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

POST /api/v1/introducer

Personal access token & O auth2

Dismiss highlight

Headers

• Authorization string
• Content-Type string
• Accept string
• X-PLANNR-ACCOUNT-UUID string

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

    (Deprecated - Please use primary_email instead). The email of the account.

  • 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

  • joint_account_circle object

    This field is only present when viewing a joint account directly. This will contain the circle that we automatically created when we released circles.

  • ownership_percentage integer

    Percentage ownership of the plan (This field is only present if viewing the account record via a plans relationship eg Plan -> Accounts)

  • inactive_at string

    Inactive from date

  • 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 \
 --request POST 'https://api.plannrcrm.com/api/v1/introducer' \
 --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":"Mr","first_name":"Patrick","last_name":"Stanton","entity_name":"PatrickCo","email":"patrick@plannercrm.com","assigned_adviser_uuid":"3ff73239-bb18-4a70-8852-a0f0feff8f07","groups":["ac2df98c-d30f-4235-94e2-f796cd5ff6b8","956a88b5-afe2-4738-ac92-a30e53737286"],"charge_split_schema_uuid":"eb7dbe1b-5bf8-4381-977e-3de9257a5b33"}'

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": "3ff73239-bb18-4a70-8852-a0f0feff8f07",
  "groups": [
    "ac2df98c-d30f-4235-94e2-f796cd5ff6b8",
    "956a88b5-afe2-4738-ac92-a30e53737286"
  ],
  "charge_split_schema_uuid": "eb7dbe1b-5bf8-4381-977e-3de9257a5b33"
}

Response examples (200)

{
  "firm": {
    "tax": 17.5,
    "logo": "https://api.plannrcrm.com/images/plannr.jpg",
    "name": "Codepotato",
    "slug": "codepotato",
    "uuid": "cda88d66-ec89-42ab-9907-3392935a1136",
    "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": "2025-06-24T10:15:12+01:00",
    "updated_at": "2025-06-24T10:15:12+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",
      "portal_background": "#f6f6f6",
      "portal_brand_title": "#323b4b",
      "sidebar_background": "#0E0E56",
      "portal_sidebar_icon": "#828994",
      "portal_sidebar_text": "#323b4b",
      "portal_account_email": "#828994",
      "portal_sidebar_title": "#11151d",
      "sidebar_title_primary": "#FFC634",
      "portal_brand_sub_title": "#828994",
      "portal_sidebar_divider": "#e3e5e9",
      "email_button_background": "#36367E",
      "portal_dashboard_bg_one": "#EF4583",
      "portal_dashboard_bg_two": "#FFC634",
      "sidebar_title_secondary": "#ffffff",
      "sidebar_title_background": "#36367E",
      "portal_sidebar_icon_hover": "#828994",
      "portal_sidebar_text_hover": "#323b4b",
      "portal_sidebar_icon_active": "#828994",
      "portal_sidebar_text_active": "#323b4b",
      "email_logo_background_panel": "#36367E",
      "portal_sidebar_button_hover": "#ffffff",
      "portal_sidebar_account_title": "#11151d",
      "portal_sidebar_button_active": "#ffffff",
      "sidebar_title_secondary_hover": "#ffffff",
      "portal_sidebar_button_background": "#f6f6f6"
    },
    "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!",
    "show_fact_find_illustrations": true
  },
  "name": "Gareth Thompson",
  "role": "client",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "3e768491-3c9b-4ea5-8d88-abb66a798d09",
      "colour": "#ef4582",
      "created_at": "2025-06-24T10:15:12+01:00",
      "updated_at": "2025-06-24T10:15:12+01:00"
    }
  ],
  "type": "client",
  "uuid": "2b9d315a-b30d-4e39-92d9-1ca5731fe287",
  "email": "gareth@codepotato.co.uk",
  "groups": [
    {
      "name": "finance",
      "slug": "finance",
      "uuid": "89f05b18-914e-4cac-bb1a-43058a054ab7",
      "created_at": "2025-06-24T10:15:12+01:00",
      "updated_at": "2025-06-24T10:15:12+01:00",
      "participants": {
        "name": {
          "example": "Gareth Thompson",
          "description": "Name of the account"
        },
        "role": {
          "example": "client",
          "description": "Role of the account"
        },
        "uuid": {
          "example": "1a31cce5-3069-478e-9fa2-0d7a5b5c303b",
          "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": "8822bc2f-1517-4650-a4cb-22b71ce5dda6",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-06-24T10:15:12+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-06-24T10:15:12+01:00",
      "with_login": true,
      "inactive_at": "2025-06-24",
      "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": "2025-06-24T10:15:12+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-06-24T10:15:12+01:00",
      "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
      "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
      "joint_account_circle": "App\\Http\\Resources\\CircleResource",
      "ownership_percentage": 100,
      "previous_review_date": "2025-06-24T10:15:12+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-06-24T10:15:12+01:00"
    }
  ],
  "last_name": "Thompson",
  "created_at": "2025-06-24T10:15:12+01:00",
  "first_name": "Gareth",
  "updated_at": "2025-06-24T10:15:12+01:00",
  "with_login": true,
  "inactive_at": "2025-06-24",
  "custom_fields": [
    {
      "name": "Favourite Drink",
      "type": "string",
      "uuid": "957478e8-b7a5-4ae8-abea-1a9b3ed43602",
      "value": "Coffee",
      "help_text": "This is the client's favourite drink.",
      "reference": "favourite_drink",
      "created_at": "2025-06-24T10:15:12+01:00",
      "updated_at": "2025-06-24T10:15:12+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": "0375cf7a-5735-44a4-b0ee-4380ab9dbf18",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-24T10:15:12+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-24T10:15:12+01:00",
    "with_login": true,
    "inactive_at": "2025-06-24",
    "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": "2025-06-24T10:15:12+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-24T10:15:12+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-06-24T10:15:12+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-24T10:15:12+01:00"
  },
  "primary_email": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "b248b535-144a-4233-89c9-217070a73938",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-06-24T10:15:12+01:00",
    "updated_at": "2025-06-24T10:15:12+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": "5a4ec983-923a-427c-a334-8bbbd125a3dc",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-24T10:15:12+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-24T10:15:12+01:00",
    "with_login": true,
    "inactive_at": "2025-06-24",
    "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": "2025-06-24T10:15:12+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-24T10:15:12+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-06-24T10:15:12+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-24T10:15:12+01:00"
  },
  "next_review_date": "2025-06-24T10:15:12+01:00",
  "has_joint_account": true,
  "current_time_entry": {
    "name": "Research",
    "uuid": "fffd439f-4afd-4959-8463-f05c500eca91",
    "account": "App\\Http\\Resources\\MinimalAccountResource",
    "end_date": "2025-06-24T09:53:12+01:00",
    "is_active": true,
    "trackable": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-06-24T10:15:12+01:00",
    "start_date": "2025-06-24T09:25:12+01:00",
    "updated_at": "2025-06-24T10:15:12+01:00",
    "description": "This is a description.",
    "trackable_type": "Client",
    "total_time_in_minutes": 28,
    "computed_time_elapsed_in_seconds": 1680
  },
  "first_contact_date": "2025-06-24T10:15:12+01:00",
  "external_references": [
    {
      "uuid": "d9bbf8d1-5017-4e7d-a3a2-bb4e38dec865",
      "reference": "AB123456",
      "created_at": "2025-06-24T10:15:12+01:00",
      "updated_at": "2025-06-24T10:15:12+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": "51a0de6d-b956-4dca-b782-e5764cf80b96",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-24T10:15:12+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-24T10:15:12+01:00",
    "with_login": true,
    "inactive_at": "2025-06-24",
    "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": "2025-06-24T10:15:12+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-24T10:15:12+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-06-24T10:15:12+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-24T10:15:12+01:00"
  },
  "joint_account_circle": {
    "name": "Jones Family",
    "uuid": "f9500c99-ae1b-416c-989a-4c09a6b5bf4a",
    "groups": "App\\Http\\Resources\\GroupResource",
    "accounts": "App\\Http\\Resources\\MinimalAccountResource",
    "created_at": "2025-06-24T10:15:12+01:00",
    "updated_at": "2025-06-24T10:15:12+01:00",
    "joint_account_uuid": "fbc01a64-a2a7-4444-9636-3763e1d2d636"
  },
  "ownership_percentage": 100,
  "previous_review_date": "2025-06-24T10:15:12+01:00",
  "primary_phone_number": {
    "name": "Work number",
    "type": "phone_number",
    "uuid": "376df60a-b11f-455f-9230-a2ae79c64122",
    "value": "+443330903630",
    "accounts": "App\\Http\\Resources\\AccountResource",
    "created_at": "2025-06-24T10:15:12+01:00",
    "updated_at": "2025-06-24T10:15:12+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": "97730bcc-bced-4219-8dc0-c6c5a1ab25d4",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2025-06-24T10:15:12+01:00",
    "first_name": "Gareth",
    "updated_at": "2025-06-24T10:15:12+01:00",
    "with_login": true,
    "inactive_at": "2025-06-24",
    "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": "2025-06-24T10:15:12+01:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2025-06-24T10:15:12+01:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "previous_review_date": "2025-06-24T10:15:12+01:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2025-06-24T10:15:12+01:00"
  },
  "anniversary_review_date": "2025-06-24T10:15:12+01:00"
}