Overview

Dynamic Planner’s Low Code integration is a self‑service method of sending client data into Dynamic Planner. It significantly reduces engineering load by offering a guided, UI‑driven import, matching, and mapping flow. It is ideal for firms who want simple, one‑way client creation and updates with minimal build effort.

• Create new clients and partners
• Update existing client details
• Maintain 1:1 client mappings across systems
• Launch users into Dynamic Planner workflows (e.g., Dashboard, Client Invite)

How the Low Code Flow Works

The Low Code process offers a clear six‑step workflow:

1. User triggers a Low Code command from your system
2. User logs in to Dynamic Planner (if not already authenticated)
3. Organisation + Scope Key validated
4. Client match step (new or existing)
5. User confirms the mapping or updates
6. User is redirected into the selected Dynamic Planner landing page

Supported Commands & Landing Pages

• OpenAdviceUnit — Launches the client dashboard
• OpenClientInvite — Launches the Client Invite builder

What You Need

Technical Requirements

Send a POST request to the Low Code endpoint:

https://app.dynamicplanner.com/lowcode/api/Payload/Data

Payload includes:

• Scope Key — identifies the organisation + application
• Command — determines landing page
• Client Data — JSON or form‑encoded

Example JSON payload:

{
  "scopeKey": "YOUR-SCOPE-KEY",
  "command": "OpenAdviceUnit",
  "client": {
    "externalReference": "CRM-123456",
    "person": {
      "title": "Mr",
      "firstName": "Alex",
      "lastName": "Taylor",
      "dateOfBirth": "1980-02-14",
      "email": "alex.taylor@example.com",
      "phone": "+44 20 1234 5678"
    },
    "partner": {
      "firstName": "Jamie",
      "lastName": "Taylor",
      "dateOfBirth": "1982-07-09"
    },
    "addresses": [
      {
        "line1": "10 River Way",
        "city": "London",
        "postcode": "SW1A 1AA",
        "country": "GB"
      }
    ]
  }
}

Licensing

• At least one Dynamic Planner user licence
• Low Code Admin licence to manage scopes
• Optional: Support licence for developers without a full DP licence

Setup Steps

• Define your Scope Key
• Select supported commands
• Add buttons/commands in your CRM or platform
• Obtain access to the Low Code admin page

Who is Low Code Suitable For?

• Firms with basic client data wanting quick integration
• CRMs that need one‑way client creation/update
• Teams wanting to trigger fact find or questionnaire invitations
• Systems that do not require deep, bidirectional API access

If richer data access, valuations, or two‑way integration is needed, the Open API may be more appropriate.

Low Code vs Open API