# Orion Advisor Solutions Integrations/Quik API **Canonical:** https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-quik-api/ **Provider:** Orion Advisor Solutions — https://apis.io/providers/orion-advisor-solutions/ **Base URL:** https://api.orionadvisor.com/api/v1 **Documentation:** https://developers.orionadvisor.com/ Orion Advisor Solutions Integrations/Quik API is one of 573 APIs that [Orion Advisor Solutions](https://apis.io/providers/orion-advisor-solutions/) publishes on the [APIs.io](https://apis.io/) network, described by a machine-readable OpenAPI specification. Tagged areas include Integrations/Quik. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and a getting-started guide. The Integrations/Quik API from Orion Advisor Solutions — 29 operation(s) for integrations/quik. ## Operations (38) | Method | Path | Summary | |---|---|---| | 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 | ## Machine-readable artifacts (6) - **OpenAPI** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-quik-api-openapi.yml - **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/ - **Webhooks** — https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml ## Other Orion Advisor Solutions APIs (12) - [Orion Advisor Solutions Advisor Trading/Buy Sell API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-buysell-api/) - [Orion Advisor Solutions Advisor Trading/Core API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-core-api/) - [Orion Advisor Solutions Advisor Trading/Instances API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-instances-api/) - [Orion Advisor Solutions Advisor Trading/Sleeve Assignment API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-advisortrading-sleeveassignment-api/) - [Orion Advisor Solutions Aggregator/Access Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accesstoken-api/) - [Orion Advisor Solutions Aggregator/Accounts API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-accounts-api/) - [Orion Advisor Solutions Aggregator API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-api/) - [Orion Advisor Solutions Aggregator/Holdings API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-holdings-api/) - [Orion Advisor Solutions Aggregator/Token API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-token-api/) - [Orion Advisor Solutions Aggregator/Transactions API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-aggregator-transactions-api/) - [Orion Advisor Solutions Authorization/Databases API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-databases-api/) - [Orion Advisor Solutions Authorization/Profiles API](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-authorization-profiles-api/) ## Tags Integrations/Quik --- Profiled by [API Evangelist](https://apievangelist.com) and published on [APIs.io](https://apis.io/apis/orion-advisor-solutions/orion-advisor-solutions-integrations-quik-api/). The API's provider profile, Kin Score and agent-readiness rating are at https://apis.io/providers/orion-advisor-solutions/.