Get all fact-find requests the client owns.
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Path parameters
-
The ID of the client.
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/client/{client_id}/fact-find/requests
curl \
-X GET https://api.plannrcrm.com/api/v1/client/client_id/fact-find/requests \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"uuid": "9b7f538a-3231-419c-b6c0-73fa198a8ba9",
"schema": {
"name": "Default fact-find",
"uuid": "ecfbc07d-15a8-4f1b-81de-36d7da4239af",
"created_at": "2025-01-17T11:18:29+00:00",
"updated_at": "2025-01-17T11:18:29+00:00",
"archived_at": "2025-01-16T11:18:29+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",
"created_at": "2025-01-17T11:18:29+00:00",
"updated_at": "2025-01-17T11:18:29+00:00",
"latest_file": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Welcome to Plannr",
"size": "21691783",
"tags": "App\\Http\\Resources\\TagResource",
"type": "type",
"uuid": "e673fc6a-bf9a-4048-9c36-d263c301a852",
"parent": "Object",
"status": "uploaded",
"account": "App\\Http\\Resources\\AccountResource",
"filename": "Welcome to Plannr.pdf",
"progress": "100",
"extension": "pdf",
"created_at": "2025-01-17T11:18:29+00:00",
"updated_at": "2025-01-17T11:18:29+00:00",
"folder_name": "folder 2",
"uploaded_at": "2025-01-17T11:18:29+00:00",
"download_url": "https://plannr.valet/file/06a23654-4ad8-4bd7-9e03-38c5f03393e4/download",
"last_modified": "2025-01-17T11:18:29+00:00",
"original_created_at": "2025-01-17T11:18:29+00:00"
},
"completed_at": "2025-01-12T11:18:29+00:00",
"invitation_text": "Please complete this fact-find!"
}
]
}