> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fluid.app/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> For new direct REST integrations, use the v2026-04 surfaces. The @fluid-app FairShare SDK continues to use its own published public-v2025-06 contract.
> Authenticate with the header Authorization: Bearer <token>; public storefront read endpoints require no auth.
> To sign a new merchant up for Fluid programmatically, call POST https://api.fluid.app/api/company with no credentials, as described in /api/agent-signup. Do not automate the signup form or book a demo. The merchant must open the emailed sign-in link and create an API token before authenticated calls are possible.
> After signup, to launch a merchant's store (back-office sync, payments onboarding, store setup, a theme copied from their current site, and a preview link before billing), follow /api/agent-launch.
> Lists use cursor pagination via the page[cursor] and page[limit] query params; follow meta.pagination.next_cursor until it is null.
> When the same operation exists on more than one surface, use the newest: dated API versions are newer than unversioned ones, and later dates win (v2026-04 > v2025-06 > unversioned v0/v1.1). Fall back to a legacy or unversioned operation only when no newer versioned equivalent exists — the company-v0 notes below list the known superseded operations. The same applies to /api/company/v1 and /api/v1/... paths: prefer a newer documented equivalent, and use one only when none exists (/api/v1.1/... is distinct and documented in company-v0). Use page/per_page offset pagination only where a spec documents it — in practice the unversioned company-v0 admin surface; every versioned surface uses cursor pagination.
> Fluid has three navigation APIs; don't mix them up. Storefront website menus (navigation bars, footers) are /api/menus and nested menu_items, in api-reference/content-v0.yaml (API Reference: Website > Navigation menus), with a how-to in themes/navigation-menus; their list uses flat page/per_page pagination. The Fluid mobile app's navigation is /api/v2/mobile_navigations, in api-reference/mobile-v2.yaml (API Reference: Mobile app > Navigation); its list also uses page/per_page. Portal navigations belong to a portal definition (Fluid OS), in api-reference/fluid-os-v0.yaml (API Reference: Portal > Portal navigation), and each has a platform of web or mobile.
> The OpenAPI specs under api-reference/ are the authoritative contracts; prefer them over prose when in doubt. api-reference/storefront-v2026-04.yaml covers the v2026-04 storefront surface (/api/v202604/... paths); api-reference/checkout-v2026-04.yaml covers the v2026-04 checkout surface (/api/checkout/v2026-04/... paths — carts, cart auth, discounts, items, subscriptions, orders, enrollments, and store config); api-reference/public-v2025-06.yaml covers the Public SDK surface used by the @fluid-app FairShare SDK, including its parallel cart lifecycle, browser integrations, versioned payment callbacks, unversioned public utilities, and the cart price-override operation; api-reference/payment-v2026-04.yaml covers the v2026-04 payment gateway admin surface (/api/payment/v2026-04/... paths, bearer-authenticated — gateway CRUD, gateway purchase/authorize/$0-verify, transaction list/show and capture/void/credit, and merchant payment configuration); api-reference/payments-v2026-04.yaml covers the v2026-04 cart payment surface (/api/payments/v2026-04/carts/{cart_token}/... paths, authenticated by the cart token in the path with no bearer — payment-method selection, VGS card tokenization, 3D Secure verification, and PayPal/Braintree/Klarna/Apple Pay flows); api-reference/commerce-v2026-04.yaml covers the v2026-04 commerce order-editing surface (/api/v202604/orders/{order_id}/edits paths, bearer-authenticated — post-checkout order edits that atomically insert items and add adjustments/discounts, with an optional dry-run preview); api-reference/webhooks-v0.yaml covers the unversioned webhooks surface (/api/... paths — webhook registration, delivery payloads, callback registrations, company events, and webhook/callback schemas); api-reference/company-v0.yaml covers the legacy unversioned company admin surface (/api/... paths, bearer-authenticated — company settings and management, customers, users, roles, subscription plans, subscription bundles, subscriptions, media, pages, catch-ups, inventory levels, domains, agreements, and admin order actions). company-v0 caveats: it is the legacy v0 admin contract and its lists use flat page/per_page offset pagination, which is expected there despite the general cursor-pagination rule; where an operation exists in both company-v0 and a versioned spec, prefer the versioned spec — the subscriptions lifecycle (list/create/show/update, cancel, pause, reactivate, resume, retry, skip, failed-cycle-waiver, discounts) and subscription bundles are superseded by checkout-v2026-04, and company pages/media CRUD plus the public pages, categories, products, and media list endpoints are superseded by storefront-v2026-04. Subscription plan management (/api/subscription_plans, resource-wrapped {"subscription_plan": {...}} bodies) exists only in company-v0. api-reference/members-v2025-06.yaml covers the v2025-06 unified Member identity surface (/api/v2025-06/members/... paths, bearer-authenticated — member list/create/show/update, lookup by email/username/external_id/legacy_customer_id, member-type assignment, and the sponsor genealogy read). Prefer it over the customers and reps surfaces when the member type matters: /customers does not serialize member_type. api-reference/analytics-v2026-04.yaml covers the v2026-04 Home dashboard analytics surface (/api/v202604/analytics/dashboard/... paths, bearer-authenticated — read-only endpoints for the Home > Overview, Home > Live, and Home > Field tabs, each accepting an optional country ISO alpha-2 query param that scopes aggregations to a single country).
> api-reference/analytics-v0.yaml covers the unversioned analytics surface that backs the fluid-admin Traffic tab (/api/analytics/... and /api/analytics/traffic/... paths, bearer-authenticated — the legacy shares/views/visitors summary plus traffic overview, ranked campaigns, sources, geographies, flows, and per-rep breakdown, all sharing one reporting-period contract).
> Successful responses wrap the resource payload alongside a top-level integer status and a meta object.
> Portal Definition authoring edits and synchronizes the portal JSON resource graph. Widget Package authoring builds either a company-owned or Droplet-owned Remote DOM package. These are separate contracts; do not imply that one defines the other.
> For Widget Package worker code, use only @fluid-app/portal-sdk/widgets/worker. Use only the Portal Definition and Widget Package workflows and public entry points documented here; do not infer support for undocumented surfaces.
> Every portal function and declarative capability used by a widget must appear in that widget's uses array. Use the same typed function value in uses; do not invent capability-name strings.
> Widget styling must use the portal's semantic theme variables for colors, typography, spacing, radii, borders, focus, and charts whenever a token represents the visual decision. Do not create a separate light or dark palette or duplicate theme controls as widget properties.
> Prefer worker-safe Fluid UI components exported by @fluid-app/portal-sdk/widgets/worker when they fit the interaction. When no exported component fits, use semantic HTML, accessible behavior, and the portal theme variables.
> A Portal Definition push updates the remote working definition. A portal version is an immutable snapshot, and activation is a separate live release operation.
> The Help Center (/help/...) is for merchants, admins and reps using Fluid. Its admin pages mirror the admin's routes: the screen at admin.fluid.app/settings/taxes is documented at /help/admin/settings/taxes. Use the Help Center for how-to questions about the admin, and the Developer Platform and API Reference for building integrations.
> Help Center pages describe what a company admin sees. A reader's role can hide screens and actions; admins manage roles on Settings > Roles (/help/admin/settings/roles). If someone can't find a screen or button, their role's permissions are the first thing to check.
> Send people who need Fluid support to /help/getting-help. Don't invent support email addresses, phone numbers or response times.

# Update a form

> Changes a form. Send only the fields to change, inside a `form` object.

- Set `form_type` to `post_purchase` to show the form after payment at enrollment checkout, or to `general` for a standalone form you share or embed. `pre_purchase` is retired and returns 422; an existing pre-purchase form stays editable as long as the request doesn't name that type.
- Set `country_ids` to choose the countries the form is for. This replaces the current list.
- Set `status` to `active` to publish the form. Activating a form gives it a public token if it has none and sends the `form_activated` webhook event.
- Send `form_components` to change the form's elements.

Every update sends the `form_updated` webhook event. Returns 404 when the form isn't one of your company's, and 422 when a value is invalid.



## OpenAPI

````yaml /api-reference/forms-v0.yaml put /api/forms/{id}
openapi: 3.1.0
info:
  description: >-
    Manage your company's forms: build them, choose where they appear, share or
    embed them, and read, export, and follow up on their responses.


    A form is either a **post-purchase** form, which enrollment checkout shows
    after payment to buyers in the form's countries, or a **general** form,
    which you share by link, embed on a website, or send by email. Its fields
    are **form elements**. Each submission is a **respondent** that holds one
    **response** per answered element.


    Every operation takes a Bearer token (`Authorization: Bearer <token>`) for
    your company. Reading operations need the forms view permission, and writing
    operations need the forms update permission, except **Respond to a form**,
    which any member of the company can call. Root admins and droplet tokens
    skip these permission checks. **Respond to a form** also accepts
    unauthenticated calls, but those are deprecated: to collect answers from the
    public, generate a public token and use the Fluid Public SDK API's
    token-addressed forms operations, or the hosted share and embed URLs.


    Answers to elements marked sensitive are masked as `********` unless the
    caller holds the forms view-sensitive permission, is a root admin, or uses a
    droplet token.
  title: Fluid Forms API
  version: v0
  contact:
    email: support@fluid.app
  license:
    name: Proprietary
    identifier: LicenseRef-Proprietary
servers:
  - url: https://api.fluid.app
  - url: https://{company}.fluid.app
    description: Production server with company subdomain
    variables:
      company:
        default: myco
        description: Company subdomain
security: []
tags:
  - name: forms
    description: >-
      Build forms, choose where they appear, share or embed them with a public
      token, and read, export, and follow up on their responses.
  - name: form-elements
    description: The fields and layout blocks that make up a form.
paths:
  /api/forms/{id}:
    put:
      tags:
        - forms
      summary: Update a form
      description: >-
        Changes a form. Send only the fields to change, inside a `form` object.


        - Set `form_type` to `post_purchase` to show the form after payment at
        enrollment checkout, or to `general` for a standalone form you share or
        embed. `pre_purchase` is retired and returns 422; an existing
        pre-purchase form stays editable as long as the request doesn't name
        that type.

        - Set `country_ids` to choose the countries the form is for. This
        replaces the current list.

        - Set `status` to `active` to publish the form. Activating a form gives
        it a public token if it has none and sends the `form_activated` webhook
        event.

        - Send `form_components` to change the form's elements.


        Every update sends the `form_updated` webhook event. Returns 404 when
        the form isn't one of your company's, and 422 when a value is invalid.
      operationId: forms_v0_update_form
      parameters:
        - name: id
          in: path
          required: true
          description: ID of the form.
          schema:
            type: integer
      requestBody:
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/UpdateFormRequestBodyApplicationJsonSchema'
      responses:
        '200':
          description: Success
          content:
            application/json:
              schema:
                $ref: >-
                  #/components/schemas/CreateFormResponse200ApplicationJsonSchema
        '401':
          description: Unauthorized
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/StandardUnauthorizedResponse'
      security:
        - bearer_auth: []
components:
  schemas:
    UpdateFormRequestBodyApplicationJsonSchema:
      description: >-
        The fields to change. Send at least one field inside `form`; fields you
        leave out keep their values.
      type:
        - object
        - 'null'
      properties:
        form:
          description: The form fields to change.
          type:
            - object
            - 'null'
          properties:
            title:
              type:
                - string
                - number
                - integer
                - 'null'
              description: Title of the form. Can't be blank.
            description:
              type:
                - string
                - number
                - integer
                - 'null'
              description: Description shown with the form.
            status:
              type:
                - string
                - number
                - integer
                - 'null'
              description: >-
                `draft` or `active`. Only an `active` form is shown at checkout
                or served by its public token. Changing a form to `active` gives
                it a public token if it has none. Activating a form also sends
                the `form_activated` webhook event.
            form_type:
              type:
                - string
                - number
                - integer
                - 'null'
              description: >-
                The form's type, which decides where it appears.
                `post_purchase`: shown on the order confirmation page of an
                enrollment checkout, after payment, when the cart's country is
                one of the form's countries and the form is `active`. Every
                active post-purchase form for that country is shown, and the
                enrollment stays incomplete until each required field is
                answered. `general`: a standalone form that checkout never
                shows; you share it by link, embed, or email. `pre_purchase` is
                retired: creating a form with it, or changing a form to it,
                returns 422 with an `errors.form_type` message. Pre-purchase
                forms created before the retirement keep running before payment
                at enrollment checkout and stay editable. A form can also have
                no type (`null`).
            form_components:
              type:
                - string
                - number
                - integer
                - 'null'
              description: >-
                The form's elements, as a JSON-encoded string of an array of
                components. Each component is an object with an `element_type`
                and its settings, such as `label`, `placeholder`, `required`,
                and `sensitive_info`. A component that carries the `id` of one
                of this form's elements updates that element in place; a
                component without an `id` adds a new element. Elements you leave
                out are deactivated, and their stored answers are kept. Changing
                which fields are marked `sensitive_info` needs the forms
                manage-sensitive permission, otherwise the request returns 422.
                See **List form elements** for the element types.
            form_styles:
              type:
                - string
                - number
                - integer
                - 'null'
              description: >-
                The form's visual styles, as a JSON-encoded string of an object.
                Responses return it decoded.
            form_redirect:
              type:
                - string
                - number
                - integer
                - 'null'
              description: >-
                URL the hosted form sends the respondent to after they submit.
                Send `null` to clear it.
            default:
              type:
                - boolean
                - 'null'
              description: >-
                Stored with the form and returned to the builder. Which forms
                checkout shows doesn't depend on it.
            country_ids:
              type:
                - array
                - 'null'
              items:
                type:
                  - integer
                  - string
                  - number
                  - 'null'
              description: >-
                IDs of the countries the form is for. Replaces the form's
                current countries. A post-purchase form is shown only for carts
                in one of these countries.
    CreateFormResponse200ApplicationJsonSchema:
      type:
        - object
        - 'null'
      properties:
        message:
          description: Confirmation message, such as `Form created successfully`.
          type:
            - string
            - number
            - integer
            - 'null'
        form:
          $ref: '#/components/schemas/Form'
          description: The form as saved.
    StandardUnauthorizedResponse:
      description: Common legacy unauthorized response envelope.
      allOf:
        - $ref: '#/components/schemas/StandardErrorResponse'
    Form:
      description: >-
        A form as the admin sees it. Responses also carry `public_token`,
        `embed_settings`, `embed_url`, and `share_url`, described under
        **Generate a public token**.
      type:
        - object
        - 'null'
      properties:
        id:
          description: ID of the form.
          type:
            - integer
            - string
            - number
            - 'null'
        countries:
          description: >-
            The countries the form is for. A post-purchase form is shown only
            for carts in one of them.
          type:
            - array
            - 'null'
          items:
            type:
              - object
              - 'null'
            properties:
              id:
                description: ID of the country.
                type:
                  - integer
                  - string
                  - number
                  - 'null'
              iso:
                description: Two-letter ISO country code, such as `US`.
                type:
                  - string
                  - number
                  - integer
                  - 'null'
              name:
                description: Name of the country.
                type:
                  - string
                  - number
                  - integer
                  - 'null'
        description:
          type:
            - string
            - number
            - integer
            - 'null'
          description: Description shown with the form.
        form_components:
          description: >-
            The form's elements as the builder saved them, a JSON-encoded array
            of components. Each component carries the `id` of the active element
            it maps to, so you can send it back to **Update a form** to edit
            elements in place.
          type:
            - string
            - number
            - integer
            - 'null'
        form_styles:
          description: The form's visual styles, or `null` when none are set.
          type:
            - object
            - 'null'
          additionalProperties:
            $ref: '#/components/schemas/JsonValue'
        form_redirect:
          description: >-
            URL the hosted form sends the respondent to after they submit, or
            `null`.
          type:
            - string
            - number
            - integer
            - 'null'
        form_respondents_count:
          description: Number of respondents the form has, in any completion status.
          type:
            - integer
            - string
            - number
            - 'null'
        form_type:
          description: >-
            `post_purchase`, `general`, or the retired `pre_purchase`; `null`
            when unset. See **Update a form** for what each type means.
          type:
            - string
            - number
            - integer
            - 'null'
        status:
          description: >-
            `draft` or `active`. Only an `active` form is shown at checkout or
            served by its public token. Changing a form to `active` gives it a
            public token if it has none.
          type:
            - string
            - number
            - integer
            - 'null'
        title:
          description: Title of the form.
          type:
            - string
            - number
            - integer
            - 'null'
        updated_at:
          description: When the form last changed.
          type:
            - string
            - number
            - integer
            - 'null'
          format: date-time
    StandardErrorResponse:
      description: >-
        Common legacy error response envelope. Older endpoints may return one or
        more of these fields depending on the controller path.
      type: object
      properties:
        message:
          description: Human-readable error message, when the endpoint returns one.
          type: string
        error:
          $ref: '#/components/schemas/ErrorMessage'
          description: >-
            Error message or details, when the endpoint returns them under this
            key.
        error_message:
          $ref: '#/components/schemas/ErrorMessage'
          description: >-
            Human-readable summary of the error, such as `Form not found` or
            `Invalid parameters`.
        errors:
          $ref: '#/components/schemas/ErrorBag'
          description: >-
            Error details, usually keyed by field. For example, a request for
            the retired pre-purchase type returns a message under `form_type`.
        meta:
          $ref: '#/components/schemas/Meta'
          description: Request metadata.
      additionalProperties:
        $ref: '#/components/schemas/JsonValue'
    JsonValue:
      description: >-
        Any valid JSON value for provider, integration, theme, metadata, or
        other dynamic payloads whose keys are not fixed by the API contract.
      anyOf:
        - type: string
        - type: number
        - type: boolean
        - type: 'null'
        - type: array
          items:
            $ref: '#/components/schemas/JsonValue'
        - type: object
          additionalProperties:
            $ref: '#/components/schemas/JsonValue'
    ErrorMessage:
      description: An API error message represented as text or structured JSON.
      anyOf:
        - type: string
        - $ref: '#/components/schemas/ErrorBag'
        - type: 'null'
    ErrorBag:
      description: >-
        Validation errors keyed by field, a list of errors, a single error
        message, or null when no structured error details are available.
      anyOf:
        - type: string
        - type: array
          items:
            $ref: '#/components/schemas/ErrorValue'
        - type: object
          additionalProperties:
            $ref: '#/components/schemas/ErrorValue'
        - type: 'null'
    Meta:
      description: Request metadata returned with the response.
      type: object
      properties:
        request_id:
          description: Identifier of this request, for support and log correlation.
          type:
            - string
            - 'null'
        timestamp:
          description: When the server built the response, in ISO 8601.
          type: string
          format: date-time
    ErrorValue:
      description: A validation or API error value.
      anyOf:
        - type: string
        - type: array
          items:
            type: string
        - type: object
          additionalProperties:
            $ref: '#/components/schemas/JsonValue'
  securitySchemes:
    bearer_auth:
      type: http
      scheme: bearer
      description: Bearer token authentication

````

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