Show a goal

GET /api/v1/client/{client_uuid}/goal/{uuid}

Headers

Path parameters

client_uuid string Required
uuid integer Required

Responses

200 application/json
Hide response attributes Show response attributes object
- uuid string
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was updated.
- name string
  
  The goal's name.
- description string
  
  The goal's description.
- target_amount object
  
  The goal's target amount.
  
  Additional properties are allowed.
- progress string
  
  The goal's progress as a percentage.
- timeframe string
  
  The goal's timeframe.
- complete_goal_by string
  
  The goal's deadline as a specific date.
- priority string
  
  The goal's priority on a scale from 1 to 5.
- shared_owner_type string
  
  Denotes if the goal is shared across the client or belongs to one of the owners of the client. (Only applicable for joint/business/trust clients)
- shared_owner object
  
  The owner of the goal. Only provided if the shared_owner_type is "individual".
  
  Additional properties are allowed.

GET /api/v1/client/{client_uuid}/goal/{uuid}

curl \
 -X GET https://api.plannrcrm.com/api/v1/client/client_uuid/goal/uuid \
 -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)

{
  "name": "Reduced Mileage",
  "uuid": "ed93e8c5-d0e9-4fa5-8b33-fa2804db568c",
  "priority": "4",
  "progress": "68",
  "timeframe": "Within the year.",
  "created_at": "2024-11-20T13:24:00+00:00",
  "updated_at": "2024-11-20T13:24:00+00:00",
  "description": "Reduce the amount of gas spent yearly.",
  "shared_owner": {
    "firm": "App\\Http\\Resources\\FirmResource",
    "name": "Gareth Thompson",
    "role": "client",
    "tags": "App\\Http\\Resources\\TagResource",
    "type": "client",
    "uuid": "035b6d3b-e277-49ae-99f5-a818070ef085",
    "email": "gareth@codepotato.co.uk",
    "groups": "App\\Http\\Resources\\GroupResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "last_name": "Thompson",
    "created_at": "2024-11-20T13:24:00+00:00",
    "first_name": "Gareth",
    "updated_at": "2024-11-20T13:24:00+00:00",
    "with_login": true,
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "can_be_deleted": "false",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "next_review_date": "2024-11-20T13:24:00+00:00",
    "has_joint_account": true,
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "first_contact_date": "2024-11-20T13:24:00+00:00",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "previous_review_date": "2024-11-20T13:24:00+00:00",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "anniversary_review_date": "2024-11-20T13:24:00+00:00"
  },
  "target_amount": {
    "amount": {
      "example": "4000",
      "description": "Money amount at their lowest denominator (for example: pennies)"
    },
    "currency": {
      "example": "GBP",
      "description": "Currency of the money"
    },
    "formatted": {
      "example": "£40.00",
      "description": "Money amount formatted with currency"
    }
  },
  "complete_goal_by": "2025-11-20T13:24:00+00:00",
  "shared_owner_type": "individual"
}