Add tags to company You can provide an array of tags in various formats.

POST /api/v1/tag

Each element in the array can be:

  • a string of the tag name (and it will find it if it exists for the firm)
  • a UUID of a tag that already exists
  • an array of a name value and a colour value. e.g. ['name' => 'Urgent', 'colour' => '#FF0000']

There are four different modes for dealing with tags on a model.

  • create = Create the tags you provide with no model attached to them.
  • attach = Add the tags you provide to the model, keeping any tags already on the model.
  • sync = Only the tags you provide in the request should exist on the model, this will remove any that you have not provided.
  • detach = Remove the tags you provide from the model.

Headers

application/json

Body Required

  • mode string Required

    Mode for dealing with tags. Valid modes are: attach|sync|detach|create. Attach will add the tags to the model, sync will remove all other tags and add the ones provided, detach will remove the tags from the model, create will create the tags without attaching them to a model.

  • taggable_type string Required

    Model type to assign these tags to. Valid types are: account, board, board_task, case, conversation, file, note, plan

  • taggable_uuid string Required

    Model UUID to assign these tags to.

  • tags array[string] Required

    Tags can be provided in various formats. If you do not provide a colour a random one will be chosen for you.

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
POST /api/v1/tag
curl \
 -X POST https://api.plannrcrm.com/api/v1/tag \
 -H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 -H "Content-Type: application/json" \
 -H "Accept: application/json" \
 -d '{"mode":"attach","taggable_type":"message","taggable_uuid":"ec62eec4-452a-447b-b125-bcc620598715","tags":["Reviewed",null,{"name":"Urgent","colour":"#FF0000"}]}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json

# Payload
{
  "mode": "attach",
  "taggable_type": "message",
  "taggable_uuid": "ec62eec4-452a-447b-b125-bcc620598715",
  "tags": [
    "Reviewed",
    null,
    {
      "name": "Urgent",
      "colour": "#FF0000"
    }
  ]
}
Response examples (200)
{
  "data": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "bf9bdeda-efa6-492c-82c1-d2757f0e2af1",
      "colour": "#ef4582",
      "created_at": "2024-10-16T11:10:15+01:00",
      "updated_at": "2024-10-16T11:10:15+01:00"
    }
  ]
}