Topics

Introduction
Authentication

Endpoints

2FA
2FA via SMS
- SMS One-Time Password (OTP) set up request. POST
AML Checks
Account
Addon Subscriptions
Addons
Addresses
Audits
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
Automation Executions
- Get all automation executions for an automation blueprint GET
- Get an automation execution GET
Billing
Blueprint Steps
Bulk Actions
Business Metrics
Cases
Claim
Client Statuses
Clients
Cloning
- Clone a model POST
Contact Details
Contributions
Conversations
Cover
Custom Default Folders
Custom Fields
Dependants
Document Builder
Document Signing
Documents
Employee
Employments
Endpoints
Expenditures
FCA Numbers
Fact-Finds
File Uploading
Firms
Form Builder
Goals
Groups
Holdings
Illustrations
Imports
Income
Income Reconciliation
Introducer
Logins
Logs
Lookups
Mailboxes
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
New Business Events
Notes
Notifications
OAuth2 Connections (External Only)
Plans
Platform
- Get all models for a supported platform. GET
Premiums
Providers
- List all providers GET
- Get an individual provider GET
Public Forms
Reactions
- Create a reaction POST
- Delete a reaction DELETE
Report Templates
Report Types
- Get all Report Types GET
Reports
Risks
Search
- Typsense multi searching GET
- Postcode Searching POST
Staff Members
Statements
Static Data
Sub Account Portfolios
Sub Accounts
Tagging
Task Statuses
Tasks
Time Entries
Transaction
Unipass Certificates
User Management
Valuations
Withdrawals
Workflows

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Tagging

APIs for managing tags on the firm