advisory-firm-templates
7 endpoints.
-
GET
/api/v1/advisory-firms/{firm_id}/templatesList firm templates -
POST
/api/v1/advisory-firms/{firm_id}/templatesCreate a firm template -
DELETE
/api/v1/advisory-firms/{firm_id}/templates/{template_id}Delete a firm template -
GET
/api/v1/advisory-firms/{firm_id}/templates/{template_id}Get a firm template -
PATCH
/api/v1/advisory-firms/{firm_id}/templates/{template_id}Update a firm template -
POST
/api/v1/advisory-firms/{firm_id}/templates/{template_id}/deployDeploy a firm template to selected client businesses -
GET
/api/v1/advisory-firms/{firm_id}/templates/{template_id}/deploymentsList deployment history for a template