Trendsic Platform Service

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 .xml suffix or ?format=xml

HTTP + XML

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: application/xml

HTTP/1.1 200 OK
Content-Type: application/xml
Content-Length: length

<SmartsheetsResponse xmlns:i="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://schemas.datacontract.org/2004/07/CRM.AgencyPlatform.API.Internal">
  <Flow>
    <SmartsheetsFlow>
      <AgentID>0</AgentID>
      <AgentName>String</AgentName>
      <Agents>String</Agents>
      <AnnualPremium>String</AnnualPremium>
      <AppDate>String</AppDate>
      <ApprovedBy>String</ApprovedBy>
      <ApprovedDate>String</ApprovedDate>
      <Attachment>
        <Attachment>
          <AWSKey>String</AWSKey>
          <AttachmentData>AA==</AttachmentData>
          <AttachmentId>00000000-0000-0000-0000-000000000000</AttachmentId>
          <AttachmentName>String</AttachmentName>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <FileSizeInKB>0</FileSizeInKB>
          <IsSecurities>false</IsSecurities>
          <MimeType>String</MimeType>
          <NeedsOCR>false</NeedsOCR>
          <OCRDate>0001-01-01T00:00:00</OCRDate>
          <PresignedUrl>String</PresignedUrl>
          <RecordId>0</RecordId>
          <TableName>String</TableName>
        </Attachment>
      </Attachment>
      <Carrier>String</Carrier>
      <Deleted>false</Deleted>
      <District>String</District>
      <EmailAddress>String</EmailAddress>
      <FirstName>String</FirstName>
      <Flagged>false</Flagged>
      <Frequency>String</Frequency>
      <HasAdminMsg>false</HasAdminMsg>
      <HasAgentMsg>false</HasAgentMsg>
      <HasChange>false</HasChange>
      <HasConversation>false</HasConversation>
      <HasOCR>false</HasOCR>
      <HasRequiredDocuments>false</HasRequiredDocuments>
      <ID>0</ID>
      <LastName>String</LastName>
      <ModalPremium>String</ModalPremium>
      <ModifiedBy>String</ModifiedBy>
      <Notes>String</Notes>
      <Phase>String</Phase>
      <Phone>String</Phone>
      <PolicyAssociateId>00000000-0000-0000-0000-000000000000</PolicyAssociateId>
      <PolicyNumber>String</PolicyNumber>
      <PolicyType>String</PolicyType>
      <Reminder>
        <Reminder>
          <CompletedDate>0001-01-01T00:00:00</CompletedDate>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <RecordId>0</RecordId>
          <ReminderDate>0001-01-01T00:00:00</ReminderDate>
          <ReminderId>00000000-0000-0000-0000-000000000000</ReminderId>
          <ReminderNote>String</ReminderNote>
          <TableName>String</TableName>
        </Reminder>
      </Reminder>
      <SRAStartDate>String</SRAStartDate>
      <SS>String</SS>
      <TPA>String</TPA>
      <TransactionId>String</TransactionId>
    </SmartsheetsFlow>
  </Flow>
  <IssuedClosed>
    <SmartsheetsIssuedClosed>
      <AgentName>String</AgentName>
      <AppDate>String</AppDate>
      <Attachment>
        <Attachment>
          <AWSKey>String</AWSKey>
          <AttachmentData>AA==</AttachmentData>
          <AttachmentId>00000000-0000-0000-0000-000000000000</AttachmentId>
          <AttachmentName>String</AttachmentName>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <FileSizeInKB>0</FileSizeInKB>
          <IsSecurities>false</IsSecurities>
          <MimeType>String</MimeType>
          <NeedsOCR>false</NeedsOCR>
          <OCRDate>0001-01-01T00:00:00</OCRDate>
          <PresignedUrl>String</PresignedUrl>
          <RecordId>0</RecordId>
          <TableName>String</TableName>
        </Attachment>
      </Attachment>
      <Deleted>false</Deleted>
      <FirstName>String</FirstName>
      <Flagged>false</Flagged>
      <HasAdminMsg>false</HasAdminMsg>
      <HasAgentMsg>false</HasAgentMsg>
      <HasChange>false</HasChange>
      <HasConversation>false</HasConversation>
      <HasOCR>false</HasOCR>
      <ID>0</ID>
      <LastName>String</LastName>
      <ModifiedBy>String</ModifiedBy>
      <Notes>String</Notes>
      <Phase>String</Phase>
      <PolicyNumber>String</PolicyNumber>
      <Reminder>
        <Reminder>
          <CompletedDate>0001-01-01T00:00:00</CompletedDate>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <RecordId>0</RecordId>
          <ReminderDate>0001-01-01T00:00:00</ReminderDate>
          <ReminderId>00000000-0000-0000-0000-000000000000</ReminderId>
          <ReminderNote>String</ReminderNote>
          <TableName>String</TableName>
        </Reminder>
      </Reminder>
      <TransactionId>String</TransactionId>
      <Type>String</Type>
    </SmartsheetsIssuedClosed>
  </IssuedClosed>
  <Life>
    <SmartsheetsLife>
      <AccountNumber>String</AccountNumber>
      <AgentID>0</AgentID>
      <AgentName>String</AgentName>
      <Agents>String</Agents>
      <AppDate>String</AppDate>
      <ApprovedBy>String</ApprovedBy>
      <ApprovedDate>String</ApprovedDate>
      <Attachment>
        <Attachment>
          <AWSKey>String</AWSKey>
          <AttachmentData>AA==</AttachmentData>
          <AttachmentId>00000000-0000-0000-0000-000000000000</AttachmentId>
          <AttachmentName>String</AttachmentName>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <FileSizeInKB>0</FileSizeInKB>
          <IsSecurities>false</IsSecurities>
          <MimeType>String</MimeType>
          <NeedsOCR>false</NeedsOCR>
          <OCRDate>0001-01-01T00:00:00</OCRDate>
          <PresignedUrl>String</PresignedUrl>
          <RecordId>0</RecordId>
          <TableName>String</TableName>
        </Attachment>
      </Attachment>
      <CPT>String</CPT>
      <Deleted>false</Deleted>
      <EmailAddress>String</EmailAddress>
      <FaceValue>String</FaceValue>
      <FirstName>String</FirstName>
      <Flagged>false</Flagged>
      <HasAdminMsg>false</HasAdminMsg>
      <HasAgentMsg>false</HasAgentMsg>
      <HasChange>false</HasChange>
      <HasConversation>false</HasConversation>
      <HasOCR>false</HasOCR>
      <HasRequiredDocuments>false</HasRequiredDocuments>
      <ID>0</ID>
      <LastName>String</LastName>
      <ModifiedBy>String</ModifiedBy>
      <Notes>String</Notes>
      <Phase>String</Phase>
      <Phone>String</Phone>
      <PolicyAssociateId>00000000-0000-0000-0000-000000000000</PolicyAssociateId>
      <PolicyNumber>String</PolicyNumber>
      <PolicyType>String</PolicyType>
      <Reminder>
        <Reminder>
          <CompletedDate>0001-01-01T00:00:00</CompletedDate>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <RecordId>0</RecordId>
          <ReminderDate>0001-01-01T00:00:00</ReminderDate>
          <ReminderId>00000000-0000-0000-0000-000000000000</ReminderId>
          <ReminderNote>String</ReminderNote>
          <TableName>String</TableName>
        </Reminder>
      </Reminder>
      <TransactionId>String</TransactionId>
      <TransferAmount>String</TransferAmount>
    </SmartsheetsLife>
  </Life>
  <ResponseStatus xmlns:d2p1="http://schemas.servicestack.net/types">
    <d2p1:ErrorCode>String</d2p1:ErrorCode>
    <d2p1:Message>String</d2p1:Message>
    <d2p1:StackTrace>String</d2p1:StackTrace>
    <d2p1:Errors>
      <d2p1:ResponseError>
        <d2p1:ErrorCode>String</d2p1:ErrorCode>
        <d2p1:FieldName>String</d2p1:FieldName>
        <d2p1:Message>String</d2p1:Message>
        <d2p1:Meta xmlns:d5p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
          <d5p1:KeyValueOfstringstring>
            <d5p1:Key>String</d5p1:Key>
            <d5p1:Value>String</d5p1:Value>
          </d5p1:KeyValueOfstringstring>
        </d2p1:Meta>
      </d2p1:ResponseError>
    </d2p1:Errors>
    <d2p1:Meta xmlns:d3p1="http://schemas.microsoft.com/2003/10/Serialization/Arrays">
      <d3p1:KeyValueOfstringstring>
        <d3p1:Key>String</d3p1:Key>
        <d3p1:Value>String</d3p1:Value>
      </d3p1:KeyValueOfstringstring>
    </d2p1:Meta>
  </ResponseStatus>
  <Transfer>
    <SmartsheetsTransfer>
      <AccountNumber>String</AccountNumber>
      <AgentID>0</AgentID>
      <AgentName>String</AgentName>
      <Agents>String</Agents>
      <AppDate>String</AppDate>
      <ApprovedBy>String</ApprovedBy>
      <ApprovedDate>String</ApprovedDate>
      <Attachment>
        <Attachment>
          <AWSKey>String</AWSKey>
          <AttachmentData>AA==</AttachmentData>
          <AttachmentId>00000000-0000-0000-0000-000000000000</AttachmentId>
          <AttachmentName>String</AttachmentName>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <FileSizeInKB>0</FileSizeInKB>
          <IsSecurities>false</IsSecurities>
          <MimeType>String</MimeType>
          <NeedsOCR>false</NeedsOCR>
          <OCRDate>0001-01-01T00:00:00</OCRDate>
          <PresignedUrl>String</PresignedUrl>
          <RecordId>0</RecordId>
          <TableName>String</TableName>
        </Attachment>
      </Attachment>
      <Deleted>false</Deleted>
      <EmailAddress>String</EmailAddress>
      <FirstName>String</FirstName>
      <Flagged>false</Flagged>
      <HasAdminMsg>false</HasAdminMsg>
      <HasAgentMsg>false</HasAgentMsg>
      <HasChange>false</HasChange>
      <HasConversation>false</HasConversation>
      <HasOCR>false</HasOCR>
      <HasRequiredDocuments>false</HasRequiredDocuments>
      <ID>0</ID>
      <LastName>String</LastName>
      <ModifiedBy>String</ModifiedBy>
      <Notes>String</Notes>
      <Phase>String</Phase>
      <Phone>String</Phone>
      <PolicyAssociateId>00000000-0000-0000-0000-000000000000</PolicyAssociateId>
      <PolicyNumber>String</PolicyNumber>
      <PolicyType>String</PolicyType>
      <RegionalOffice>String</RegionalOffice>
      <Reminder>
        <Reminder>
          <CompletedDate>0001-01-01T00:00:00</CompletedDate>
          <CreatedBy>String</CreatedBy>
          <CreatedDate>0001-01-01T00:00:00</CreatedDate>
          <FieldName>String</FieldName>
          <RecordId>0</RecordId>
          <ReminderDate>0001-01-01T00:00:00</ReminderDate>
          <ReminderId>00000000-0000-0000-0000-000000000000</ReminderId>
          <ReminderNote>String</ReminderNote>
          <TableName>String</TableName>
        </Reminder>
      </Reminder>
      <SS>String</SS>
      <TransactionId>String</TransactionId>
      <TransferAmount>String</TransferAmount>
      <TransferringCompany>String</TransferringCompany>
    </SmartsheetsTransfer>
  </Transfer>
</SmartsheetsResponse>