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Adaptek Api
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Checked 9h ago · Updated 4d ago
Details
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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
Incomes
1
InsuranceAccounts
2
InternalMigration
6
InvestmentAccounts
2
Leads
6
get
Get list of leads from FMO or Holding Company
get
/v1/Leads/User/{portalId}
get
/v1/Leads/PrizmMatch/{leadId}/{portalId}
post
/v1/Leads/SendToPrizm/{portalId}
delete
/v1/Leads/DeleteLead/{leadId}/{portalId}
put
Marks a lead as processed. If mergeIntoPersonId is provided, the lead is treated as having been merged into that existing person record instead of becoming a new one.
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
Leads
get
/v1/Leads/PrizmMatch/{leadId}/{portalId}
Path parameters
leadId
integer
required
portalId
integer
required
Response
List of potential matches for the given lead
AdaptekApiApplicationPrizmPrizmContactDto[]
required
id
integer
firstName
string
nullable
middleName
string
nullable
lastName
string
nullable
greeting
string
nullable
gender
string
nullable
emailAddress
string
nullable
driversLicenseNumber
string
nullable
vaId
string
nullable
driversLicenseExpirationDate
string
date-time
driversLicenseIssueDate
string
date-time
driversLicenseState
string
nullable
maritalStatus
string
nullable
image
string
nullable