Used By Operations

• POST Link Task to Conversation
  /tenants/{tenant}/email-configs/{code}/conversations/{conversationId}/tasks

Contained in Schemas

• AiSettingsDto Configuration for AI/LLM integration settings at the tenant level. Controls which AI model to use an...
• AvailableClientDto A customer/client retrieved from a third-party accounting platform (Xero, QuickBooks, FreeAgent, etc...
• BillableServiceDto Response DTO for billable service information
• BillingAccountResponse Response model representing a billing account.
• ClientBillableServiceDto Response DTO for client billable service information
• ClientContactDto Response DTO for client-contact relationship information
• ClientDocumentDto Represents a document associated with a client, such as letters, engagement letters, proposals, or o...
• ClientDto Response DTO for client information
• ClientEmailRuleDto A rule that associates emails with a client. The value determines the matching behaviour: email addr...
• ClientPortalSettingsDto Client portal settings for the tenant
• CompanyDetailsDto Company registration and filing details (Companies House)
• ContactDto Represents a person or contact within the tenant's organization. Contacts can be associated with one...
• ConversationWithAssociationsDto A conversation's messages enriched with client associations derived from email rules.
• DesignThemeDto Complete visual styling and branding configuration for generated documents (proposals, engagement le...
• DirectDebitSettingsDto Tenant-level configuration for direct debit request behavior and email settings. Controls how direct...
• DiscountCodeDto Response DTO for a discount code (admin view).
• DocumentRequestDetailDto Detailed response DTO for a document request, including documents and responses
• DocumentRequestDto Response DTO for a document request
• DocumentRequestResponseDto Response DTO for a document request submission/response
• DocumentTemplateDto Reusable document template for generating HTML documents such as proposals, engagement letters, repo...
• EmailConfigDto Response DTO for an email configuration
• EmailSettingsDto Tenant-level configuration for outbound email branding and sender information. Controls the visual a...
• EngagementAcceptanceDto Response DTO for anonymous engagement acceptance page
• EngagementDto Response DTO for engagement information
• EngagementSettingsDto Tenant-level configuration for engagement behavior, branding, and notification settings. Controls ho...
• ModuleDto A system-level feature group that controls access to permissible entities
• NoteDto A note attached to an entity such as a client or task
• OnboardingTaskTemplateDto DTO for onboarding task templates, exposing only codes and enums (never DB IDs).
• PackageDto A system-level collection of modules that can be assigned to a tenant
• PracticeDetailsDto Core practice/firm information for the accounting practice or professional services firm. Used for b...
• ProfessionalClearanceLetterSettingsDto Tenant-level settings for professional clearance letters
• RecurringTaskItemDto DTO for recurring task templates, exposing only codes and enums (never DB IDs).
• ServicePackageDto Response DTO for service package information
• SubscriptionDto Response DTO for subscription information (excludes internal IDs)
• SubscriptionPricePreviewDto Preview of the subscription price for a package based on the tenant's active client count.
• TaskFocusConfigItemDto Response DTO for a single item in the task focus panel configuration
• TaskItemDto A task, either standalone or a workflow step (with parent task context)
• TeamDto Response DTO for a team
• TenantDto An organisation (tenant) and its configuration
• TenantForAdminDto Extended tenant DTO for admin endpoints, includes subscription and user details.
• TenantInfo Information about a tenant that a user belongs to, including statistics and role information
• ThirdPartyConnectionDto Represents an OAuth or API key connection to a third-party platform such as Xero, FreeAgent, Sage, o...
• UpdatePracticeDetailsRequest Request to update practice/firm details
• WorkflowStepDetailsDto Details about a specific workflow step when a TaskItemDto represents a workflow step view
• WorkflowStepDto DTO for workflow steps within a workflow group. Used for both create/update requests and GET respons...
• WorkflowStepProgressDto Represents the progress of a single workflow step within a TaskItem. Contains both the step template...