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  • JSON OpenAPI specification
  • YAML OpenAPI specification

Topics

  • Introduction
  • Authentication

Endpoints

  • 2FA
    • Show TOTP Setup Details GET
    • Update the two-factor type POST
    • Confirm TOTP Setup POST
    • Show the user's OTP recovery codes GET
    • Reset TOTP POST
    • Generate Recovery Codes POST
  • 2FA via SMS
    • SMS One-Time Password (OTP) set up request. POST
  • AML Checks
    • Get all checks GET
    • Create a check POST
    • Show a check GET
    • Update a check PUT
    • Destroy a check DELETE
  • Account
    • Get all accounts GET
    • Create an account POST
    • Get an account GET
    • Update an account PUT
    • Delete an account DELETE
  • Actions
    • Get all Actions belonging to an account GET
  • Addon Subscriptions
    • Get all addon subscriptions GET
    • Subscribe to an addon POST
    • Get an addon subscription GET
    • Update the configuration on an addon subscription PUT
    • Unsubscribe from an addon DELETE
    • Enable an addon POST
    • Disable an addon POST
  • Addons
    • Get all available addons GET
    • Initiate a sync to pull all clients from Nucleus POST
    • Initiate a sync to pull all plans from Nucleus POST
    • Seccl - Sync all the clients POST
    • Seccl - Sync all the plans POST
    • Seccl - Get a list of Seccl Nodes for the firm GET
    • Seccl - Store an adviser node association POST
    • Seccl - Search assets on Seccl GET
    • Seccl - Get the seccl client associated with the account GET
    • Seccl - List scheme products on Seccl GET
    • Fundment - Sync all the clients POST
    • Fundment - Sync all the plans (goals) POST
    • SmartSearch - Run a UKAML Check POST
  • Addresses (v1)
    • Get all account addresses GET
    • Create an address POST
    • Get an address GET
    • Update an address PUT
    • Delete an address DELETE
  • Addresses (v2)
    • Get all addresses GET
    • Create an address POST
    • Get an address GET
    • Update an address PUT
    • Delete an address DELETE
  • Audits
    • Get all audits made by authenticated employee GET
    • Get all audits made by an employee GET
    • Get all audits for the firm GET
    • Get all audits attached to a model GET
  • Automation Blocks
    • Get all Automation block information that can be used for blueprint steps GET
    • Get all trigger types for automation blocks GET
  • Automation Blueprints
    • Trigger automations through webhook POST
    • Get all Automation Blueprints GET
    • Create an Automation Blueprint POST
    • Get a Automation Blueprint GET
    • Update a Automation Blueprint PUT
    • Delete an Automation Blueprint DELETE
    • Trigger and start running an automation POST
    • Attach a webhook target to an automation blueprint POST
    • Get all executions for a single automation blueprint GET
  • Automation Executions
    • Get all automation executions for an automation blueprint GET
    • Get an automation execution GET
  • Beneficiary
    • Get all beneficiaries of a plan GET
    • Create beneficiary for a plan POST
    • Get a beneficiary of a plan GET
    • Update a beneficiary of a plan PUT
    • Delete beneficiary of a plan DELETE
  • Billing
    • Get payment methods GET
    • Change default payment method PUT
    • Create a Stripe setup intent POST
    • Remove a payment method DELETE
    • Get subscription GET
    • Update subscription POST
    • Cancel subscription DELETE
    • Get available plans GET
    • Get invoices GET
    • Get invoice GET
    • Download invoice GET
  • Blueprint Steps
    • Get all Blueprint Steps on an automation blueprint GET
    • Create a Blueprint Step POST
    • Get a Blueprint Step GET
    • Update a Blueprint Step (this also moves the step if a new parent is specified) PUT
    • Delete a Blueprint Step DELETE
  • Bulk Actions
    • Get all bulk actions on the firm GET
    • Show a bulk action. GET
    • Execute a bulk action POST
  • Business Metrics
    • Assets Under Management GET
    • Cases GET
    • Cases Completed GET
    • Clients GET
    • Conversations GET
    • Documents Generated GET
    • Fact Finds Sent GET
    • Files Uploaded GET
    • Introducers GET
    • Messages Sent GET
    • Plans GET
    • Signatures GET
    • Tasks GET
    • Tasks Completed GET
    • Time Logged GET
  • Cases
    • Get all client cases GET
    • Get all cases GET
    • Create a case POST
    • Get a case GET
    • Update a case PUT
    • Delete a case DELETE
    • Add clients to a case POST
    • Remove clients from a case DELETE
    • Get all case statuses GET
    • Create a case status POST
    • Update a case status PUT
    • Delete a case status DELETE
    • Get all case types GET
    • Create a case type POST
    • Get a case type GET
    • Update a case type PUT
    • Delete a case type DELETE
  • Circles
    • Get all circles GET
    • Create a circle POST
    • Get a circle GET
    • Update a circle PUT
    • Delete a circle DELETE
    • Get all emails for a circle GET
    • Get all notes for a circle GET
    • Get circle charge splits GET
    • Get all Accounts for the Circle GET
    • Get all form submissions for accounts in a circle GET
    • Get all linked clients for clients of a circle GET
    • Get Wealth summary of all accounts of a circle GET
    • Get the fact-find access policies GET
    • Update a fact-find policy PUT
  • Claim
    • Get all claims of a plan GET
    • Create claim for a plan POST
    • Get claim of a plan GET
    • Update claim of a plan PUT
    • Delete claim of a plan DELETE
  • Client Statuses
    • Get all client statuses GET
    • Create a client status POST
    • Get a client status GET
    • Update a client status PUT
    • Delete a client status DELETE
    • Transfer clients from one status to another status POST
  • Clients
    • Get all clients [DEPRECATED: Use account route] GET
    • Create a client [DEPRECATED: Use create an account route] POST
    • Get a client [DEPRECATED: Use get an account route] GET
    • Update a client [DEPRECATED: Use update an account route] PUT
    • Delete a client [DEPRECATED: use delete an account route] DELETE
    • Get all client plans GET
    • Get all linked clients for a client GET
    • Create a client link POST
    • Update a client link PUT
    • Delete a client link DELETE
    • Retrieve the owners of the client with their personal details. GET
    • Manage owners for the shared client. POST
    • Update the personal details of one of the owners. PUT
    • Get all shared accounts the client belongs to. GET
    • Get all fact-find requests the client owns. GET
    • Create a wealth summary for the client. GET
    • Get all of a client's new business events GET
    • Get all the emails the client is a participant of. GET
    • Get all the illustrations for a client GET
  • Cloning
    • Clone a model POST
  • Contact Details (v1)
    • Get all account contact details GET
    • Create a contact detail POST
    • Get a contact detail GET
    • Update a contact detail PUT
    • Delete a contact detail DELETE
  • Contact Details (v2)
    • Get all contact details GET
    • Create a contact detail POST
    • Get a contact detail GET
    • Update a contact detail PUT
    • Delete a contact detail DELETE
  • Contributions
    • Create a contribution [DEPRECATED: Use transaction routes] POST
    • Get a contribution [DEPRECATED: Use transaction routes] GET
    • Update a contribution [DEPRECATED: Use transaction routes] PUT
    • Delete a contribution [DEPRECATED: Use transaction routes] DELETE
    • Get all contributions [DEPRECATED: Use transaction routes] GET
  • Conversations
    • Retrieve the mentionable accounts for a conversation. POST
    • Get all account conversations GET
    • Get all circle conversations GET
    • Get all conversations of a case GET
    • Get all conversations. GET
    • Create a conversation. POST
    • Get a conversation. GET
    • Update a conversation. PUT
    • Delete a conversation DELETE
    • Update notification settings for a conversation POST
    • Leave a conversation DELETE
    • Archive the conversation POST
    • Unarchive the conversation POST
    • Pin the conversation POST
    • Add participants to conversation POST
    • Remove participants from a conversation DELETE
    • Promote participants to conversation admins POST
    • Revoke admin privileges from conversation participants DELETE
    • Get all messages GET
    • Create a message POST
    • Get a message GET
    • Update a message PUT
    • Delete a message DELETE
    • Get a messages edit history GET
  • Cover
    • Get all covers of a plan GET
    • Create cover for a plan POST
    • Get cover of a plan GET
    • Update cover of a plan PUT
    • Delete cover of a plan DELETE
  • Custom Default Folders
    • Get all custom default folders GET
    • Create a custom default folder POST
    • Get a custom default folder GET
    • Update a custom default folder PUT
    • Delete a custom default folder DELETE
  • Custom Fields
    • Get all custom fields GET
    • Create a custom field POST
    • Get a custom field GET
    • Update a custom field PUT
    • Delete a custom field DELETE
  • Dependants (v1)
    • Get all dependants GET
    • Create a dependant POST
    • Get a dependant GET
    • Update a dependant PUT
    • Delete a dependant DELETE
  • Dependants (v2)
    • Get all dependants GET
    • Create a dependant POST
    • Get a dependant GET
    • Update a dependant PUT
    • Delete a dependant DELETE
  • Document Builder
    • Get available variables GET
    • Get document templates GET
    • Create a document template POST
    • Get a document template GET
    • Update a document template PUT
    • Delete a template DELETE
    • Download Template as DOCX GET
    • Update the DOCX content of a template POST
    • Download Template as SFDT GET
    • Download Template as PDF GET
    • Generate Document Preview GET
    • Get all documents GET
    • Create a document POST
    • Get a document GET
    • Update a document PUT
    • Delete a document DELETE
    • Download Document as DOCX GET
    • Update the DOCX content of a document POST
    • Download Document as SFDT GET
    • Download Document as PDF GET
    • Generate Document Preview GET
    • Publish a document POST
  • Document Packs
    • Get all document packs GET
    • Create a document pack POST
    • Get a document pack GET
    • Update a document pack PUT
    • Delete a document pack DELETE
  • Document Signing
    • Get all client signature transactions GET
    • Get all signature transactions GET
    • Launch document signing POST
    • Get a signature transaction GET
  • Employee
    • Get all employees GET
    • Create an employee [DEPRECATED: Use create an account route] POST
    • Get an employee [DEPRECATED: Use get an account route] GET
    • Update an employee [DEPRECATED: Use update an account route] PUT
    • Delete an employee [DEPRECATED: use delete an account route] DELETE
  • Employment (V2)
    • List Employments GET
    • Create an Employment POST
    • Get an employment GET
    • Update an Employment PUT
    • Delete an employment DELETE
  • Employments
    • Get all employments GET
    • Create an employment POST
    • Get an employment GET
    • Update an employment PUT
    • Delete an employment DELETE
  • Endpoints
    • Create an impersonated login POST
    • Update Client in Conquest and redirect to Conquest to view client PUT
    • Create Plan in Conquest and return URL to view Conquest Client. POST
    • Create Be-IQ Risk Profile Invitation POST
    • Show the Be-IQ client GET
    • Retrieve a front-end access token to retrieve the Be-IQ front-end data GET
    • Gather all the fluxes for a given model Change how we grab fluxes depending on the model passed in GET
  • Expenditures
    • Get all Life Stages for a Firm GET
    • Create a Life Stage for a Firm POST
    • Retrieve a Life Stage for a Firm GET
    • Update a Life Stage for a Firm PUT
    • Delete a Life Stages for a firm DELETE
    • Reorder Life Stages for a firm POST
    • Get Sections for Life Stages for a Firm GET
    • Create a Section for a Life Stage for a Firm POST
    • Get a Section for a Life Stage for a Firm GET
    • Update a Section for a Life Stage for a Firm PUT
    • Delete a Section for a Life Stage for a Firm DELETE
    • Reorder Life Stage Sections for a firm POST
    • Update the custom expenditures setting across all uuids POST
    • Get all the Fields for a Life Stage Section for a Firm GET
    • Create a Field for a Life Stage Section for a Firm POST
    • Get a Field for a Life Stage Section for a Firm GET
    • Update a Field for a Life Stage Section for a Firm PUT
    • Delete a Field for a Life Stage Section for a Firm DELETE
    • Reorder Life Stage Section Fields for a firm POST
    • Get all expenditures including totals for a client GET
    • Show an individual Expenditure GET
    • Delete an Expenditure DELETE
    • Create or Update an Expenditure POST
    • Create an Expenditure POST
    • Update an Expenditure POST
    • DELETE /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/custom/{expenditure_uuid} DELETE
  • FCA Numbers
    • Get all FCA Numbers for a Firm GET
    • Create an FCA Number for a Firm POST
    • Delete an unverified FCA Number for a Firm DELETE
  • Fact-Finds
    • Get all fact find requests for accounts in a circle GET
    • Get all fact-find schemas GET
    • Create a fact-find schema POST
    • Get a fact-find schema GET
    • Update a fact-find schema PUT
    • Delete a fact-find schema DELETE
    • Archive a fact-find schema POST
    • Archive a fact-find schema POST
    • Get all sections for a fact-find schema GET
    • Create a schema section POST
    • Get a section for a schema GET
    • Update a schema section PUT
    • Delete a schema section DELETE
    • Generate the PDF for a fact-find schema and save it to the client's documents. POST
    • Retrieve all the sections for the request GET
    • Update a given section progress POST
    • Get all fact-find requests for the user. GET
    • Create a fact-find request POST
    • Get a fact-find request GET
    • Delete a fact-find request DELETE
    • Complete a fact-find request for a given fact-find pass POST
    • Finish the fact-find request POST
    • Create an additional account on a client's fact-find POST
  • File Uploading
    • Create the file records for all files added to the Filepond queue. POST
    • Upload the file POST
    • Revert the file uploading DELETE
    • Directly upload a file. POST
  • Filesystem
    • Get root folder for a firm GET
    • Get root folder for a client GET
    • Get root folder for a circle GET
    • Get root folder for an illustration GET
    • Get root folder for a case GET
    • Get conversation files GET
    • Create a folder POST
    • Get a folder GET
    • Update and/or move folders PUT
    • Delete a folder DELETE
    • Get all files in a folder GET
    • Update folder permissions POST
    • Get a folder structure GET
    • View deleted files GET
    • Assign file POST
    • Get a file GET
    • Update and/or move a file PUT
    • Delete a file DELETE
    • Get all files on a documentable model GET
    • Restore a file PUT
    • Copy a file PUT
    • Download a file. GET
    • Force delete a file DELETE
    • Get root folder for a plan GET
  • Firms
    • Update billing information POST
    • Get all firms GET
    • Get a firm GET
    • Update a firm PUT
    • Delete a firm DELETE
    • Update firm branding POST
    • Update firm settings POST
  • Form Builder
    • Get all forms GET
    • Create a form POST
    • Get a form GET
    • Update a form PUT
    • Delete a form DELETE
    • Get all Linked Questions GET
    • Get all linked custom field questions GET
    • Get all received form submission requests GET
    • Get all sent form submission requests GET
    • Get all submission requests on a form GET
    • Get a submission request GET
    • Delete a submission request DELETE
    • Make a duplicate of an existing form POST
    • Make a form live POST
    • Make a live form no longer live (only works on forms with no submissions) POST
    • Create a section for a form POST
    • Get a form's section GET
    • Update a form's section PUT
    • Delete a form's section DELETE
    • Create a question for a section POST
    • Get a question GET
    • Update a section's question PUT
    • Delete a section's question DELETE
    • Get all submissions for a form GET
    • Create a submission to a form POST
    • Get a submission GET
    • Delete a submission DELETE
    • Get all submission for a form authored by a specific account GET
    • Get all answers for a submission GET
    • Submit answers to a submission POST
    • Change the form status to submitted POST
    • Get all submission requests on a form GET
    • Update a form submission request PUT
    • Delete a submission request DELETE
    • Store a submission request POST
  • Goals (v1)
    • Get all goals GET
    • Create a goal POST
    • Show a goal GET
    • Update a goal PUT
    • Destroy a goal DELETE
  • Goals (v2)
    • Get all goals GET
    • Create a goal POST
    • Show a goal GET
    • Update a goal PUT
    • Delete a goal DELETE
  • Groups
    • Get all account groups GET
    • Get all groups GET
    • Create a group POST
    • Get a group GET
    • Update a group PUT
    • Delete a group DELETE
    • Get a group's participants GET
    • Add participants to a group POST
    • Remove participants from a group DELETE
  • Holdings
    • Create a holding POST
    • Get a holding GET
    • Update a holding PUT
    • Delete a holding DELETE
    • Sync Holdings on a Sub Account POST
    • Get all holdings GET
  • Illustrations
    • Store an illustration POST
    • Show an illustration GET
    • Update an Illustration PUT
    • Delete an illustration DELETE
    • Proceed an illustration to account opening application POST
  • Imports
    • Get all imports GET
    • Create the import POST
    • Get an import GET
    • Delete an import DELETE
    • Get importer keys GET
    • Get available modes for import type GET
    • Map headers on an import POST
    • Start an import POST
  • Income (v1)
    • Get all incomes GET
    • Create an income POST
    • Get an income GET
    • Update an income PUT
    • Delete an income DELETE
  • Income (v2)
    • Get all incomes GET
    • Create an income POST
    • Get an income GET
    • Update an income PUT
    • Delete an income DELETE
  • Income Reconciliation
    • Get all charges for a circle GET
    • Get all expectations of circle GET
    • Get all charges for a client GET
    • Get all expectations of client GET
    • Get all charges for a plan GET
    • Get all expectations of plan GET
    • Upload a provider statement CSV. POST
    • Get all provider statements GET
    • Create a provider statement POST
    • Get a provider statement GET
    • Update a provider statement PUT
    • Delete a provider statement DELETE
    • Upload a bank statement CSV. POST
    • Get all bank statements GET
    • Create a bank statement POST
    • Get a bank statement GET
    • Update a bank statement PUT
    • Delete a bank statement DELETE
    • Get all charges GET
    • Create a charge POST
    • Get a charge GET
    • Update a charge PUT
    • Delete a charge DELETE
    • Calculate the income splits of an expectation POST
    • Get all firm expectations GET
    • Get an expectation GET
    • Update an expectation PUT
    • Delete an expectation DELETE
    • Get all statement transactions GET
    • Create an statement transaction POST
    • Get an statement transaction GET
    • Update an statement transaction PUT
    • Delete an statement transaction DELETE
    • Unreconcile the expectation POST
    • Get all bank transactions GET
    • Create a bank transaction POST
    • Get a bank transaction GET
    • Update a bank transaction PUT
    • Delete a bank transaction DELETE
    • Reconcile an expectation to statement transactions POST
    • Balance partially reconciled expectations POST
    • Unbalance the expectation POST
    • Reconcile bank payments to statement transactions POST
    • Delete a reconciliation DELETE
    • Create expectations POST
    • Auto reconcile statement transactions POST
    • Get all reconciliations on a bank transaction GET
    • Get all reconciliations on an statement transaction GET
    • Get all charge splits GET
    • Create a charge split POST
    • Get a charge split GET
    • Update a charge split PUT
    • Delete a charge split DELETE
    • Get all adviser splits GET
    • Create an adviser split POST
    • Get an adviser split GET
    • Update an adviser split PUT
    • Delete an adviser split DELETE
    • Get all charge split schemas GET
    • Create a charge split schema POST
    • Get a charge split schema GET
    • Update a charge split schema PUT
    • Delete a charge split schema DELETE
  • Introducer
    • Get all introducers GET
    • Create an introducer [Deprecated: Use create an account route] POST
    • View an introducer [Deprecated: Use get an account route] GET
    • Update an introducer [Deprecated: Use update an account route] PUT
    • Delete an introducer [Deprecated: use delete an account route] DELETE
  • Logins
    • Get all logins of an account. GET
    • Create a login POST
    • Update a login PUT
    • Revoke a login DELETE
    • Expire a login POST
  • Logs
    • Get logs authored by another account GET
    • Get all logs for a model GET
    • Get all logs created by Authenticated Account GET
  • Lookups
    • Get all lookups GET
    • Delete a lookup DELETE
    • Retrieve a lookup GET
  • Mailboxes
    • Display a list of mailboxes for the current firm. GET
    • Remove the specified mailbox. DELETE
    • Display the specified email. GET
    • Delete the specified mailbox message. DELETE
    • Delete the specified mailbox message thread. DELETE
  • Miscellaneous
    • Get the application's state. GET
  • Model Types
    • Custom field models GET
    • Time trackable models GET
  • Navigation
    • Return the data needed to build up the URL for front end for a given model and UUID. GET
  • Network Management
    • Network charges GET
  • New Business Events
    • Get all new business events GET
    • Create a new business event POST
    • Get a new business event GET
    • Update a new business event PUT
    • Delete a new business event DELETE
  • Notes
    • Get accounts available to be mentioned POST
    • Get all notes for a client GET
    • Create a note POST
    • Get a note GET
    • Update a note PUT
    • Delete a note DELETE
    • Get all notes GET
  • Notifications
    • Subscribe to an item's notifications POST
    • Unsubscribe from an item's notifications POST
    • Mark all notification as read POST
    • Mark a notification as read POST
    • Mark a notification as unread POST
    • Get all notifications GET
    • Get a notification GET
    • Permanently delete a notification DELETE
  • OAuth2 Connections (External Only)
    • List all the available OAuth2 providers GET
    • List all OAuth2 connections GET
    • Update an OAuth2 connection PUT
    • Delete an OAuth2 connection DELETE
  • Plans
    • Get all plans GET
    • Create a plan POST
    • Get a plan GET
    • Update a plan PUT
    • Delete a plan DELETE
    • Get the valuations formatted for a graph GET
    • Get all plan's new business events GET
    • Get all group scheme members GET
    • Create a group scheme member POST
    • Get all sub schemes for a group scheme GET
    • Create a sub-scheme for a group scheme plan POST
    • Request Plan Data From Provider (Beta) POST
    • Get all the provider feed logs for a given plan GET
    • Get all the illustrations for a plan GET
  • Platform
    • Show Platform Detail GET
    • Get all models for a supported platform. GET
  • Premiums
    • Get all premiums GET
    • Create a premium POST
    • Get a premium GET
    • Update a premium PUT
    • Delete a premium DELETE
  • Providers
    • List all providers GET
    • Get an individual provider GET
  • Public Forms
    • View a public form GET
    • Create a submission POST
    • Answer and submit a public submission POST
  • Reactions
    • Create a reaction POST
    • Delete a reaction DELETE
  • Report Templates
    • Get all Report Templates GET
    • Create a Report Template POST
    • Get a Report Template GET
    • Update a Report Template PUT
    • Delete a Report Template DELETE
  • Report Types
    • Get all Report Types GET
  • Reports
    • Get All Reports GET
    • Generate a new Report POST
    • Get Report GET
    • Delete a Report DELETE
  • Risks (v1)
    • Get all risks for Client GET
    • Create a risk assessment POST
    • Show a risk assessment GET
    • Update a risk assessment PUT
    • Delete a risk assessment DELETE
  • Risks (v2)
    • Get all risks GET
    • Create a risk POST
    • Get a risk GET
    • Update a risk PUT
    • Delete a risk DELETE
  • Search
    • Typsense multi searching GET
    • Postcode Searching POST
  • Shareholders
    • Get all shareholders GET
    • Create a shareholder POST
    • Show a shareholder GET
    • Update a shareholder PUT
    • Destroy a shareholder DELETE
  • Staff Members
    • Get all staff members GET
    • Create a staff member POST
    • Get a staff member GET
    • Update a staff member PUT
    • Delete a staff member DELETE
  • Statements
    • Get all statements GET
    • Get a statement GET
    • Lock a statement POST
    • Unlock a statement POST
  • Static Data
    • Get a list of boolean choices GET
    • Get a list of occupations GET
    • Get a list of supported nationalities GET
    • Get a list of addon categories GET
    • Retrieve a list of all the plan type GET
    • Retrieve the plan sub-types for a given plan type GET
    • Plan statuses GET
    • Get a list of plan inactivity reasons GET
    • Get a list of transaction types and sub-types GET
    • Get the subtypes for a transaction type GET
    • Get a list of charge categories GET
    • Get a list of RMAR types GET
    • Get a list of service types GET
    • Get a list of modelable types for logs GET
    • Get a list of contribution types GET
    • Get a list of advice types GET
    • Get a list of options for new business event conducted by GET
    • Get a list of options for new business event status GET
    • Get a list of options for new business event source of funds GET
    • Get a list of Frequency types GET
    • Get a list of employee departments GET
    • Get a list of crystallisation reasons GET
    • Get a list of interest types GET
    • Get a list of property types GET
    • Get a list of repayment types GET
    • Get a list of repayment methods GET
    • Get a list of term types GET
    • Get a list of transfer types GET
    • Get a list of source of premiums GET
    • Get a list of premium payment methods GET
    • Get a list of cover types for the specific plan type. GET
    • Get a list of file extensions GET
    • Get a list of all reports GET
    • Get a list of options for client regulatory classifications GET
    • Get a list of all LookupTypes GET
    • Get a list of all CheckStatuses GET
    • Get a list of all CheckOutcomes GET
    • Get a list of all states of health GET
  • Sub Account Portfolios
    • Get all portfolios GET
    • Create a portfolio POST
    • Get a portfolio GET
    • Update a portfolio PUT
    • Delete a portfolio DELETE
  • Sub Accounts
    • Get all sub accounts GET
    • Create a sub account POST
    • Get a sub account GET
    • Update a sub account PUT
    • Delete a sub account DELETE
  • Tagging
    • Get all tags GET
    • Add tags to company You can provide an array of tags in various formats. POST
    • Update a tag PUT
    • Delete a tag DELETE
  • Task Statuses
    • Get all task statuses in a firm GET
    • Create a task status POST
    • Get a task status GET
    • Update a task status PUT
    • Delete a task status DELETE
  • Tasks
    • Get all tasks on a firm. GET
    • Create a task POST
    • Get a task GET
    • Update a task PUT
    • Delete a task DELETE
    • Complete a task PATCH
    • Archive PATCH
    • Uncomplete a task PATCH
    • Archive PATCH
  • Time Entries
    • Get all time entries for a circle GET
    • Get all time entries for a client GET
    • Create a time entry POST
    • Get a time entry GET
    • Update a time entry PUT
    • Delete a time entry DELETE
    • Get time entries GET
    • Stop a time entry POST
  • Transaction
    • Get all transactions GET
    • Create a transaction POST
    • Get a transaction GET
    • Update a transaction PUT
    • Delete a transaction DELETE
    • Get a summary of the transaction schedules GET
    • Get all transaction schedules GET
    • Create a transaction schedule POST
    • Get a transaction schedule GET
    • Update a transaction schedule PUT
    • Delete a transaction schedule DELETE
  • Unipass Certificates
    • Get the Unipass certificate GET
    • Store the Unipass certificate POST
    • Delete the Unipass certificate DELETE
  • User Management
    • Get the authenticated user GET
    • Update the authenticated user PUT
    • Get all logins for the authenticated user GET
    • List all fact-find passes for the user GET
    • Switch user accounts POST
    • Remotely revoke an integration POST
    • Get the welcome widget tasks for the authenticated user GET
    • Update a welcome widget task for the given user POST
  • Valuations
    • Create a valuation POST
    • Get a valuation GET
    • Update a valuation PUT
    • Delete a valuation DELETE
    • Get all valuations GET
  • Withdrawals
    • Create a withdrawal [DEPRECATED: Use transaction routes] POST
    • Get a withdrawal [DEPRECATED: Use transaction routes] GET
    • Update a withdrawal [DEPRECATED: Use transaction routes] PUT
    • Delete a withdrawal [DEPRECATED: Use transaction routes] DELETE
    • Get all withdrawals [DEPRECATED: Use transaction routes] GET
  • Workflows
    • Get all workflows GET
    • Create a workflow POST
    • Get a workflow GET
    • Update a workflow PUT
    • Delete a workflow DELETE
    • Render a tree of the structure of the workflow. GET
    • Render breadcrumbs of the structure of the workflow. GET
    • Get all workflow tasks GET
    • Create a workflow task POST
    • Get a workflow task GET
    • Update a workflow task PUT
    • Delete a workflow task DELETE
    • Add a participant to the workflow task POST
    • Remove a participant from a workflow task DELETE
    • Run a workflow POST
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