This page is for version 2021-07-05.
For other versions, use one of these documentation indexes:
- 2026-09-29 (default): https://docs.withpersona.com/2026-09-29/llms.txt
- 2025-12-08: https://docs.withpersona.com/2025-12-08/llms.txt
- 2025-10-27: https://docs.withpersona.com/2025-10-27/llms.txt
- 2023-01-05: https://docs.withpersona.com/2023-01-05/llms.txt
- 2022-09-01: https://docs.withpersona.com/2022-09-01/llms.txt
- 2021-07-05: https://docs.withpersona.com/2021-07-05/llms.txt
- 2021-05-14: https://docs.withpersona.com/2021-05-14/llms.txt
- 2020-05-18: https://docs.withpersona.com/2020-05-18/llms.txt
Inquiries
- 🍃 Account creation opt-out on Inquiry creation:
meta.auto-create-account on the create an Inquiry endpoint lets you skip creating an Account.
- 🍃 Choose Account Type on Inquiry creation:
meta.auto-create-account-type-id parameter on the create an Inquiry endpoint allows setting a custom Account Type.
- 🍃 New way to set the Account’s reference ID:
meta.auto-create-account-reference-id parameter on the create an Inquiry endpoint is the new preferred way to set the reference ID for the Account to look-up/creation (instead of data.attributes.reference-id) to allow for reference IDs for different objects.
Reports
- 🍃 Set recurring flag: Reports now return
is-continuous as a boolean attribute. This is true when a Report is able to recur and is currently recurring in its runs. This, in concert with has-match, allows end users to understand which matches are from an initial / recurring run.
Webhooks
- 🌱 Manage Webhooks via API: The new Webhook endpoints enable automatic management.
- 🌱 Rotate Webhook Secrets: Rotate a Webhook Secret allows for automating secret rotation.
