POST /api/v2/contact-details
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string
application/json

Body

  • type string Required

    Contact Detail type.

    Value Description
    email Email
    phone_number Phone Number

    Values are email or phone_number.

  • is_primary boolean

    Make this contact type the primary contact. Will make all other contact details of the same type no longer primary.

  • name string Required

    Description of contact detail

    Maximum length is 255.

  • value string(international phone) | string(UK phone) | object | string(email) Required

    Contact Detail value can be provided in various formats. Phone number or email address depending on the type.

    One of:
    string-1 string(international phone) string-2 string(UK phone) object-3 object string-4 string(email)

    Phone number in international format

    Phone number in UK standard format

    Email address

  • account_uuids array[string(uuid)] Required

    The UUIDs of the accounts who should own the contact detail. These must only be client accounts.

  • primary_account_uuids array[string(uuid)]

    The UUIDs of the accounts who should have the contact detail as their primary contact detail.

Responses

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

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • type string

      Contact detail type

    • name string

      Contact detail description

    • value string

      Contact detail value

    • phone_number_meta object

      If the type is a phone number, this additional field will be displayed giving you information about the phone number.

      Hide phone_number_meta attributes Show phone_number_meta attributes object
      • country string
      • formatted string
    • accounts object

      Accounts that own contact detail

      Hide accounts attributes Show accounts attributes object
      • uuid string
      • created_at string
      • updated_at string
      • type string
      • role string
      • first_name string
      • last_name string
      • name string
      • email string
      • photo_url string
      • firm string
      • primary_phone_number string
      • primary_email string
      • current_time_entry string
      • assigned_adviser string
      • assigned_administrator string
      • assigned_paraplanner string
      • introduced_by string
      • business_unit string
      • groups string
      • tags string
      • owners string
      • first_contact_date string
      • next_review_date string
      • previous_review_date string
      • anniversary_review_date string
      • terms_of_business_at string
      • client_agreement_at string
      • with_login boolean
      • has_joint_account boolean
      • can_be_deleted string
      • joint_account_circle string
      • circles string
      • ownership_percentage integer
      • inactive_at string
      • last_interaction_at string
      • referral_code string
      • permissions object
        Hide permissions attributes Show permissions attributes object
        • firm:read array[string]
        • network:read array[string]
      • custom_fields string
      • external_references string
POST /api/v2/contact-details 
curl \
 --request POST 'https://api.plannrcrm.com/api/v2/contact-details' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"type":"email","is_primary":true,"name":"Work phone number","value":"+44751488454","account_uuids":["8e30fd5a-3955-410d-ae7b-9c5168a1528c","9be968a4-79d6-4bc0-acaf-e5f539a12b24","50339f68-b0a1-4eb2-9dd8-1eec0d10b814"],"primary_account_uuids":["47813d26-cc35-4adf-969a-f3c80d74c4ad","e2c4df51-b59e-412b-adb6-395f25cd07a4","c09e139c-6b2a-4be6-b453-14c1f267fb74"]}'
Request examples 
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "type": "email",
  "is_primary": true,
  "name": "Work phone number",
  "value": "+44751488454",
  "account_uuids": [
    "8e30fd5a-3955-410d-ae7b-9c5168a1528c",
    "9be968a4-79d6-4bc0-acaf-e5f539a12b24",
    "50339f68-b0a1-4eb2-9dd8-1eec0d10b814"
  ],
  "primary_account_uuids": [
    "47813d26-cc35-4adf-969a-f3c80d74c4ad",
    "e2c4df51-b59e-412b-adb6-395f25cd07a4",
    "c09e139c-6b2a-4be6-b453-14c1f267fb74"
  ]
}
Response examples (201) 
{
  "uuid": "fda337f0-e24a-4421-a2b7-77cf664e95ba",
  "created_at": "2026-05-19T18:31:18+01:00",
  "updated_at": "2026-05-19T18:31:18+01:00",
  "type": "phone_number",
  "name": "Work number",
  "value": "+443330903630",
  "phone_number_meta": {
    "country": "GB",
    "formatted": "0333 090 3630"
  },
  "accounts": {
    "uuid": "e4e2cda8-fbfa-41c3-b3ff-c871b14e0469",
    "created_at": "2026-05-19T18:31:18+01:00",
    "updated_at": "2026-05-19T18:31:18+01:00",
    "type": "client",
    "role": "client",
    "first_name": "Gareth",
    "last_name": "Thompson",
    "name": "Gareth Thompson",
    "email": "gareth@codepotato.co.uk",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "firm": "App\\Http\\Resources\\FirmResource",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
    "groups": "App\\Http\\Resources\\GroupResource",
    "tags": "App\\Http\\Resources\\TagResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "first_contact_date": "2026-05-19T18:31:18+01:00",
    "next_review_date": "2026-05-19T18:31:18+01:00",
    "previous_review_date": "2026-05-19T18:31:18+01:00",
    "anniversary_review_date": "2026-05-19T18:31:18+01:00",
    "terms_of_business_at": "2026-05-19T18:31:18+01:00",
    "client_agreement_at": "2026-05-19T18:31:18+01:00",
    "with_login": true,
    "has_joint_account": true,
    "can_be_deleted": "false",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "inactive_at": "2026-05-19",
    "last_interaction_at": "2026-05-19 18:31:18",
    "referral_code": "ABC12345",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  }
}