Update an existing onboard
Updates an existing onboard record. When the status is set to completed, the backend automatically triggers the buyer delivery setup process by calling the /onboard/buyer endpoint internally. This will:
- Find the seller account and their flows that deliver to this buyer
- Update or create a buyer flow with the seller as a source
- Update seller flows with the buyer’s flow_id mapping
- Send notification emails to seller account users
- Mark the connection as having buyer delivery setup complete
Important: Ensure all required fields (invitation_id, connection_id) are properly set before marking the onboard as completed.
Documentation Index
Fetch the complete documentation index at: https://developers.activeprospect.com/llms.txt
Use this file to discover all available pages before exploring further.
Authorizations
LeadConduit uses HTTP Basic Authentication
with the username API and your API key as the password.
For example: API:1f1b96c9150d8050e858c043d543bb4eadae0e6f'
Path Parameters
ID of the onboard to update 24 character alpha-numeric BSON identifier
^[0-9a-fA-F]{24}$"5fd4371e940df5a34a3888b2"
Body
Update an onboard
An onboard record tracks the onboarding process for a buyer connection
The invitation ID associated with this onboard
^[0-9a-fA-F]{24}$"64b8f0f5e4b0c3a1d5e6f7a9"
The account ID that owns this onboard
^[0-9a-fA-F]{24}$"64b8f0f5e4b0c3a1d5e6f7a8"
The connection ID used for the onboard (retrieved from the invitation)
^[0-9a-fA-F]{24}$"64b8f0f5e4b0c3a1d5e6f7aa"
The flow ID to be used for the onboard (normally the minimal flow)
^[0-9a-fA-F]{24}$"64b8f0f5e4b0c3a1d5e6f7ab"
Current status of the onboard process, recommended values are: created, in_progress, completed
"created"
Response
OK - Onboard updated successfully. If status is set to 'completed', the backend will automatically trigger the buyer delivery setup process.
An onboard record tracks the onboarding process for a buyer connection
The invitation ID associated with this onboard
^[0-9a-fA-F]{24}$"64b8f0f5e4b0c3a1d5e6f7a9"
24 character alpha-numeric BSON identifier
^[0-9a-fA-F]{24}$"5fd4371e940df5a34a3888b2"
The account ID that owns this onboard
^[0-9a-fA-F]{24}$"64b8f0f5e4b0c3a1d5e6f7a8"
The connection ID used for the onboard (retrieved from the invitation)
^[0-9a-fA-F]{24}$"64b8f0f5e4b0c3a1d5e6f7aa"
The flow ID to be used for the onboard (normally the minimal flow)
^[0-9a-fA-F]{24}$"64b8f0f5e4b0c3a1d5e6f7ab"
Current status of the onboard process, recommended values are: created, in_progress, completed
"created"
Timestamp when the onboard was created
Timestamp when the onboard was last updated