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Adaptek Api
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Schema
Checked 11h ago · Updated 4d ago
Details
AdvisorAlertPreferences
2
AdvisorAvailabilities
3
Advisors
13
AdvisorUserInvitations
1
Agencies
2
AgencyImages
3
ApplicationOutputs
2
Applications
3
ASBAgencyUsers
4
Assets
2
Branding
13
CaseCentralToKonnexMeData
1
Ceres
1
ClientReviewReport
3
CRS
1
EmailClientStatusUpdate
1
ExternalFmoAgencyUsers
4
Files
6
FireLight
4
Fmos
2
Folders
9
GDrive
29
get
Returns the list of parent companies from GDrive
get
Returns the list of companies under a parent company from GDrive
get
Returns the list of teams tied to a company from GDrive
get
Returns the list of agents tied to a company from GDrive
get
Returns the list of agents tied to a company from GDrive
get
Returns the list of agents tied to a team from GDrive
get
Returns the list of asb agents from GDrive
get
Returns the list of agents tied to a team from GDrive
get
Returns the list of agents tied to a team from GDrive
get
Returns the list of phone numbers of an agent
get
Returns the list of agents tied to a firm from GDrive
get
Returns the list of parent firms from GDrive
get
Returns the list of child firms from GDrive
get
Returns the list of child firms from GDrive, given a parent firm
get
Returns the list of marketers on a team
get
Returns the list of marketers in a company
get
Returns a Company ID from gDrive, given a Firm ID
get
Returns a list of agent IDs viewable by a marketer
get
Returns a list of agent IDs viewable by a marketer
get
Returns a GDrive person
get
/v1/GDrive/person/lookup
get
Returns user data from gDrive as it relates to Luma
post
/v1/GDrive/fspSearch
get
/v1/GDrive/person/{portalId}/office-people
get
/v1/GDrive/dashboard/{portalId}
get
/v1/GDrive/person/npn
post
/v1/GDrive/person/sync-va
get
/v1/GDrive/person/{portalId}/prizm
get
/v1/GDrive/person/{vaId}/prizm/vaId
Incomes
1
InsuranceAccounts
2
InternalMigration
6
InvestmentAccounts
2
Leads
6
Liabilities
1
People
9
PeopleFTK
3
PersonElectronicContacts
1
PersonEmailAddresses
2
PersonInformationRequests
1
PersonMerge
1
PersonNotes
1
PersonPhoneNumbers
1
PersonPhysicalAddresses
1
PersonSocialSecurity
2
Registration
6
SalesForce
16
TalkDesk
5
TextNotificationConsumers
2
TextNotificationHistories
2
UserEmails
3
UserRoles
1
Users
13
VaultUser
1
VaultUser2FA
9
VaultUserPermissions
1
Zapier
1
GDrive
Returns the list of child firms from GDrive, given a parent firm
get
/v1/GDrive/{parentFirmId}/child-firms
Path parameters
parentFirmId
string
required
Response
The details for an advisor
object
required