Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Query parameters
-
filter[uuid] string
Filter by a comma separated list of UUIDs.
-
sort string
Field to sort by. Valid fields are [name, created_at, updated_at]. Negative sign to denote DESC. Defaults to 'name'.
GET
/api/v1/document-template
curl \
--request GET https://api.plannrcrm.com/api/v1/document-template \
--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": "Welcome Template",
"uuid": "838db65d-e23d-447a-a430-4b8345ccf811",
"version": 3,
"created_at": "2025-02-20T10:13:03+00:00",
"updated_at": "2025-02-20T10:13:03+00:00",
"public_pdf_url": "https://plannr.valet/document-template/d53a4179-4d7d-4a3f-bc60-e6c33f708a2f/content/pdf?plannr_account_uuid=20015fcd-3fdf-4541-807e-4ca19c97250b",
"public_docx_url": "https://plannr.valet/document-template/5bf421d9-4bae-43c9-a27d-536542eefea7/content/docx?plannr_account_uuid=da99a705-0f84-4f06-8d5c-287872da304c",
"public_sfdt_url": "https://plannr.valet/document-template/c0d62510-658f-45a8-aea1-3ba7ff0c004e/content/sfdt?plannr_account_uuid=1b484523-bf02-4b0c-9bd4-29b005190880",
"public_preview_url": "https://plannr.valet/document-template/fc26fab9-2457-4b54-be03-8df798fcac55/content/preview?plannr_account_uuid=ede21fb9-e707-43b9-b9af-3edd9853e2db",
"required_dependants": {
"client-1": "client"
}
}
]
}