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klaviyo3

Mobile - Authentication9

Mobile - Budget3

Mobile - Claims7

Mobile - Dashboard1

Mobile - Documents4

Mobile - Feedback1

Mobile - Participants3

v236

zapier4

post/registration/webhookProcess Handle Form Submission
get/registration/{plan_manager}Serve Registration Form
post/api/v1/classify_documentClassify Document Endpoint
post/api/v1/extract_headerExtract Header Endpoint
post/api/v1/extract_linesExtract Lines Endpoint
post/api/v1/extract_invoiceExtract Invoice Endpoint
post/api/v1/analyze_linesAnalyze Lines Endpoint
post/api/v1/analyze_resultsAnalyze Results Endpoint
post/api/v1/handle_providerHandle Provider Endpoint
post/api/v1/ndis_registration_refreshNdis Registration Refresh Endpoint
post/api/v1/abr_refreshAbr Refresh Endpoint
post/api/v1/store_invoiceStore Invoice Endpoint
post/api/v1/provider_choice/extract_headerExtract Header Endpoint
post/api/v1/codat/sync_invoiceCodat Sync Invoice
post/api/v1/xero/sync_invoiceXero Sync Invoice
post/api/v1/xero/get_contactsXero Get Contacts
post/api/v1/xero/sync_pm_invoiceXero Sync Pm Invoice
post/api/v1/xero/resync_referenceXero Resync Reference
post/api/v1/xero/resync_reference_batchXero Resync Reference Batch
post/api/v1/xero/service/{endpoint}Get Xero Records
get/api/v1/retool/sync_retoolSync Retool
get/api/v1/retool/parse_emailParse Email
post/api/v1/retool/parse_emailParse Email Post
post/api/v1/retool/get_budget_formatted_dataGet Budget Formatted Data
get/api/v1/s3/get_presigned_urlGet Presigned Url Endpoint
post/api/v1/claims/prechecksClaim Prechecks
post/api/v1/claims/no_precheck_submitNo Precheck Submit
post/api/v1/claims/post_payment_batchPost Payment Batch
post/api/v1/claims/delete_paymentDelete Payment
get/api/v1/claims/get_active_participantsGet All Participants
post/api/v1/claims/get_ndis_infoNdis Worker
post/api/v1/claims/new_get_ndis_infoNew Get Ndis Info
get/api/v1/claims/ndis_info_workerNdis Info Worker
get/api/v1/claims/new_ndis_info_workerNdis Info Worker
post/api/v1/claims/get_batch_statusGet Batch Status
get/api/v1/claims/run_claim_status_workerClaim Status Worker
get/api/v1/claims/run_check_payments_getRun Check Payments Get
get/api/v1/claims/run_check_payments_by_claim_numberRun Check Payments By Claim Number
post/api/v1/claims/check_for_adjustmentCheck For Adjustment
post/api/v1/claims/check_for_cancellationCheck For Cancellation
post/api/v1/claims/batch_delete_paymentsBatch Delete Claims
get/api/v1/claims/get_claim_batchGet Claim Batch
post/api/v1/budget/get_budgetGet Budget
post/api/v1/budget/get_planGet Plan
post/api/v1/budget/new_budgetNew Budget
get/api/v1/budget_rules/Get Budget Rules
post/api/v1/budget_rules/Create Budget Rule
post/api/v1/budget_rules/with-provider-rulesCreate Budget Rule With Provider Rules
put/api/v1/budget_rules/{rule_group_id}/with-provider-rulesUpdate Budget Rule With Provider Rules
get/api/v1/budget_rules/{rule_group_id}Get Budget Rule
put/api/v1/budget_rules/{rule_group_id}Update Budget Rule
delete/api/v1/budget_rules/{rule_group_id}Delete Budget Rule
post/api/v1/budget_rules/cleanup-orphaned-invoice-rulesCleanup Orphaned Invoice Rules
post/api/v1/business_rules_analysis/analyse_line_itemsAnalyse business rules violations for line items
post/api/v1/business_rules_analysis/analyse_by_invoiceAnalyse business rules violations by invoice ID
get/api/v1/participant_info/budget/{participant_id}Get Participant Budget
post/api/v1/participant_info/budgetGet Participant Budget (POST)
get/api/v1/participant_info/budget-bookings/{participant_id}Get Budget and Bookings Combined
post/api/v1/participant_info/budget-bookingsGet Budget and Bookings Combined (POST)
get/api/v1/participant_info/bookings/{participant_id}Get Service Bookings
post/api/v1/participant_info/bookingsGet Service Bookings (POST)
get/api/v1/participant_info/invoices/{participant_id}Get Historical Invoices
post/api/v1/participant_info/invoicesGet Historical Invoices (POST)
get/api/v1/participant_info/participants/{user_id}Get Available Participants
post/api/v1/participant_info/participantsGet Available Participants (POST)
get/api/v1/participant_info/user-participants/{user_id}Get User Participants with Details
post/api/v1/participant_info/user-participantsGet User Participants with Details (POST)
get/api/v1/participant_info/invoice-pdfGet Invoice PDF URL
post/api/v1/participant_info/invoice-pdfGet Invoice PDF URL (POST)
get/api/v1/participant_info/invoice-stats/{participant_id}Get Invoice Statistics
post/api/v1/participant_info/invoice-statsGet Invoice Statistics (POST)
post/api/v1/service_bookings/get_service_bookingGet Service Booking
post/api/v1/service_bookings/get_bookingsGet Bookings
post/api/v1/service_bookings/create_service_bookingCreate Service Booking
post/api/v1/service_bookings/modify_service_bookingModify Service Booking
post/api/v1/service_bookings/delete_service_bookingDelete Service Booking
post/api/v1/careaccess/subscriptions/create_webhook_subscriptionCreate Webhook Subscription
post/api/v1/careaccess/subscriptions/remove_webhook_subscriptionRemove Webhook Subscription
get/api/v1/careaccess/subscriptions/list_webhook_subscriptionsList Webhook Subscriptions
post/api/v1/careaccess/subscriptions/validate_required_webhook_subscriptionsList Webhook Subscriptions
post/api/v1/statements/generate_participants_payloadHandle Generate Participants Payload
post/api/v1/statements/generate_statements_payloadHandle Generate Statements Payload
post/api/v1/statements/chunk_statements_payloadHandle Split Statements Payload
post/api/v1/statements/generate_statementsHandle Statements
post/api/v1/pm_invoice/generate_participants_payloadHandle Generate Participants Payload
post/api/v1/pm_invoice/generate_pm_invoicesHandle Pm Invoices
post/api/v1/pm_invoice/preview_invoice_numberHandle Preview Invoice Number
post/api/v1/pm_invoice/regenerate_pm_invoiceHandle Regenerate Pm Invoice
post/api/v1/pm_invoice/bulk_generate_pm_invoicesHandle Bulk Generate Pm Invoices
post/api/v1/remittance/generate_remittanceHandle Remittance
post/api/v1/remittance_portal/remittanceGet remittance data by payment reference
post/api/v1/remittance_portal/invoice_uploadsStart a provider portal invoice upload
post/api/v1/remittance_portal/invoice_uploads/listList the provider's portal invoice uploads
post/api/v1/remittance_portal/invoice_uploads/{upload_id}/completeConfirm a provider portal invoice upload reached S3
post/api/v1/payments/create_aba_fileCreate Aba File Route
post/api/v1/user_auth/create_userCreate User Endpoint
post/api/v1/user_auth/resend_portal_inviteResend Portal Invite Endpoint
post/api/v1/user_auth/bulk_create_usersBulk Create Users Endpoint
post/api/v1/user_auth/change_portal_emailChange Portal Email Endpoint
post/api/v1/user_auth/update_user_metadataUpdate User Metadata Endpoint
post/api/v1/cs-forms/run-bank-form-automationRun Bank Form Automation

Changes to Run Bank Form Automation

post/api/v1/cs-forms/run-bank-form-automation

Nov 13, 2026936e4da6f8ea Revision changes
- info
  endpoint added