GET https://api.plannrcrm.com /api/v2/fact-find-session/{factFindSession_uuid}/account/{account_uuid} https://api.plannrcrm.com

Launch a fact-find session as an adviser on behalf of a client.

This endpoint allows an adviser to launch a fact-find session for one of their clients. On success, the adviser is redirected to the client portal with a 6-hour authenticated session. The session data will include a launched_by_account_uuid to identify the adviser.

The client portal can then fetch the session data via the public API endpoint: GET /api/v2/fact-find-launch/{factFindSessionUuid}

Path parameters

  • string Required
  • string Required
  • string Required
  • string Required
GET /api/v2/fact-find-session/{factFindSession_uuid}/account/{account_uuid}
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Request URL

https://apidocs.plannrcrm.com/explorer/operation/operation-getapiv2factfindsessionfactfindsession_uuidaccountaccount_uuid

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