POST
/api/v1/conversation
curl \
--request POST 'https://api.plannrcrm.com/api/v1/conversation' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"name":"Annual Review","case":"15698f11-4fb9-4a74-a1d7-5820b3b1c49b","participants":["899cd91b-39ef-4903-be1d-72b536a437a4","e62d7df8-83e0-4ba1-915d-6a622da83cc7"],"message":"Hello world!"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Annual Review",
"case": "15698f11-4fb9-4a74-a1d7-5820b3b1c49b",
"participants": [
"899cd91b-39ef-4903-be1d-72b536a437a4",
"e62d7df8-83e0-4ba1-915d-6a622da83cc7"
],
"message": "Hello world!"
}
Response examples (200)
{
"case": {
"name": "finance",
"slug": "finance",
"type": "App\\Http\\Resources\\CasesTypeResource",
"uuid": "073409de-d32e-49fe-a3b0-50e3b14db730",
"plans": "App\\Http\\Resources\\Plans\\PlanResource",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"status": "App\\Http\\Resources\\CasesStatusResource",
"review_at": "2025-10-24T10:34:18+01:00",
"created_at": "2025-10-24T10:34:18+01:00",
"updated_at": "2025-10-24T10:34:18+01:00",
"group_uuids": [
"efd90a3d-f205-4f44-ba45-fd49018a0aed"
],
"completed_at": "2025-10-24T10:34:18+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "7ca153a2-3449-4d27-b180-0039a74080be",
"assigned_to_uuids": [
"18b75726-c48c-420c-b1f3-e7d1a24dde28"
],
"participants_count": 4
},
"name": "Welcome to Plannr",
"slug": "welcome-to-plannr",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "f94f8596-842d-4d5b-8230-901f6c2572e5",
"colour": "#ef4582",
"created_at": "2025-10-24T10:34:18+01:00",
"updated_at": "2025-10-24T10:34:18+01:00"
}
],
"uuid": "62e8518b-09b6-4cc1-8ea6-5a601f7eb11e",
"pinned": true,
"is_admin": false,
"created_at": "2025-10-24T10:34:18+01:00",
"updated_at": "2025-10-24T10:34:18+01:00",
"files_count": 2,
"participants": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "a9977aa1-04f0-4591-b760-5ddb301fb6da",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-10-24T10:34:18+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-24T10:34:18+01:00",
"with_login": true,
"inactive_at": "2025-10-24",
"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": "2025-10-24T10:34:18+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-24T10:34:18+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": "2025-10-24T10:34:18+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-24T10:34:18+01:00"
}
],
"latest_message": {
"user": "App\\Http\\Resources\\UserResource",
"uuid": "3aaa9249-ca86-41f3-a32e-d12966cba506",
"files": "App\\Http\\Resources\\FileResource",
"author": "App\\Http\\Resources\\AccountResource",
"edited": true,
"contents": "Welcome to Plannr!",
"reactions": "App\\Http\\Resources\\ReactionResource",
"created_at": "2025-10-24T10:34:18+01:00",
"deleted_at": "2025-10-24T10:34:18+01:00",
"updated_at": "2025-10-24T10:34:18+01:00"
},
"messages_count": 30,
"belongs_to_case": true,
"participants_count": 3
}