POST /api/v1/fact-find/request/{factFindRequest_uuid}/create-account
Personal access token & O auth2

This route is for client's only - this allows them to add accounts to their fact-find

Path parameters

  • factFindRequest_uuid string Required
application/json

Body

  • first_name string Required

    First name

  • last_name string Required

    Last name

  • email string(email) Required

    Email address

  • relationship string

    Relationship to the primary account holder

  • inverse_relationship string

    Relationship to the secondary account holder

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v1/fact-find/request/{factFindRequest_uuid}/create-account 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/fact-find/request/6ff8f7f6-1eb3-3525-be4a-3932c805afed/create-account' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --data '{"first_name":"John","last_name":"Doe","email":"email@example.com","relationship":"Spouse","inverse_relationship":"Self"}'
Request examples 
{
  "first_name": "John",
  "last_name": "Doe",
  "email": "email@example.com",
  "relationship": "Spouse",
  "inverse_relationship": "Self"
}
Response examples (401) 
{
  "message": "Unauthenticated."
}