Standalone Service Example
A Standalone order is our simplest service order and is used to create a single service order like EIN, Annual Report, 501c3, operating agreement, etc. The following list summarizes the steps to submit a Standalone order.
| Step | Method | Endpoint |
|---|---|---|
| 1. Get Service Configuration and Catalog information | GET | View reference |
| 2. Get Business Classification Data | GET | View reference |
| 3. Create order | POST | View reference |
| 4. (Required for some services) Submit Order | POST | View reference |
| 5. Get order information (optional) | GET | View reference |
| 6. Process order updates and requirements via Customer Portal | - | View reference |
1. Get Service Configuration and Catalog information
Calling this endpoint will return the service configuration and catalog information for the Standalone order. Important information includes:
input_fields: The input fields that are required to create the Standalone order. You can build your front end dynamically based on this information.📝 Note: Unlike Incorporation orders, all the needed fields are sent at this point. Therefore, no additional fields will be shown after the order is submitted.
catalog: The list of products that are available for the Standalone order.
2. Get Business Classification Data
Calling this endpoint will return the business classification data for the Standalone order. You will be required to provide a NAICS code from this list to create the order data in the next step.
3. Create order
Calling this endpoint will create the Standalone order whose status can be either Created or Under Review (status = "Created" or status = "Under Review"). Orders with Created status are just placeholders and do not represent valid orders that need to be processed by SwyftFilings. However, orders with Under Review status are valid orders that are ready to be processed by SwyftFilings.
Make sure to store the order uuid returned in the response to use it in the next steps.
⚠️ Important: If an order is submitted after creation (status = "Under Review"), this will trigger the order processing, so after this point SwyftFilings will start processing the order and you will receive updates via Customer Portal, emails and webhooks according to your integration setup.
4. Submit Order (required for some services)
📝 Note: Some standalone services don't have an option to add additional services to the order, therefore they don't need to be submitted. In those cases please skip this step. You can check the Get Order endpoint to verify the
submit_datefield to know if the order has been submitted.
Calling this endpoint will submit the Standalone order to SwyftFilings. This only applies to Standalone orders that allow you to add additional services to the order, here you send a list of products that will be added to the order and the order changes its status to Under Review.
⚠️ Important: This will trigger the order processing, so after this point SwyftFilings will start processing the order and you will receive updates via Customer Portal, emails and webhooks according to your integration setup.
5. Get order information (optional)
Calling this endpoint will return the order information. You can use this information to display the order details to the user or your internal systems.
6. Process order updates and requirements via Customer Portal
After the order is submitted, you will need to implement a portal integration so your users can fill out missing information in the Customer Portal and receive updates about the order status.
Check Customer Portal Integration for more information.