Orion Advisor Solutions

Orion Advisor Solutions Integrations/Quik API

The Integrations/Quik API from Orion Advisor Solutions — 29 operation(s) for integrations/quik.

GitHub OpenAPI

Operations 38

POST /v1/Integrations/Quik/Accounts/{accountId}/Forms/Viewer Returns the HTML Forms Viewer Page #
POST /v1/Integrations/Quik/Advisors/{alClientId}/Accounts/{accountId}/Forms/Viewer/Submit Accepts the Form Post from the Quik Viewer #
POST /v1/Integrations/Quik/Advisors/{alClientId}/Entity/{entityId}/EntityEnum/{entityEnum}/Forms/Viewer/DocuSign Accepts the Form Post from the Quik Viewer providing the DocuSign Envelope Id #
POST /v1/Integrations/Quik/Advisors/{alClientId}/Entity/{entityId}/EntityEnum/{entityEnum}/Forms/Viewer/Save Accepts the Form Post from the Quik Viewer and saves the POST for later… #
GET /v1/Integrations/Quik/Configuration Retrieves Quik Integration details #
PUT /v1/Integrations/Quik/Configuration Saves Quik integration settings #
POST /v1/Integrations/Quik/Configuration Saves Quik integration settings #
DELETE /v1/Integrations/Quik/Configuration Deletes Quik integration settings #
GET /v1/Integrations/Quik/Configuration/Default Retrieves Quik Integration details #
GET /v1/Integrations/Quik/Configuration/Test Checks to see if Quik integration has been setup for this database #
GET /v1/Integrations/Quik/Dealers Returns a list of all dealers #
POST /v1/Integrations/Quik/Dealers Saves a list of available form owners ( dealers ) for a customer #
GET /v1/Integrations/Quik/Dealers/Accounts/{accountId} Returns a comma seperated list of dealers ( form owners ) for an account #
GET /v1/Integrations/Quik/DocuSign/Envelopes/Accounts/{accountId} Returns a DocuSign envelopes for an acccount #
GET /v1/Integrations/Quik/DocuSign/Envelopes/Entity/{entityId}/EntityEnum/{entityEnum} Returns a DocuSign envelope with status for an entityId and EntityEnum #
POST /v1/Integrations/Quik/DocuSign/Token Returns a DocuSign OAuth Token #
POST /v1/Integrations/Quik/FormData/{quikIntegrationId}/Accounts/{accountId}/Forms/Viewer Returns the HTML Forms Viewer Page #
GET /v1/Integrations/Quik/FormData/Accounts/{accountId} Returns a FormData for an acccount #
GET /v1/Integrations/Quik/FormGroups Quik get form groups #
PUT /v1/Integrations/Quik/FormGroups Quik post form group #
POST /v1/Integrations/Quik/FormGroups Quik post V1 integrations quik form groups #
GET /v1/Integrations/Quik/FormGroups/{formGroupId} Quik get form group #
DELETE /v1/Integrations/Quik/FormGroups/{formGroupId} Quik post forms to form group #
POST /v1/Integrations/Quik/FormGroups/{formGroupId}/Entity/{entityId}/EntityEnum/{entityEnum}/Forms/Viewer Returns the Url of the Viewer Page #
POST /v1/Integrations/Quik/FormGroups/{formGroupId}/Forms Quik post V1 integrations quik form groups by form group id forms #
GET /v1/Integrations/Quik/FormGroups/Accounts/{accountId} Quik get form groups by acccount #
GET /v1/Integrations/Quik/FormGroups/Name/{name} Quik get form group by name #
GET /v1/Integrations/Quik/FormGroups/Search Quik get form groups search #
GET /v1/Integrations/Quik/Forms/Custodians/{custodianCode} Returns a list of forms available from Quik for the passed in custodian #
GET /v1/Integrations/Quik/Forms/Dealers Returns a list of forms available from Quik for the passed in custodian #
GET /v1/Integrations/Quik/Forms/FormData/{quikIntegrationId} Returns a list of forms available from Quik for the passed in custodian #
DELETE /v1/Integrations/Quik/Forms/FormData/{quikIntegrationId} Quik delete saved form #
POST /v1/Integrations/Quik/Forms/PreviewUrl Sets the preview link on the Form object #
GET /v1/Integrations/Quik/Forms/Search Returns a list of forms available from Quik for the passed in search criterial… #
GET /v1/Integrations/Quik/Reps/{repId}/NewAccounts Quik get new accounts with status by rep #
GET /v1/Integrations/Quik/User Returns the user for the logged in entity #
GET /v1/Integrations/Quik/Users Returns a list of users for the customer #
POST /v1/Integrations/Quik/Users Adds or Updates a list of users for the customer #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-quik-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

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OpenAPI Specification

orion-advisor-solutions-integrations-quik-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Quik API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-quik-api-openapi.yml