v1

latestOpenAPI 3.0.32026-07-24411867.5 KB

Questionnaire submitted

Emitted when a questionnaire is submitted by a client or firm user.

post/webhooks/questionnaire_submitted

Request body

idinteger
questionnaire_namestring
questionnaire_due_datestring date nullable
is_open_itemboolean
tax_yearinteger
external_entity_idstring nullable
entity_idinteger
entity_tagsstring[]
client_emailstring
client_namestring
client_first_namestring
client_last_namestring
entity_namestring
entity_typestring
client_phonestring
client_timezonestring
firm_role_summarystring nullable
linkstring

Response

Acknowledged