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Adaptek Api
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Schema
Checked 9h ago · Updated 1w ago
Details
Filter operations
AdvisorAlertPreferences
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People
9
get
Runs the stored procedure for calculating a person's net worth values.
get
Returns a person
get
Returns a list of people for an agent
get
Returns a list of people for a portal user based on default agent
get
Returns a list of weighted filtered people for an agent
get
Get marriage details
get
Returns a list of weighted filtered people for an agent
get
Get Spouse Relationship Details
get
Get the most recent COMRA Score and answers for a given person. Will return scores where personId is listed as either the primary person or the spouse.
PeopleFTK
3
PersonElectronicContacts
1
PersonEmailAddresses
2
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1
PersonMerge
1
PersonNotes
1
PersonPhoneNumbers
1
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1
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6
SalesForce
16
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5
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2
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1
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13
VaultUser
1
VaultUser2FA
9
VaultUserPermissions
1
Zapier
1
People
Returns a list of people for an agent
get
/v1/People
Query parameters
agentId
integer
searchTerm
string
page
integer
Response
The list of people
AdaptekApiApplicationPeopleQueriesGetPeopleResponse
required
people
AdaptekApiApplicationPeopleQueriesGetPersonResponse[]
nullable
count
integer
Changes