1Fort quote (v2): tasks API
**Access:** requires a JWT access token.
**Access:** requires a JWT access token.
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openapi: 3.2.0
info:
title: '1Fort API Documentation quote (v2): tasks API'
description: '# 1Fort API
REST API for the 1Fort insurance platform.'
termsOfService: https://www.1fort.com/
license:
name: Privately owned
version: v1
servers:
- url: https://api.1fort.com/apis/
security:
- Bearer: []
tags:
- name: 'quote (v2): tasks'
x-displayName: Tasks
description: '**Access:** requires a JWT access token.'
paths:
/v2/broker/tasks:
parameters: []
get:
operationId: v2_broker_tasks_list
summary: List All Tasks for Broker Agency Across All Businesses and Quotes
description: 'List all quote tasks for the broker agency of the logged-in user (from the latest task groups).
Expandable fields via expand query parameter (comma separated):
- quote: Full quote details (omits tasks to prevent recursion)
- business: Business details
- broker: Broker agency details
- group: Task group details (omits tasks to prevent recursion)
- completed_by: Broker user who completed the task
Filters available:
- status: Filter by task status (todo, done, dismissed, n/a)
- type: Filter by task type (signature, subjectivities, clarifications)
- business: Filter by business ID
Example: ?expand=quote,business,completed_by&type=signature'
parameters:
- name: status
in: query
description: status
required: false
schema:
type: string
- name: type
in: query
description: type
required: false
schema:
type: string
- name: business
in: query
description: business
required: false
schema:
type: string
- name: broker
in: query
description: broker
required: false
schema:
type: string
- name: coverage
in: query
description: coverage
required: false
schema:
type: string
- name: carrier
in: query
description: carrier
required: false
schema:
type: string
- name: insured
in: query
description: insured
required: false
schema:
type: string
- name: assigned_to_email
in: query
description: assigned_to_email
required: false
schema:
type: string
- name: ordering
in: query
description: Which field to use when ordering the results.
required: false
schema:
type: string
- name: limit
in: query
description: Number of results to return per page.
required: false
schema:
type: integer
- name: offset
in: query
description: The initial index from which to return the results.
required: false
schema:
type: integer
responses:
'200':
description: ''
content:
application/json:
schema:
required:
- count
- results
type: object
properties:
count:
type: integer
next:
type:
- string
- 'null'
format: uri
previous:
type:
- string
- 'null'
format: uri
results:
type: array
items:
$ref: '#/components/schemas/QuoteTaskFlexFields'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'500':
description: Internal server error.
tags:
- 'quote (v2): tasks'
post:
operationId: v2_broker_tasks_create
summary: Resolve QuoteTasks
description: Resolve one or multiple tasks with comments and/or documents
responses:
'200':
description: ''
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/QuoteTaskFlexFields'
'400':
description: Invalid input.
content:
application/json:
schema:
$ref: '#/components/schemas/ValidationError'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'500':
description: Internal server error.
tags:
- 'quote (v2): tasks'
requestBody:
content:
application/json:
schema:
$ref: '#/components/schemas/QuoteTaskBulkResolve'
required: true
/v2/broker/tasks/count:
parameters: []
get:
operationId: v2_broker_tasks_count
summary: ViewSet for managing quote tasks for the broker agency
description: Only returns tasks from the most recently created task group for each quote.
parameters:
- name: status
in: query
description: status
required: false
schema:
type: string
- name: type
in: query
description: type
required: false
schema:
type: string
- name: business
in: query
description: business
required: false
schema:
type: string
- name: broker
in: query
description: broker
required: false
schema:
type: string
- name: coverage
in: query
description: coverage
required: false
schema:
type: string
- name: carrier
in: query
description: carrier
required: false
schema:
type: string
- name: insured
in: query
description: insured
required: false
schema:
type: string
- name: assigned_to_email
in: query
description: assigned_to_email
required: false
schema:
type: string
- name: ordering
in: query
description: Which field to use when ordering the results.
required: false
schema:
type: string
- name: limit
in: query
description: Number of results to return per page.
required: false
schema:
type: integer
- name: offset
in: query
description: The initial index from which to return the results.
required: false
schema:
type: integer
responses:
'200':
description: ''
content:
application/json:
schema:
required:
- count
- results
type: object
properties:
count:
type: integer
next:
type:
- string
- 'null'
format: uri
previous:
type:
- string
- 'null'
format: uri
results:
type: array
items:
$ref: '#/components/schemas/QuoteTaskFlexFields'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'500':
description: Internal server error.
tags:
- 'quote (v2): tasks'
/v2/broker/tasks/{id}:
parameters:
- name: id
in: path
required: true
schema:
type: string
get:
operationId: v2_broker_tasks_read
summary: ViewSet for managing quote tasks for the broker agency
description: Only returns tasks from the most recently created task group for each quote.
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/QuoteTaskFlexFields'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'404':
description: Object does not exist or caller has insufficient permissions to access it.
content:
application/json:
schema:
$ref: '#/components/schemas/APIException'
'500':
description: Internal server error.
tags:
- 'quote (v2): tasks'
/v2/broker/{business_pk}/tasks:
parameters:
- name: business_pk
in: path
required: true
schema:
type: string
get:
operationId: getV2BrokerByBusinessPkTasks
summary: List All Tasks for a Business Across All Quotes
description: 'List all quote tasks for a specific business (from the latest task groups).
Expandable fields via expand query parameter (comma separated):
- quote: Full quote details (omits tasks to prevent recursion)
- business: Business details
- broker: Broker agency details
- group: Task group details (omits tasks to prevent recursion)
- completed_by: Broker user who completed the task
Filters available:
- status: Filter by task status (todo, done, dismissed, n/a)
- type: Filter by task type (signature, subjectivities, clarifications)
- business: Filter by business ID
Example: ?expand=quote,business,completed_by&type=signature'
parameters:
- name: status
in: query
description: status
required: false
schema:
type: string
- name: type
in: query
description: type
required: false
schema:
type: string
- name: business
in: query
description: business
required: false
schema:
type: string
- name: broker
in: query
description: broker
required: false
schema:
type: string
- name: coverage
in: query
description: coverage
required: false
schema:
type: string
- name: carrier
in: query
description: carrier
required: false
schema:
type: string
- name: insured
in: query
description: insured
required: false
schema:
type: string
- name: assigned_to_email
in: query
description: assigned_to_email
required: false
schema:
type: string
- name: ordering
in: query
description: Which field to use when ordering the results.
required: false
schema:
type: string
- name: search
in: query
description: A search term.
required: false
schema:
type: string
- name: limit
in: query
description: Number of results to return per page.
required: false
schema:
type: integer
- name: offset
in: query
description: The initial index from which to return the results.
required: false
schema:
type: integer
responses:
'200':
description: ''
content:
application/json:
schema:
required:
- count
- results
type: object
properties:
count:
type: integer
next:
type:
- string
- 'null'
format: uri
previous:
type:
- string
- 'null'
format: uri
results:
type: array
items:
$ref: '#/components/schemas/QuoteTaskFlexFields'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'500':
description: Internal server error.
tags:
- 'quote (v2): tasks'
x-operation-id-source: normalized
x-operation-id-original: v2_broker_tasks_list
/v2/broker/{business_pk}/tasks/{id}:
parameters:
- name: business_pk
in: path
required: true
schema:
type: string
- name: id
in: path
required: true
schema:
type: string
get:
operationId: getV2BrokerByBusinessPkTasksById
summary: ViewSet for managing quote tasks for a specific business
description: Only returns tasks from the most recently created task group for each quote.
responses:
'200':
description: ''
content:
application/json:
schema:
$ref: '#/components/schemas/QuoteTaskFlexFields'
'403':
description: Authentication credentials were invalid, absent or insufficient.
content:
application/json:
schema:
$ref: '#/components/schemas/GenericError'
'404':
description: Object does not exist or caller has insufficient permissions to access it.
content:
application/json:
schema:
$ref: '#/components/schemas/APIException'
'500':
description: Internal server error.
tags:
- 'quote (v2): tasks'
x-operation-id-source: normalized
x-operation-id-original: v2_broker_tasks_read
components:
schemas:
QuoteTaskFlexFields:
required:
- title
- group
- quote
- business
- broker
type: object
properties:
id:
title: Id
type: string
format: uuid
readOnly: true
documents:
type: array
items:
$ref: '#/components/schemas/QuoteTaskDocument'
readOnly: true
status_display:
title: Status display
type: string
readOnly: true
minLength: 1
type_display:
title: Type display
type: string
readOnly: true
minLength: 1
program_url:
title: Program url
type: string
readOnly: true
invoice_url:
title: Invoice url
type: string
readOnly: true
quote_ids:
type: array
items:
type: string
format: uuid
uniqueItems: true
created_at:
title: Created at
type: string
format: date-time
readOnly: true
title:
title: Title
type: string
minLength: 1
description:
title: Description
type:
- string
- 'null'
status:
title: Status
type: string
enum:
- todo
- done
- dismissed
- n/a
type:
title: Type
type:
- string
- 'null'
enum:
- signature
- subjectivities
- clarifications
- payment
due_date:
title: Due date
type:
- string
- 'null'
format: date
completed_date:
title: Completed date
type:
- string
- 'null'
format: date
resolution_comment:
title: Resolution comment
type:
- string
- 'null'
visible_to_business:
title: Visible to business
description: Flag to indicate if this task is visible to the business
type: boolean
expired:
title: Expired
description: Flag to indicate if this task has expired
type: boolean
group:
title: Group
type: string
format: uuid
quote:
title: Quote
type: string
format: uuid
business:
title: Business
type: integer
broker:
title: Broker
type: integer
completed_by:
title: Completed by
type:
- integer
- 'null'
QuoteTaskBulkResolve:
required:
- tasks
type: object
properties:
tasks:
type: array
items:
$ref: '#/components/schemas/QuoteTaskResolve'
ValidationError:
title: Validation Error
type: object
properties:
non_field_errors:
description: List of validation errors not related to any field
type: array
items:
type: string
additionalProperties:
description: A list of error messages for each field that triggered a validation error
type: array
items:
type: string
QuoteTaskResolve:
required:
- id
type: object
properties:
id:
title: Id
type: string
format: uuid
status:
title: Status
type: string
enum:
- todo
- done
- dismissed
- n/a
resolution_comment:
title: Resolution comment
type: string
quote_ids:
type: array
items:
type: string
format: uuid
uniqueItems: true
document_files:
type: array
items:
type: string
readOnly: true
format: uri
document_names:
type: array
items:
type: string
documents:
type: array
items:
$ref: '#/components/schemas/QuoteTaskDocument'
readOnly: true
APIException:
title: Generic API Error
required:
- detail
type: object
properties:
detail:
description: Error details
type: string
GenericError:
title: Generic API Error
required:
- detail
type: object
properties:
detail:
description: Error details
type: string
QuoteTaskDocument:
type: object
properties:
id:
title: Id
type: string
format: uuid
readOnly: true
name:
title: Name
type:
- string
- 'null'
maxLength: 255
document:
title: Document
type:
- string
- 'null'
readOnly: true
format: uri
securitySchemes:
Bearer:
type: apiKey
name: Authorization
in: header
description: JWT access token. Send as `Bearer <token>` or `JWT <token>`.
ApiKey:
type: apiKey
name: Authorization
in: header
description: API key. Send as `Api-Key <key>`.
x-tagGroups:
- name: Agent runtime (v2)
tags:
- agent_runtime (v2)
- name: Analytics
tags:
- analytics
- name: Application
tags:
- 'application: applications'
- 'application: clients'
- name: Application (v2)
tags:
- 'application (v2): applications'
- 'application (v2): coverages'
- name: Ascend
tags:
- ascend
- name: Ascend (v2)
tags:
- ascend (v2)
- name: Authentication
tags:
- Authentication
- auth
- name: Billing (v2)
tags:
- billing (v2)
- name: Broker
tags:
- broker
- broker-ams-integration
- broker-google
- broker-office365
- broker-office365-individual
- 'broker: ai-customization-types'
- 'broker: ai-customizations'
- 'broker: clients'
- 'broker: email_preferences'
- 'broker: proposal-preferences'
- 'broker: take-rates'
- 'broker: user-ai-customizations'
- 'broker: users'
- broker_groups
- broker_settings
- name: Broker (v2)
tags:
- 'broker (v2): applications'
- 'broker (v2): clients'
- 'broker (v2): coverages'
- 'broker (v2): email-templates'
- 'broker (v2): quote-policies'
- 'broker (v2): quotes'
- 'broker (v2): storefront'
- 'broker (v2): team-users'
- name: Business
tags:
- business
- business-broker-users
- business-user
- business_admin
- name: Carrier
tags:
- carrier
- name: Checkout
tags:
- checkout
- name: Email AI
tags:
- email_ai
- name: Email AI (v2)
tags:
- 'email_ai (v2): attachments'
- 'email_ai (v2): carriers'
- 'email_ai (v2): coverage-types'
- 'email_ai (v2): emails'
- 'email_ai (v2): gmail'
- 'email_ai (v2): office365'
- 'email_ai (v2): profiles'
- 'email_ai (v2): wholesalers'
- name: Email AI Agent
tags:
- Email AI Agent
- Email AI Agent - Attachments
- Email AI Agent - Businesses
- Email AI Agent - Entities
- Email AI Agent - Markets
- Email AI Agent - Profiles
- Email AI Agent - Reference Data
- name: Google workspace (v2)
tags:
- google_workspace (v2)
- name: Herald (v2)
tags:
- herald (v2)
- name: Indications (v2)
tags:
- indications (v2)
- name: Insurance (v2)
tags:
- insurance (v2)
- name: Invite
tags:
- invite
- name: Legal
tags:
- legal
- name: Market
tags:
- Markets
- Markets - Business
- name: Market (v2)
tags:
- market (v2)
- name: Office365 (v2)
tags:
- office365 (v2)
- name: Premium finance (v2)
tags:
- premium_finance (v2)
- name: Quote
tags:
- 'quote: applications'
- 'quote: clients'
- 'quote: quotes'
- name: Quote (v2)
tags:
- 'quote (v2): application'
- 'quote (v2): binders'
- 'quote (v2): checkout'
- 'quote (v2): cios'
- 'quote (v2): coverages'
- 'quote (v2): quote-policies'
- 'quote (v2): quotes'
- 'quote (v2): tasks'
- quote_ai (v2)
- name: Reports
tags:
- reports
- name: Reward
tags:
- reward
- name: Risk manager
tags:
- risk_manager
- name: Sanity check AI
tags:
- sanity_check_ai
- name: Storefront (v2)
tags:
- storefront (v2)
- name: Stripe
tags:
- stripe
- name: Suggestion AI
tags:
- suggestion_ai
- name: Treasury (v2)
tags:
- treasury (v2)
- name: User
tags:
- user
- 'user: default-access-role'