Headers

• X-PLANNR-ACCOUNT-UUID string

Path parameters

• uuid string Required

Query parameters

• per_page integer

  Number of ancestor/descendant messages to return per page (Default 25. Max 500).

• page[ancestors] integer

  Page number for ancestor messages.

• page[descendants] integer

  Page number for descendant messages.

Responses

• 200 application/json
  Hide response attributes Show response attributes object

  • uuid string
  • created_at string
  • updated_at string
  • message_created_at string
  • mailbox object
    Hide mailbox attributes Show mailbox attributes object

    • uuid string
    • created_at string
    • updated_at string
    • created_by object
      Hide created_by attributes Show created_by attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • type

        Account type

      • role

        Account role

      • first_name

        First name

      • last_name

        Last name

      • name

        Name

      • email

        (Deprecated - Please use primary_email instead). The email of the account.

      • photo_url

        URL for initial avatar image

      • first_contact_date

        First contact date

      • next_review_date

        Next review date

      • previous_review_date

        Previous review date

      • anniversary_review_date

        Anniversary review date

      • terms_of_business_at

        Date the Terms of Business were agreed and signed

      • client_agreement_at

        Date the client agreement was agreed and signed

      • with_login

        Denotes whether the account has a login to Plannr

      • has_joint_account

        Denotes whether this account belongs to a joint account too

      • can_be_deleted

        Denotes if the account can be deleted

      • ownership_percentage

        Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

      • inactive_at

        Inactive from date

      • last_interaction_at

        Last interaction date

      • referral_code

        Unique referral code for the employee account (employees only)

      • is_out_of_office

        Denotes whether the account is currently within an active Out of Office window (employees only)

      • out_of_office_from

        Start of the Out of Office period (employees only). Null when not out of office

      • out_of_office_until

        End of the Out of Office period (employees only). Null when not out of office

      • out_of_office_message

        Message shown to portal users while the account is Out of Office (employees only). Null when not out of office

      • permissions

        Permission map where keys are permission names and values are target arrays

    • type string
    • email string
    • name string
    • state string
    • enabled boolean
    • message_count integer
  • firm object
    Hide firm attributes Show firm attributes object

    • uuid string
    • created_at string
    • updated_at string
    • name string
    • slug string
    • address_1 string
    • address_2 string
    • town_city string
    • county string
    • postcode string
    • country string
    • regulatory_text string
    • logo string
    • logo_icon string
    • brand_colours object
      Hide brand_colours attributes Show brand_colours attributes object

      • sidebar_background string
      • sidebar_accent string
      • sidebar_text string
      • sidebar_hover string
      • sidebar_active string
      • sidebar_title_background string
      • sidebar_title_primary string
      • sidebar_title_secondary string
      • sidebar_title_secondary_hover string
      • email_background string
      • email_logo_background_panel string
      • email_sub_text string
      • email_button_background string
      • email_button_text string
      • portal_sidebar_button_background string
      • portal_sidebar_button_hover string
      • portal_sidebar_button_active string
      • portal_brand_title string
      • portal_brand_sub_title string
      • portal_sidebar_title string
      • portal_sidebar_text string
      • portal_sidebar_text_hover string
      • portal_sidebar_text_active string
      • portal_sidebar_icon string
      • portal_sidebar_icon_hover string
      • portal_sidebar_icon_active string
      • portal_background string
      • portal_sidebar_account_title string
      • portal_sidebar_account_email string
      • portal_sidebar_divider string
      • portal_dashboard_bg_one string
      • portal_dashboard_bg_two string
      • portal_sidebar_collapse_button string
      • portal_sidebar_collapse_button_hover string
      • portal_sidebar_user_select_background string
      • portal_sidebar_user_select_hover string
      • portal_sidebar_user_select_text string
      • portal_sidebar_user_select_text_hover string
      • portal_sidebar_user_select_border string
      • portal_sidebar_user_select_border_hover string
    • is_subscribed boolean
    • addon_subscriptions object
      Hide addon_subscriptions attributes Show addon_subscriptions attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • enabled

        Determines if the addon is enabled

      • trial_ends_at

        If the addon is a paid addon, this is the date the free trial will end for the addon subscription.

      • trial_ends_in_days

        If the addon is a paid addon, this is the number of days left in the free trial for the addon subscription.

      • payment_confirmed_at

        If the addon is a paid addon, this is the date the payment was confirmed for the addon subscription.

    • keep_deleted_files_for integer
    • tax number
    • month_end integer
    • statement_frequency string
    • billing object
      Hide billing attributes Show billing attributes object

      • invoice_address_1 string
      • invoice_address_2 string
      • invoice_town_city string
      • invoice_county string
      • invoice_postcode string
      • invoice_country string
      • invoice_email string
    • task_board_template object
      Hide task_board_template attributes Show task_board_template attributes object

      • uuid

        uuid of the board

      • created_at

        timestamp of when the board was created

      • updated_at

        timestamp of when the board was updated

      • is_template

        returns true if the board is a template

      • name

        the name of the board

      • default_list_uuid

        the default list uuid

      • is_editable

        determines if the user can edit the board (e.g update the board, lists and move tasks around)

      • priorities

        returns the array of priorities that can be set within a task

    • ip_whitelist array[string]
    • welcome_paragraph_html string
    • email_welcome_paragraph_html string
    • show_fact_find_illustrations boolean
    • cc_email_addresses array[string]
    • bcc_email_addresses array[string]
    • reply_to_email_address string
    • mobile_app_support_number string
    • mobile_app_support_email string
  • ancestors object
    Hide ancestors attributes Show ancestors attributes object

    • data object
      Hide data attributes Show data attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • message_created_at

        The timestamp of when the message was sent.

      • ancestors

        Paginated thread of messages that come before this message

      • descendants

        Paginated thread of messages that come after this message

      • thread_count

        The number of thread messages.

      • subject

        The subject of the message.

      • incoming

        Whether the message is incoming or outgoing.

      • text

        The plain text content of the message.

      • html

        The HTML content of the message. Only available when the message is retrieved directly.

    • meta string
    • links string
  • descendants object
    Hide descendants attributes Show descendants attributes object

    • data object
      Hide data attributes Show data attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • message_created_at

        The timestamp of when the message was sent.

      • ancestors

        Paginated thread of messages that come before this message

      • descendants

        Paginated thread of messages that come after this message

      • thread_count

        The number of thread messages.

      • subject

        The subject of the message.

      • incoming

        Whether the message is incoming or outgoing.

      • text

        The plain text content of the message.

      • html

        The HTML content of the message. Only available when the message is retrieved directly.

    • meta string
    • links string
  • thread_count integer
  • participants array[object]
    Hide participants attributes Show participants attributes object

    • uuid string
    • created_at string
    • updated_at string
    • mailbox_message object
      Hide mailbox_message attributes Show mailbox_message attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • message_created_at

        The timestamp of when the message was sent.

      • ancestors

        Paginated thread of messages that come before this message

      • descendants

        Paginated thread of messages that come after this message

      • thread_count

        The number of thread messages.

      • subject

        The subject of the message.

      • incoming

        Whether the message is incoming or outgoing.

      • text

        The plain text content of the message.

      • html

        The HTML content of the message. Only available when the message is retrieved directly.

    • firm object
      Hide firm attributes Show firm attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • name

        Name of the firm

      • slug

        Slug of the firm

      • address_1

        First line of the address

      • address_2

        Second line of the address

      • town_city

        Town/City

      • county

        County

      • postcode

        Postcode

      • country

        Country

      • regulatory_text

        Regulatory text of the firm.

      • logo

        URL of your firm logo.

      • logo_icon

        URL of your firm logo icon.

      • brand_colours

        Firm branding colours.

      • is_subscribed

        Subscription status.

      • keep_deleted_files_for

        Number of days to keep deleted files for

      • tax

        Tax percent

      • month_end

        Date of the month for the monthly income reconciliation statements to end

      • statement_frequency

        The frequency of the income reconciliation statements

      • billing

        Firm invoice details for billing

      • ip_whitelist

        A list of IP Addresses a firm is allowed to log in from.

      • welcome_paragraph_html

        Custom welcome paragraph html for the branded auth welcome page

      • email_welcome_paragraph_html

        Custom welcome paragraph for the welcome/new user email

      • show_fact_find_illustrations

        Determines if the illustrations/graphics are displayed on the fact find.

      • cc_email_addresses

        Array of email cc addresses.

      • bcc_email_addresses

        Array of email bcc addresses.

      • reply_to_email_address

        Firm reply to email address.

      • mobile_app_support_number

        Firm mobile app support number.

      • mobile_app_support_email

        Firm mobile app support email address.

    • mailbox object
      Hide mailbox attributes Show mailbox attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • type

        The type of mailbox this is. Possible values are: imap, gmail and outlook

      • email

        The email address of the mailbox.

      • name

        The name of the mailbox.

      • state

        The status of the mailbox. Possible values are: init, syncing, connecting, connected, authenticationError, connectError, unset, disconnected and deleting

      • enabled

        Whether the mailbox is enabled or not.

      • message_count

        The number of messages synced by this mailbox.

    • type string
    • name string
    • email string
  • attachments array[object]
    Hide attachments attributes Show attachments attributes object

    • uuid string
    • created_at string
    • updated_at string
    • firm object
      Hide firm attributes Show firm attributes object

      • uuid

        The UUID of the resource.

      • created_at

        The timestamp of when the resource was created.

      • updated_at

        The timestamp of when the resource was updated.

      • name

        Name of the firm

      • slug

        Slug of the firm

      • address_1

        First line of the address

      • address_2

        Second line of the address

      • town_city

        Town/City

      • county

        County

      • postcode

        Postcode

      • country

        Country

      • regulatory_text

        Regulatory text of the firm.

      • logo

        URL of your firm logo.

      • logo_icon

        URL of your firm logo icon.

      • brand_colours

        Firm branding colours.

      • is_subscribed

        Subscription status.

      • keep_deleted_files_for

        Number of days to keep deleted files for

      • tax

        Tax percent

      • month_end

        Date of the month for the monthly income reconciliation statements to end

      • statement_frequency

        The frequency of the income reconciliation statements

      • billing

        Firm invoice details for billing

      • ip_whitelist

        A list of IP Addresses a firm is allowed to log in from.

      • welcome_paragraph_html

        Custom welcome paragraph html for the branded auth welcome page

      • email_welcome_paragraph_html

        Custom welcome paragraph for the welcome/new user email

      • show_fact_find_illustrations

        Determines if the illustrations/graphics are displayed on the fact find.

      • cc_email_addresses

        Array of email cc addresses.

      • bcc_email_addresses

        Array of email bcc addresses.

      • reply_to_email_address

        Firm reply to email address.

      • mobile_app_support_number

        Firm mobile app support number.

      • mobile_app_support_email

        Firm mobile app support email address.

    • name string
    • type string
    • size integer
    • download_url string
    • extension string
    • status string
  • subject string
  • incoming boolean
  • text string
  • html string