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":"e0d37968-a05b-4817-84a4-8bd6fc0bccd8","participants":["b8883dfc-6fce-42a3-9f10-c656554cdd85","82e3b340-4c39-4096-93c1-e4578ce3b20b"]}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Annual Review",
"case": "e0d37968-a05b-4817-84a4-8bd6fc0bccd8",
"participants": [
"b8883dfc-6fce-42a3-9f10-c656554cdd85",
"82e3b340-4c39-4096-93c1-e4578ce3b20b"
]
}
Response examples (200)
{
"case": {
"name": "finance",
"slug": "finance",
"type": "App\\Http\\Resources\\CasesTypeResource",
"uuid": "5342eed4-ed2a-41a3-928a-bcb693c5f21d",
"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": "2025-08-07T13:41:41+01:00",
"created_at": "2025-08-07T13:41:41+01:00",
"updated_at": "2025-08-07T13:41:41+01:00",
"group_uuids": [
"e30ad774-d57e-471a-bc31-be106ad3f909"
],
"completed_at": "2025-08-07T13:41:41+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "9c7171a5-a75c-46b9-bfc5-6a805780e290",
"assigned_to_uuids": [
"c7e12c17-1cc7-4360-9e2b-03f25d2ab0b4"
],
"participants_count": 4
},
"name": "Welcome to Plannr",
"slug": "welcome-to-plannr",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "1b9325dc-2df8-46de-8170-fe23cddd94a6",
"colour": "#ef4582",
"created_at": "2025-08-07T13:41:41+01:00",
"updated_at": "2025-08-07T13:41:41+01:00"
}
],
"uuid": "b2c12ec2-3093-466f-820e-c8a3db8f4b96",
"pinned": true,
"is_admin": false,
"created_at": "2025-08-07T13:41:41+01:00",
"updated_at": "2025-08-07T13:41:41+01:00",
"files_count": 2,
"participants": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "acbccca4-e861-4d32-916f-1b47b04d5811",
"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": "2025-08-07T13:41:41+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:41+01:00",
"with_login": true,
"inactive_at": "2025-08-07",
"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": "2025-08-07T13:41:41+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-08-07T13:41:41+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": "2025-08-07T13:41:41+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-08-07T13:41:41+01:00"
}
],
"latest_message": {
"user": "App\\Http\\Resources\\UserResource",
"uuid": "2ec1c608-be68-4d1f-bd6a-c39e81c3b957",
"files": "App\\Http\\Resources\\FileResource",
"author": "App\\Http\\Resources\\AccountResource",
"edited": true,
"contents": "Welcome to Plannr!",
"reactions": "App\\Http\\Resources\\ReactionResource",
"created_at": "2025-08-07T13:41:41+01:00",
"deleted_at": "2025-08-07T13:41:41+01:00",
"updated_at": "2025-08-07T13:41:41+01:00"
},
"messages_count": 30,
"belongs_to_case": true,
"participants_count": 3
}