PUT
/api/v1/circles/{uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/circles/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":"Jones Family","bg_colour":"#DDDDDD","account_uuids":[null,null],"group_uuids":[null,null]}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Jones Family",
"bg_colour": "#DDDDDD",
"account_uuids": [
null,
null
],
"group_uuids": [
null,
null
]
}
Response examples (200)
{
"name": "Jones Family",
"uuid": "f7effac4-efa8-495a-b15c-77b6668b8efc",
"groups": [
{
"name": "finance",
"slug": "finance",
"uuid": "56c78321-d68f-4046-a342-1140a6f19f3f",
"created_at": "2025-10-24T10:34:17+01:00",
"updated_at": "2025-10-24T10:34:17+01:00",
"participants": {
"name": {
"example": "Gareth Thompson",
"description": "Name of the account"
},
"role": {
"example": "client",
"description": "Role of the account"
},
"uuid": {
"example": "3d688873-d581-4818-a8b2-f0011a1f3bf1",
"description": "UUID of the account"
},
"email": {
"example": "gareth@codepotato.co.uk",
"description": "Email of the account"
},
"last_name": {
"example": "Thompson",
"description": "Last name of the account"
},
"first_name": {
"example": "Gareth",
"description": "First name of the account"
}
},
"participants_count": "3"
}
],
"accounts": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "a127e208-86c2-45d8-8039-9142c6514b60",
"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": "2025-10-24T10:34:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-24T10:34:17+01:00",
"with_login": true,
"inactive_at": "2025-10-24",
"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": "2025-10-24T10:34:17+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-24T10:34:17+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": "2025-10-24T10:34:17+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-24T10:34:17+01:00"
}
],
"bg_colour": "#35f4e1",
"photo_url": "https://eu.ui-avatars.com/api/?name=jones+family",
"created_at": "2025-10-24T10:34:17+01:00",
"updated_at": "2025-10-24T10:34:17+01:00",
"joint_account_uuid": "e781338b-8294-4307-9a2f-ba2010764ca5",
"login_access_level": "write",
"external_references": [
{
"uuid": "26395bf2-c2be-487a-9e2c-34a26fcd930e",
"reference": "AB123456",
"created_at": "2025-10-24T10:34:17+01:00",
"updated_at": "2025-10-24T10:34:17+01:00",
"third_party": "nucleus"
}
]
}