Create an introducer [Deprecated: Use create an account route]

POST /api/v1/introducer

Headers

application/json

Body Required

title string

Title
first_name string Required

First name
last_name string Required

Last name
entity_name string Required

Entity/business name
email string Required

Account email
assigned_adviser_uuid string

UUID of the account that this account reports to
groups array[string]

Group uuids belonging to the firm.
charge_split_schema_uuid string

Charge split schema that is always used when adding a charge split for this introducer

Responses

200 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.
- type string
  
  Account type
- role string
  
  Account role
- first_name string
  
  First name
- last_name string
  
  Last name
- name string
  
  Name
- email string
  
  Email
- firm object
  
  Firm
- primary_phone_number object
  
  Primary phone number
- primary_email object
  
  Primary email
- current_time_entry object
  
  Current time entry
- assigned_adviser object
  
  Assigned adviser
- assigned_administrator object
  
  Assigned administrator
- assigned_paraplanner object
  
  Assigned paraplanner
- introduced_by object
  
  Introduced by
- groups array[object]
  
  Groups
- tags array[object]
  
  Tags
- owners array[object]
  
  Accounts that own this account
- first_contact_date string
  
  First contact date
- next_review_date string
  
  Next review date
- previous_review_date string
  
  Previous review date
- anniversary_review_date string
  
  Anniversary review date
- with_login boolean
  
  Denotes whether the account has a login to Plannr
- has_joint_account boolean
  
  Denotes whether this account belongs to a joint account too
- can_be_deleted string
  
  Denotes if the account can be deleted
- custom_fields array[object]
  
  Any custom fields on the model.
- external_references array[object]
  
  The external references that have been added to the client.

POST /api/v1/introducer

curl \
 -X POST https://api.plannrcrm.com/api/v1/introducer \
 -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":"Patrick","last_name":"Stanton","entity_name":"PatrickCo","email":"patrick@plannercrm.com","assigned_adviser_uuid":"22e9538e-ca6a-4d50-bc17-3237b553d3dd","groups":["6c878db0-8be5-44c2-b910-bae6be53aa38","e2ba6397-be19-4d55-a6a2-deb0872d9ad7"],"charge_split_schema_uuid":"c82ad93f-457a-40cb-b40a-4c003c9bf23d"}'

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": "Patrick",
  "last_name": "Stanton",
  "entity_name": "PatrickCo",
  "email": "patrick@plannercrm.com",
  "assigned_adviser_uuid": "22e9538e-ca6a-4d50-bc17-3237b553d3dd",
  "groups": [
    "6c878db0-8be5-44c2-b910-bae6be53aa38",
    "e2ba6397-be19-4d55-a6a2-deb0872d9ad7"
  ],
  "charge_split_schema_uuid": "c82ad93f-457a-40cb-b40a-4c003c9bf23d"
}

Response examples (200)

{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "d00fbfd0-6f00-45c2-8838-54a72f267055",
    "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": "2024-10-16T11:10:14+01:00",
    "updated_at": "2024-10-16T11:10:14+01:00",
    "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": "4149c170-ed96-4797-8d5e-16b1a9027121",
      "colour": "#ef4582",
      "created_at": "2024-10-16T11:10:14+01:00",
      "updated_at": "2024-10-16T11:10:14+01:00"
    }
  ],
  "type": "client",
  "uuid": "c9c03c56-1f29-4513-b708-6c9f32ba9e42",
  "email": "gareth@codepotato.co.uk",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "eefa2f3e-3a50-4903-a9cc-991512ba8a31",
      "created_at": "2024-10-16T11:10:14+01:00",
      "updated_at": "2024-10-16T11:10:14+01:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "ab95fe46-4857-4675-bb67-5f5c5271a8c5",
          "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": "104ae8c8-6c4c-41b6-9233-37e62d2c4430",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2024-10-16T11:10:14+01:00",
      "first_name": "Gareth",
      "updated_at": "2024-10-16T11:10:14+01:00",
      "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": "2024-10-16T11:10:14+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2024-10-16T11:10:14+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "previous_review_date": "2024-10-16T11:10:14+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2024-10-16T11:10:14+01:00"
    }
  ],
  "last_name": "Thompson",
  "created_at": "2024-10-16T11:10:14+01:00",
  "first_name": "Gareth",
  "updated_at": "2024-10-16T11:10:14+01:00",
  "with_login": true,
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "23a1d9d0-056c-4c98-a1a8-61f51827d979",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2024-10-16T11:10:14+01:00",
      "updated_at": "2024-10-16T11:10:14+01:00",
      "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": "6c04d036-a981-4fff-a8fe-6b29a286d1c6",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2024-10-16T11:10:14+01:00",
    "first_name": "Gareth",
    "updated_at": "2024-10-16T11:10:14+01:00",
    "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": "2024-10-16T11:10:14+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2024-10-16T11:10:14+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2024-10-16T11:10:14+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2024-10-16T11:10:14+01:00"
  },
  "primary_email": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "1cbe93c1-28c2-42e3-9d97-6cd075197a1c",
    "value": "+443330903630",
    "account": "App\\Http\\Resources\\AccountResource",
    "primary": true,
    "created_at": "2024-10-16T11:10:14+01:00",
    "updated_at": "2024-10-16T11:10:14+01:00",
    "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": "97b4cab4-9eab-47e0-9207-86ac84dc02fc",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2024-10-16T11:10:14+01:00",
    "first_name": "Gareth",
    "updated_at": "2024-10-16T11:10:14+01:00",
    "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": "2024-10-16T11:10:14+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2024-10-16T11:10:14+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2024-10-16T11:10:14+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2024-10-16T11:10:14+01:00"
  },
  "next_review_date": "2024-10-16T11:10:14+01:00",
  "has_joint_account": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "07af8eec-ca6d-4f88-b102-1e21fe0e8fd0",
    "end_date": "2024-10-16T11:10:14+01:00",
    "is_active": "1",
    "trackable": "Client",
    "start_date": "2024-10-16T11:10:14+01:00"
  },
  "first_contact_date": "2024-10-16T11:10:14+01:00",
  "external_references": [
    {
      "uuid": "bbbac6e7-2963-4be9-882c-4b9cf826996f",
      "reference": "AB123456",
      "created_at": "2024-10-16T11:10:14+01:00",
      "updated_at": "2024-10-16T11:10:14+01:00",
      "third_party": "nucleus"
    }
  ],
  "assigned_paraplanner": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "e3654c73-a3a3-4d62-9ab7-84bddd827e99",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2024-10-16T11:10:14+01:00",
    "first_name": "Gareth",
    "updated_at": "2024-10-16T11:10:14+01:00",
    "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": "2024-10-16T11:10:14+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2024-10-16T11:10:14+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2024-10-16T11:10:14+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2024-10-16T11:10:14+01:00"
  },
  "previous_review_date": "2024-10-16T11:10:14+01:00",
  "primary_phone_number": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "ff8dc49f-a55d-48ce-8374-1e089de93305",
    "value": "+443330903630",
    "account": "App\\Http\\Resources\\AccountResource",
    "primary": true,
    "created_at": "2024-10-16T11:10:14+01:00",
    "updated_at": "2024-10-16T11:10:14+01:00",
    "phone_number_meta": {
      "country": "GB",
      "formatted": "0333 090 3630"
    }
  },
  "assigned_administrator": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "f633c4a4-a8c8-4234-a819-de56a5d47f5b",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2024-10-16T11:10:14+01:00",
    "first_name": "Gareth",
    "updated_at": "2024-10-16T11:10:14+01:00",
    "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": "2024-10-16T11:10:14+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2024-10-16T11:10:14+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2024-10-16T11:10:14+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2024-10-16T11:10:14+01:00"
  },
  "anniversary_review_date": "2024-10-16T11:10:14+01:00"
}