---
title: "Send a questionnaire to a client/entity"
method: POST
path: "/questionnaires/send_questionnaire_api"
---

# Send a questionnaire to a client/entity

`POST /questionnaires/send_questionnaire_api`

Triggers asynchronous creation and delivery of a questionnaire based on a template. Exactly one of these identification is required: (1) `entity_id`, OR (2) `external_entity_id`.

## Request body

- SendQuestionnaireRequest — Exactly one identification strategy must be used: (1) `entity_id`, OR (2) `external_entity_id`, OR (3) both `client_email` and `entity_name`.
  - `entity_id` integer — Soraban entity ID.
  - `external_entity_id` string — External system identifier for the entity.
  - `questionnaire_template_name` string, required — Name of the questionnaire template to use.
  - `tax_year` integer, required — Tax year to associate with the questionnaire.
  - `due_date` string, date, nullable — Due date (YYYY-MM-DD).
  - `include_rollover` boolean — Include prior-year items (rollover items) in the questionnaire.
  - `disable_notification` boolean — Disables notification sending
  - `sections` string[], nullable — Array of section names to include in the questionnaire. If not provided, all sections from the template will be included.

## Response `200`

Queued successfully

- SendQuestionnaireResponse
  - `message` string, required
  - `questionnaire_id` integer, required — The ID of the created questionnaire.
  - `questionnaire_name` string, required — The name of the questionnaire.
  - `questionnaire_link` string, required — The link to access the questionnaire (with authentication token if the user has not yet set login method).
  - `sent_to` string, email, required — The email address of the user the questionnaire was sent to.

## Other responses

- `400` — Bad request
- `401` — Unauthorized
- `403` — Forbidden
- `404` — Not found

---

[API](https://skmtc.net/soraban/apis/soraban-private-api.md) · [All operations](https://skmtc.net/soraban/apis/soraban-private-api/llms.txt) · [OpenAPI document](https://skmtc-service-staging.skmtc.workers.dev/v1/apis/soraban/soraban-private-api/versions/0dfdfa10c993/schema)