Create a case
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Body 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
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
}