Change Updates

Do not miss any PlannrCRM API changes, ever again

Subscribe to the PlannrCRM API changelog to be up to date on recent changes.

RSS

Changelog

Last update:
Compare
28 structure changes including:
1 Addition
27 Modifications
Modified 27 Breaking
PUT /api/v1/introducer/{id}
  • Response
  • 200 response Modified
    • external_references property Added
PUT /api/v1/document-template/{documentTemplate}
  • Response
  • 200 response Modified
    • dependants property Added
PUT /api/v1/document-pack/{id}
  • Response
  • 200 response Removed
PUT /api/v1/client/{id}
  • Response
  • 200 response Modified
    • external_references property Added
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/introducer
  • Response
  • 200 response Modified
    • external_references property Added
POST /api/v1/import/client
  • Body
  • content type Modified
    • subscribe property Added
POST /api/v1/folder
  • Body
  • content type Modified
    • parent property Modified
POST /api/v1/employee
  • Response
  • 200 response Modified
    • external_references property Added
POST /api/v1/document-template
  • Response
  • 201 response Modified
    • dependants property Added
POST /api/v1/document-signing
  • Response
  • 200 response Modified
    • account property Removed
    • launched_by property Added
POST /api/v1/document-pack
  • Response
  • 200 response Removed
POST /api/v1/client
  • Body
  • content type Modified
    • email, direct_report_uuid, prospect_converted_at, will_notes, next_review_date properties Modified
    • previous_review_date, anniversary_review_date properties Removed
    • external_reference property Added
  • Response
  • 200 response Modified
    • external_references property Added
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/introducer/{id}
  • Response
  • 200 response Modified
    • external_references property Added
GET /api/v1/employee
  • Response
  • 200 response Modified
    • external_references property Added
GET /api/v1/document-template/{documentTemplate}
  • Response
  • 200 response Modified
    • dependants property Added
GET /api/v1/document-template
  • Query
  • sort query parameter Added
GET /api/v1/document-signing/{signatureTransaction}
  • Response
  • 200 response Modified
    • account property Removed
    • launched_by property Added
GET /api/v1/document-signing
  • Query
  • filter[date_from], filter[date_to] query parameters Added
GET /api/v1/document-pack/{id}
  • Response
  • 200 response Removed
GET /api/v1/document-pack
  • Response
  • 200 response Removed
GET /api/v1/client/{id}
  • Response
  • 200 response Modified
    • external_references property Added
GET /api/v1/client/{client}/signatures
  • Query
  • filter[date_from], filter[date_to] query parameters Added
GET /api/v1/client
  • Response
  • 200 response Modified
    • external_references property Added
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
Added 1
POST /api/v1/file/direct-upload
9 structure changes including:
5 Additions
4 Modifications
Modified 4 Breaking
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
Added 5
DELETE /api/v1/introducer/{id}
GET /api/v1/introducer
GET /api/v1/introducer/{id}
POST /api/v1/introducer
PUT /api/v1/introducer/{id}
6 structure changes including:
6 Modifications
Modified 6 Breaking
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/time-entry
  • Body
  • content type Modified
    • total_time_in_minutes property Added
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
PUT /api/v1/time-entry/{id}
  • Body
  • content type Modified
    • total_time_in_minutes property Added
5 structure changes including:
5 Modifications
Modified 5 Breaking
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/board/{board}/list/{boardList}/task
  • Body
  • content type Modified
    • participants property Added
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
5 structure changes including:
1 Addition
4 Modifications
Modified 4 Breaking
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
Added 1
POST /api/v1/tinymce/auth
6 structure changes including:
6 Modifications
Modified 6 Breaking
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/client
  • Body
  • content type Modified
    • next_review_date property Modified
    • previous_review_date, anniversary_review_date properties Added
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
PUT /api/v1/client/{id}
  • Body
  • content type Modified
    • next_review_date property Modified
    • previous_review_date, anniversary_review_date properties Added
9 structure changes including:
5 Additions
4 Modifications
Modified 4 Breaking
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
Added 5
DELETE /api/v1/snippet/{id}
GET /api/v1/snippet
GET /api/v1/snippet/{id}
POST /api/v1/snippet
PUT /api/v1/snippet/{id}
9 structure changes including:
5 Additions
4 Modifications
Modified 4 Breaking
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
Added 5
DELETE /api/v1/snippet/{id}
GET /api/v1/snippet
GET /api/v1/snippet/{id}
POST /api/v1/snippet
PUT /api/v1/snippet/{id}
17 structure changes including:
17 Modifications
Modified 17 Breaking
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
DELETE /api/v1/cases-status/{id}
  • Response
  • 200 response Modified
    • position property Modified
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/board/{board_id}/list/{boardList}/task/{boardTask}
  • Response
  • 200 response Modified
    • board property Added
GET /api/v1/board/{board_id}/tasks
  • Response
  • 200 response Modified
    • board property Added
GET /api/v1/board/{id}
  • Response
  • 200 response Modified
    • modelable property Added
GET /api/v1/client
  • Query
  • filter[custom_field:REFERENCE] query parameter Added
GET /api/v1/me/tasks
  • Query
  • due_at_from, due_at_to query parameters Added
GET /api/v1/plans/{plan}/reporting/valuations/{subAccount}
  • Query
  • start_date, end_date query parameters Added
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/board/{board}/list/{boardList}/task
  • Response
  • 200 response Modified
    • board property Added
POST /api/v1/cases-status
  • Body
  • content type Modified
    • name property Modified
  • Response
  • 200 response Modified
    • position property Modified
POST /api/v1/subscribe
  • Body
  • content type Modified
    • addon property Removed
    • addon_id property Added
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
PUT /api/v1/board/{board_id}/list/{boardList}/task/{boardTask}
  • Response
  • 200 response Modified
    • board property Added
PUT /api/v1/board/{id}
  • Response
  • 200 response Modified
    • modelable property Added
PUT /api/v1/cases-status/{id}
  • Body
  • content type Modified
    • position property Added
  • Response
  • 200 response Modified
    • position property Modified
11 structure changes including:
1 Breaking change
2 Additions
8 Modifications
1 Removal
Modified 8 Breaking
DELETE /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
GET /api/v1/firm/{id}
  • Response
  • 200 response Modified
    • addon_subscriptions property Added
POST /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps
  • Path
  • $automationBlueprint path parameter Modified
POST /api/v1/firm/{firm}/branding
  • Response
  • 200 response Modified
    • addon_subscriptions property Added
POST /api/v1/firm/{firm}/settings
  • Response
  • 200 response Modified
    • addon_subscriptions property Added
PUT /api/v1/automation-blueprints/{automationBlueprint}/blueprint-steps/{blueprintStep}
  • Path
  • $automationBlueprint path parameter Modified
PUT /api/v1/firm/{id}
  • Response
  • 200 response Modified
    • addon_subscriptions property Added
Removed 1 Breaking
GET /api/v1/addons/nucleus
Added 2
GET /api/v1/static/addon-categories
POST /api/v1/addons/nucleus/sync-clients