PlannrCRM API documentation

about 2 hours ago

Change #c34b4387

v1.119.3

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1 day ago

Change #88d043fa

v1.119.2

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2 days ago

Change #090393b4

v1.119.0

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2 days ago

Change #d94a79f4

v1.118.0

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1 structure change including:

1 Modification

Modified 1

GET /api/v1/import

Query
filter[exclude_types], filter[modes], filter[date_from], filter[date_to], filter[initiated_by] query parameters Added

2 days ago

Change #e934e820

v1.117.0

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7 structure changes including:

5 Additions

2 Modifications

Modified 2

POST /api/v1/account

Body
application/json content type Modified
- alternative Modified
  - Create Client Account alternative Modified
    - service_level property Added
  - Create Employee Account alternative Modified
    - service_level property Added
  - Create Introducer Account alternative Modified
    - service_level property Added

PUT /api/v1/account/{uuid}

Body
application/json content type Modified
- alternative Modified
  - Update Client Account alternative Modified
    - service_level property Added
  - Update Employee Account alternative Modified
    - service_level property Added
  - Update Introducer Account alternative Modified
    - service_level property Added

Added 5

DELETE /api/v1/service-level/{uuid}

GET /api/v1/service-level

GET /api/v1/service-level/{uuid}

POST /api/v1/service-level

PUT /api/v1/service-level/{uuid}

2 days ago

Change #ba0e8eb8

v1.116.0

Breaking

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11 structure changes including:

5 Breaking changes

6 Modifications

5 Removals

Modified 6 Breaking

GET /api/v1/audits

Response
201 response Modified
- application/json content type Modified
  - data property Modified
    - tags property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking

GET /api/v1/audits/{model}/{modelUuid}

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - tags property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking

GET /api/v1/employee/{employee_uuid}/audits

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - tags property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking

GET /api/v1/my/audits

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - tags property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking

POST /api/v1/account

Body
application/json content type Modified
- alternative Modified
  - Create Client Account alternative Modified
    - service_level property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking
  - Create Employee Account alternative Modified
    - service_level property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking
  - Create Introducer Account alternative Modified
    - service_level property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking

PUT /api/v1/account/{uuid}

Body
application/json content type Modified
- alternative Modified
  - Update Client Account alternative Modified
    - service_level property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking
  - Update Employee Account alternative Modified
    - service_level property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking
  - Update Introducer Account alternative Modified
    - service_level property Removed
      - Removing a resource is always breaking unless it was deprecated before
        Breaking

Removed 5 Breaking

DELETE /api/v1/service-level/{uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v1/service-level

Removing a resource is always breaking unless it was deprecated before
Breaking

GET /api/v1/service-level/{uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

POST /api/v1/service-level

Removing a resource is always breaking unless it was deprecated before
Breaking

PUT /api/v1/service-level/{uuid}

Removing a resource is always breaking unless it was deprecated before
Breaking

2 days ago

Change #7e84e428

v1.115.0

Compare

11 structure changes including:

5 Additions

6 Modifications

Modified 6

GET /api/v1/audits

Response
201 response Modified
- application/json content type Modified
  - data property Modified
    - tags property Added

GET /api/v1/audits/{model}/{modelUuid}

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - tags property Added

GET /api/v1/employee/{employee_uuid}/audits

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - tags property Added

GET /api/v1/my/audits

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - tags property Added

POST /api/v1/account

Body
application/json content type Modified
- alternative Modified
  - Create Client Account alternative Modified
    - service_level property Added
  - Create Employee Account alternative Modified
    - service_level property Added
  - Create Introducer Account alternative Modified
    - service_level property Added

PUT /api/v1/account/{uuid}

Body
application/json content type Modified
- alternative Modified
  - Update Client Account alternative Modified
    - service_level property Added
  - Update Employee Account alternative Modified
    - service_level property Added
  - Update Introducer Account alternative Modified
    - service_level property Added

Added 5

DELETE /api/v1/service-level/{uuid}

GET /api/v1/service-level

GET /api/v1/service-level/{uuid}

POST /api/v1/service-level

PUT /api/v1/service-level/{uuid}

2 days ago

Change #ac9b9328

v1.114.44

Compare

1 structure change including:

1 Modification

Modified 1

GET /api/v1/account

Query
filter[is_vulnerable] query parameter Added

2 days ago

Change #2d71982a

v1.114.43

Compare

7 structure changes including:

7 Modifications

Modified 7

GET /api/v1/task

Response
200 response Modified
- application/json content type Modified
  - data property Modified
    - workflow property Added

GET /api/v1/task/{uuid}

Response
200 response Modified
- application/json content type Modified
  - workflow property Added

GET /api/v2/fact-find-circle-expenditures/{factFindSession_uuid}

Query
filter[uuid], filter[life_stage_uuid], filter[life_stage_section_uuid], sort query parameters Added

PATCH /api/v1/task/{task_uuid}/complete

Response
200 response Modified
- application/json content type Modified
  - workflow property Added

PATCH /api/v1/task/{task_uuid}/uncomplete/{taskStatus}

Response
200 response Modified
- application/json content type Modified
  - workflow property Added

POST /api/v1/task

Response
201 response Modified
- application/json content type Modified
  - workflow property Added

PUT /api/v1/task/{uuid}

Response
200 response Modified
- application/json content type Modified
  - workflow property Added

2 days ago

Change #b0c1feb3

v1.114.43

Compare

1 structure change including:

1 Modification

Modified 1

GET /api/v2/fact-find-circle-expenditures/{factFindSession_uuid}

Query
filter[uuid], filter[life_stage_uuid], filter[life_stage_section_uuid], sort query parameters Added

2 days ago

Change #fc25a20d

v1.114.41

Compare

1 structure change including:

1 Modification

Modified 1

POST /api/v1/account/check-duplicates

Body
application/json content type Modified
- exclude_account_uuid property Added

5 days ago

Change #24075fb6

v1.114.40

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6 days ago

Change #5da88ed1

v1.114.39

Compare

2 structure changes including:

2 Modifications

Modified 2

POST /api/v1/note

Body
application/json content type Modified
- created_at property Added

PUT /api/v1/note/{uuid}

Body
application/json content type Modified
- created_at property Added

7 days ago

Change #f90c2c2b

v1.114.38

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8 days ago

Change #f1f9f9a4

v1.114.37

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8 days ago

Change #684c874d

v1.114.36

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12 days ago

Change #6d7bda8e

v1.114.35

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4 structure changes including:

4 Modifications

Modified 4

GET /api/v1/client/{client_uuid}/plans

Query
filter[under_advice] query parameter Added

GET /api/v1/plans

Query
filter[under_advice] query parameter Added

GET /api/v2/plans

Query
filter[agency_in_your_name], filter[under_advice] query parameters Added

GET /api/v2/plans/line-graph

Query
filter[agency_in_your_name], filter[under_advice] query parameters Added

12 days ago

Change #adaae48e

v1.114.34

Compare

12 days ago

Change #87fa4d50

v1.114.33

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13 days ago

Change #7ba78d06

v1.114.32

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