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Checked 14h ago · Updated 2d ago
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adaptek
Adaptek Api
post
Create/Update a financial account from Salesforce
OpenAPI 3.0.1
2026-08-18
208
389
631.4 KB
e41a7579fb3f
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 financial account from Salesforce
post
/v1/SalesForce/financialaccount
Request body
AdaptekApiApplicationSalesforceFinancialAccountCommandsUpsertFinancialAccountCommand
required
accountId
integer
nullable
salesforceAccountId
string
nullable
accountName
string
nullable
ownerId
integer
jointOwnerId
integer
nullable
agentId
integer
recordType
string
nullable
taxType
string
nullable
productType
string
nullable
issueDate
string
date-time
nullable
currentValue
number
double
valueDate
string
date-time
nullable
surrenderValue
number
double
nullable
incomeRiderValue
number
double
nullable
deathBenefitValue
number
double
nullable
costBasis
number
double
nullable
isDeleted
boolean
source
string
nullable
isManualEntry
boolean
Response
Financial Account sync successful
AdaptekApiApplicationSalesforceFinancialAccountCommandsUpsertFinancialAccountResponse
required
isSuccessful
boolean
id
integer
errorMessage
string
nullable