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
v1.17.6
1 structure change including:
1 Addition
Added 1
POST /api/v1/mobile/notification-token
v1.17.0
1 structure change including:
1 Modification
Modified 1
POST /api/v1/conversation
  • Body
  • application/json content type Modified
    • message property Added
v1.15.0
1 structure change including:
1 Addition
Added 1
POST /api/v1/conversation/{conversation_uuid}/messages/inline
v1.14.7
1 structure change including:
1 Addition
Added 1
GET /api/v2/plans/{plan_uuid}/returns
v1.14.5
1 structure change including:
1 Modification
Modified 1
POST /api/v1/me/switch-account
  • Body
  • application/json content type Modified
    • mobile_account_uuid property Added
v1.14.2
4 structure changes including:
1 Addition
3 Modifications
Modified 3
DELETE /api/v1/plans/{uuid}
  • Path
  • plan path parameter Added
GET /api/v1/plans/{uuid}
  • Path
  • plan path parameter Added
PUT /api/v1/plans/{uuid}
  • Path
  • plan path parameter Added
Added 1
PUT /api/v1/plans/{plan_uuid}/ownership
v1.14.0
4 structure changes including:
4 Modifications
Modified 4
GET /api/v1/account/{account_uuid}/check
  • Response
  • 200 response Modified
    • application/json content type Modified
      • data property Modified
        • last_error property Added
GET /api/v1/account/{account_uuid}/check/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • last_error property Added
POST /api/v1/account/{account_uuid}/check
  • Response
  • 201 response Modified
    • application/json content type Modified
      • last_error property Added
PUT /api/v1/account/{account_uuid}/check/{uuid}
  • Response
  • 200 response Modified
    • application/json content type Modified
      • last_error property Added
v1.13.2
66 structure changes including:
66 Modifications
Modified 66
DELETE /api/v1/account/{account_uuid}/check/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/addon-subscriptions/{addonSubscription_uuid}/unsubscribe
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/adviser-split/{adviserSplit_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/automation-blueprints/{automationBlueprint_uuid}/blueprint-steps/{blueprintStep_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/bank-statement/{bankStatement_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/bank-transaction/{bankTransaction_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/charge-split-schema/{chargeSplitSchema_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/charge-split/{chargeSplit_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/circles/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/client-status/{clientStatus_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/client/{client_uuid}/staff-members/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/custom-default-folder/{customDefaultFolder_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/expenditure-structure/field/{lifeStageField_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/firm/{firm_uuid}/fca/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/form/{form_uuid}/question/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/form/{form_uuid}/section/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/form/{form_uuid}/submission-request/{submissionRequest_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/form/{form_uuid}/submission/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/form/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/illustration/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/life-stage/{lifeStage_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/lookups/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/new-business-event/{newBusinessEvent_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/oauth/connections/{oauthConnection_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/beneficiary/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/claim/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/cover/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/premiums/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions/{uuid}
  • Operation is now deprecated
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/holdings/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/portfolios/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals/{uuid}
  • Operation is now deprecated
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/transaction-schedule/{transactionSchedule_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{plan_uuid}/transaction/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/plans/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/provider-statement/{providerStatement_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/report-template/{reportTemplate_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/report/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/submission-request/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/task-status/{taskStatus_uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/task/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v1/unipass/certificate
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v2/addresses/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v2/bank-accounts/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v2/contact-details/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v2/dependants/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v2/income/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v2/risks/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
DELETE /api/v2/webhook-subscriptions/{uuid}
  • Response
  • 204 response Modified
    • application/json content type Added
GET /api/v1/plans/{plan_uuid}/contributions/{subAccount}
  • Operation is now deprecated
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions/{uuid}
  • Operation is now deprecated
GET /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals/{uuid}
  • Operation is now deprecated
GET /api/v1/plans/{plan_uuid}/withdrawals/{subAccount}
  • Operation is now deprecated
POST /api/v1/client-status/{clientStatus}/transfer-clients
  • Response
  • 204 response Modified
    • application/json content type Added
POST /api/v1/expenditure-structure/field/reorder
  • Response
  • 204 response Modified
    • application/json content type Added
POST /api/v1/expenditure-structure/section/reorder
  • Response
  • 204 response Modified
    • application/json content type Added
POST /api/v1/expenditure-structure/section/set-custom-expenditure
  • Response
  • 204 response Modified
    • application/json content type Added
POST /api/v1/form/{form_uuid}/publish
  • Response
  • 204 response Modified
    • application/json content type Added
POST /api/v1/form/{form_uuid}/unpublish
  • Response
  • 204 response Modified
    • application/json content type Added
POST /api/v1/life-stage/reorder
  • Response
  • 204 response Modified
    • application/json content type Added
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions
  • Operation is now deprecated
POST /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals
  • Operation is now deprecated
POST /api/v1/statement-transaction/auto-reconcile
  • Response
  • 204 response Modified
    • application/json content type Added
POST /api/v1/statement-transaction/create-expectations
  • Response
  • 204 response Modified
    • application/json content type Added
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/contributions/{uuid}
  • Operation is now deprecated
PUT /api/v1/plans/{plan_uuid}/sub-accounts/{subAccount_uuid}/withdrawals/{uuid}
  • Operation is now deprecated
v1.13.1
1 structure change including:
1 Modification
Modified 1
GET /api/v1/account
  • Query
  • filter[uuid], filter[exclude_uuid], filter[is_child] query parameters Added