PUT
/api/v1/conversation/{uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/conversation/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"}'
Request examples
# Headers
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": "2fe831a9-3eb5-45fc-8da2-4364b3146932",
"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": "2025-10-30T16:14:00+00:00",
"created_at": "2025-10-30T16:14:00+00:00",
"updated_at": "2025-10-30T16:14:00+00:00",
"group_uuids": [
"edb7469f-a262-4e68-9f5c-4465b16b8ff6"
],
"completed_at": "2025-10-30T16:14:00+00:00",
"participants": "App\\Http\\Resources\\AccountResource",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"status_position": 4,
"task_board_uuid": "526bd816-c77f-4a4a-9510-8d07673d6136",
"assigned_to_uuids": [
"ccd88afb-115a-492d-85f8-6587cae71d70"
],
"participants_count": 4
},
"name": "Welcome to Plannr",
"slug": "welcome-to-plannr",
"tags": [
{
"name": "Mortgage",
"slug": "mortgage",
"uuid": "5406d29b-d9ab-49f6-b90b-4e099ce901a8",
"colour": "#ef4582",
"created_at": "2025-10-30T16:14:00+00:00",
"updated_at": "2025-10-30T16:14:00+00:00"
}
],
"uuid": "20320998-c7f9-4804-9259-97897091f08f",
"pinned": true,
"is_admin": false,
"created_at": "2025-10-30T16:14:00+00:00",
"updated_at": "2025-10-30T16:14:00+00:00",
"files_count": 2,
"participants": [
{
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "dc22265e-eddc-4f16-a9f6-e63465a655b2",
"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": "2025-10-30T16:14:00+00:00",
"first_name": "Gareth",
"updated_at": "2025-10-30T16:14:00+00:00",
"with_login": true,
"inactive_at": "2025-10-30",
"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": "2025-10-30T16:14:00+00:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-10-30T16:14:00+00:00",
"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": "2025-10-30T16:14:00+00:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-10-30T16:14:00+00:00"
}
],
"latest_message": {
"user": "App\\Http\\Resources\\UserResource",
"uuid": "ce88740f-e983-40f2-89da-e14f7ee2e4b1",
"files": "App\\Http\\Resources\\FileResource",
"author": "App\\Http\\Resources\\AccountResource",
"edited": true,
"contents": "Welcome to Plannr!",
"reactions": "App\\Http\\Resources\\ReactionResource",
"created_at": "2025-10-30T16:14:00+00:00",
"deleted_at": "2025-10-30T16:14:00+00:00",
"updated_at": "2025-10-30T16:14:00+00:00"
},
"messages_count": 30,
"belongs_to_case": true,
"participants_count": 3
}