Trendsic Platform Service

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SmartsheetsRequest

Requires Authentication
Requires any of the roles:Worker, Agent, Administrator
The following routes are available for this service:
GET/v1/Smartsheets/{AgentID}
GET/v1/Smartsheets
GET/v1/Smartsheets/{AgentID}/{SheetType}
using System;
using System.IO;
using System.Collections;
using System.Collections.Generic;
using System.Runtime.Serialization;
using ServiceStack;
using ServiceStack.DataAnnotations;
using CRM.AgencyPlatform.API.Internal;

namespace CRM.AgencyPlatform.API.Internal
{
    public partial class Attachment
    {
        public virtual Guid AttachmentId { get; set; }
        public virtual string TableName { get; set; }
        public virtual string FieldName { get; set; }
        public virtual int RecordId { get; set; }
        public virtual string AttachmentName { get; set; }
        public virtual string MimeType { get; set; }
        public virtual byte[] AttachmentData { get; set; } = [];
        public virtual double FileSizeInKB { get; set; }
        public virtual DateTime CreatedDate { get; set; }
        public virtual string CreatedBy { get; set; }
        public virtual bool NeedsOCR { get; set; }
        public virtual DateTime OCRDate { get; set; }
        public virtual bool IsSecurities { get; set; }
        public virtual string AWSKey { get; set; }
        public virtual string PresignedUrl { get; set; }
    }

    public partial class Reminder
    {
        public virtual Guid ReminderId { get; set; }
        public virtual string TableName { get; set; }
        public virtual string FieldName { get; set; }
        public virtual int RecordId { get; set; }
        public virtual DateTime ReminderDate { get; set; }
        public virtual string ReminderNote { get; set; }
        public virtual DateTime CreatedDate { get; set; }
        public virtual string CreatedBy { get; set; }
        public virtual DateTime CompletedDate { get; set; }
    }

    public partial class SmartsheetsFlow
    {
        public virtual int ID { get; set; }
        public virtual string FirstName { get; set; }
        public virtual string LastName { get; set; }
        public virtual string PolicyNumber { get; set; }
        public virtual string PolicyType { get; set; }
        public virtual string AppDate { get; set; }
        public virtual string AgentName { get; set; }
        public virtual int? AgentID { get; set; }
        public virtual string SRAStartDate { get; set; }
        public virtual string Phase { get; set; }
        public virtual string ModalPremium { get; set; }
        public virtual string Frequency { get; set; }
        public virtual string AnnualPremium { get; set; }
        public virtual string District { get; set; }
        public virtual string SS { get; set; }
        public virtual string Carrier { get; set; }
        public virtual string Notes { get; set; }
        public virtual string TPA { get; set; }
        public virtual bool Flagged { get; set; }
        public virtual bool Deleted { get; set; }
        public virtual string ModifiedBy { get; set; }
        public virtual string TransactionId { get; set; }
        public virtual bool HasChange { get; set; }
        public virtual bool HasConversation { get; set; }
        public virtual bool HasAgentMsg { get; set; }
        public virtual bool HasAdminMsg { get; set; }
        public virtual List<Attachment> Attachment { get; set; } = [];
        public virtual List<Reminder> Reminder { get; set; } = [];
        public virtual string Agents { get; set; }
        public virtual bool HasOCR { get; set; }
        public virtual Guid PolicyAssociateId { get; set; }
        public virtual bool HasRequiredDocuments { get; set; }
        public virtual string Phone { get; set; }
        public virtual string EmailAddress { get; set; }
        public virtual string ApprovedDate { get; set; }
        public virtual string ApprovedBy { get; set; }
    }

    public partial class SmartsheetsIssuedClosed
    {
        public virtual string Type { get; set; }
        public virtual int ID { get; set; }
        public virtual bool Flagged { get; set; }
        public virtual string Phase { get; set; }
        public virtual string FirstName { get; set; }
        public virtual string LastName { get; set; }
        public virtual string PolicyNumber { get; set; }
        public virtual string AgentName { get; set; }
        public virtual string Notes { get; set; }
        public virtual bool Deleted { get; set; }
        public virtual string ModifiedBy { get; set; }
        public virtual bool HasChange { get; set; }
        public virtual bool HasConversation { get; set; }
        public virtual bool HasAgentMsg { get; set; }
        public virtual bool HasAdminMsg { get; set; }
        public virtual List<Attachment> Attachment { get; set; } = [];
        public virtual List<Reminder> Reminder { get; set; } = [];
        public virtual bool HasOCR { get; set; }
        public virtual string AppDate { get; set; }
        public virtual string TransactionId { get; set; }
    }

    public partial class SmartsheetsLife
    {
        public virtual int ID { get; set; }
        public virtual string FirstName { get; set; }
        public virtual string LastName { get; set; }
        public virtual string PolicyNumber { get; set; }
        public virtual string PolicyType { get; set; }
        public virtual string CPT { get; set; }
        public virtual string AppDate { get; set; }
        public virtual string AgentName { get; set; }
        public virtual int? AgentID { get; set; }
        public virtual string Phase { get; set; }
        public virtual string Notes { get; set; }
        public virtual string TransferAmount { get; set; }
        public virtual string AccountNumber { get; set; }
        public virtual bool Deleted { get; set; }
        public virtual string ModifiedBy { get; set; }
        public virtual bool Flagged { get; set; }
        public virtual string TransactionId { get; set; }
        public virtual string FaceValue { get; set; }
        public virtual bool HasChange { get; set; }
        public virtual bool HasConversation { get; set; }
        public virtual bool HasAgentMsg { get; set; }
        public virtual bool HasAdminMsg { get; set; }
        public virtual List<Attachment> Attachment { get; set; } = [];
        public virtual List<Reminder> Reminder { get; set; } = [];
        public virtual string Agents { get; set; }
        public virtual bool HasOCR { get; set; }
        public virtual Guid PolicyAssociateId { get; set; }
        public virtual bool HasRequiredDocuments { get; set; }
        public virtual string Phone { get; set; }
        public virtual string EmailAddress { get; set; }
        public virtual string ApprovedDate { get; set; }
        public virtual string ApprovedBy { get; set; }
    }

    public partial class SmartsheetsRequest
    {
        public virtual int AgentID { get; set; }
        public virtual string SheetType { get; set; }
    }

    public partial class SmartsheetsResponse
    {
        public virtual ResponseStatus ResponseStatus { get; set; }
        public virtual List<SmartsheetsLife> Life { get; set; } = [];
        public virtual List<SmartsheetsFlow> Flow { get; set; } = [];
        public virtual List<SmartsheetsTransfer> Transfer { get; set; } = [];
        public virtual List<SmartsheetsIssuedClosed> IssuedClosed { get; set; } = [];
    }

    public partial class SmartsheetsTransfer
    {
        public virtual int ID { get; set; }
        public virtual bool Flagged { get; set; }
        public virtual string Phase { get; set; }
        public virtual string FirstName { get; set; }
        public virtual string LastName { get; set; }
        public virtual string PolicyNumber { get; set; }
        public virtual string PolicyType { get; set; }
        public virtual string AppDate { get; set; }
        public virtual string AgentName { get; set; }
        public virtual int? AgentID { get; set; }
        public virtual string RegionalOffice { get; set; }
        public virtual string TransferAmount { get; set; }
        public virtual string TransferringCompany { get; set; }
        public virtual string AccountNumber { get; set; }
        public virtual string SS { get; set; }
        public virtual string Notes { get; set; }
        public virtual bool Deleted { get; set; }
        public virtual string ModifiedBy { get; set; }
        public virtual string TransactionId { get; set; }
        public virtual bool HasChange { get; set; }
        public virtual bool HasConversation { get; set; }
        public virtual bool HasAgentMsg { get; set; }
        public virtual bool HasAdminMsg { get; set; }
        public virtual List<Attachment> Attachment { get; set; } = [];
        public virtual List<Reminder> Reminder { get; set; } = [];
        public virtual string Agents { get; set; }
        public virtual bool HasOCR { get; set; }
        public virtual Guid PolicyAssociateId { get; set; }
        public virtual bool HasRequiredDocuments { get; set; }
        public virtual string Phone { get; set; }
        public virtual string EmailAddress { get; set; }
        public virtual string ApprovedDate { get; set; }
        public virtual string ApprovedBy { get; set; }
    }

}

C# SmartsheetsRequest DTOs

To override the Content-type in your clients, use the HTTP Accept Header, append the .other suffix or ?format=other

HTTP + OTHER

The following are sample HTTP requests and responses. The placeholders shown need to be replaced with actual values.

GET /v1/Smartsheets/{AgentID} HTTP/1.1 
Host: api.dev.dynamics.trendsic.com 
Accept: text/jsonl

HTTP/1.1 200 OK
Content-Type: text/jsonl
Content-Length: length

{"ResponseStatus":{"ErrorCode":"String","Message":"String","StackTrace":"String","Errors":[{"ErrorCode":"String","FieldName":"String","Message":"String","Meta":{"String":"String"}}],"Meta":{"String":"String"}},"Life":[{"ID":0,"FirstName":"String","LastName":"String","PolicyNumber":"String","PolicyType":"String","CPT":"String","AppDate":"String","AgentName":"String","AgentID":0,"Phase":"String","Notes":"String","TransferAmount":"String","AccountNumber":"String","Deleted":false,"ModifiedBy":"String","Flagged":false,"TransactionId":"String","FaceValue":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"Agents":"String","HasOCR":false,"PolicyAssociateId":"00000000000000000000000000000000","HasRequiredDocuments":false,"Phone":"String","EmailAddress":"String","ApprovedDate":"String","ApprovedBy":"String"}],"Flow":[{"ID":0,"FirstName":"String","LastName":"String","PolicyNumber":"String","PolicyType":"String","AppDate":"String","AgentName":"String","AgentID":0,"SRAStartDate":"String","Phase":"String","ModalPremium":"String","Frequency":"String","AnnualPremium":"String","District":"String","SS":"String","Carrier":"String","Notes":"String","TPA":"String","Flagged":false,"Deleted":false,"ModifiedBy":"String","TransactionId":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"Agents":"String","HasOCR":false,"PolicyAssociateId":"00000000000000000000000000000000","HasRequiredDocuments":false,"Phone":"String","EmailAddress":"String","ApprovedDate":"String","ApprovedBy":"String"}],"Transfer":[{"ID":0,"Flagged":false,"Phase":"String","FirstName":"String","LastName":"String","PolicyNumber":"String","PolicyType":"String","AppDate":"String","AgentName":"String","AgentID":0,"RegionalOffice":"String","TransferAmount":"String","TransferringCompany":"String","AccountNumber":"String","SS":"String","Notes":"String","Deleted":false,"ModifiedBy":"String","TransactionId":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"Agents":"String","HasOCR":false,"PolicyAssociateId":"00000000000000000000000000000000","HasRequiredDocuments":false,"Phone":"String","EmailAddress":"String","ApprovedDate":"String","ApprovedBy":"String"}],"IssuedClosed":[{"Type":"String","ID":0,"Flagged":false,"Phase":"String","FirstName":"String","LastName":"String","PolicyNumber":"String","AgentName":"String","Notes":"String","Deleted":false,"ModifiedBy":"String","HasChange":false,"HasConversation":false,"HasAgentMsg":false,"HasAdminMsg":false,"Attachment":[{"AttachmentId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"AttachmentName":"String","MimeType":"String","AttachmentData":"AA==","FileSizeInKB":0,"CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","NeedsOCR":false,"OCRDate":"0001-01-01T00:00:00.0000000","IsSecurities":false,"AWSKey":"String","PresignedUrl":"String"}],"Reminder":[{"ReminderId":"00000000000000000000000000000000","TableName":"String","FieldName":"String","RecordId":0,"ReminderDate":"0001-01-01T00:00:00.0000000","ReminderNote":"String","CreatedDate":"0001-01-01T00:00:00.0000000","CreatedBy":"String","CompletedDate":"0001-01-01T00:00:00.0000000"}],"HasOCR":false,"AppDate":"String","TransactionId":"String"}]}