POST /v1/Leads/SendToPrizm/:portalId — adaptek-api

latestOpenAPI 3.0.12026-08-20209391634.0 KB

08102c0d2f19

AdvisorAlertPreferences2

AdvisorAvailabilities3

Advisors13

AdvisorUserInvitations1

Agencies2

AgencyImages3

ApplicationOutputs2

Applications3

ASBAgencyUsers4

Assets2

Branding13

CaseCentralToKonnexMeData1

Ceres1

ClientReviewReport3

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ExternalFmoAgencyUsers4

Files6

FireLight4

Fmos2

Folders9

GDrive29

Incomes1

InsuranceAccounts2

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InvestmentAccounts2

Leads6

getGet 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}
putMarks 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.

Liabilities1

People9

PeopleFTK3

PersonElectronicContacts1

PersonEmailAddresses2

PersonInformationRequests1

PersonMerge1

PersonNotes1

PersonPhoneNumbers1

PersonPhysicalAddresses1

PersonSocialSecurity2

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SalesForce16

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Leads

post/v1/Leads/SendToPrizm/{portalId}

Path parameters

portalIdinteger required

Request body

Response

Lead data send

boolean required