Get all fact find requests for accounts in a circle
Headers
-
Content-Type
string -
Accept
string -
X-PLANNR-ACCOUNT-UUID
string
Path parameters
-
circle_uuid
integer Required
Query parameters
-
filter[uuid]
string Filter by a comma separated list of UUIDs.
-
sort
string Field to sort by. Valid fields are [created_at, updated_at]. Negative sign to denote DESC. Defaults to '-created_at'.
-
per_page
integer Number of results to return with pagination (Default 15. Max 500).
GET
/api/v1/circles/{circle_uuid}/fact-find-requests
curl \
--request GET 'https://api.plannrcrm.com/api/v1/circles/circle_uuid/fact-find-requests' \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"uuid": "72235dee-c282-48b4-8cf3-4e7ab9a47451",
"schema": {
"name": "Default fact-find",
"uuid": "18a063eb-e97e-4899-a1f2-a4de0834e289",
"created_at": "2025-05-22T14:58:00+01:00",
"public_url": "https://plannr.valet/fact-find/98f32995-d79b-4a58-9859-7ddc09f75202",
"updated_at": "2025-05-22T14:58:00+01:00",
"archived_at": "2025-05-21T14:58:00+01:00",
"is_archived": false,
"sections_count": 5,
"introduction_html": "Welcome to our fact-find! <b>You can use some HTML too.</b>"
},
"status": "complete",
"account": {
"name": "Gareth Thompson",
"role": "client",
"type": "client",
"uuid": "e44ab5df-aee7-4b06-8295-df15effe0085",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-05-22T14:58:00+01:00",
"first_name": "Gareth",
"updated_at": "2025-05-22T14:58:00+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-05-22T14:58:00+01:00",
"updated_at": "2025-05-22T14:58:00+01:00",
"latest_file": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Welcome to Plannr",
"path": "Gareth Thompson/Subfolder/Welcome to Plannr.pdf",
"size": "21691783",
"tags": "App\\Http\\Resources\\TagResource",
"type": "type",
"uuid": "becda3af-4e5f-4ff2-8d8d-9f9956385b3a",
"folder": "App\\Http\\Resources\\FolderResource",
"status": "uploaded",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"filename": "Welcome to Plannr.pdf",
"progress": "100",
"extension": "pdf",
"navigator": {
"model_type": "account",
"model_uuid": "bdb7d061-91cd-48b5-8b78-5b809611e82a"
},
"created_at": "2025-05-22T14:58:00+01:00",
"updated_at": "2025-05-22T14:58:00+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-05-22T14:58:00+01:00",
"documentable": "Object",
"download_url": "https://plannr.valet/file/adaf03af-707a-4a7e-9d47-41a2d29cc5ed/download",
"last_modified": "2025-05-22T14:58:00+01:00",
"documentable_type": "account",
"original_created_at": "2025-05-22T14:58:00+01:00"
},
"completed_at": "2025-05-17T14:58:00+01:00",
"invitation_url": "https://plannr.valet/fact-find/5e3bb8cc-0355-446e-8064-9ae80bf9464a/66ee9973-70d5-4fdf-969c-4a05e9ebd9d7",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "dd3f9682-ed0d-49e5-abef-2323df854143"
},
"uuid": "7f92c82c-3815-4c59-8dfa-279f5d857cdd",
"circle": {
"name": "The Codepotato Gang",
"uuid": "1e36ead2-38cc-438d-97fd-38bf77f23313"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-05-22T14:58:00+01:00",
"expires_at": "2025-05-22T14:58:00+01:00",
"updated_at": "2025-05-22T14:58:00+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}