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Checked 1mo ago · Updated 1mo ago
  • getList clients
  • postCreate a new entity and user
  • getGet client information
  • patchUpdate a client
  • getList entities
  • postCreate a new entity
  • getGet entity information
  • patchUpdate an entity
  • postAssign or update a firm role on an entity
  • postCreate new user and add to enitty
  • getList entity tags
  • postCreate a new entity tag
  • deleteDelete an entity tag
  • getList entity firm role assignments
  • postAssign a firm role to an entity
  • deleteDelete a firm role assignment of an entity
  • getGet questionnaire details
  • getList questionnaires
  • postSend a questionnaire to a client/entity
  • getList firm users
  • getList firm roles
  • getGet document download link
  • postQuestionnaire created
  • postQuestionnaire updated
  • postQuestionnaire submitted
  • postQuestionnaire locked
  • postQuestionnaire comment added
  • postDocument exported
  • postMessage sent
  • postEntity created
  • postEntity updated
  • postClient created
  • postClient updated
  • postClient deleted
  • postDocument uploaded
  • postTax return payment status changed
  • postTax return status changed
  • postTax return sent
  • postTax return draft sent
  • postTax return updated
  • postTax return draft updated

Client created

Emitted when a new client is added.

post/webhooks/client_added

Request body

idinteger
first_namestring
last_namestring
emailstring
time_zonestring

Response

Acknowledged

Changes

No recorded changes to this endpoint across all 1 revision of this API.