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Soraban Private API
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Checked 3w ago · Updated 3w ago
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soraban
Soraban Private API
post
Questionnaire created
0dfdfa10c993
latest
OpenAPI 3.0.3
2026-07-24
41
18
67.5 KB
get
List clients
post
Create a new entity and user
get
Get client information
patch
Update a client
get
List entities
post
Create a new entity
get
Get entity information
patch
Update an entity
post
Assign or update a firm role on an entity
post
Create new user and add to enitty
get
List entity tags
post
Create a new entity tag
delete
Delete an entity tag
get
List entity firm role assignments
post
Assign a firm role to an entity
delete
Delete a firm role assignment of an entity
get
Get questionnaire details
get
List questionnaires
post
Send a questionnaire to a client/entity
get
List firm users
get
List firm roles
get
Get document download link
post
Questionnaire created
post
Questionnaire updated
post
Questionnaire submitted
post
Questionnaire locked
post
Questionnaire comment added
post
Document exported
post
Message sent
post
Entity created
post
Entity updated
post
Client created
post
Client updated
post
Client deleted
post
Document uploaded
post
Tax return payment status changed
post
Tax return status changed
post
Tax return sent
post
Tax return draft sent
post
Tax return updated
post
Tax return draft updated
Questionnaire created
Emitted when a new questionnaire is created.
post
/webhooks/questionnaire_created
Request body
object
required
template_name
string
tax_year
integer
external_entity_id
string
nullable
entity_id
integer
entity_tags
string[]
client_email
string
client_name
string
entity_name
string
entity_type
string
client_phone
string
client_timezone
string
firm_role_summary
string
nullable
Response
Acknowledged