Quiz Recommendation Webhooks

Quiz recommendation webhooks are useful to get result of a quiz for the client.
The purpose of the quiz is to recommend an estate plan to the client based on their answers.

Estate plan suggested Event

The quiz recommendation event is sent when a client completes the quiz and an estate plan recommendation is given.

  • Name
    EventType
    Type
    string
    Description

    QuizAnswered

  • Name
    Wid
    Type
    string (Max 64)
    Description

    Wealth’s unique identifier for the client

  • Name
    Timestamp
    Type
    string
    Description

    ISO 8601 date time string

  • Name
    RecommendedPlan
    Type
    string
    Description

    The recommended estate plan. One of "TRUST" or "WILL"

  • Name
    RecommendedPlanType
    Type
    string
    Description

    The recommended estate plan type. One of "JOINT" or "INDIVIDUAL"

Estate plan Suggested Test Payload Event

{
  "Wid": "ec5c1cda-2e6b-45b9-b66f-f67560d708b2",
  "EventType": "QuizAnswered",
  "Timestamp":"2023-04-13T06:43:12.947-07:00",
  "RecommendedPlan":"TRUST",
  "RecommendedPlanType":"JOINT"
}

Estate plan Suggested Test Payload Event

curl 'https://[URL-OF-WEBHOOK_TARGET]' \
  -X POST \
  -H "Content-Type: application/json" \
  -H "wealth-api-key: 123456" \
  -d "Wid":"ec5c1cda-2e6b-45b9-b66f-f67560d708b2" \
  -d "EventType":"QuizAnswered" \
  -d "Timestamp":"2023-04-13T06:43:12.947-07:00" \
  -d "RecommendedPlan":"TRUST" \
  -d "RecommendedPlanType":"JOINT"