POST api/Zapier/InsertReferralSource

Insert/update referral source.

Request Information

URI Parameters

None.

Body Parameters

InsuredIntegrationModel
NameDescriptionTypeAdditional information
database_id

globally unique identifier

None.

first_name

string

None.

last_name

string

None.

commercial_name

string

None.

greeting_name

string

None.

email

string

None.

address_line_1

string

None.

address_Line_2

string

None.

business_type

string

None.

year_business_started

integer

None.

insured_id

string

None.

customer_id

string

None.

city

string

None.

state_name

string

None.

zip_code

string

None.

phone_number

string

None.

cell_phone

string

None.

sms_phone

string

None.

website

string

None.

tag_name

string

None.

tag_description

string

None.

type

string

None.

agents

Collection of string

None.

csrs

Collection of string

None.

AgentsModel

Collection of AgentBusiness

None.

CSRsModel

Collection of AgentBusiness

None.

referral_source

string

None.

middle_name

string

None.

date_of_birth

string

None.

co_insured_first_name

string

None.

co_insured_middle_name

string

None.

co_insured_last_name

string

None.

co_insured_date_of_birth

string

None.

ReferralSourceCompanyName

string

None.

AppliedTags

Collection of TagApplyList

None.

dba

string

None.

fein

string

None.

Request Formats

application/json, text/json

Sample:
{
  "database_id": "bcde28bd-0ec9-4304-9f08-80a1693bf53b",
  "first_name": "sample string 2",
  "last_name": "sample string 3",
  "commercial_name": "sample string 4",
  "greeting_name": "sample string 5",
  "email": "sample string 6",
  "address_line_1": "sample string 7",
  "address_Line_2": "sample string 8",
  "business_type": "sample string 9",
  "year_business_started": 1,
  "insured_id": "sample string 10",
  "customer_id": "sample string 11",
  "city": "sample string 12",
  "state_name": "sample string 13",
  "zip_code": "sample string 14",
  "phone_number": "sample string 15",
  "cell_phone": "sample string 16",
  "sms_phone": "sample string 17",
  "website": "sample string 18",
  "tag_name": "sample string 19",
  "tag_description": "sample string 20",
  "type": "sample string 21",
  "agents": [
    "sample string 1",
    "sample string 2"
  ],
  "csrs": [
    "sample string 1",
    "sample string 2"
  ],
  "agentsModel": [
    {
      "databaseId": "ba7548be-538f-427a-bebe-d16619ebab95",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    },
    {
      "databaseId": "ba7548be-538f-427a-bebe-d16619ebab95",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    }
  ],
  "csRsModel": [
    {
      "databaseId": "ba7548be-538f-427a-bebe-d16619ebab95",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    },
    {
      "databaseId": "ba7548be-538f-427a-bebe-d16619ebab95",
      "firstName": "sample string 2",
      "lastName": "sample string 3"
    }
  ],
  "referral_source": "sample string 24",
  "middle_name": "sample string 25",
  "date_of_birth": "sample string 26",
  "co_insured_first_name": "sample string 27",
  "co_insured_middle_name": "sample string 28",
  "co_insured_last_name": "sample string 29",
  "co_insured_date_of_birth": "sample string 30",
  "referralSourceCompanyName": "sample string 31",
  "appliedTags": [
    {
      "name": "sample string 1",
      "description": "sample string 2",
      "categoryName": "sample string 3",
      "dateApplied": "2024-04-24T16:05:33.2841216-05:00",
      "color": "sample string 5"
    },
    {
      "name": "sample string 1",
      "description": "sample string 2",
      "categoryName": "sample string 3",
      "dateApplied": "2024-04-24T16:05:33.2841216-05:00",
      "color": "sample string 5"
    }
  ],
  "dba": "sample string 32",
  "fein": "sample string 33"
}

application/xml, text/xml

Sample:
<InsuredIntegrationModel xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/BusinessEntities.Integrations">
  <AddressLine1>sample string 7</AddressLine1>
  <AddressLine2>sample string 8</AddressLine2>
  <Agents xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
    <d2p1:string>sample string 1</d2p1:string>
    <d2p1:string>sample string 2</d2p1:string>
  </Agents>
  <AgentsModel xmlns:d2p1="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum">
    <d2p1:AgentBusiness>
      <d2p1:DatabaseId>ba7548be-538f-427a-bebe-d16619ebab95</d2p1:DatabaseId>
      <d2p1:FirstName>sample string 2</d2p1:FirstName>
      <d2p1:LastName>sample string 3</d2p1:LastName>
    </d2p1:AgentBusiness>
    <d2p1:AgentBusiness>
      <d2p1:DatabaseId>ba7548be-538f-427a-bebe-d16619ebab95</d2p1:DatabaseId>
      <d2p1:FirstName>sample string 2</d2p1:FirstName>
      <d2p1:LastName>sample string 3</d2p1:LastName>
    </d2p1:AgentBusiness>
  </AgentsModel>
  <AppliedTags xmlns:d2p1="http://schemas.datacontract.org/2004/07/BusinessEntities.OData">
    <d2p1:TagApplyList>
      <d2p1:CategoryName>sample string 3</d2p1:CategoryName>
      <d2p1:Color>sample string 5</d2p1:Color>
      <d2p1:DateApplied>2024-04-24T16:05:33.2841216-05:00</d2p1:DateApplied>
      <d2p1:Description>sample string 2</d2p1:Description>
      <d2p1:Name>sample string 1</d2p1:Name>
    </d2p1:TagApplyList>
    <d2p1:TagApplyList>
      <d2p1:CategoryName>sample string 3</d2p1:CategoryName>
      <d2p1:Color>sample string 5</d2p1:Color>
      <d2p1:DateApplied>2024-04-24T16:05:33.2841216-05:00</d2p1:DateApplied>
      <d2p1:Description>sample string 2</d2p1:Description>
      <d2p1:Name>sample string 1</d2p1:Name>
    </d2p1:TagApplyList>
  </AppliedTags>
  <CSRs xmlns:d2p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
    <d2p1:string>sample string 1</d2p1:string>
    <d2p1:string>sample string 2</d2p1:string>
  </CSRs>
  <CSRsModel xmlns:d2p1="http://schemas.datacontract.org/2004/07/BusinessEntities.NowCertsFulcrum">
    <d2p1:AgentBusiness>
      <d2p1:DatabaseId>ba7548be-538f-427a-bebe-d16619ebab95</d2p1:DatabaseId>
      <d2p1:FirstName>sample string 2</d2p1:FirstName>
      <d2p1:LastName>sample string 3</d2p1:LastName>
    </d2p1:AgentBusiness>
    <d2p1:AgentBusiness>
      <d2p1:DatabaseId>ba7548be-538f-427a-bebe-d16619ebab95</d2p1:DatabaseId>
      <d2p1:FirstName>sample string 2</d2p1:FirstName>
      <d2p1:LastName>sample string 3</d2p1:LastName>
    </d2p1:AgentBusiness>
  </CSRsModel>
  <CellPhone>sample string 16</CellPhone>
  <City>sample string 12</City>
  <CoInsured_DateOfBirth>sample string 30</CoInsured_DateOfBirth>
  <CoInsured_FirstName>sample string 27</CoInsured_FirstName>
  <CoInsured_LastName>sample string 29</CoInsured_LastName>
  <CoInsured_MiddleName>sample string 28</CoInsured_MiddleName>
  <CommercialName>sample string 4</CommercialName>
  <DBA>sample string 32</DBA>
  <DOT_Number>sample string 11</DOT_Number>
  <DatabaseId>bcde28bd-0ec9-4304-9f08-80a1693bf53b</DatabaseId>
  <DateOfBirth>sample string 26</DateOfBirth>
  <Email>sample string 6</Email>
  <FEIN>sample string 33</FEIN>
  <FirstName>sample string 2</FirstName>
  <GreetingName>sample string 5</GreetingName>
  <LastName>sample string 3</LastName>
  <MC_Number>sample string 10</MC_Number>
  <MiddleName>sample string 25</MiddleName>
  <PhoneNumber>sample string 15</PhoneNumber>
  <ReferralSource>sample string 24</ReferralSource>
  <ReferralSourceCompanyName>sample string 31</ReferralSourceCompanyName>
  <SMSPhone>sample string 17</SMSPhone>
  <SerializeAgentsModel>true</SerializeAgentsModel>
  <SerializeCSRsModel>true</SerializeCSRsModel>
  <State>sample string 13</State>
  <TagDescription>sample string 20</TagDescription>
  <TagName>sample string 19</TagName>
  <Type>sample string 21</Type>
  <TypeOfBusiness>sample string 9</TypeOfBusiness>
  <Website>sample string 18</Website>
  <YearBusinessStarted>1</YearBusinessStarted>
  <ZipCode>sample string 14</ZipCode>
</InsuredIntegrationModel>

application/x-www-form-urlencoded

Sample:

Sample not available.

Response Information

Resource Description

IHttpActionResult

None.

Response Formats

application/json, text/json, application/xml, text/xml

Sample:

Sample not available.