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Developer API

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Portal Searchable ACH Reference IDs
Please implement/index searchable ACH/payments reference ids to all transactions that transfer to QB or any other accounting software integration.
0
Create Contact Gets HTTP 200 But no Body returned or record created
Using sandbox against POST https://sandbox.api.portal.io/public/people --data-urlencode 'ContactType=Customer' \ --data-urlencode 'ContactCategory=Residential' \ --data-urlencode 'FirstName=Test' \ --data-urlencode 'LastName=Contact' \ --data-urlencode 'CompanyName=Test Company' \ --data-urlencode ' ContactEmail=test@example.com ' \ --data-urlencode 'ContactPhone=123-555-1234' I receive HTTP 200 Body of response is empty Using both the Application UI and GET / public/people?SearchText=test@example.com &PageSize=10&PageNumber= I can't find the person. From GET call above I receive { "people": [], "peopleCount": 0 } Any suggestions on what I might be doing wrong?
1
Can I Insert a fillable PDF
If you aren't providing signatures and Initials, can we insert fill pdfs?
0
Created By and Salesperson in Proposal List Endpoint
The proposal list has all the data we need for our reports except for 'created by' and 'salesperson'.
1
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