Headers
-
Content-Type
string -
Accept
string -
X-PLANNR-ACCOUNT-UUID
string
Path parameters
-
uuid
integer Required
PUT
/api/v1/conversation/{uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/conversation/uuid' \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"name":"Annual Review"}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Annual Review"
}
Response examples (200)
{
"case": {
"name": "finance",
"slug": "finance",
"type": "App\\Http\\Resources\\CasesTypeResource",
"uuid": "31c4725c-e014-413e-8f61-44ce888e51d8",
"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",
"created_at": "2025-04-02T13:27:55+01:00",
"updated_at": "2025-04-02T13:27:55+01:00",
"completed_at": "2025-04-02T13:27:55+01:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "f9a012dd-2555-4c98-9161-656dcb95ebc6",
"participants_count": 4
},
"name": "Welcome to Plannr",
"slug": "welcome-to-plannr",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "039f8cc8-f472-4ee3-aa7e-ef560cafcc11",
"colour": "#ef4582",
"created_at": "2025-04-02T13:27:55+01:00",
"updated_at": "2025-04-02T13:27:55+01:00"
}
],
"uuid": "09503dfe-7d76-41dd-8c1c-216798a245bc",
"pinned": true,
"is_admin": false,
"created_at": "2025-04-02T13:27:55+01:00",
"updated_at": "2025-04-02T13:27:55+01:00",
"files_count": 2,
"participants": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "9ae74478-32fe-49c0-9be6-b65c7ac80cd9",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"last_name": "Thompson",
"created_at": "2025-04-02T13:27:55+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-02T13:27:55+01:00",
"with_login": true,
"inactive_at": "2025-04-02",
"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": "2025-04-02T13:27:55+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-04-02T13:27:55+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": "2025-04-02T13:27:55+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-04-02T13:27:55+01:00"
}
],
"latest_message": {
"user": "App\\Http\\Resources\\UserResource",
"uuid": "b9ad5ef7-439f-42fd-8d58-69a39f7fbe0b",
"files": "App\\Http\\Resources\\FileResource",
"author": "App\\Http\\Resources\\AccountResource",
"edited": true,
"contents": "Welcome to Plannr!",
"reactions": "App\\Http\\Resources\\ReactionResource",
"created_at": "2025-04-02T13:27:55+01:00",
"deleted_at": "2025-04-02T13:27:55+01:00",
"updated_at": "2025-04-02T13:27:55+01:00"
},
"messages_count": 30,
"belongs_to_case": true,
"participants_count": 3
}