Get all client signature transactions

GET /api/v1/client/{client_uuid}/signatures

Personal access token & OAuth2

Headers

Path parameters

client_uuid string Required

Query parameters

filter[uuid] string

Filter by a comma separated list of UUIDs.
filter[date_from] string

Get signatures launched from a certain date.
filter[date_to] string

Get signatures launched to a certain date.
filter[status] string

Filter by transaction status. Valid options are [created, pending, complete, email_sent, closed, cancelled, expired, voided, failed].
filter[clients] string

Filter by a comma separated list of accounts UUIDs.
filter[account_uuids] string

Filter by a comma separated list of accounts UUIDs.
filter[circle_uuids] string

Filter by a comma separated list of circle UUIDs.
sort string

Field to sort by. Valid fields are [created_at, name]. 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
- data array[object]
  
  Additional properties are allowed.

GET /api/v1/client/{client_uuid}/signatures

curl \
 --request GET https://api.plannrcrm.com/api/v1/client/client_uuid/signatures \
 --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": [
    {
      "name": 1000243230,
      "uuid": "d3db0e27-6579-4763-bdb6-d7f250eec13f",
      "status": "pending",
      "documents": [
        {
          "name": "Welcome Pack",
          "uuid": "8fb5c328-e78e-48e2-b252-d4958db6eac0",
          "status": "pending",
          "created_at": "2025-02-20T10:13:01+00:00",
          "updated_at": "2025-02-20T10:13:01+00:00",
          "alphatrust_id": 1000455612
        }
      ],
      "created_at": "2025-02-20T10:13:01+00:00",
      "updated_at": "2025-02-20T10:13:01+00:00",
      "launched_by": {
        "firm": "App\\Http\\Resources\\FirmResource",
        "name": "Gareth Thompson",
        "role": "client",
        "tags": "App\\Http\\Resources\\TagResource",
        "type": "client",
        "uuid": "428e1551-a484-45db-bc4b-54dba266097e",
        "email": "gareth@codepotato.co.uk",
        "groups": "App\\Http\\Resources\\GroupResource",
        "owners": "App\\Http\\Resources\\AccountResource",
        "last_name": "Thompson",
        "created_at": "2025-02-20T10:13:01+00:00",
        "first_name": "Gareth",
        "updated_at": "2025-02-20T10:13:01+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": "2025-02-20T10:13:01+00:00",
        "has_joint_account": true,
        "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
        "first_contact_date": "2025-02-20T10:13:01+00:00",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource",
        "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
        "previous_review_date": "2025-02-20T10:13:01+00:00",
        "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
        "assigned_administrator": "App\\Http\\Resources\\AccountResource",
        "anniversary_review_date": "2025-02-20T10:13:01+00:00"
      },
      "participants": [
        {
          "name": "Gareth Thompson",
          "uuid": "595e4209-faff-481c-b4db-221626fe70bf",
          "status": "pending",
          "created_at": "2025-02-20T10:13:01+00:00",
          "updated_at": "2025-02-20T10:13:01+00:00",
          "alphatrust_id": 1000145124
        }
      ]
    }
  ]
}