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Adaptek Api
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Checked 11h ago · Updated 2d ago
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adaptek
Adaptek Api
get
Returns a GDrive person
v1
latest
OpenAPI 3.0.1
2026-08-06
207
388
629.3 KB
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
5
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
TalkDesk
5
TextNotificationConsumers
2
TextNotificationHistories
2
UserEmails
3
UserRoles
1
Users
13
VaultUser
1
VaultUser2FA
9
VaultUserPermissions
1
Zapier
1
GDrive
Returns a GDrive person
get
/v1/GDrive/person/{userId}
Path parameters
userId
integer
required
Response
The details for an advisor
AdaptekApiApplicationGDriveGDrivePersonDto
required
id
integer
portalId
integer
portalEmail
string
nullable
advisorId
integer
nullable
asbId
string
nullable
name
string
nullable
firm
string
nullable
organizationName
string
nullable
personType
1
|
2
|
3
|
4
|
5
|
6
createdAt
string
date-time
updatedAt
string
date-time
phoneNumbers
AdaptekApiApplicationGDrivePhoneNumberDto[]
nullable