Create a case

POST /api/v1/cases

Headers

application/json

Body Required

  • name string Required

    The name of the case

  • participants array[string]

    Account uuids belonging to the firm. Must include at least one client.

  • status string

    The uuid of the status chosen for the case

  • type string

    The uuid of the type chosen for the case

  • value integer

    Expect value the case will generate in pennies

  • plans array[string]

    The uuids of the plans chosen for the case

Responses

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

      The UUID of the resource.

    • The timestamp of when the resource was created.

    • The timestamp of when the resource was updated.

    • name string

      Name of the case

    • slug string

      Slug of the case

    • status object

      Case status

      Additional properties are allowed.

    • type object

      Case type

      Additional properties are allowed.

    • Timestamp of when the case was completed

    • value object

      Expected value of this case

      Additional properties are allowed.

    • The case status's position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.

    • The number of participants on the case

    • Participants on this case (if included)

      Additional properties are allowed.

    • UUID of the task board

    • plans object

      Plans in this case (if included)

      Additional properties are allowed.

    • custom_fields array[object]

      Any custom fields on the model.

      Additional properties are allowed.

POST /api/v1/cases
curl \
 -X POST https://api.plannrcrm.com/api/v1/cases \
 -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}" \
 -d '{"name":"Patrick's Case","participants":["009f6ce2-b292-43cf-8748-58354a9ed29f","e55e5c4d-8b08-4b19-b3d1-1976b87b26f5"],"status":"b5698c93-f267-4672-97aa-758555d509fd","type":"85ae595e-871f-4e94-99dd-0ee5e6b876f9","value":15099,"plans":["541f4774-26f0-487e-8992-ec67fc41c676","7cecb113-2bc0-4258-b645-f1859efcb80e"]}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Patrick's Case",
  "participants": [
    "009f6ce2-b292-43cf-8748-58354a9ed29f",
    "e55e5c4d-8b08-4b19-b3d1-1976b87b26f5"
  ],
  "status": "b5698c93-f267-4672-97aa-758555d509fd",
  "type": "85ae595e-871f-4e94-99dd-0ee5e6b876f9",
  "value": 15099,
  "plans": [
    "541f4774-26f0-487e-8992-ec67fc41c676",
    "7cecb113-2bc0-4258-b645-f1859efcb80e"
  ]
}
Response examples (200)
{
  "name": "finance",
  "slug": "finance",
  "type": {
    "name": "Mortgage Plan",
    "uuid": "5d8b41f1-b405-4f59-9b83-0283ca022360",
    "created_at": "2024-11-20T13:24:01+00:00",
    "updated_at": "2024-11-20T13:24:01+00:00"
  },
  "uuid": "fc772668-5e5f-478b-b37a-6162b9482b4e",
  "plans": {
    "name": "Johns ISA",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "cash_account",
    "uuid": "0c6f03bc-73dd-4d8b-8a27-c5f9552fc801",
    "wrap": "App\\Http\\Resources\\Plans\\PlanResource",
    "cases": "App\\Http\\Resources\\CasesResource",
    "value": {
      "amount": {
        "example": "4000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£40.00",
        "description": "Money amount formatted with currency"
      }
    },
    "claims": "App\\Http\\Resources\\Plans\\ClaimResource",
    "client": "App\\Http\\Resources\\AccountResource",
    "covers": "App\\Http\\Resources\\Plans\\CoverResource",
    "seller": "App\\Http\\Resources\\AccountResource",
    "status": "inactive",
    "on_panel": true,
    "provider": "App\\Http\\Resources\\Plans\\ProviderResource",
    "sub_type": "lifetime isa",
    "opened_at": "2024-11-20T13:24:01+00:00",
    "valued_at": "2024-11-20T13:24:01+00:00",
    "created_at": "2024-11-20T13:24:01+00:00",
    "statistics": {
      "recent_growth": 100
    },
    "updated_at": "2024-11-20T13:24:01+00:00",
    "advice_area": "non_investment_insurance",
    "inactive_at": "2024-11-20T13:24:01+00:00",
    "review_date": "2023-11-20",
    "linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
    "main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
    "under_advice": true,
    "abstract_type": "asset",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "is_wrap_child": false,
    "linked_owners": "App\\Http\\Resources\\AccountResource",
    "policy_number": "AVIVA-123",
    "show_on_joint": true,
    "wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
    "can_be_deleted": "false",
    "total_benefits": {
      "critical_illness": {
        "amount": {
          "example": "15000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£150,000.00",
          "description": "Money amount formatted with currency"
        }
      },
      "family_income_benefit": {
        "amount": {
          "example": "10000000",
          "description": "Money amount at their lowest denominator (for example: pennies)"
        },
        "currency": {
          "example": "GBP",
          "description": "Currency of the money"
        },
        "formatted": {
          "example": "£100,000.00",
          "description": "Money amount formatted with currency"
        }
      }
    },
    "inactive_reason": "claimed",
    "is_group_scheme": false,
    "is_wrap_product": false,
    "latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
    "proposal_reference": "AB123456",
    "agency_in_your_name": true,
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "is_sub_group_scheme": false,
    "total_benefit_amount": {
      "amount": {
        "example": "25000000",
        "description": "Money amount at their lowest denominator (for example: pennies)"
      },
      "currency": {
        "example": "GBP",
        "description": "Currency of the money"
      },
      "formatted": {
        "example": "£250,000.00",
        "description": "Money amount formatted with currency"
      }
    },
    "is_group_scheme_member": false,
    "originally_sold_by_firm": true,
    "agency_in_your_name_from": "2023-11-20",
    "contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
    "visible_on_client_portal": true,
    "include_in_client_valuation": true
  },
  "value": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    }
  },
  "status": {
    "name": "To Be Reviewed",
    "uuid": "73d0b1cc-30fd-4f15-8866-97112b6973cd",
    "colour": "#23852B",
    "position": 5,
    "created_at": "2024-11-20T13:24:01+00:00",
    "updated_at": "2024-11-20T13:24:01+00:00"
  },
  "created_at": "2024-11-20T13:24:01+00:00",
  "updated_at": "2024-11-20T13:24:01+00:00",
  "completed_at": "2024-11-20T13:24:01+00:00",
  "participants": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "6d4aa852-a0d6-4cbf-9f92-5f6aee309d08",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2024-11-20T13:24:01+00:00",
    "first_name": "Gareth",
    "updated_at": "2024-11-20T13:24:01+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": "2024-11-20T13:24:01+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2024-11-20T13:24:01+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2024-11-20T13:24:01+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2024-11-20T13:24:01+00:00"
  },
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "fc325e48-acc6-477e-bba5-e0394bb6c63c",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2024-11-20T13:24:01+00:00",
      "updated_at": "2024-11-20T13:24:01+00:00",
      "is_required": false,
      "selection_options": [
        "Coffee",
        "Tea",
        "Water"
      ]
    }
  ],
  "status_position": 4,
  "task_board_uuid": "80dee37d-d637-4df9-83b1-6ca3f8132f6c",
  "participants_count": 4
}