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Checked 8h ago · Updated 4d ago
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adaptek
Adaptek Api
post
Create/Update a consumer record from Salesforce
latest
OpenAPI 3.0.1
2026-08-14
208
389
631.0 KB
929b59e9789b
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
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
15
post
/v1/SalesForce/vaultImpersonate
post
Create/Update a consumer record from Salesforce
post
/v1/SalesForce/BulkPersonAccounts
post
Create/Update a financial account from Salesforce
post
/v1/SalesForce/BulkFinancialAccounts
post
/v1/SalesForce/comra
get
/v1/SalesForce/documents/all/{userId}/{objectid}/{type}
get
/v1/SalesForce/documents/download/{userId}/{fileId}/{type}
post
/v1/SalesForce/documents/upload
post
/v1/SalesForce/documents/copy
post
/v1/SalesForce/documents/update
post
/v1/SalesForce/documents/move
post
/v1/SalesForce/documents/folder/create
post
/v1/SalesForce/documents/folder/update
get
/v1/SalesForce/VaultLogo/{consumerId}
TalkDesk
5
TextNotificationConsumers
2
TextNotificationHistories
2
UserEmails
3
UserRoles
1
Users
13
VaultUser
1
VaultUser2FA
9
VaultUserPermissions
1
Zapier
1
SalesForce
Create/Update a consumer record from Salesforce
post
/v1/SalesForce/consumer
Request body
AdaptekApiApplicationPeopleCommandsUpsertFullPersonUpsertFullPersonCommand
required
personId
integer
nullable
agentId
integer
salesforcePersonId
string
nullable
firstName
string
nullable
middleName
string
nullable
lastName
string
nullable
genderTypeId
0
|
1
|
2
dateOfBirth
string
date-time
nullable
ssn
string
nullable
greeting
string
nullable
driversLicenseNumber
string
nullable
driversLicenseExpiration
string
date-time
nullable
driversLicenseState
integer
nullable
driversLicenseIssueDate
string
date-time
nullable
age
integer
nullable
maritalStatusTypeId
1
|
2
|
3
|
4
personStatus
integer
nullable
lifecycleStatus
string
nullable
service
string
nullable
emailAddresses
AdaptekApiApplicationPersonEmailAddressesCommandsUpsertPersonEmailAddressUpsertPersonEmailAddressCommand[]
nullable
physicalAddresses
AdaptekApiApplicationPersonPhysicalAddressesCommandsUpsertPersonPhysicalAddressUpsertPersonPhysicalAddressCommand[]
nullable
phoneNumbers
AdaptekApiApplicationPersonPhoneNumbersCommandsUpsertPersonPhoneNumberUpsertPersonPhoneNumberCommand[]
nullable
Response
Consumer sync successful
AdaptekApiApplicationPeopleCommandsUpsertFullPersonUpsertFullPersonResponse
required
status
0
|
1
|
2
|
3
id
string
nullable
vaultUsername
string
nullable
vaultLastLogin
string
date-time
nullable