The Valuecase Public API allows external systems and integrations to interact with Valuecase; most commonly to create and manage spaces and to access and export form responses.
This article explains:
How to work with the API (authenticate → get token → use it in requests)
What you can do with the API (Spaces + Forms, in business terms)
How to work with the Valuecase API
1) Get your API credentials
In your Valuecase admin area, open Administration → Developer to find your:
Client ID
Client Secret
2) Exchange credentials for an Access Token
Valuecase uses OAuth Client Credentials flow.
You send your Client ID + Client Secret to the Authentication endpoint and receive an Access Token in return.
Authentication docs: https://app.valuecase.com/dashboard/api/docs
3) Use the Access Token for all API calls
For every request to the Spaces API or Forms API, include the token as a Bearer token in the Authorization header.
Spaces & Forms API docs: https://app.valuecase.com/spaces/api/docs#/
💡 Refresh the token when needed. Access Tokens expire. When a request fails due to authentication, request a new token and retry.
What you can do with the API
🧩 Spaces: Create & Personalize
Create spaces from templates to automatically provision a new customer space
Pre-fill space data (e.g., company and contact details) so the space is ready to share
Set custom properties (single-value or multi-value) to drive personalization and workflows
🔎 Spaces: Find & Manage at Scale
List and filter spaces by owner, team, template, timestamps, archived/active state, and more
Retrieve spaces by Valuecase identifiers (e.g., using an ID)
🔗 Spaces: Link to External Systems (CRM)
Connect a space to an external record (e.g., lead, opportunity, deal) using integration ID mappings
View existing mappings to see which records a space is linked to
Remove mappings when records change or are merged
👤 Spaces: Ownership & Lifecycle
Change space owners (single or batch) to reroute responsibility
Archive spaces (single or batch) to remove them from active workflows without deleting
Delete spaces (single or batch) when a space should be removed permanently
📝 Forms: Access & Track Responses
List forms across spaces with pagination and filters (e.g., include deleted or not completed forms)
Include submissions when retrieving forms (useful for syncing answers into another system)
Filter by completion date to pull only recently completed forms
📥 Forms: Export & Downloads
Download form responses for a specific form (optionally for selected submissions)
Download all form responses for a space (useful for reporting or handover packs)
Track download jobs (pending/latest, retrieve by download ID)
✅ Forms: Submission Management
List submissions for a form to view response sets
Create submissions programmatically (for automated workflows)
Revert submissions to undo a submission (e.g., reopen a previously submitted response)