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v1.159.0
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v1.159.0

API structure has changed

Next change
397 structure changes including:
397 Modifications
Modified 397 Breaking
DELETE /api/v1/account/{account_uuid}/address/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/account/{account_uuid}/login/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/account/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/addon-subscriptions/{addonSubscription_uuid}/unsubscribe
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/automation-blueprints/{automationBlueprint_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps/{blueprintStep_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/business-units/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/cases-status/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/cases-type/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/checklist-item/{checklistItem_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/checklist/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/custom/{expenditure_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/client/{client_uuid}/expenditure/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/client/{client_uuid}/income/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/client/{client_uuid}/linked-clients/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/conversation/{conversation_uuid}/messages/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/custom-field/{customField_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/document-pack/document-pack/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/expenditure-structure/field/{lifeStageField_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/expenditure-structure/section/{lifeStageSection_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/file/{file}/forceDelete
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/file/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/firm/{firm_uuid}/network-settings/advisers/{employee_uuid}/{key}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/firm/{firm_uuid}/network-settings/{key}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/firm/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/folder/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/form/{form_uuid}/submission-request/{submissionRequest_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/import/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/lead-interests/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/lead-sources/{lead_source_uuid}/sub-sources/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/lead-sources/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/leads/{lead_uuid}/addresses/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/leads/{lead_uuid}/archive
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/leads/{lead_uuid}/assign
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/leads/{lead_uuid}/contact-details/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/leads/{lead_uuid}/introducer
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/leads/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/life-stage/{lifeStage_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/note/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/notifications/{id}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/oauth/connections/{oauthConnection_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/report-template/{reportTemplate_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/report/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/service-level/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/submission-request/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/tag/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/time-entry/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/workflow/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/participants
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v2/circles/{circle_uuid}/expenditures/{expenditure_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
DELETE /api/v2/circles/{circle_uuid}/expenditures/{lifeStage_uuid}/custom/{expenditure_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/account/{account_uuid}/address
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/account/{account_uuid}/address/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/account/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addon
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addon-subscriptions
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addon-subscriptions/{addonSubscription_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addon/{addon_id}/sub-firm-availability
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/be-iq/client/{client_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/mortgagebrain/ready
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/seccl/{addon}/client-products/{account_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/seccl/{addon}/client/{account_uuid}/bank-details/status
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/seccl/{addon}/client/{id}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/seccl/{addon}/direct-debit-mandate
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/seccl/{addon}/nodes
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/seccl/{addon}/schema-products
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/seccl/{addon}/search-assets
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/addons/transact/advisers
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/audit-log
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/audit-log/{audit}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/audits
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/audits/{model}/{modelUuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/automation-blocks
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/automation-blocks/triggers
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/automation-blueprints
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/automation-blueprints/{automationBlueprint_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps/{blueprintStep_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/automation-blueprints/{automationBlueprint_uuid}/executions
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/automation-executions
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/automation-executions/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/business-units
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/business-units/{business_unit_uuid}/branding
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/business-units/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/cases-status
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/cases-type
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/cases-type/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/circles/{circle_uuid}/all-time-entries
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/circles/{circle_uuid}/emails
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/circles/{circle_uuid}/fact-find-access
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/circles/{circle_uuid}/form-submissions
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • request property Modified
GET /api/v1/circles/{circle_uuid}/linked-clients
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/circles/{circle_uuid}/notes
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/client/{client_uuid}/all-notes
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/client/{client_uuid}/all-time-entries
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/client/{client_uuid}/expenditure
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/client/{client_uuid}/expenditure/{id}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/client/{client_uuid}/linked-clients
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/client/{client_uuid}/plans
  • Query
  • filter[client_adviser_uuids], filter[has_active_adviser] query parameters Added
GET /api/v1/client/{client_uuid}/potential-duplicates
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/conversation/{conversation_uuid}/message/{message_uuid}/edits
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/conversation/{conversation_uuid}/messages
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/conversation/{conversation_uuid}/messages/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/custom-field
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/custom-field/{customField_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/custom-linked-form-questions
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/document-pack/document-pack/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/employee/{employee_uuid}/audits
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/employee/{employee}/logs
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/expenditure-structure/field
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/expenditure-structure/field/{lifeStageField_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/expenditure-structure/section
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/expenditure-structure/section/{lifeStageSection_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/file/bin
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/file/{file_uuid}/download
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/file/{file_uuid}/download/temporary-url
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/file/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/files/{model}/{modelUuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/firm
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/firm/{firm_uuid}/conversation-cover
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/firm/{firm_uuid}/documents
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/firm/{firm_uuid}/network-settings
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/firm/{firm_uuid}/network-settings/advisers/{employee_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/firm/{firm_uuid}/network-settings/configuration-controls
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/firm/{firm_uuid}/network-settings/governance
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/firm/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/folder/{folder_uuid}/files
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/folder/{folder_uuid}/tree
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/folder/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/form/{form_uuid}/submission
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • request property Modified
GET /api/v1/form/{form_uuid}/submission-authored-by/{author_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • request property Modified
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/form/{form_uuid}/submission-request
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • receiver property Added
GET /api/v1/form/{form_uuid}/submission/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • request property Modified
        • receiver property Added
GET /api/v1/import
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/import/keys/{importer}/{mode}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/import/modes/{importer}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/import/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/lead-interests
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/lead-interests/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/lead-sources
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/lead-sources/{lead_source_uuid}/sub-sources
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/lead-sources/{lead_source_uuid}/sub-sources/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/lead-sources/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/lead-sub-sources
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/leads
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/leads/{lead_uuid}/addresses
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/leads/{lead_uuid}/addresses/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/leads/{lead_uuid}/contact-details
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/leads/{lead_uuid}/contact-details/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/leads/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/life-stage
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/life-stage/{lifeStage_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/linked-form-questions
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/logs/{modelType}/{modelUuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/marketplace-audit-log
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/marketplace-audit-log/export
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/marketplace-audit-log/{audit}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/me/logs
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/aum
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/cases
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/cases/completed
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/clients
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/conversations
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/documents/generated
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/fact-finds/sent
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/files/uploaded
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/introducers
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/messages/sent
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/plans
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/signatures
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/tasks
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/tasks/completed
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/metrics/time-logged
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/note/{notableType}/{notableUuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/note/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/notifications
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/notifications/{id}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/oauth/connections
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/oauth/providers
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans
  • Query
  • filter[client_adviser_uuids], filter[has_active_adviser] query parameters Added
GET /api/v1/plans/{plan_uuid}/contributions/{subAccount}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans/{plan_uuid}/holdings/{subAccount}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans/{plan_uuid}/sub-accounts
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans/{plan_uuid}/sub-accounts/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans/{plan_uuid}/valuations/{subAccount}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/plans/{plan_uuid}/withdrawals/{subAccount}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/platform/{id}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/portal-engagement/summary
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/report
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/report-template
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/report-template/{reportTemplate_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/report-type
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/report/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/service-level
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/service-level/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/submission-request
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • receiver property Added
GET /api/v1/submission-request/received/{account}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • receiver property Added
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/submission-request/sent
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • receiver property Added
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/submission-request/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • receiver property Added
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/tag
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/task/{task_uuid}/checklists
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/time-entry/{trackable_type}/{trackable_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/time-entry/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/workflow
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/workflow/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/workflow/{workflow_uuid}/breadcrumbs
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/workflow/{workflow_uuid}/task
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/checklists
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v1/workflow/{workflow_uuid}/tree
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v2/circles/{circle_uuid}/expenditures
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v2/circles/{circle_uuid}/expenditures/{expenditure_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v2/fact-find/session/{factFindSession_uuid}/launch
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
GET /api/v2/flux
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PATCH /api/v1/addons/seccl/{addon}/client/{account_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PATCH /api/v1/checklist-item/{checklistItem_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PATCH /api/v1/checklist/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PATCH /api/v1/task/{task_uuid}/archive
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PATCH /api/v1/task/{task_uuid}/unarchive/{taskStatus_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/account
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/account/check-duplicates
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/account/{account_uuid}/address
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/account/{account_uuid}/login
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/account/{account_uuid}/login/{login_uuid}/expire
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/account/{account_uuid}/login/{login_uuid}/make-primary
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addon-subscriptions/{addonSubscription_uuid}/confirm-payment
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addon-subscriptions/{addonSubscription_uuid}/disable
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addon-subscriptions/{addonSubscription_uuid}/enable
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/be-iq/profiler/invite
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/conquest/client/{client}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/mortgagebrain/mortgage-search
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/nucleus/sync-clients
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/nucleus/sync-plans
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/associate-node
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/client
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/client/{account_uuid}/bank-details
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/client/{account_uuid}/direct-debit-mandate/portal-completion
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/client/{account_uuid}/products/{clientProductId}/accept
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/direct-debit-mandate
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/sync-client/{account_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/sync-clients
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/sync-plan/{plan_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/seccl/{addon}/sync-plans
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/smartsearch/ukaml/{client_uuid}/run
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/addons/transact/account-opening
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/automation-blueprints
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/automation-blueprints/{automationBlueprint_uuid}/trigger
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/automation-blueprints/{automationBlueprint_uuid}/webhook-targets
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/automation-step/{automationStep_uuid}/start
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/automation-step/{automationStep_uuid}/stop
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/bank-transaction/reconcile
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/business-units
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/business-units/{business_unit_uuid}/members/{action}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/cases-status
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/cases-type
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/checklist/{checklist_uuid}/items
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/client-status
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/client/{client_uuid}/expenditure/sync-to-circle
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/custom
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/custom/{expenditure_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/client/{client_uuid}/expenditure/{lifeStage_uuid}/{lifeStageField_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/client/{client_uuid}/linked-clients
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/client/{client_uuid}/potential-duplicates/dismiss
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/clone/{modelType}/{modelUuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/conversation/{conversation_uuid}/messages
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/conversation/{conversation_uuid}/messages/inline
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/custom-field
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/document-pack/document-pack
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/expectation/balance
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/expectation/reconcile
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/expectation/unbalance
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/expenditure-structure/field
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/expenditure-structure/field/reorder
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/expenditure-structure/section
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/expenditure-structure/section/reorder
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/expenditure-structure/section/set-custom-expenditure
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/fact-find/request/{factFindRequest_uuid}/create-account
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/file
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/file/create-file-record
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/file/direct-upload
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/firm/{firm_uuid}/branding
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/firm/{firm_uuid}/settings
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/folder
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/folder/{folder_uuid}/permissions
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/form/{form_uuid}/submission
  • Response
  • 200 response Modified
    • application/json content type Modified
      • request property Modified
        • receiver property Added
POST /api/v1/form/{form_uuid}/submission-request/{account_uuid}
  • Response
  • 201 response Modified
    • application/json content type Modified
      • receiver property Added
POST /api/v1/form/{form_uuid}/submission/{submission_uuid}/answer
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/form/{form_uuid}/submission/{submission_uuid}/submit
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/illustration/{illustration_uuid}/proceed
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/import
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/import/map/{import_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/import/start/{import_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/lead-interests
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/lead-sources
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/lead-sources/{lead_source_uuid}/sub-sources
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/leads
  • Body
  • application/json content type Modified
    • email, phone properties Removed
      • Removing a resource is always breaking unless it was deprecated before
        Breaking
    • contact_details property Added
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/leads/{lead_uuid}/addresses
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/leads/{lead_uuid}/archive
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/leads/{lead_uuid}/assign
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/leads/{lead_uuid}/contact-details
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/leads/{lead_uuid}/introducer
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/life-stage
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/life-stage/reorder
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/migrate-joint-documents-to-circle
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/note
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/notifications/read-all
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/notifications/read/{notification_id}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/notifications/subscribe/{subscribeableType}/{subscribeableUuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/notifications/unread/{notification_id}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/notifications/unsubscribe/{subscribeableType}/{subscribeableUuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/plans/{plan_uuid}/sub-accounts
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/sync-holdings
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/report
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/report-template
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/service-level
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/statement-transaction/{statementTransaction_uuid}/unreconcile-expectation
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/subscribe
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/tag
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/task/{task_uuid}/checklists
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/time-entry
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/time-entry/{timeEntry_uuid}/stop
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/workflow
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/workflow/{workflow_uuid}/run
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/workflow/{workflow_uuid}/task
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/checklists
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}/participants
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v2/circles/{circle_uuid}/expenditures/{lifeStage_uuid}/custom
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v2/circles/{circle_uuid}/expenditures/{lifeStage_uuid}/custom/{expenditure_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v2/circles/{circle_uuid}/expenditures/{lifeStage_uuid}/{lifeStageField_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v2/fact-find/blocks/reorder
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v2/fact-find/questions/reorder
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v2/fact-find/sections/reorder
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
POST /api/v2/webhook-subscriptions/calls/{outgoingWebhookCall_uuid}/retry
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/account/{account_uuid}/address/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/account/{account_uuid}/login/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/account/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/addon-subscriptions/{addonSubscription_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/addon/{addon_id}/sub-firm-availability
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/addons/conquest/client/{client}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/automation-blueprints/{automationBlueprint_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps/{blueprintStep_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/business-units/{business_unit_uuid}/branding
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/business-units/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/cases-status/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/cases-type/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/circles/{circle_uuid}/fact-find-access
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/client/{client_uuid}/linked-clients/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/conversation/{conversation_uuid}/messages/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/custom-field/{customField_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/document-pack/document-pack/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/expenditure-structure/field/{lifeStageField_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/expenditure-structure/section/{lifeStageSection_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/file/{file_uuid}/copy
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/file/{file}/restore
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/file/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/firm/{firm_uuid}/conversation-cover
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/firm/{firm_uuid}/network-settings/advisers/{employee_uuid}/{key}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/firm/{firm_uuid}/network-settings/{key}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/firm/{firm_uuid}/network-settings/{key}/configuration-controls
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/firm/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/folder/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/form/{form_uuid}/submission-request/{submissionRequest_uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • receiver property Added
PUT /api/v1/lead-interests/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/lead-sources/{lead_source_uuid}/sub-sources/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/lead-sources/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/leads/{lead_uuid}/addresses/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/leads/{lead_uuid}/contact-details/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/leads/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/life-stage/{lifeStage_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/note/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/oauth/connections/{oauthConnection_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/valuations/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/report-template/{reportTemplate_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/service-level/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/tag/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/time-entry/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/workflow/{uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added
PUT /api/v1/workflow/{workflow_uuid}/task/{workflowTask_uuid}
  • Header
  • X-PLANNR-ACCOUNT-UUID header Added