Create a client [DEPRECATED: Use create an account route]
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Body Required
-
title string
Title
-
First Name
-
middle_name string
Middle Name
-
Last Name
-
maiden_name string
Maiden Name
-
email string
Email address
-
phone string
Clients primary phone number
-
assigned_adviser_uuid string
The UUID of the employee that the client directly reports to
-
assigned_administrator_uuid string
The UUID of the adviser employee that the client has been assigned
-
assigned_paraplanner_uuid string
The UUID of the paraplanner employee that the client has been assigned
-
introduced_by_uuid string
The UUID of the introducer for this client
-
send_welcome_email boolean
Set to true if you would like Plannr to send an email to the client on account creation
-
date_of_birth date
Date of birth
-
gender string
Gender. Possible values are: male, female, non-binary, transgender, intersex, other and unknown
-
ni_number string
National Insurance Number
-
nickname string
preferred nickname of the client
-
target_retirement_age integer
Targest retirement age.
-
pronouns string
Pronouns
-
smoker_status string
Smoker Status. Possible values are: smoker, non-smoker, vaper, ex-smoker, never-smoked, unknown
-
residential_status string
Residential status
-
country_of_residence string
Country of residence
-
marital_status string
Marital Status. Possible values are: single, cohabiting, married, divorced, civil-partnership, dissolved-civil-partnership, widowed, separated, engaged, in-relationship, other, unknown
-
is_vulnerable string
whether the client is vulnerable. Possible values are: "yes", "no", and "possibly"
-
is_prospect boolean
Denotes if the client is a prospect or not.
-
The datetime when the prospect was converted into a client.
-
value integer
The value of the client in penny format. E.g £5,000 would be 500000.
-
is_uk_resident boolean
Whether the client is a UK resident or not.
-
is_uk_domicile boolean
Whether the client is a UK domicile or not.
-
expected_retirement_age integer
The expected retirement age.
-
state_retirement_age integer
The state retirement age.
-
nationalities array[string]
Nationalities of the client. You can use the api/v1/static/nationalities endpoint to get our list.
-
vulnerability_details string
Any details regarding the client's vulnerabilities.
-
third_party_offered boolean
Whether the client has been offered any third party.
-
procedure_adaptation boolean
Whether any procedures need to be adapted to the client.
-
adaption_details_notes boolean
Any notes regarding adaptations
-
client_preferences string
Any client preferences.
-
current_state_of_health string
The client's current state of health.
-
state_of_health_explanation string
Explanation of the current state of health.
-
cigarettes_daily integer
The amount of cigarettes the client smokes a day.
-
smoker_since date
The date of when the client started smoking.
-
long_term_care_needed boolean
Whether the client required long term care.
-
long_term_care_notes string
Notes on the client's long term care.
-
has_will boolean
Whether the client has a will or not.
-
will_notes string
Notes on the client's will.
-
will_last_reviewed date
The date of the last time the will's been reviewed.
-
has_power_of_attorney boolean
Whether the client has power of attorney.
-
power_of_attorney_notes string
Notes on the client's power of attorney.
-
first_contact_date date
The date of the first contact.
-
units_of_alcohol_weekly integer
The units of alcohol digested weekly.
-
height integer
The height of the client in centimeters.
-
weight integer
The weight of the client in pounds.
-
health_notes string
Notes on the client's health.
-
has_iht_planning boolean
Whether the client has Inheritance Tax (IHT) planning or not.
-
iht_planning_notes string
Notes on the client's Inheritance Tax (IHT) planning.
-
has_gifted_family boolean
Whether the client has gifted the family.
-
gift_notes string
Notes on the gifts.
-
is_anticipating_inheritance boolean
Whether the client is anticipating/ expecting any inheritance.
-
Notes on the client's inheritance anticipation/ expectations.
-
next_review_date date
Date of next review
-
previous_review_date date
Date of previous review
-
Anniversary review date
-
is_will_accurate boolean
Does your current will reflect your wishes?
-
will_executors string
Who are the executors?
-
will_location string
Where is the will stored?
-
will_bequests_detail string
Details of any Bequests
-
is_poa_registered_epa_or_lpa string
Is the Power of Attorney Registered as a EPA or LPA
-
Are the Attorneys appointed for Health, Wealth or Both?
-
When were the Attorney’s appointed?
-
will_poa_details string
Who are the Attorney’s?
-
are_poa_documents_registered boolean
Are the documents registered?
-
will_gifts_details string
Notes of gifts
-
groups array[string]
Group UUIDs to sync client to.
-
Are you in receipt of your State Pension
-
has_obtained_a_forecast boolean
Have you recently obtained a forecast
-
date_of_forecast date
What is the date of the obtained forecast
-
projected_state_pension integer
What is the projected State Pension
-
How many years have you made Nation Insurance Contributions
-
pension_notes string
Notes on the pension
-
status_uuid string
The status of the client.
-
date_of_marriage date
Date of marriage
-
is_deceased boolean
Denotes if the client is deceased
-
deceased_at date
Date of death
-
is_married_to_partner boolean
Denotes if the client is married to their partner
-
checked_sanctions_at date
Date the client was checked for sanctions
-
lead_source string
Marks the lead source of the client
-
write_to_whom string
Marks the name of the client to write to
-
passport_number string
The passport number of the client
-
do_not_contact_via_fax boolean
Denotes if the client can be contacted via fax
-
do_not_contact_via_mail boolean
Denotes if the client can be contacted via mail
-
do_not_contact_via_sms boolean
Denotes if the client can be contacted via SMS
-
do_not_contact_via_email boolean
Denotes if the client can be contacted via email
-
do_not_contact_via_telephone boolean
Denotes if the client can be contacted via telephone
-
do_not_visit boolean
Denotes if the client can be visited
-
do_not_market boolean
Denotes if the client can be marketed to
-
The regulatory classification of the client. Possible values are: retail_client, professional_client, eligible_counterparty, not_applicable and unknown
-
external_reference array[string]
A third-party external reference to attach when creating the model. The third party must be one of the following: adviser_office, aj_bell, conquest, filehaven, finio, fundment, intelliflo_office, nucleus, parmenion, seccl, smartsearch, soderberg and transact_remuneration
POST
/api/v1/client
curl \
-X POST https://api.plannrcrm.com/api/v1/client \
-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 '{"title":"Mr","first_name":"Gareth","middle_name":"Alex","last_name":"Thompson","maiden_name":"Thompson","email":"gareth@codepotato.co.uk","phone":"443330509960","assigned_adviser_uuid":"92d81492-44d6-4c3f-9863-3494b7fbbea1","assigned_administrator_uuid":"0b3c7bd4-87cf-4562-ab8e-bbd42e4200d3","assigned_paraplanner_uuid":"67e9cd92-3797-426e-9558-c3a1f52a22a5","introduced_by_uuid":"be2f887a-6d3e-42f7-8bf5-19978ba98a91","send_welcome_email":true,"date_of_birth":"1975-01-17","gender":"Male","ni_number":"AB 12 34 56 C","nickname":"G","target_retirement_age":60,"pronouns":"he/him","smoker_status":"non-smoker","residential_status":"settled","country_of_residence":"United Kingdom","marital_status":"married","is_vulnerable":"possibly","is_prospect":false,"prospect_converted_at":"2025-01-17T11:18:28+00:00","value":500000,"is_uk_resident":true,"is_uk_domicile":true,"expected_retirement_age":60,"state_retirement_age":60,"nationalities":["British","Romanian"],"vulnerability_details":"No vulnerabilities","third_party_offered":true,"procedure_adaptation":true,"adaption_details_notes":"Adaptation notes","client_preferences":"Prefers telephone calls in the morning.","current_state_of_health":"Fit and healthy","state_of_health_explanation":"Explanation of the current state of health.","cigarettes_daily":6,"smoker_since":"2015-01-17","long_term_care_needed":false,"long_term_care_notes":"Notes on the client's long term care.","has_will":false,"will_notes":"Notes on the client's will.","will_last_reviewed":"2025-01-16","has_power_of_attorney":true,"power_of_attorney_notes":"Notes on the client's power of attorney.","first_contact_date":"2024-12-17","units_of_alcohol_weekly":28,"height":186,"weight":220,"health_notes":"Notes on the client's health.","has_iht_planning":true,"iht_planning_notes":"Notes on the client's Inheritance Tax (IHT) planning.","has_gifted_family":true,"gift_notes":"Notes on the gifts.","is_anticipating_inheritance":true,"anticipating_inheritance_notes":"Notes on the client's inheritance anticipation/ expectations.","next_review_date":"2025-02-17","previous_review_date":"2024-12-17","anniversary_review_date":"2025-01-17","is_will_accurate":true,"will_executors":"string","will_location":"string","will_bequests_detail":"string","is_poa_registered_epa_or_lpa":"epa","are_poa_appointed_for_health_or_wealth":"health","poa_attorney_appointed_at":"2025-01-17T00:00:00+00:00","will_poa_details":"string","are_poa_documents_registered":true,"will_gifts_details":"string","groups":["79d61c24-95b1-4804-8618-7c62780e5e0c","9af0127c-8b23-42c2-93dc-ff22064d9438"],"is_in_receipt_of_your_state_pension":true,"has_obtained_a_forecast":true,"date_of_forecast":"2025-01-17T11:18:28+00:00","projected_state_pension":50000,"years_of_national_insurance_contributions":5,"pension_notes":"string","status_uuid":"2371b582-ec8e-4796-b0b4-4075d8d23548","date_of_marriage":"2025-01-17","is_deceased":false,"deceased_at":"2025-01-17","is_married_to_partner":true,"checked_sanctions_at":"2025-01-17","lead_source":"LeadGen Company","write_to_whom":"Gareth","passport_number":"123456","do_not_contact_via_fax":false,"do_not_contact_via_mail":false,"do_not_contact_via_sms":false,"do_not_contact_via_email":false,"do_not_contact_via_telephone":false,"do_not_visit":false,"do_not_market":false,"client_regulatory_classification":"professional_client","external_reference":[{"reference":"AB123456","third_party":"nucleus"}]}'
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
{
"title": "Mr",
"first_name": "Gareth",
"middle_name": "Alex",
"last_name": "Thompson",
"maiden_name": "Thompson",
"email": "gareth@codepotato.co.uk",
"phone": "443330509960",
"assigned_adviser_uuid": "92d81492-44d6-4c3f-9863-3494b7fbbea1",
"assigned_administrator_uuid": "0b3c7bd4-87cf-4562-ab8e-bbd42e4200d3",
"assigned_paraplanner_uuid": "67e9cd92-3797-426e-9558-c3a1f52a22a5",
"introduced_by_uuid": "be2f887a-6d3e-42f7-8bf5-19978ba98a91",
"send_welcome_email": true,
"date_of_birth": "1975-01-17",
"gender": "Male",
"ni_number": "AB 12 34 56 C",
"nickname": "G",
"target_retirement_age": 60,
"pronouns": "he/him",
"smoker_status": "non-smoker",
"residential_status": "settled",
"country_of_residence": "United Kingdom",
"marital_status": "married",
"is_vulnerable": "possibly",
"is_prospect": false,
"prospect_converted_at": "2025-01-17T11:18:28+00:00",
"value": 500000,
"is_uk_resident": true,
"is_uk_domicile": true,
"expected_retirement_age": 60,
"state_retirement_age": 60,
"nationalities": [
"British",
"Romanian"
],
"vulnerability_details": "No vulnerabilities",
"third_party_offered": true,
"procedure_adaptation": true,
"adaption_details_notes": "Adaptation notes",
"client_preferences": "Prefers telephone calls in the morning.",
"current_state_of_health": "Fit and healthy",
"state_of_health_explanation": "Explanation of the current state of health.",
"cigarettes_daily": 6,
"smoker_since": "2015-01-17",
"long_term_care_needed": false,
"long_term_care_notes": "Notes on the client's long term care.",
"has_will": false,
"will_notes": "Notes on the client's will.",
"will_last_reviewed": "2025-01-16",
"has_power_of_attorney": true,
"power_of_attorney_notes": "Notes on the client's power of attorney.",
"first_contact_date": "2024-12-17",
"units_of_alcohol_weekly": 28,
"height": 186,
"weight": 220,
"health_notes": "Notes on the client's health.",
"has_iht_planning": true,
"iht_planning_notes": "Notes on the client's Inheritance Tax (IHT) planning.",
"has_gifted_family": true,
"gift_notes": "Notes on the gifts.",
"is_anticipating_inheritance": true,
"anticipating_inheritance_notes": "Notes on the client's inheritance anticipation/ expectations.",
"next_review_date": "2025-02-17",
"previous_review_date": "2024-12-17",
"anniversary_review_date": "2025-01-17",
"is_will_accurate": true,
"will_executors": "string",
"will_location": "string",
"will_bequests_detail": "string",
"is_poa_registered_epa_or_lpa": "epa",
"are_poa_appointed_for_health_or_wealth": "health",
"poa_attorney_appointed_at": "2025-01-17T00:00:00+00:00",
"will_poa_details": "string",
"are_poa_documents_registered": true,
"will_gifts_details": "string",
"groups": [
"79d61c24-95b1-4804-8618-7c62780e5e0c",
"9af0127c-8b23-42c2-93dc-ff22064d9438"
],
"is_in_receipt_of_your_state_pension": true,
"has_obtained_a_forecast": true,
"date_of_forecast": "2025-01-17T11:18:28+00:00",
"projected_state_pension": 50000,
"years_of_national_insurance_contributions": 5,
"pension_notes": "string",
"status_uuid": "2371b582-ec8e-4796-b0b4-4075d8d23548",
"date_of_marriage": "2025-01-17",
"is_deceased": false,
"deceased_at": "2025-01-17",
"is_married_to_partner": true,
"checked_sanctions_at": "2025-01-17",
"lead_source": "LeadGen Company",
"write_to_whom": "Gareth",
"passport_number": "123456",
"do_not_contact_via_fax": false,
"do_not_contact_via_mail": false,
"do_not_contact_via_sms": false,
"do_not_contact_via_email": false,
"do_not_contact_via_telephone": false,
"do_not_visit": false,
"do_not_market": false,
"client_regulatory_classification": "professional_client",
"external_reference": [
{
"reference": "AB123456",
"third_party": "nucleus"
}
]
}
Response examples (200)
{
"firm": {
"tax": 17.5,
"logo": "https://api.plannrcrm.com/images/plannr.jpg",
"name": "Codepotato",
"slug": "codepotato",
"uuid": "5a856e3f-fc08-49e4-ae1a-0fd74547dbf9",
"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": "2025-01-17T11:18:28+00:00",
"updated_at": "2025-01-17T11:18:28+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": "989bd363-8f5e-45ce-8bb1-1c663aa187dc",
"colour": "#ef4582",
"created_at": "2025-01-17T11:18:28+00:00",
"updated_at": "2025-01-17T11:18:28+00:00"
}
],
"type": "client",
"uuid": "3f99ed10-acf7-4ec2-abf4-7d9bfaaacd15",
"email": "gareth@codepotato.co.uk",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "ab1a1fdb-bc15-4e76-aff0-0569a6d5756d",
"created_at": "2025-01-17T11:18:28+00:00",
"updated_at": "2025-01-17T11:18:28+00:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "d0279897-be0d-4255-b70a-90bd3b0e9edb",
"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": "a546e5d5-8529-437a-b194-8bc4096793c3",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-01-17T11:18:28+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-17T11:18:28+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": "2025-01-17T11:18:28+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-01-17T11:18:28+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2025-01-17T11:18:28+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-01-17T11:18:28+00:00"
}
],
"last_name": "Thompson",
"created_at": "2025-01-17T11:18:28+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-17T11:18:28+00:00",
"with_login": true,
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "78333252-875d-4d8c-a28a-b4a0c2198bee",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-01-17T11:18:28+00:00",
"updated_at": "2025-01-17T11:18:28+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": "8ffea3e6-b62b-4e55-9c08-420d716884c4",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-01-17T11:18:28+00:00",
"first_name": "Gareth",
"updated_at": "2025-01-17T11:18:28+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": "2025-01-17T11:18:28+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-01-17T11:18:28+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"previous_review_date": "2025-01-17T11:18:28+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-01-17T11:18:28+00:00"
},
"primary_email": {
"name": "Work number",
"type": "phone_number",
"uuid": "e6997420-cc57-4d34-9ba0-9583294ea0d6",
"value": "+443330903630",
"accounts": "App\\Http\\Resources\\AccountResource",
"created_at": "2025-01-17T11:18:28+00:00",
"updated_at": "2025-01-17T11:18:28+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": "68b06ef6-4eca-466f-a4e8-dc87c2973ae1",
"email": "gareth@codepotato.co.uk",
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