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Analytics1

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Brokers7

BrokerSubmissions6

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Clear5

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Credentials5

CrmIntegrations3

EmailTemplates3

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EndUserCalculations18

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Webhooks8

Workflows26

get/api/workflow/executions/status/{workflow_execution_heron_id}Get the status of a workflow execution (admin only)
post/api/workflow/node/executeExecute a single workflow node in isolation
get/api/workflow/node/executions/{workflow_execution_heron_id}Get single node execution status and result
get/api/workflow/nodesList all available workflow nodes
post/api/workflow/startStart a workflow for an end user
post/api/workflow/start_by_heron_idStart a workflow by Heron ID for an end user
post/api/workflow/start_by_nameStart a workflow by name for an end user
get/api/workflow/user/workflowsList workflows for the current user
get/api/workflow/users/{user_id}/workflowsList all workflows for a user (admin only)
post/api/workflow/users/{user_id}/workflowsCreate a new workflow for a user (admin only)
get/api/workflow/users/{user_id}/workflows/{workflow_heron_id}Get a specific workflow for a user (admin only)
get/api/workflow/workflowsList all workflows across all users (admin only)
delete/api/workflow/{heron_id}Delete a workflow by heron ID (admin only)
get/api/workflow/{workflow_heron_id}Get a workflow by heron ID (admin only)
patch/api/workflow/{workflow_heron_id}Update a workflow by heron ID (admin only)
get/api/workflow/{workflow_heron_id}/executionsGet recent workflow executions for a workflow (admin only)
get/api/workflow/{workflow_heron_id}/executions/end_user/{end_user_heron_id}Get the status of a workflow execution (admin only)
get/api/workflow/{workflow_heron_id}/node/{node_id}/executionsList all single-node executions for a node
get/api/workflow/{workflow_heron_id}/versions/{version_number}Get workflow version details (admin only)
delete/api/workflow/{workflow_heron_id}/versions/{version_number}Delete a draft workflow version by heron ID (admin only)
patch/api/workflow/{workflow_heron_id}/versions/{version_number}Update a draft workflow version in-place (admin only)
post/api/workflow/{workflow_heron_id}/versions/{version_number}/approveApprove a workflow version in review (admin only)
post/api/workflow/{workflow_heron_id}/versions/{version_number}/copy_to_draftCopy a version to a new draft (admin only)
post/api/workflow/{workflow_heron_id}/versions/{version_number}/publishPublish a workflow draft directly (admin only)
post/api/workflow/{workflow_heron_id}/versions/{version_number}/submit_for_reviewSubmit a workflow draft for review (admin only)
post/api/workflow/{workflow_heron_id}/versions/{version_number}/withdrawWithdraw a workflow version from review (admin only)

get/api/broker/end_users/{end_user_heron_id}/funder_submissions/List funder submissions with their current decision and offers
get/api/broker/end_users/{end_user_heron_id}/funder_submissions/preflight/Validate an end user for configured funders
post/api/broker/end_users/{end_user_heron_id}/funder_submissions/submit_to_funders/Submit an end user to multiple funders
post/api/broker/end_users/{end_user_heron_id}/funder_submissions/{submission_heron_id}/exclusion_resolution/Resolve a held funder submission
get/api/broker_funder_policies/List broker funder policies for current user
patch/api/broker_funder_policies/Bulk update broker funder policies
get/api/broker_funder_policies/export/Export broker funder policies as Excel
post/api/broker_funder_policies/funders/Add a funder to broker's policies
delete/api/broker_funder_policies/funders/{funder_heron_id}/Remove a funder from broker's policies
post/api/broker_funder_policies/upload/Upload funder policy file for parsing
get/api/broker_funder_policies/upload/status/Get policy upload job status
get/api/broker_funder_policies/upload/{job_heron_id}/Get specific policy upload job
get/api/broker_funder_policies/upload/{job_heron_id}/pending/List pending funder matches for a job
post/api/broker_funder_policies/upload/{job_heron_id}/pending/{index}/resolve/Resolve a pending funder match
post/api/broker_funder_policies/upload/{job_heron_id}/pending/{index}/skip/Skip a pending funder match
get/api/end_users/{end_user_heron_id}/deal_link/Get deal link entries for an end user
get/api/end_users/{end_user_heron_id}/funder_policy_evaluations/List funder policy evaluations for an end user
post/api/end_users/{end_user_heron_id}/funder_submissions/{submission_heron_id}/submit_to_funder/Submit an end user to a single funder
get/api/funder_exclusion_rules/List funder exclusion rules
post/api/funder_exclusion_rules/bulk/Add sender matchers to many funder exclusion rules
delete/api/funder_exclusion_rules/bulk/Delete many funder exclusion rules
patch/api/funder_exclusion_rules/bulk/Add and remove sender matchers across many funder exclusion rules
put/api/funder_exclusion_rules/{funder_heron_id}/Create or replace a funder exclusion rule
delete/api/funder_exclusion_rules/{funder_heron_id}/Delete a funder exclusion rule
get/api/funder_integrations/List funder integration states for the current broker
post/api/funder_integrations/Link a funder to the current broker for self-service
get/api/funder_integrations/candidates/List funders available for self-service that the broker hasn't linked yet
put/api/funder_integrations/{funder_heron_id}/Save staging or production form values for a funder integration
delete/api/funder_integrations/{funder_heron_id}/Remove a funder, or delete one environment's saved integration
patch/api/funder_integrations/{funder_heron_id}/Update a funder's submission channel and email configuration
post/api/funder_integrations/{funder_heron_id}/test/Trigger a staging or production test submission for this funder
post/api/funder_submissions/Upsert a funder submission
get/api/funder_submissions/{submission_heron_id}/Get funder submission status
post/api/funder_submissions/{submission_heron_id}/trigger/Trigger a funder submission
get/api/funders/search/Search funders by name
post/api/ingestion/crm/{crm_integration_heron_id}Ingest end user data from a CRM webhook
post/api/integrations/pdfs/admin/invalidate_cache_sourcesInvalidate PDF cache sources
put/api/integrations/pdfs/{heron_id}/admin/summary_parser_result/{summary_parser_id}Amend a summary parser result

Workflows

Changes to Delete a workflow by heron ID (admin only)

delete/api/workflow/{heron_id}

Nov 3, 2026bd8008e49534 Revision changes
- info
  endpoint added