Get all introducers
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Query parameters
-
include string
Comma separated list of relationships to include in the response. Valid relationships are [primary_phone_number,primary_email, assigned_adviser, charge_split_schema, tags, groups].
-
filter[uuid] string
Filter by a comma separated list of UUIDs.
-
filter[name] string
Filter employees by name. This is a partial match against first_name, last_name, and entity_name together.
-
filter[email] string
Filter employees that have an email with a partial match.
-
filter[type] string
Comma separated string to filter by different employee types. Valid types are [owner, admin, member].
-
filter[created_after] string
Date to filter when the client was created after. Example 2022-04-05
-
filter[created_before] string
Date to filter when the client was created before. Example 2022-05-31
-
filter[groups] string
Comma separated list of partial groups names or group UUIDs.
-
filter[exclude_groups] string
Provide a group UUID (or multiple as a comma-separated string) to filter introducers within the provided groups out from the response.
-
sort string
Field to sort by. Valid fields are [created_at, updated_at, first_name, last_name, email]. Negative sign to denote DESC. Defaults to 'first_name'.
-
per_page integer
Number of results to return with pagination (Default 15. Max 500).
curl \
-X GET https://api.plannrcrm.com/api/v1/introducer \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
{
"data": [
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "9d3fe84c-ad24-4e9e-98c3-84ca9b2b46d4",
"county": "Hampshire",
"billing": {
"invoice_email": "gareth@codepotato.co.uk",
"invoice_county": "Hampshire",
"invoice_country": "United Kingdom",
"invoice_postcode": "PO7 7YH",
"invoice_address_1": "Suite E, 5 The Briars",
"invoice_address_2": "Waterberry Drive",
"invoice_town_city": "Waterlooville"
},
"country": "United Kingdom",
"postcode": "PO7 7YH",
"address_1": "Suite E, 5 The Briars",
"address_2": "Waterberry Drive",
"logo_icon": "https://api.plannrcrm.com/images/plannr-icon.jpg",
"month_end": 25,
"town_city": "Waterlooville",
"created_at": "2025-01-12T12:55:57+00:00",
"updated_at": "2025-01-12T12:55:57+00:00",
"ip_whitelist": [
"192.168.0.1",
"127.0.0.1"
],
"brand_colours": {
"sidebar_text": "#ffffff",
"sidebar_hover": "#0A0A42",
"email_sub_text": "#ffffff",
"sidebar_accent": "#36367E",
"sidebar_active": "#53DBB8",
"email_background": "#0E0E56",
"email_button_text": "#ffffff",
"sidebar_background": "#0E0E56",
"sidebar_title_primary": "#FFC634",
"email_button_background": "#36367E",
"sidebar_title_secondary": "#ffffff",
"sidebar_title_background": "#36367E",
"email_logo_background_panel": "#36367E",
"sidebar_title_secondary_hover": "#ffffff"
},
"is_subscribed": true,
"regulatory_text": "Regulatory text",
"addon_subscriptions": "App\\Http\\Resources\\Addons\\AddonSubscriptionResource",
"statement_frequency": "monthly",
"task_board_template": "App\\Http\\Resources\\Board\\BoardResource",
"keep_deleted_files_for": 30,
"welcome_paragraph_html": "<h1>Welcome.</h1>",
"email_welcome_paragraph_html": "Welcome to Plannr!"
},
"name": "Gareth Thompson",
"role": "client",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "c4506eb2-bcfb-417c-b080-f588c3c8f2d6",
"colour": "#ef4582",
"created_at": "2025-01-12T12:55:57+00:00",
"updated_at": "2025-01-12T12:55:57+00:00"
}
],
"type": "client",
"uuid": "93eae8f2-552e-4449-8121-c4bc432eb9a1",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "bae0d700-850c-4de9-bb91-706430470b10",
"created_at": "2025-01-12T12:55:57+00:00",
"updated_at": "2025-01-12T12:55:57+00:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "fc16cbc0-f756-4aa7-a36a-96169c1e0d50",
"description": "UUID of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
}
},
"participants_count": "3"
}
],
"owners": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "5a22ba52-2230-4be5-8492-e8e713ef1ef1",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-01-12T12:55:57+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-12T12:55:57+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-01-12T12:55:57+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-01-12T12:55:57+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2025-01-12T12:55:57+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-01-12T12:55:57+00:00"
}
],
"last_name": "Thompson",
"created_at": "2025-01-12T12:55:57+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-12T12:55:57+00:00",
"with_login": true,
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "ad0177aa-f92b-4fa4-89e9-56cef999a53a",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-01-12T12:55:57+00:00",
"updated_at": "2025-01-12T12:55:57+00:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"introduced_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "0152b961-94e2-4d0b-b54d-b0f422946d9b",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-01-12T12:55:57+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-12T12:55:57+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-01-12T12:55:57+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-01-12T12:55:57+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2025-01-12T12:55:57+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-01-12T12:55:57+00:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "1d01528f-18bb-4ba1-8f2e-f308fd107d7d",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-01-12T12:55:57+00:00",
"updated_at": "2025-01-12T12:55:57+00:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"can_be_deleted": "false",
"assigned_adviser": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "f7548dc3-e736-4dbd-b93b-c70379eba41a",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-01-12T12:55:57+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-12T12:55:57+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-01-12T12:55:57+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-01-12T12:55:57+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2025-01-12T12:55:57+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-01-12T12:55:57+00:00"
},
"next_review_date": "2025-01-12T12:55:57+00:00",
"has_joint_account": true,
"current_time_entry": {
"name": "Research",
"uuid": "d484a8fa-acc6-4a66-bdbd-c416bc92fbb6",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"end_date": "2025-01-12T12:33:57+00:00",
"is_active": true,
"trackable": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2025-01-12T12:55:57+00:00",
"start_date": "2025-01-12T12:05:57+00:00",
"updated_at": "2025-01-12T12:55:57+00:00",
"description": "This is a description.",
"trackable_type": "Client",
"total_time_in_minutes": 28,
"computed_time_elapsed_in_seconds": 1680
},
"first_contact_date": "2025-01-12T12:55:57+00:00",
"external_references": [
{
"uuid": "0162639a-e0a6-4268-8787-c3e2ca913f62",
"reference": "AB123456",
"created_at": "2025-01-12T12:55:57+00:00",
"updated_at": "2025-01-12T12:55:57+00:00",
"third_party": "nucleus"
}
],
"assigned_paraplanner": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "245beb60-8d61-45c0-8567-77aa5746c455",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-01-12T12:55:57+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-12T12:55:57+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-01-12T12:55:57+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-01-12T12:55:57+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2025-01-12T12:55:57+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-01-12T12:55:57+00:00"
},
"previous_review_date": "2025-01-12T12:55:57+00:00",
"primary_phone_number": {
"name": "Work number",
"type": "phone_number",
"uuid": "e3049926-4895-47a5-95aa-39a6f8dcced4",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-01-12T12:55:57+00:00",
"updated_at": "2025-01-12T12:55:57+00:00",
"phone_number_meta": {
"country": "GB",
"formatted": "0333 090 3630"
}
},
"assigned_administrator": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "da2ad5c4-44d3-4f1b-b204-bc458a120ec2",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-01-12T12:55:57+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-12T12:55:57+00:00",
"with_login": true,
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-01-12T12:55:57+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-01-12T12:55:57+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2025-01-12T12:55:57+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-01-12T12:55:57+00:00"
},
"anniversary_review_date": "2025-01-12T12:55:57+00:00"
}
]
}