Quote forms

GET /api/forms/team-submissions returns quote form submissions that have been submitted for the authenticated user's current team. Drafts are excluded. The list is capped at 20, newest first.

For the newer custom quote forms, use Custom quote forms.

The submission model

Properties

Name
id
Type
integer
Description
Unique identifier for the submission.
Name
client_id
Type
integer
Description
Author client id.
Name
co_client_id
Type
integer
Description
Co-author client id.
Name
submission_type
Type
string
Description
Have Us Call You or With Line of Business.
Name
lines_of_business
Type
array
Description
Line of business names on the submission.
Name
form
Type
object
Description
The quote form, including id, name, description, team_id, and lead-source fields.
Name
client
Type
object
Description
Author client. See Clients.
Name
co_client
Type
object
Description
Co-author client, when present.
Name
assigned_user_id
Type
integer
Description
User assigned to the form.
Name
assigned_user_name
Type
string
Description
Name of the assigned user.
Name
assigned_user_email
Type
string
Description
Email of the assigned user.
Name
data
Type
object
Description
Answers nested as page label, then step label, then field label. Checkbox answers are Yes or No.
Name
created_at
Type
timestamp
Description
When the submission was created.
Name
updated_at
Type
timestamp
Description
When the submission was last updated.

GET/api/forms/team-submissions

List quote form submissions

Returns up to 20 submitted forms for the current team.

Optional attributes

Name
submission_type
Type
string
Description
have_us_call_you or with_line_of_business. The response submission_type is the label, not this filter value.

Request

GET

/api/forms/team-submissions

curl -G https://app.riskadvisor.insure/api/forms/team-submissions \
  -H "Authorization: Bearer {token}" \
  -H "Accept: application/json" \
  -d submission_type=with_line_of_business

Response

{
  "data": [
    {
      "id": 30,
      "client_id": 42,
      "co_client_id": null,
      "submission_type": "With Line of Business",
      "lines_of_business": ["Home"],
      "form": {
        "id": 2,
        "name": "Website quote form",
        "team_id": 3
      },
      "assigned_user_id": 7,
      "assigned_user_name": "Kate McCallister",
      "assigned_user_email": "[email protected]",
      "data": {
        "Applicant": {
          "Contact": {
            "Email": "[email protected]"
          }
        }
      }
    }
  ]
}