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January 30, 2026

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Penbox Connect API 2.0: Connect Anything, Effortlessly

We’re excited to announce Penbox Connect API 2.0: a complete reimagining of our integration platform that makes connecting Penbox to your tools, workflows, and systems simpler than ever.Whether you’re building a CRM integration, automating workflows, or creating custom dashboards, Connect API 2.0 gives you the flexibility and power to connect anything to Penbox with minimal friction.

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What’s New

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🔐 Simple Token Authentication

Getting started is now instant.We’ve replaced complex OAuth flows with simple Bearer token authentication. Create a token in your dashboard, copy it, and start making API calls immediately—no redirect URIs, client secrets, or authorization codes required.Go to Settings → API Tokens, create a token, and you’re ready to build.Security you can trust:
  • Instant revocation from the dashboard
  • Usage tracking and audit trails
  • Workspace-scoped permissions
  • Secure token storage with industry-standard encryption
Learn about Authentication →

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🏢 Multi-Workspace Support

One integration, unlimited workspaces.Organizations managing multiple Penbox workspaces can now use a single API token across all of them. No more juggling separate integrations for different subsidiaries, brands, or client environments.New /v1/workspaces endpoint lets you discover available workspaces and filter resources by workspace for consolidated reporting and cross-workspace automation.Perfect for:
  • Multi-tenant applications
  • Agency workflows managing multiple clients
  • Organizations with multiple brands or subsidiaries
  • Consolidated analytics and reporting
View Workspaces API →

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📊 Complete Case Management API

Build sophisticated workflows programmatically.We’ve expanded case management with comprehensive endpoints for the entire case lifecycle:
  • Create cases with templates, contacts, and prefilled data
  • Update case data with batch operations and full attribution tracking
  • Manage contacts on existing cases
  • Start case steps to progress workflows programmatically
  • Count and filter cases for dashboards and reporting
  • Discover case templates to understand available workflows
Everything you need to integrate Penbox cases into your existing systems and processes.Explore Case APIs →

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🔍 Two Levels of Filtering

Simple when you need it, powerful when you want it.We’ve introduced a dual-tier filtering system that scales with your needs:Method 1: Direct Query ParametersClean, readable URL parameters for everyday filtering:
GET /v1/cases?workspace[id]=abc-123&owner[email]=[email protected]&status=pending
Perfect for straightforward queries—simple to construct, easy to read, and covers most common use cases.Method 2: Advanced JSON FilterWhen you need complex queries, use the filter parameter with operators:
GET /v1/cases?filter={"attributes":{"created_at":{"$gt":"2024-01-01"}}}
Build sophisticated queries with:
  • Comparison operators: $eq, $ne, $gt, $gte, $lt, $lte
  • Attribute filtering: Filter on any case field
  • Relationship filtering: Query across related entities
  • Combined conditions: Mix multiple criteria in a single query
Go as deep as you need without custom backend logic.Learn about Advanced Filters →

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📈 Enhanced Forms & Templates

More control over form workflows.Expanded capabilities for form management:
  • Count endpoint with grouping by status, template, or custom fields
  • Advanced filtering on forms with date ranges and complex queries
  • Template discovery to list available forms and understand their structure
  • Template configuration access to get options and field definitions
Build form creation flows directly into your applications with full template awareness.View Forms API →
View Templates API →

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📎 Better Attachment Management

Simplified file operations.
  • Download multiple attachments merged into a single PDF
  • Upload files with metadata for better organization
  • Access signatures and signed documents programmatically
Attachments API →

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Why This Matters

For Developers:
  • Get started in minutes instead of hours
  • Simpler authentication with no OAuth complexity
  • Consistent patterns across all endpoints
  • Complete API documentation with interactive examples
For Integration Teams:
  • One token for all your workspaces
  • Build once, deploy everywhere
  • Two-tier filtering eliminates custom query logic
  • Clear rate limits and error handling
For Product Teams:
  • Connect Penbox to any tool in your stack
  • Build custom dashboards and analytics
  • Automate case creation from any source
  • Create embedded workflows in your applications

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Getting Started

  1. Create an API token at app.penbox.io/settings/api
  2. Make your first request:
curl https://connect.penbox.io/v1/workspaces \
  -H "Authorization: Bearer pnbx_your_token_here"
  1. Explore the full API at docs.penbox.io/api-reference

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Documentation & Resources

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Backward Compatibility & Migration

All existing integrations continue to work without changes.This release is fully backward compatible—your current API integrations will continue to function exactly as they do today.For new integrations or future-proofing existing ones:We recommend exploring the new endpoints and Bearer token authentication. The 2.0 endpoints provide better consistency, more powerful filtering, and expanded capabilities that will serve as the foundation for future API development.Check out the new endpoints to see what’s possible.

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Feedback

We built Connect API 2.0 to make integration simple, powerful, and flexible. If you have suggestions or questions, we’d love to hear from you.Contact your Customer Success Manager or email us at [email protected].This update is available to all customers immediately.— The Penbox Team