Path parameters

application/json

Body

  • name string

    Conversation title

Responses

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

      The UUID of the resource.

    • The timestamp of when the resource was created.

    • The timestamp of when the resource was updated.

    • name string

      Conversation title

    • slug string

      Conversation title as a slug

    • Whether or not the conversation belongs to a case.

    • case object

      Case the conversation belongs to (if included)

    • Number of participants in conversation (if included)

    • participants array[object]

      Participants in this conversation (if included)

    • The latest message of the conversation (if included)

    • Number of messages in the conversation (if included)

    • Number of files in the conversation (if included)

    • tags array[object]

      Conversation tags (if included)

    • pinned boolean

      Whether the conversation has been pinned to the top (if participants included)

    • is_admin boolean

      If the authenticated account is an admin of the conversation (if participants included)

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": "1aecab65-fdbb-4819-b8e3-7b9ef50fae46",
    "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": "2025-06-05T11:39:39+01:00",
    "created_at": "2025-06-05T11:39:39+01:00",
    "updated_at": "2025-06-05T11:39:39+01:00",
    "group_uuids": [
      "fa03f523-5fc1-4787-9838-65f34f7503f2"
    ],
    "completed_at": "2025-06-05T11:39:39+01:00",
    "participants": "App\\Http\\Resources\\AccountResource",
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "status_position": 4,
    "task_board_uuid": "2bb8a980-0957-4890-a52a-04d7832ab23e",
    "assigned_to_uuids": [
      "35641d68-343c-4941-a14c-0a9f5db7ed3f"
    ],
    "participants_count": 4
  },
  "name": "Welcome to Plannr",
  "slug": "welcome-to-plannr",
  "tags": [
    {
      "name": "Mortgage",
      "slug": "mortgage",
      "uuid": "755e89a9-fbed-47ec-bde7-6710ee381d14",
      "colour": "#ef4582",
      "created_at": "2025-06-05T11:39:39+01:00",
      "updated_at": "2025-06-05T11:39:39+01:00"
    }
  ],
  "uuid": "36b8523d-2736-4864-ac6c-ef9839888e75",
  "pinned": true,
  "is_admin": false,
  "created_at": "2025-06-05T11:39:39+01:00",
  "updated_at": "2025-06-05T11:39:39+01:00",
  "files_count": 2,
  "participants": [
    {
      "firm": "App\\Http\\Resources\\FirmResource",
      "name": "Gareth Thompson",
      "role": "client",
      "tags": "App\\Http\\Resources\\TagResource",
      "type": "client",
      "uuid": "dae775c4-9f9d-4545-a16a-34310712f355",
      "email": "gareth@codepotato.co.uk",
      "groups": "App\\Http\\Resources\\GroupResource",
      "owners": "App\\Http\\Resources\\AccountResource",
      "last_name": "Thompson",
      "created_at": "2025-06-05T11:39:39+01:00",
      "first_name": "Gareth",
      "updated_at": "2025-06-05T11:39:39+01:00",
      "with_login": true,
      "inactive_at": "2025-06-05",
      "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": "2025-06-05T11:39:39+01:00",
      "has_joint_account": true,
      "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
      "first_contact_date": "2025-06-05T11:39:39+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": "2025-06-05T11:39:39+01:00",
      "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
      "assigned_administrator": "App\\Http\\Resources\\AccountResource",
      "anniversary_review_date": "2025-06-05T11:39:39+01:00"
    }
  ],
  "latest_message": {
    "user": "App\\Http\\Resources\\UserResource",
    "uuid": "c30461fd-6e03-4b79-8c08-abe49e670369",
    "files": "App\\Http\\Resources\\FileResource",
    "author": "App\\Http\\Resources\\AccountResource",
    "edited": true,
    "contents": "Welcome to Plannr!",
    "reactions": "App\\Http\\Resources\\ReactionResource",
    "created_at": "2025-06-05T11:39:39+01:00",
    "deleted_at": "2025-06-05T11:39:39+01:00",
    "updated_at": "2025-06-05T11:39:39+01:00"
  },
  "messages_count": 30,
  "belongs_to_case": true,
  "participants_count": 3
}