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":"39c483ea-a03c-49e0-a047-b7193eaffb42","participants":["c67b880e-89ec-4d98-99e5-5e71b0489ae3","56773c47-e417-4eb6-90d5-f58319e54490"]}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Annual Review",
"case": "39c483ea-a03c-49e0-a047-b7193eaffb42",
"participants": [
"c67b880e-89ec-4d98-99e5-5e71b0489ae3",
"56773c47-e417-4eb6-90d5-f58319e54490"
]
}
Response examples (200)
{
"case": {
"name": "finance",
"slug": "finance",
"type": "App\\Http\\Resources\\CasesTypeResource",
"uuid": "aabce42e-86f8-490d-a171-dae507bfee44",
"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": "2025-07-17T16:23:20+01:00",
"created_at": "2025-07-17T16:23:20+01:00",
"updated_at": "2025-07-17T16:23:20+01:00",
"group_uuids": [
"c2fa533b-9e53-4e9b-9f4c-6c7d467114b3"
],
"completed_at": "2025-07-17T16:23:20+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "8ad5dca4-cf81-4ae4-9b95-0c9be6123d30",
"assigned_to_uuids": [
"bb524691-453a-4fb8-b894-54c637ae7ff2"
],
"participants_count": 4
},
"name": "Welcome to Plannr",
"slug": "welcome-to-plannr",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "2aca82d0-38ff-4cd4-92b0-4a1c7353eb26",
"colour": "#ef4582",
"created_at": "2025-07-17T16:23:20+01:00",
"updated_at": "2025-07-17T16:23:20+01:00"
}
],
"uuid": "52a28efc-730a-4724-8af2-ff00eb649977",
"pinned": true,
"is_admin": false,
"created_at": "2025-07-17T16:23:20+01:00",
"updated_at": "2025-07-17T16:23:20+01:00",
"files_count": 2,
"participants": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "69764a4e-5b3e-4710-871d-673aacc9b51f",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-07-17T16:23:20+01:00",
"first_name": "Gareth",
"updated_at": "2025-07-17T16:23:20+01:00",
"with_login": true,
"inactive_at": "2025-07-17",
"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": "2025-07-17T16:23:20+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-07-17T16:23:20+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": "2025-07-17T16:23:20+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-07-17T16:23:20+01:00"
}
],
"latest_message": {
"user": "App\\Http\\Resources\\UserResource",
"uuid": "a4c6e2a2-a133-4466-b7b4-e9864cd8bdf8",
"files": "App\\Http\\Resources\\FileResource",
"author": "App\\Http\\Resources\\AccountResource",
"edited": true,
"contents": "Welcome to Plannr!",
"reactions": "App\\Http\\Resources\\ReactionResource",
"created_at": "2025-07-17T16:23:20+01:00",
"deleted_at": "2025-07-17T16:23:20+01:00",
"updated_at": "2025-07-17T16:23:20+01:00"
},
"messages_count": 30,
"belongs_to_case": true,
"participants_count": 3
}