Create Invitation



Creates a new Invitation.

Invitations are special links for the customer that you can send to request their bank account data.

Please create a Customer before using this endpoint. Invitations are automatically assigned to customers by reference.

Before using this endpoint, please create a customer with a reference and then use this reference in this endpoint. Invitations are automatically assigned to the customer by a reference, so ensure it is the same. You can generate infinite invitations; it can be helpful to ask for more bank account data. Invitations can be sent by Planky via email. To make it happen, use the send_email flag set to true. If you just want a pure URL, set send_email to false.

Once the customer shares their bank account data, you can listen to Webhooks (REPORT_AVAILABLE and REPORT_UPDATED) to pull data into your system.



Query parameters


Request body parameters

ParameterData typeRequired?Description
customer_typeenumnoAllowed:(Individual, Business)
last_namestringnoLast name
first_namestringnoFirst name
company_namestringnoCompany name
referencestringyesCustomer reference
send_emailbooleannoSet to true if you want Planky to send email with invitation

Response body parameters

ParameterData typeRequired?Description
customer_typeenumyesAllowed:(Individual, Business)
last_namestringyesLast name
first_namestringyesFirst name
company_namestringyesCompany name
referencestringyesCustomer reference
send_emailbooleanyesSet to true if you want Planky to send email with invitation
created_atintegeryesWhen the invitation was created
revoked_atintegernoWhen the invitation was revoked
used_atintegernoWhen the invitation was used
expires_inintegeryesExpires in [s] seconds.
urlstringyesURL shared with your customer

Request example

1 2 3 4 5 6 7 8 9 10 11 12 13 curl --location --request POST '' \ --header 'Content-Type: application/json' \ --header 'Authorization: Bearer {access_token}' \ --data-raw '{ "customer_type": "Individual", "last_name": "John", "first_name": "Doe", "company_name": "Example INC.", "email": "", "phone": "+44123456789", "reference": "123-123-123", "send_email": false }'

Response example:

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 { "id": "123", "customer_type": "Individual", "last_name": "John", "first_name": "Doe", "company_name": "Example INC.", "email": "", "phone": "+44123456789", "reference": "123-123-123", "send_email": false, "created_at": 1701425459, "revoked_at": null, "used_at": null, "expires_in": 2592000, "url": "" }

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