Get all fact-find requests for the user.
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 [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/fact-find/request
curl \
--request GET 'https://api.plannrcrm.com/api/v1/fact-find/request' \
--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": "e0bc076e-c6bb-41f8-a430-a19c15e8393f",
"schema": {
"name": "Default fact-find",
"uuid": "92e3b3c7-5b45-4ff5-b07b-9eab09381307",
"created_at": "2025-04-22T13:44:20+01:00",
"public_url": "https://plannr.valet/fact-find/2552749a-7766-4a0a-bd11-86590b309124",
"updated_at": "2025-04-22T13:44:20+01:00",
"archived_at": "2025-04-21T13:44:20+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": "1e960a38-d825-4865-a120-b8d70927f8b1",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-04-22T13:44:20+01:00",
"first_name": "Gareth",
"updated_at": "2025-04-22T13:44:20+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-04-22T13:44:20+01:00",
"updated_at": "2025-04-22T13:44:20+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": "58043acc-9e4c-4a90-a841-021205222bd4",
"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": "49f96ea1-2fe4-44f6-b1d1-3719f0055aad"
},
"created_at": "2025-04-22T13:44:20+01:00",
"updated_at": "2025-04-22T13:44:20+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-04-22T13:44:20+01:00",
"documentable": "Object",
"download_url": "https://plannr.valet/file/5d9499e1-8361-4fce-9efc-7bc6579d27be/download",
"last_modified": "2025-04-22T13:44:20+01:00",
"documentable_type": "account",
"original_created_at": "2025-04-22T13:44:20+01:00"
},
"completed_at": "2025-04-17T13:44:20+01:00",
"invitation_url": "https://plannr.valet/fact-find/2b34b4b0-64c4-4c18-b577-c9b9d3cb20ab/2a536854-392e-4376-9f7a-077eeecbaf8f",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "fa9bceef-6999-47aa-9a90-92159732558d"
},
"uuid": "f467ead0-8b7e-40cd-86f8-149087d8ce77",
"circle": {
"name": "The Codepotato Gang",
"uuid": "956ef135-af7b-4dc3-bf8c-b0dd2c1aef27"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-04-22T13:44:20+01:00",
"expires_at": "2025-04-22T13:44:20+01:00",
"updated_at": "2025-04-22T13:44:20+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}