Prospects
Create a prospect
Creates a new prospect household with head of household information
POST
/
v1
/
prospects
Create a prospect
curl --request POST \
--url https://api.slant.app/v1/prospects \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"book_id": "abc123xyz",
"household_name": "The Smith Family",
"first_name": "John",
"last_name": "Doe",
"preferred_name": "Johnny",
"email": "john.doe@example.com",
"phone_number": "5555551234",
"phone_extension": "1234",
"date_of_birth": "1990-01-15",
"job_title": "Software Engineer",
"head_of_household": {
"first_name": "John",
"last_name": "Doe",
"middle_name": "Robert",
"preferred_name": "Johnny",
"salutation": "Mr.",
"suffix": "Jr.",
"gender": "male",
"designations": "CPA, CFP",
"date_of_birth": "1990-01-15",
"job_title": "Software Engineer",
"email": "john.doe@example.com",
"phone_number": "5555551234",
"phone_extension": "1234",
"email_addresses": [
{
"email": "john@example.com",
"email_type": "personal",
"is_primary": true
}
],
"phone_numbers": [
{
"phone_number": "+15555551234",
"extension": "1234",
"phone_type": "mobile",
"is_primary": true
}
],
"addresses": [
{
"line1": "123 Main St",
"line2": "Apt 4B",
"city": "New York",
"state": "NY",
"zip": "10001",
"country_code": "US",
"address_type": "home",
"is_primary": true
}
],
"employments": [
{
"business_name": "Acme Corp",
"role": "Software Engineer",
"start_date": "2023-01-15",
"end_date": "2024-12-31",
"actively_employed": true
}
],
"custom_fields": {
"risk_tolerance": "Moderate"
}
},
"custom_fields": {
"lead_source": "Referral"
}
}
'import requests
url = "https://api.slant.app/v1/prospects"
payload = {
"book_id": "abc123xyz",
"household_name": "The Smith Family",
"first_name": "John",
"last_name": "Doe",
"preferred_name": "Johnny",
"email": "john.doe@example.com",
"phone_number": "5555551234",
"phone_extension": "1234",
"date_of_birth": "1990-01-15",
"job_title": "Software Engineer",
"head_of_household": {
"first_name": "John",
"last_name": "Doe",
"middle_name": "Robert",
"preferred_name": "Johnny",
"salutation": "Mr.",
"suffix": "Jr.",
"gender": "male",
"designations": "CPA, CFP",
"date_of_birth": "1990-01-15",
"job_title": "Software Engineer",
"email": "john.doe@example.com",
"phone_number": "5555551234",
"phone_extension": "1234",
"email_addresses": [
{
"email": "john@example.com",
"email_type": "personal",
"is_primary": True
}
],
"phone_numbers": [
{
"phone_number": "+15555551234",
"extension": "1234",
"phone_type": "mobile",
"is_primary": True
}
],
"addresses": [
{
"line1": "123 Main St",
"line2": "Apt 4B",
"city": "New York",
"state": "NY",
"zip": "10001",
"country_code": "US",
"address_type": "home",
"is_primary": True
}
],
"employments": [
{
"business_name": "Acme Corp",
"role": "Software Engineer",
"start_date": "2023-01-15",
"end_date": "2024-12-31",
"actively_employed": True
}
],
"custom_fields": { "risk_tolerance": "Moderate" }
},
"custom_fields": { "lead_source": "Referral" }
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
book_id: 'abc123xyz',
household_name: 'The Smith Family',
first_name: 'John',
last_name: 'Doe',
preferred_name: 'Johnny',
email: 'john.doe@example.com',
phone_number: '5555551234',
phone_extension: '1234',
date_of_birth: '1990-01-15',
job_title: 'Software Engineer',
head_of_household: {
first_name: 'John',
last_name: 'Doe',
middle_name: 'Robert',
preferred_name: 'Johnny',
salutation: 'Mr.',
suffix: 'Jr.',
gender: 'male',
designations: 'CPA, CFP',
date_of_birth: '1990-01-15',
job_title: 'Software Engineer',
email: 'john.doe@example.com',
phone_number: '5555551234',
phone_extension: '1234',
email_addresses: [{email: 'john@example.com', email_type: 'personal', is_primary: true}],
phone_numbers: [
{
phone_number: '+15555551234',
extension: '1234',
phone_type: 'mobile',
is_primary: true
}
],
addresses: [
{
line1: '123 Main St',
line2: 'Apt 4B',
city: 'New York',
state: 'NY',
zip: '10001',
country_code: 'US',
address_type: 'home',
is_primary: true
}
],
employments: [
{
business_name: 'Acme Corp',
role: 'Software Engineer',
start_date: '2023-01-15',
end_date: '2024-12-31',
actively_employed: true
}
],
custom_fields: {risk_tolerance: 'Moderate'}
},
custom_fields: {lead_source: 'Referral'}
})
};
fetch('https://api.slant.app/v1/prospects', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.slant.app/v1/prospects",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'book_id' => 'abc123xyz',
'household_name' => 'The Smith Family',
'first_name' => 'John',
'last_name' => 'Doe',
'preferred_name' => 'Johnny',
'email' => 'john.doe@example.com',
'phone_number' => '5555551234',
'phone_extension' => '1234',
'date_of_birth' => '1990-01-15',
'job_title' => 'Software Engineer',
'head_of_household' => [
'first_name' => 'John',
'last_name' => 'Doe',
'middle_name' => 'Robert',
'preferred_name' => 'Johnny',
'salutation' => 'Mr.',
'suffix' => 'Jr.',
'gender' => 'male',
'designations' => 'CPA, CFP',
'date_of_birth' => '1990-01-15',
'job_title' => 'Software Engineer',
'email' => 'john.doe@example.com',
'phone_number' => '5555551234',
'phone_extension' => '1234',
'email_addresses' => [
[
'email' => 'john@example.com',
'email_type' => 'personal',
'is_primary' => true
]
],
'phone_numbers' => [
[
'phone_number' => '+15555551234',
'extension' => '1234',
'phone_type' => 'mobile',
'is_primary' => true
]
],
'addresses' => [
[
'line1' => '123 Main St',
'line2' => 'Apt 4B',
'city' => 'New York',
'state' => 'NY',
'zip' => '10001',
'country_code' => 'US',
'address_type' => 'home',
'is_primary' => true
]
],
'employments' => [
[
'business_name' => 'Acme Corp',
'role' => 'Software Engineer',
'start_date' => '2023-01-15',
'end_date' => '2024-12-31',
'actively_employed' => true
]
],
'custom_fields' => [
'risk_tolerance' => 'Moderate'
]
],
'custom_fields' => [
'lead_source' => 'Referral'
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.slant.app/v1/prospects"
payload := strings.NewReader("{\n \"book_id\": \"abc123xyz\",\n \"household_name\": \"The Smith Family\",\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"preferred_name\": \"Johnny\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"head_of_household\": {\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"middle_name\": \"Robert\",\n \"preferred_name\": \"Johnny\",\n \"salutation\": \"Mr.\",\n \"suffix\": \"Jr.\",\n \"gender\": \"male\",\n \"designations\": \"CPA, CFP\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"email_addresses\": [\n {\n \"email\": \"john@example.com\",\n \"email_type\": \"personal\",\n \"is_primary\": true\n }\n ],\n \"phone_numbers\": [\n {\n \"phone_number\": \"+15555551234\",\n \"extension\": \"1234\",\n \"phone_type\": \"mobile\",\n \"is_primary\": true\n }\n ],\n \"addresses\": [\n {\n \"line1\": \"123 Main St\",\n \"line2\": \"Apt 4B\",\n \"city\": \"New York\",\n \"state\": \"NY\",\n \"zip\": \"10001\",\n \"country_code\": \"US\",\n \"address_type\": \"home\",\n \"is_primary\": true\n }\n ],\n \"employments\": [\n {\n \"business_name\": \"Acme Corp\",\n \"role\": \"Software Engineer\",\n \"start_date\": \"2023-01-15\",\n \"end_date\": \"2024-12-31\",\n \"actively_employed\": true\n }\n ],\n \"custom_fields\": {\n \"risk_tolerance\": \"Moderate\"\n }\n },\n \"custom_fields\": {\n \"lead_source\": \"Referral\"\n }\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.slant.app/v1/prospects")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"book_id\": \"abc123xyz\",\n \"household_name\": \"The Smith Family\",\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"preferred_name\": \"Johnny\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"head_of_household\": {\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"middle_name\": \"Robert\",\n \"preferred_name\": \"Johnny\",\n \"salutation\": \"Mr.\",\n \"suffix\": \"Jr.\",\n \"gender\": \"male\",\n \"designations\": \"CPA, CFP\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"email_addresses\": [\n {\n \"email\": \"john@example.com\",\n \"email_type\": \"personal\",\n \"is_primary\": true\n }\n ],\n \"phone_numbers\": [\n {\n \"phone_number\": \"+15555551234\",\n \"extension\": \"1234\",\n \"phone_type\": \"mobile\",\n \"is_primary\": true\n }\n ],\n \"addresses\": [\n {\n \"line1\": \"123 Main St\",\n \"line2\": \"Apt 4B\",\n \"city\": \"New York\",\n \"state\": \"NY\",\n \"zip\": \"10001\",\n \"country_code\": \"US\",\n \"address_type\": \"home\",\n \"is_primary\": true\n }\n ],\n \"employments\": [\n {\n \"business_name\": \"Acme Corp\",\n \"role\": \"Software Engineer\",\n \"start_date\": \"2023-01-15\",\n \"end_date\": \"2024-12-31\",\n \"actively_employed\": true\n }\n ],\n \"custom_fields\": {\n \"risk_tolerance\": \"Moderate\"\n }\n },\n \"custom_fields\": {\n \"lead_source\": \"Referral\"\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.slant.app/v1/prospects")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"book_id\": \"abc123xyz\",\n \"household_name\": \"The Smith Family\",\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"preferred_name\": \"Johnny\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"head_of_household\": {\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"middle_name\": \"Robert\",\n \"preferred_name\": \"Johnny\",\n \"salutation\": \"Mr.\",\n \"suffix\": \"Jr.\",\n \"gender\": \"male\",\n \"designations\": \"CPA, CFP\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"email_addresses\": [\n {\n \"email\": \"john@example.com\",\n \"email_type\": \"personal\",\n \"is_primary\": true\n }\n ],\n \"phone_numbers\": [\n {\n \"phone_number\": \"+15555551234\",\n \"extension\": \"1234\",\n \"phone_type\": \"mobile\",\n \"is_primary\": true\n }\n ],\n \"addresses\": [\n {\n \"line1\": \"123 Main St\",\n \"line2\": \"Apt 4B\",\n \"city\": \"New York\",\n \"state\": \"NY\",\n \"zip\": \"10001\",\n \"country_code\": \"US\",\n \"address_type\": \"home\",\n \"is_primary\": true\n }\n ],\n \"employments\": [\n {\n \"business_name\": \"Acme Corp\",\n \"role\": \"Software Engineer\",\n \"start_date\": \"2023-01-15\",\n \"end_date\": \"2024-12-31\",\n \"actively_employed\": true\n }\n ],\n \"custom_fields\": {\n \"risk_tolerance\": \"Moderate\"\n }\n },\n \"custom_fields\": {\n \"lead_source\": \"Referral\"\n }\n}"
response = http.request(request)
puts response.read_body{
"id": "abc123xyz",
"type": "Client",
"name": "The Smith Family",
"book_id": "book123xyz",
"people": [
{
"id": "abc123xyz",
"book_id": "book123xyz",
"first_name": "John",
"last_name": "Doe",
"household_id": "xyz789abc",
"contact_id": "cnt456def",
"role_type": "client",
"middle_name": "Robert",
"salutation": "Mr.",
"suffix": "Jr.",
"maiden_name": "Smith",
"gender": "male",
"designations": "CPA, CFP",
"household_role": "head_of_household",
"preferred_name": "Johnny",
"date_of_birth": "1985-06-15",
"job_title": "Software Engineer",
"ssn": "***-**-6789",
"drivers_license_number": "******7890",
"email_addresses": [
{
"email": "john.doe@example.com",
"email_type": "personal",
"is_primary": true
}
],
"phone_numbers": [
{
"phone_number": "+15555551234",
"phone_type": "mobile",
"is_primary": true,
"extension": "1234"
}
],
"addresses": [
{
"address_type": "home",
"is_primary": true,
"line1": "123 Main St",
"line2": "Apt 4B",
"city": "New York",
"state": "NY",
"zip": "10001",
"country_code": "US"
}
],
"employments": [
{
"business_name": "Acme Corp",
"id": "emp123xyz",
"person_id": "abc123xyz",
"role": "Software Engineer",
"start_date": "2023-01-15",
"end_date": "2024-12-31",
"actively_employed": true
}
],
"custom_fields": {
"preferred_contact_method": "Email",
"risk_tolerance": "Moderate"
}
}
],
"tier": "Platinum",
"became_client_at": "2024-01-01T00:00:00Z",
"profile_picture_url": "https://api.example.com/v1/households/abc123xyz/avatar",
"custom_fields": {
"pageport_lead_source": "Landing Page",
"industry": "Technology"
}
}{
"error": "invalid_json",
"detail": "<string>"
}{
"detail": "<string>"
}{
"detail": "<string>"
}Authorizations
OAuth 2.0 Bearer Token from Clerk authentication
Headers
Unique key to ensure idempotent request handling. If a request with the same key was already processed, the original response will be returned.
Body
application/json
Prospect data. At least one person name field (first_name, last_name, or preferred_name) is required. Contact methods (email, phone) are optional. Provide either head_of_household (advanced) or flat person fields (simple).
The book ID
Example:
"abc123xyz"
Name of the household
Example:
"The Smith Family"
Simple format: Head of household first name
Example:
"John"
Simple format: Head of household last name
Example:
"Doe"
Simple format: Preferred name
Example:
"Johnny"
Simple format: Primary email address
Example:
"john.doe@example.com"
Simple format: Primary phone number
Example:
"5555551234"
Simple format: Optional phone extension for the primary phone number
Example:
"1234"
Simple format: Date of birth (YYYY-MM-DD)
Example:
"1990-01-15"
Simple format: Job title
Example:
"Software Engineer"
Advanced format: Full person schema with nested contacts. Takes priority over flat fields if provided.
Show child attributes
Show child attributes
Household custom field values as key-value pairs
Example:
{ "lead_source": "Referral" }
Response
prospect created
The ID of the household
Example:
"abc123xyz"
The type of household
Available options:
Client, Prospect Example:
"Client"
The name of the household
Example:
"The Smith Family"
The ID of the book this household belongs to
Example:
"book123xyz"
The people in this household
Show child attributes
Show child attributes
The tier label for this household (null for Prospects)
Example:
"Platinum"
When this household became a client (null for Prospects)
Example:
"2024-01-01T00:00:00Z"
URL to the household profile picture
Example:
"https://api.example.com/v1/households/abc123xyz/avatar"
Custom field values as key-value pairs
Example:
{
"pageport_lead_source": "Landing Page",
"industry": "Technology"
}
Previous
List tagsList all tags available to the authenticated user. Optionally filter by record type. Contacts use household tags, so record_type=household returns tags usable for both households and contacts.
Next
⌘I
Create a prospect
curl --request POST \
--url https://api.slant.app/v1/prospects \
--header 'Authorization: Bearer <token>' \
--header 'Content-Type: application/json' \
--data '
{
"book_id": "abc123xyz",
"household_name": "The Smith Family",
"first_name": "John",
"last_name": "Doe",
"preferred_name": "Johnny",
"email": "john.doe@example.com",
"phone_number": "5555551234",
"phone_extension": "1234",
"date_of_birth": "1990-01-15",
"job_title": "Software Engineer",
"head_of_household": {
"first_name": "John",
"last_name": "Doe",
"middle_name": "Robert",
"preferred_name": "Johnny",
"salutation": "Mr.",
"suffix": "Jr.",
"gender": "male",
"designations": "CPA, CFP",
"date_of_birth": "1990-01-15",
"job_title": "Software Engineer",
"email": "john.doe@example.com",
"phone_number": "5555551234",
"phone_extension": "1234",
"email_addresses": [
{
"email": "john@example.com",
"email_type": "personal",
"is_primary": true
}
],
"phone_numbers": [
{
"phone_number": "+15555551234",
"extension": "1234",
"phone_type": "mobile",
"is_primary": true
}
],
"addresses": [
{
"line1": "123 Main St",
"line2": "Apt 4B",
"city": "New York",
"state": "NY",
"zip": "10001",
"country_code": "US",
"address_type": "home",
"is_primary": true
}
],
"employments": [
{
"business_name": "Acme Corp",
"role": "Software Engineer",
"start_date": "2023-01-15",
"end_date": "2024-12-31",
"actively_employed": true
}
],
"custom_fields": {
"risk_tolerance": "Moderate"
}
},
"custom_fields": {
"lead_source": "Referral"
}
}
'import requests
url = "https://api.slant.app/v1/prospects"
payload = {
"book_id": "abc123xyz",
"household_name": "The Smith Family",
"first_name": "John",
"last_name": "Doe",
"preferred_name": "Johnny",
"email": "john.doe@example.com",
"phone_number": "5555551234",
"phone_extension": "1234",
"date_of_birth": "1990-01-15",
"job_title": "Software Engineer",
"head_of_household": {
"first_name": "John",
"last_name": "Doe",
"middle_name": "Robert",
"preferred_name": "Johnny",
"salutation": "Mr.",
"suffix": "Jr.",
"gender": "male",
"designations": "CPA, CFP",
"date_of_birth": "1990-01-15",
"job_title": "Software Engineer",
"email": "john.doe@example.com",
"phone_number": "5555551234",
"phone_extension": "1234",
"email_addresses": [
{
"email": "john@example.com",
"email_type": "personal",
"is_primary": True
}
],
"phone_numbers": [
{
"phone_number": "+15555551234",
"extension": "1234",
"phone_type": "mobile",
"is_primary": True
}
],
"addresses": [
{
"line1": "123 Main St",
"line2": "Apt 4B",
"city": "New York",
"state": "NY",
"zip": "10001",
"country_code": "US",
"address_type": "home",
"is_primary": True
}
],
"employments": [
{
"business_name": "Acme Corp",
"role": "Software Engineer",
"start_date": "2023-01-15",
"end_date": "2024-12-31",
"actively_employed": True
}
],
"custom_fields": { "risk_tolerance": "Moderate" }
},
"custom_fields": { "lead_source": "Referral" }
}
headers = {
"Authorization": "Bearer <token>",
"Content-Type": "application/json"
}
response = requests.post(url, json=payload, headers=headers)
print(response.text)const options = {
method: 'POST',
headers: {Authorization: 'Bearer <token>', 'Content-Type': 'application/json'},
body: JSON.stringify({
book_id: 'abc123xyz',
household_name: 'The Smith Family',
first_name: 'John',
last_name: 'Doe',
preferred_name: 'Johnny',
email: 'john.doe@example.com',
phone_number: '5555551234',
phone_extension: '1234',
date_of_birth: '1990-01-15',
job_title: 'Software Engineer',
head_of_household: {
first_name: 'John',
last_name: 'Doe',
middle_name: 'Robert',
preferred_name: 'Johnny',
salutation: 'Mr.',
suffix: 'Jr.',
gender: 'male',
designations: 'CPA, CFP',
date_of_birth: '1990-01-15',
job_title: 'Software Engineer',
email: 'john.doe@example.com',
phone_number: '5555551234',
phone_extension: '1234',
email_addresses: [{email: 'john@example.com', email_type: 'personal', is_primary: true}],
phone_numbers: [
{
phone_number: '+15555551234',
extension: '1234',
phone_type: 'mobile',
is_primary: true
}
],
addresses: [
{
line1: '123 Main St',
line2: 'Apt 4B',
city: 'New York',
state: 'NY',
zip: '10001',
country_code: 'US',
address_type: 'home',
is_primary: true
}
],
employments: [
{
business_name: 'Acme Corp',
role: 'Software Engineer',
start_date: '2023-01-15',
end_date: '2024-12-31',
actively_employed: true
}
],
custom_fields: {risk_tolerance: 'Moderate'}
},
custom_fields: {lead_source: 'Referral'}
})
};
fetch('https://api.slant.app/v1/prospects', options)
.then(res => res.json())
.then(res => console.log(res))
.catch(err => console.error(err));<?php
$curl = curl_init();
curl_setopt_array($curl, [
CURLOPT_URL => "https://api.slant.app/v1/prospects",
CURLOPT_RETURNTRANSFER => true,
CURLOPT_ENCODING => "",
CURLOPT_MAXREDIRS => 10,
CURLOPT_TIMEOUT => 30,
CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
CURLOPT_CUSTOMREQUEST => "POST",
CURLOPT_POSTFIELDS => json_encode([
'book_id' => 'abc123xyz',
'household_name' => 'The Smith Family',
'first_name' => 'John',
'last_name' => 'Doe',
'preferred_name' => 'Johnny',
'email' => 'john.doe@example.com',
'phone_number' => '5555551234',
'phone_extension' => '1234',
'date_of_birth' => '1990-01-15',
'job_title' => 'Software Engineer',
'head_of_household' => [
'first_name' => 'John',
'last_name' => 'Doe',
'middle_name' => 'Robert',
'preferred_name' => 'Johnny',
'salutation' => 'Mr.',
'suffix' => 'Jr.',
'gender' => 'male',
'designations' => 'CPA, CFP',
'date_of_birth' => '1990-01-15',
'job_title' => 'Software Engineer',
'email' => 'john.doe@example.com',
'phone_number' => '5555551234',
'phone_extension' => '1234',
'email_addresses' => [
[
'email' => 'john@example.com',
'email_type' => 'personal',
'is_primary' => true
]
],
'phone_numbers' => [
[
'phone_number' => '+15555551234',
'extension' => '1234',
'phone_type' => 'mobile',
'is_primary' => true
]
],
'addresses' => [
[
'line1' => '123 Main St',
'line2' => 'Apt 4B',
'city' => 'New York',
'state' => 'NY',
'zip' => '10001',
'country_code' => 'US',
'address_type' => 'home',
'is_primary' => true
]
],
'employments' => [
[
'business_name' => 'Acme Corp',
'role' => 'Software Engineer',
'start_date' => '2023-01-15',
'end_date' => '2024-12-31',
'actively_employed' => true
]
],
'custom_fields' => [
'risk_tolerance' => 'Moderate'
]
],
'custom_fields' => [
'lead_source' => 'Referral'
]
]),
CURLOPT_HTTPHEADER => [
"Authorization: Bearer <token>",
"Content-Type: application/json"
],
]);
$response = curl_exec($curl);
$err = curl_error($curl);
curl_close($curl);
if ($err) {
echo "cURL Error #:" . $err;
} else {
echo $response;
}package main
import (
"fmt"
"strings"
"net/http"
"io"
)
func main() {
url := "https://api.slant.app/v1/prospects"
payload := strings.NewReader("{\n \"book_id\": \"abc123xyz\",\n \"household_name\": \"The Smith Family\",\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"preferred_name\": \"Johnny\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"head_of_household\": {\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"middle_name\": \"Robert\",\n \"preferred_name\": \"Johnny\",\n \"salutation\": \"Mr.\",\n \"suffix\": \"Jr.\",\n \"gender\": \"male\",\n \"designations\": \"CPA, CFP\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"email_addresses\": [\n {\n \"email\": \"john@example.com\",\n \"email_type\": \"personal\",\n \"is_primary\": true\n }\n ],\n \"phone_numbers\": [\n {\n \"phone_number\": \"+15555551234\",\n \"extension\": \"1234\",\n \"phone_type\": \"mobile\",\n \"is_primary\": true\n }\n ],\n \"addresses\": [\n {\n \"line1\": \"123 Main St\",\n \"line2\": \"Apt 4B\",\n \"city\": \"New York\",\n \"state\": \"NY\",\n \"zip\": \"10001\",\n \"country_code\": \"US\",\n \"address_type\": \"home\",\n \"is_primary\": true\n }\n ],\n \"employments\": [\n {\n \"business_name\": \"Acme Corp\",\n \"role\": \"Software Engineer\",\n \"start_date\": \"2023-01-15\",\n \"end_date\": \"2024-12-31\",\n \"actively_employed\": true\n }\n ],\n \"custom_fields\": {\n \"risk_tolerance\": \"Moderate\"\n }\n },\n \"custom_fields\": {\n \"lead_source\": \"Referral\"\n }\n}")
req, _ := http.NewRequest("POST", url, payload)
req.Header.Add("Authorization", "Bearer <token>")
req.Header.Add("Content-Type", "application/json")
res, _ := http.DefaultClient.Do(req)
defer res.Body.Close()
body, _ := io.ReadAll(res.Body)
fmt.Println(string(body))
}HttpResponse<String> response = Unirest.post("https://api.slant.app/v1/prospects")
.header("Authorization", "Bearer <token>")
.header("Content-Type", "application/json")
.body("{\n \"book_id\": \"abc123xyz\",\n \"household_name\": \"The Smith Family\",\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"preferred_name\": \"Johnny\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"head_of_household\": {\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"middle_name\": \"Robert\",\n \"preferred_name\": \"Johnny\",\n \"salutation\": \"Mr.\",\n \"suffix\": \"Jr.\",\n \"gender\": \"male\",\n \"designations\": \"CPA, CFP\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"email_addresses\": [\n {\n \"email\": \"john@example.com\",\n \"email_type\": \"personal\",\n \"is_primary\": true\n }\n ],\n \"phone_numbers\": [\n {\n \"phone_number\": \"+15555551234\",\n \"extension\": \"1234\",\n \"phone_type\": \"mobile\",\n \"is_primary\": true\n }\n ],\n \"addresses\": [\n {\n \"line1\": \"123 Main St\",\n \"line2\": \"Apt 4B\",\n \"city\": \"New York\",\n \"state\": \"NY\",\n \"zip\": \"10001\",\n \"country_code\": \"US\",\n \"address_type\": \"home\",\n \"is_primary\": true\n }\n ],\n \"employments\": [\n {\n \"business_name\": \"Acme Corp\",\n \"role\": \"Software Engineer\",\n \"start_date\": \"2023-01-15\",\n \"end_date\": \"2024-12-31\",\n \"actively_employed\": true\n }\n ],\n \"custom_fields\": {\n \"risk_tolerance\": \"Moderate\"\n }\n },\n \"custom_fields\": {\n \"lead_source\": \"Referral\"\n }\n}")
.asString();require 'uri'
require 'net/http'
url = URI("https://api.slant.app/v1/prospects")
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
request = Net::HTTP::Post.new(url)
request["Authorization"] = 'Bearer <token>'
request["Content-Type"] = 'application/json'
request.body = "{\n \"book_id\": \"abc123xyz\",\n \"household_name\": \"The Smith Family\",\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"preferred_name\": \"Johnny\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"head_of_household\": {\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"middle_name\": \"Robert\",\n \"preferred_name\": \"Johnny\",\n \"salutation\": \"Mr.\",\n \"suffix\": \"Jr.\",\n \"gender\": \"male\",\n \"designations\": \"CPA, CFP\",\n \"date_of_birth\": \"1990-01-15\",\n \"job_title\": \"Software Engineer\",\n \"email\": \"john.doe@example.com\",\n \"phone_number\": \"5555551234\",\n \"phone_extension\": \"1234\",\n \"email_addresses\": [\n {\n \"email\": \"john@example.com\",\n \"email_type\": \"personal\",\n \"is_primary\": true\n }\n ],\n \"phone_numbers\": [\n {\n \"phone_number\": \"+15555551234\",\n \"extension\": \"1234\",\n \"phone_type\": \"mobile\",\n \"is_primary\": true\n }\n ],\n \"addresses\": [\n {\n \"line1\": \"123 Main St\",\n \"line2\": \"Apt 4B\",\n \"city\": \"New York\",\n \"state\": \"NY\",\n \"zip\": \"10001\",\n \"country_code\": \"US\",\n \"address_type\": \"home\",\n \"is_primary\": true\n }\n ],\n \"employments\": [\n {\n \"business_name\": \"Acme Corp\",\n \"role\": \"Software Engineer\",\n \"start_date\": \"2023-01-15\",\n \"end_date\": \"2024-12-31\",\n \"actively_employed\": true\n }\n ],\n \"custom_fields\": {\n \"risk_tolerance\": \"Moderate\"\n }\n },\n \"custom_fields\": {\n \"lead_source\": \"Referral\"\n }\n}"
response = http.request(request)
puts response.read_body{
"id": "abc123xyz",
"type": "Client",
"name": "The Smith Family",
"book_id": "book123xyz",
"people": [
{
"id": "abc123xyz",
"book_id": "book123xyz",
"first_name": "John",
"last_name": "Doe",
"household_id": "xyz789abc",
"contact_id": "cnt456def",
"role_type": "client",
"middle_name": "Robert",
"salutation": "Mr.",
"suffix": "Jr.",
"maiden_name": "Smith",
"gender": "male",
"designations": "CPA, CFP",
"household_role": "head_of_household",
"preferred_name": "Johnny",
"date_of_birth": "1985-06-15",
"job_title": "Software Engineer",
"ssn": "***-**-6789",
"drivers_license_number": "******7890",
"email_addresses": [
{
"email": "john.doe@example.com",
"email_type": "personal",
"is_primary": true
}
],
"phone_numbers": [
{
"phone_number": "+15555551234",
"phone_type": "mobile",
"is_primary": true,
"extension": "1234"
}
],
"addresses": [
{
"address_type": "home",
"is_primary": true,
"line1": "123 Main St",
"line2": "Apt 4B",
"city": "New York",
"state": "NY",
"zip": "10001",
"country_code": "US"
}
],
"employments": [
{
"business_name": "Acme Corp",
"id": "emp123xyz",
"person_id": "abc123xyz",
"role": "Software Engineer",
"start_date": "2023-01-15",
"end_date": "2024-12-31",
"actively_employed": true
}
],
"custom_fields": {
"preferred_contact_method": "Email",
"risk_tolerance": "Moderate"
}
}
],
"tier": "Platinum",
"became_client_at": "2024-01-01T00:00:00Z",
"profile_picture_url": "https://api.example.com/v1/households/abc123xyz/avatar",
"custom_fields": {
"pageport_lead_source": "Landing Page",
"industry": "Technology"
}
}{
"error": "invalid_json",
"detail": "<string>"
}{
"detail": "<string>"
}{
"detail": "<string>"
}