Control	Generate OAuth token for API calls
Trigger	(Cron scheduler)	Control	Schedule dataflow execution