Get all fact find requests for accounts in a circle
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
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": "3c063e7b-3335-4a4e-adaa-85273cc8e35a",
"schema": {
"name": "Default fact-find",
"uuid": "4efef05c-f7f2-468d-9be5-d7e497432888",
"created_at": "2025-03-10T22:05:27+00:00",
"public_url": "https://plannr.valet/fact-find/8fd4c1d3-8738-4715-b95d-1e492f04bbbd",
"updated_at": "2025-03-10T22:05:27+00:00",
"archived_at": "2025-03-09T22:05:27+00:00",
"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": "3a2bd026-d5e6-4a12-b2fb-64826a85a00b",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-03-10T22:05:27+00:00",
"first_name": "Gareth",
"updated_at": "2025-03-10T22:05:27+00:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-03-10T22:05:27+00:00",
"updated_at": "2025-03-10T22:05:27+00:00",
"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": "b527bad4-7aba-4db0-be80-addb14b588c6",
"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": "a28b5159-2218-4ea3-aa22-f5cda9f1c2a1"
},
"created_at": "2025-03-10T22:05:27+00:00",
"updated_at": "2025-03-10T22:05:27+00:00",
"folder_name": "folder 2",
"uploaded_at": "2025-03-10T22:05:27+00:00",
"documentable": "Object",
"download_url": "https://plannr.valet/file/17d1c674-b0f1-4125-9890-57a7cbc1d4ad/download",
"last_modified": "2025-03-10T22:05:27+00:00",
"documentable_type": "account",
"original_created_at": "2025-03-10T22:05:27+00:00"
},
"completed_at": "2025-03-05T22:05:27+00:00",
"invitation_url": "https://plannr.valet/fact-find/06ffa992-cedb-4259-9002-96676e2492fd/3a9f54fe-59e0-4255-87c4-91bcbac895ec",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "aad1b538-7b7a-434b-a676-6f4b11c7f322"
},
"uuid": "33b477e1-ee56-4127-a840-3d1aa2b6bb0d",
"circle": {
"name": "The Codepotato Gang",
"uuid": "1064cf0f-67c7-4614-9317-fa6c07318da7"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-03-10T22:05:27+00:00",
"expires_at": "2025-03-10T22:05:27+00:00",
"updated_at": "2025-03-10T22:05:27+00:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}