Body
-
Name of the case
-
The uuid of the status chosen for the case
-
The case status's new position on the status list. Starting from 1. Only used if you are formatting cases in a kanban layout.
-
Array of account UUIDs
-
UUIDs of groups that will be assigned when the case is created.
-
Timestamp of when the case will be reviewed
-
The uuid of the type chosen for the case
-
Expect value the case will generate in pennies
-
Timestamp of when the case was completed
-
The uuids of the plans that will be associated to the case when it is created. Leave NULL to disassociate all plans from the case.
PUT
/api/v1/cases/{uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/cases/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"name":"Annual review","status":"709a9fb9-cea6-4cfa-b763-b4a62a1dc31e","status_position":4,"assigned_to_uuids":["ffce064b-a24e-493e-8b49-46e915d5114c","5c24b179-290c-48d3-b215-d591fa016306"],"group_uuids":["025b19d1-e19b-4f29-880e-d8bef33ec9a0","614a60d2-fad7-4d19-ac6b-20bdb79eda17"],"review_at":"2025-10-08T10:40:15+01:00","type":"83ca18bf-5855-4ce7-a2bb-0d9488f2590d","value":15099,"completed_at":"2025-10-08T10:40:15+01:00","plans":[null,null]}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Annual review",
"status": "709a9fb9-cea6-4cfa-b763-b4a62a1dc31e",
"status_position": 4,
"assigned_to_uuids": [
"ffce064b-a24e-493e-8b49-46e915d5114c",
"5c24b179-290c-48d3-b215-d591fa016306"
],
"group_uuids": [
"025b19d1-e19b-4f29-880e-d8bef33ec9a0",
"614a60d2-fad7-4d19-ac6b-20bdb79eda17"
],
"review_at": "2025-10-08T10:40:15+01:00",
"type": "83ca18bf-5855-4ce7-a2bb-0d9488f2590d",
"value": 15099,
"completed_at": "2025-10-08T10:40:15+01:00",
"plans": [
null,
null
]
}
Response examples (200)
{
"name": "finance",
"slug": "finance",
"type": {
"name": "Mortgage Plan",
"uuid": "114af440-4000-43e7-a821-0b450824bc16",
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00"
},
"uuid": "ccd7459b-87b6-41e0-be66-2fd76b9ccec5",
"plans": {
"name": "Johns ISA",
"tags": "App\\Http\\Resources\\TagResource",
"type": "cash_account",
"uuid": "b62fba2e-5345-47db-b3e7-14852aaddc22",
"wrap": "App\\Http\\Resources\\Plans\\PlanResource",
"cases": "App\\Http\\Resources\\CasesResource",
"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"
}
},
"claims": "App\\Http\\Resources\\Plans\\ClaimResource",
"client": "App\\Http\\Resources\\AccountResource",
"covers": "App\\Http\\Resources\\Plans\\CoverResource",
"seller": "App\\Http\\Resources\\AccountResource",
"status": "inactive",
"accounts": "App\\Http\\Resources\\AccountResource",
"on_panel": true,
"provider": "App\\Http\\Resources\\Plans\\ProviderResource",
"sub_type": "lifetime isa",
"opened_at": "2025-10-08T10:40:15+01:00",
"valued_at": "2025-10-08T10:40:15+01:00",
"created_at": "2025-10-08T10:40:15+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-10-08T10:40:15+01:00",
"advice_area": "non_investment_insurance",
"inactive_at": "2025-10-08T10:40:15+01:00",
"review_date": "2024-10-08",
"linked_plans": "App\\Http\\Resources\\Plans\\PlanResource",
"main_account": "App\\Http\\Resources\\Plans\\SubAccountResource",
"sub_accounts": "App\\Http\\Resources\\Plans\\SubAccountResource",
"under_advice": true,
"abstract_type": "asset",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"is_wrap_child": false,
"linked_owners": "App\\Http\\Resources\\AccountResource",
"policy_number": "AVIVA-123",
"show_on_joint": true,
"wrap_children": "App\\Http\\Resources\\Plans\\PlanResource",
"can_be_deleted": "false",
"total_benefits": {
"critical_illness": {
"amount": {
"example": "15000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£150,000.00",
"description": "Money amount formatted with currency"
}
},
"family_income_benefit": {
"amount": {
"example": "10000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£100,000.00",
"description": "Money amount formatted with currency"
}
}
},
"inactive_reason": "claimed",
"is_group_scheme": false,
"is_wrap_product": false,
"shown_on_circles": true,
"latest_valuations": "App\\Http\\Resources\\Plans\\ValuationResource",
"original_valued_at": "2025-10-07T10:40:15+01:00",
"proposal_reference": "AB123456",
"agency_in_your_name": true,
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"is_sub_group_scheme": false,
"total_benefit_amount": {
"amount": {
"example": "25000000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£250,000.00",
"description": "Money amount formatted with currency"
}
},
"is_group_scheme_member": false,
"originally_sold_by_firm": true,
"agency_in_your_name_from": "2024-10-08",
"contract_enquiry_account": "App\\Http\\Resources\\AccountResource",
"visible_on_client_portal": true,
"include_in_client_valuation": true
},
"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": {
"name": "To Be Reviewed",
"uuid": "dd3f8a8b-73eb-4bd4-80de-7f1ad47f1fef",
"colour": "#23852B",
"position": 5,
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"is_type_completed": false
},
"review_at": "2025-10-08T10:40:15+01:00",
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"group_uuids": [
"d720672e-3878-4e1c-b96a-a5f665b81483"
],
"completed_at": "2025-10-08T10:40:15+01:00",
"participants": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "88ceb4e8-3d9f-4a41-a465-4cc17505b9d0",
"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": "2025-10-08T10:40:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:15+01:00",
"with_login": true,
"inactive_at": "2025-10-08",
"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": "2025-10-08T10:40:15+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-08T10:40:15+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": "2025-10-08T10:40:15+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-08T10:40:15+01:00"
},
"custom_fields": [
{
"name": "Favourite Drink",
"type": "string",
"uuid": "f84e84c9-1fe5-4d30-91b8-60c31170eedc",
"value": "Coffee",
"help_text": "This is the client's favourite drink.",
"reference": "favourite_drink",
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"is_required": false,
"selection_options": [
"Coffee",
"Tea",
"Water"
]
}
],
"status_position": 4,
"task_board_uuid": "fc630aee-e18a-473d-811f-2b1739fa00de",
"assigned_to_uuids": [
"f90b5927-73a9-45ff-b090-396145dc3af8"
],
"participants_count": 4
}