POST /api/v1/account/check-duplicates
Personal access token & O auth2

Matches firm-scoped clients on exact first name, last name and date of birth. Records the authenticated user cannot view are returned with redacted names so the UI can surface a privacy-safe warning without leaking personal data.

application/json

Body

  • first_name string Required

    First name of the client being created.

  • last_name string Required

    Last name of the client being created.

  • date_of_birth string(date) Required

    Date of birth of the client being created.

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v1/account/check-duplicates 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/account/check-duplicates' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"first_name":"Bob","last_name":"Plannr","date_of_birth":"1984-03-14"}'
Request examples 
{
  "first_name": "Bob",
  "last_name": "Plannr",
  "date_of_birth": "1984-03-14"
}
Response examples (401) 
{
  "message": "Unauthenticated."
}