Get all fact-find requests the client owns.
Headers
-
Content-Type
string -
Accept
string -
X-PLANNR-ACCOUNT-UUID
string
Path parameters
-
client_id
string Required 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 \
--request GET 'https://api.plannrcrm.com/api/v1/client/client_id/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": "9191be22-45f1-4d04-bc28-ba653f2f9737",
"schema": {
"name": "Default fact-find",
"uuid": "3d28777b-d711-4e7d-a6e6-ead15a3afb5b",
"created_at": "2025-04-22T13:44:17+01:00",
"public_url": "https://plannr.valet/fact-find/5faad12f-c250-4d3a-a409-dd454380fed8",
"updated_at": "2025-04-22T13:44:17+01:00",
"archived_at": "2025-04-21T13:44:17+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": "fcf99d61-d82c-4829-81a2-f74925237fd4",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-04-22T13:44:17+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:17+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+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": "8f596460-c126-47d8-bebb-23d65199264c",
"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": "2fc11a5c-bcfd-428f-9b3d-d49471d35d47"
},
"created_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-04-22T13:44:17+01:00",
"documentable": "Object",
"download_url": "https://plannr.valet/file/a5d54608-14d8-4ef5-9cae-fb79037c860e/download",
"last_modified": "2025-04-22T13:44:17+01:00",
"documentable_type": "account",
"original_created_at": "2025-04-22T13:44:17+01:00"
},
"completed_at": "2025-04-17T13:44:17+01:00",
"invitation_url": "https://plannr.valet/fact-find/889a7205-2923-4065-a8f8-a546705e1075/ea6fbfd3-ffdf-44c8-8c7b-de0aac9d6c3d",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "8fdbccda-59a0-4b95-b025-0b82081810a4"
},
"uuid": "e12df196-b23c-4d6f-b6ab-faf0284041f7",
"circle": {
"name": "The Codepotato Gang",
"uuid": "0fad2334-53d7-47d0-8146-1d8af56fcd86"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-04-22T13:44:17+01:00",
"expires_at": "2025-04-22T13:44:17+01:00",
"updated_at": "2025-04-22T13:44:17+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}