Create a form

POST /api/v1/form
Personal access token & O auth2

Headers

application/json

Body Required

  • title string Required

    The title of the form

  • description string

    The description of the form

  • visibility string

    The visibility of the form. Available options: public, private, hidden and internal

  • allowed_hosts array[string]

    Domain hosts to allow viewing this form when embedded

  • create_client boolean

    Should this form create a new client if a submission comes form no registered account

  • client_type string

    Required if create client is true, the type of client to create on form submission, available values are: client and prospect

Responses

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

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • title string

      The title of the form

    • description string

      The description of the form

    • live boolean

      Whether the form is live

    • visibility string

      The visibility of the form

    • sections object

      The sections of the form. They include the forms questions in a array

    • allowed_hosts array[string]

      Array of allowed domains that this form can be accessed from using different origins

    • draft_submissions_count integer

      Count of draft submissions against this form

    • submitted_submissions_count integer

      Count of submitted submissions against this form

    • create_client boolean

      Denotes if this form creates a new client when it is submitted from a public embed

    • client_type string

      If create_client is true, then the client_type is the type of client that will be created, possible values are client and prospect
POST /api/v1/form 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/form' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"title":"Annual Survey Form","description":"This is the annual survey form for 2022","visibility":"public","allowed_hosts":["example.com","example.org"],"create_client":false,"client_type":"client"}'
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": "Annual Survey Form",
  "description": "This is the annual survey form for 2022",
  "visibility": "public",
  "allowed_hosts": [
    "example.com",
    "example.org"
  ],
  "create_client": false,
  "client_type": "client"
}
Response examples (201) 
{
  "live": true,
  "uuid": "4155e5fe-3503-4d52-a724-a79f95a2c0a2",
  "title": "Annual Catchup 2022",
  "sections": {
    "key": "what_is_your_name",
    "type": "string",
    "uuid": "185a0540-fb44-4d01-ad86-2b10d1f0afe2",
    "title": "What is your name?",
    "caption": "Your full legal name",
    "section": "App\\Http\\Resources\\FormSectionResource",
    "position": 1,
    "required": true,
    "help_text": "Gareth",
    "created_at": "2025-04-02T13:27:55+01:00",
    "updated_at": "2025-04-02T13:27:55+01:00",
    "target_field": "name",
    "linked_primary": true,
    "linked_question": "App\\Http\\Resources\\FormBuilder\\LinkedFormQuestionResource",
    "selection_options": [
      "option 1",
      "option 2"
    ]
  },
  "created_at": "2025-04-02T13:27:55+01:00",
  "updated_at": "2025-04-02T13:27:55+01:00",
  "visibility": "public",
  "client_type": "client",
  "description": "This is the annual catchup form for 2022",
  "allowed_hosts": [
    "domain.com",
    "subdomain.domain.com"
  ],
  "create_client": true,
  "draft_submissions_count": 5,
  "submitted_submissions_count": 5
}