Get all fact find requests for accounts in a circle

GET /api/v1/circles/{circle_uuid}/fact-find-requests
Personal access token & O auth2

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).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
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": "67babaf9-f746-4d73-a257-89755ffbf1b7",
      "schema": {
        "name": "Default fact-find",
        "uuid": "0d14986b-cd9e-4c64-94bd-109a7d958b3c",
        "created_at": "2025-06-17T14:20:17+01:00",
        "public_url": "https://plannr.valet/fact-find/22f43f07-5908-4a26-8098-dce60885ef8a",
        "updated_at": "2025-06-17T14:20:17+01:00",
        "archived_at": "2025-06-16T14:20:17+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": "6292a6d1-652c-4fec-9876-4ea9b6324e86",
        "email": "gareth@codepotato.co.uk",
        "last_name": "Thompson",
        "photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
        "created_at": "2025-06-17T14:20:17+01:00",
        "first_name": "Gareth",
        "updated_at": "2025-06-17T14:20:17+01:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      },
      "created_at": "2025-06-17T14:20:17+01:00",
      "updated_at": "2025-06-17T14:20:17+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": "c5501f9c-8273-4628-a5c0-0cfa1af9c294",
        "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": "4df35026-0e25-44fa-b6b6-59ffa4818e8c"
        },
        "created_at": "2025-06-17T14:20:17+01:00",
        "updated_at": "2025-06-17T14:20:17+01:00",
        "folder_name": "folder 2",
        "uploaded_at": "2025-06-17T14:20:17+01:00",
        "documentable": "Object",
        "download_url": "https://plannr.valet/file/3e867c0a-c32d-4379-a63d-6c660e2f5f3d/download",
        "last_modified": "2025-06-17T14:20:17+01:00",
        "documentable_type": "account",
        "original_created_at": "2025-06-17T14:20:17+01:00"
      },
      "completed_at": "2025-06-12T14:20:17+01:00",
      "invitation_url": "https://plannr.valet/fact-find/feda9769-dca3-4a95-8e90-0e13c4376d56/1a6661bf-c0b9-4aec-a1a5-39f82f31323c",
      "invitation_text": "Please complete this fact-find!",
      "fact_find_passes": {
        "firm": {
          "name": "Codepotato Ltd",
          "uuid": "73a1ba0f-f56e-4a0a-8eb7-e93ab0da929f"
        },
        "uuid": "45b69546-de17-4963-b21b-e5f9d4aa934b",
        "circle": {
          "name": "The Codepotato Gang",
          "uuid": "aab2b1ba-9041-4b8d-ab50-0bbfaefc29aa"
        },
        "account": "App\\Http\\Resources\\MinimalAccountResource",
        "progress": 50,
        "created_at": "2025-06-17T14:20:17+01:00",
        "expires_at": "2025-06-17T14:20:17+01:00",
        "updated_at": "2025-06-17T14:20:17+01:00",
        "is_complete": false,
        "completed_sections": 2
      }
    }
  ]
}