POST /v1/Leads/SendToPrizm/:portalId — adaptek-api

AdvisorAlertPreferences2

AdvisorAvailabilities3

Advisors13

AdvisorUserInvitations1

Agencies2

AgencyImages3

ApplicationOutputs2

Applications3

ASBAgencyUsers4

Assets2

Branding13

CaseCentralToKonnexMeData1

Ceres1

ClientReviewReport3

CRS1

EmailClientStatusUpdate1

ExternalFmoAgencyUsers4

Files6

FireLight4

Fmos2

Folders9

GDrive29

Incomes1

InsuranceAccounts2

InternalMigration6

InvestmentAccounts2

Leads6

getGet list of leads from FMO or Holding Company
get/v1/Leads/User/{portalId}
get/v1/Leads/PrizmMatch/{leadId}/{portalId}
post/v1/Leads/SendToPrizm/{portalId}
delete/v1/Leads/DeleteLead/{leadId}/{portalId}
putMarks a lead as processed. If mergeIntoPersonId is provided, the lead is treated as having been merged into that existing person record instead of becoming a new one.

Liabilities1

People9

PeopleFTK3

PersonElectronicContacts1

PersonEmailAddresses2

PersonInformationRequests1

PersonMerge1

PersonNotes1

PersonPhoneNumbers1

PersonPhysicalAddresses1

PersonSocialSecurity2

Registration6

SalesForce16

TalkDesk5

TextNotificationConsumers2

TextNotificationHistories2

UserEmails3

UserRoles1

Users13

VaultUser1

VaultUser2FA9

VaultUserPermissions1

Zapier1

Leads

post/v1/Leads/SendToPrizm/{portalId}

Path parameters

portalIdinteger required

Request body

Response

Lead data send

boolean required

Changes

No recorded changes to this endpoint across all 4 revisions of this API.