Accepts a pending referral. Only the recipient firm can accept. Run in API Explorer

POST /api/v1/referrals/{referral_uuid}/accept
Personal access token & O auth2

Client data is cloned to the recipient firm upon acceptance.

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • referral_uuid string Required

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • direction string

      The direction of the referral relative to the current firm. Possible values: sent, received

    • connection object

      The referral connection this referral belongs to

      Hide connection attribute Show connection attribute object
      • uuid string
    • clients array[object]

      The original client accounts being referred

      Hide clients attributes Show clients attributes object
      • uuid string
      • name string
    • cloned_clients array[object]

      The cloned client accounts in the recipient firm

      Hide cloned_clients attributes Show cloned_clients attributes object
      • uuid string
      • name string
    • advice_type string

      The type of advice. Possible values: investments, protection, mortgages, estate_planning, other, pensions and tax

    • duration_months integer

      Duration in months (1, 2, 3, or 6). Null for lifetime.

    • shared_data array[string]

      Data categories being shared. Possible values: basic_details, contact_details, income, expenditure, dependants, investments_and_plans, pensions, liabilities, protection, cash_accounts, goals and notes

    • note string

      Additional notes about the referral

    • sla_deadline string

      SLA deadline for recipient to respond

    • status string

      The status of the referral. Possible values: pending, accepted, rejected and expired

    • rejection_reason string

      Reason for rejection (only present if rejected)

    • sender_firm object

      The firm that sent the referral

      Hide sender_firm attributes Show sender_firm attributes object
      • uuid string
      • name string
    • recipient_firm object

      The firm that received the referral

      Hide recipient_firm attributes Show recipient_firm attributes object
      • uuid string
      • name string
    • sender_account object

      The account that sent the referral

      Hide sender_account attributes Show sender_account attributes object
      • uuid object
        Hide uuid attributes Show uuid attributes object
        • example string
        • description string
        • collection boolean
      • created_at object
        Hide created_at attributes Show created_at attributes object
        • example string
        • description string
        • collection boolean
      • updated_at object
        Hide updated_at attributes Show updated_at attributes object
        • example string
        • description string
        • collection boolean
      • type object
        Hide type attributes Show type attributes object
        • example string
        • description string
        • collection boolean
      • role object
        Hide role attributes Show role attributes object
        • example string
        • description string
        • collection boolean
      • first_name object
        Hide first_name attributes Show first_name attributes object
        • example string
        • description string
        • collection boolean
      • last_name object
        Hide last_name attributes Show last_name attributes object
        • example string
        • description string
        • collection boolean
      • name object
        Hide name attributes Show name attributes object
        • example string
        • description string
        • collection boolean
      • email object
        Hide email attributes Show email attributes object
        • example string
        • description string
        • collection boolean
      • photo_url object
        Hide photo_url attributes Show photo_url attributes object
        • example string
        • description string
        • collection boolean
      • external_references object
        Hide external_references attributes Show external_references attributes object
        • example string
        • description string
        • collection boolean
    • recipient_account object

      The account that received the referral

      Hide recipient_account attributes Show recipient_account attributes object
      • uuid object
        Hide uuid attributes Show uuid attributes object
        • example string
        • description string
        • collection boolean
      • created_at object
        Hide created_at attributes Show created_at attributes object
        • example string
        • description string
        • collection boolean
      • updated_at object
        Hide updated_at attributes Show updated_at attributes object
        • example string
        • description string
        • collection boolean
      • type object
        Hide type attributes Show type attributes object
        • example string
        • description string
        • collection boolean
      • role object
        Hide role attributes Show role attributes object
        • example string
        • description string
        • collection boolean
      • first_name object
        Hide first_name attributes Show first_name attributes object
        • example string
        • description string
        • collection boolean
      • last_name object
        Hide last_name attributes Show last_name attributes object
        • example string
        • description string
        • collection boolean
      • name object
        Hide name attributes Show name attributes object
        • example string
        • description string
        • collection boolean
      • email object
        Hide email attributes Show email attributes object
        • example string
        • description string
        • collection boolean
      • photo_url object
        Hide photo_url attributes Show photo_url attributes object
        • example string
        • description string
        • collection boolean
      • external_references object
        Hide external_references attributes Show external_references attributes object
        • example string
        • description string
        • collection boolean
    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • expires_at string

      The datetime when the referral expires
POST /api/v1/referrals/{referral_uuid}/accept 
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/referrals/6ff8f7f6-1eb3-3525-be4a-3932c805afed/accept' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "uuid": "ee889ee8-2e51-4779-8ab8-8830b2aefe2c",
  "direction": "sent",
  "connection": {
    "uuid": "abc-123"
  },
  "clients": [
    {
      "uuid": "client-uuid-1",
      "name": "John Doe"
    }
  ],
  "cloned_clients": [
    {
      "uuid": "cloned-uuid-1",
      "name": "John Doe"
    }
  ],
  "advice_type": "investments",
  "duration_months": 3,
  "shared_data": [
    "basic_details",
    "contact_details"
  ],
  "note": "Client needs help with retirement planning.",
  "sla_deadline": "2026-02-28",
  "status": "pending",
  "rejection_reason": "Unable to take on new clients.",
  "sender_firm": {
    "uuid": "abc-123",
    "name": "Sender Firm Name"
  },
  "recipient_firm": {
    "uuid": "def-456",
    "name": "Recipient Firm Name"
  },
  "sender_account": {
    "uuid": {
      "example": "739ee766-24d5-4106-87e4-b62430782c5c",
      "description": "The UUID of the resource.",
      "collection": false
    },
    "created_at": {
      "example": "2026-04-13T17:23:50+01:00",
      "description": "The timestamp of when the resource was created.",
      "collection": false
    },
    "updated_at": {
      "example": "2026-04-13T17:23:50+01:00",
      "description": "The timestamp of when the resource was updated.",
      "collection": false
    },
    "type": {
      "example": "client",
      "description": "Account type",
      "collection": false
    },
    "role": {
      "example": "client",
      "description": "Account role",
      "collection": false
    },
    "first_name": {
      "example": "Gareth",
      "description": "First name",
      "collection": false
    },
    "last_name": {
      "example": "Thompson",
      "description": "Last name",
      "collection": false
    },
    "name": {
      "example": "Gareth Thompson",
      "description": "Name",
      "collection": false
    },
    "email": {
      "example": "gareth@codepotato.co.uk",
      "description": "(Deprecated - Please use the primary email of the account instead). The email of the account.",
      "collection": false
    },
    "photo_url": {
      "example": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
      "description": "The photo URL of the client",
      "collection": false
    },
    "external_references": {
      "example": "App\\Http\\Resources\\ExternalReferenceResource",
      "description": "The external references that have been added to the client.",
      "collection": true
    }
  },
  "recipient_account": {
    "uuid": {
      "example": "548c46f8-30c0-4ad4-9952-e06c087c601c",
      "description": "The UUID of the resource.",
      "collection": false
    },
    "created_at": {
      "example": "2026-04-13T17:23:50+01:00",
      "description": "The timestamp of when the resource was created.",
      "collection": false
    },
    "updated_at": {
      "example": "2026-04-13T17:23:50+01:00",
      "description": "The timestamp of when the resource was updated.",
      "collection": false
    },
    "type": {
      "example": "client",
      "description": "Account type",
      "collection": false
    },
    "role": {
      "example": "client",
      "description": "Account role",
      "collection": false
    },
    "first_name": {
      "example": "Gareth",
      "description": "First name",
      "collection": false
    },
    "last_name": {
      "example": "Thompson",
      "description": "Last name",
      "collection": false
    },
    "name": {
      "example": "Gareth Thompson",
      "description": "Name",
      "collection": false
    },
    "email": {
      "example": "gareth@codepotato.co.uk",
      "description": "(Deprecated - Please use the primary email of the account instead). The email of the account.",
      "collection": false
    },
    "photo_url": {
      "example": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
      "description": "The photo URL of the client",
      "collection": false
    },
    "external_references": {
      "example": "App\\Http\\Resources\\ExternalReferenceResource",
      "description": "The external references that have been added to the client.",
      "collection": true
    }
  },
  "created_at": "2026-04-13T17:23:50+01:00",
  "updated_at": "2026-04-13T17:23:50+01:00",
  "expires_at": "2026-07-13T17:23:50+01:00"
}