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":"e1e3fa47-5d8d-440a-9549-c2984cd1d46c","participants":["9e322edf-2692-4738-bb52-3034d91de335","496963d7-06a9-485d-a141-79db7d61b51d"],"message":"Hello world!"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Annual Review",
"case": "e1e3fa47-5d8d-440a-9549-c2984cd1d46c",
"participants": [
"9e322edf-2692-4738-bb52-3034d91de335",
"496963d7-06a9-485d-a141-79db7d61b51d"
],
"message": "Hello world!"
}
Response examples (200)
{
"case": {
"name": "finance",
"slug": "finance",
"type": "App\\Http\\Resources\\CasesTypeResource",
"uuid": "e220688d-1ae3-44d8-ade0-519c44fd2ddb",
"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": "2025-10-08T10:40:15+01:00",
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"group_uuids": [
"82ab5375-99b9-43c2-b94b-81b6de8e695b"
],
"completed_at": "2025-10-08T10:40:15+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "f2ea723c-2f59-49e5-9be1-cc2f96281ad4",
"assigned_to_uuids": [
"f64f8a47-e3f6-4b31-9ab2-06bf63e988db"
],
"participants_count": 4
},
"name": "Welcome to Plannr",
"slug": "welcome-to-plannr",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "90ebf159-c9b9-4404-8954-2f8f87698c43",
"colour": "#ef4582",
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00"
}
],
"uuid": "5ec143fc-0f72-4d72-bada-c3d06b09d79f",
"pinned": true,
"is_admin": false,
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"files_count": 2,
"participants": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "7838ad13-72e6-47ae-ae29-371ef96ed5cd",
"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": "2025-10-08T10:40:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:15+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"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": "2025-10-08T10:40:15+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:15+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": "2025-10-08T10:40:15+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:15+01:00"
}
],
"latest_message": {
"user": "App\\Http\\Resources\\UserResource",
"uuid": "e8e34c0a-21cf-462b-af1a-b2e232e2b9fc",
"files": "App\\Http\\Resources\\FileResource",
"author": "App\\Http\\Resources\\AccountResource",
"edited": true,
"contents": "Welcome to Plannr!",
"reactions": "App\\Http\\Resources\\ReactionResource",
"created_at": "2025-10-08T10:40:15+01:00",
"deleted_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00"
},
"messages_count": 30,
"belongs_to_case": true,
"participants_count": 3
}