Get a fact-find request

GET /api/v1/fact-find/request/{factFindRequest_uuid}
Personal access token & O auth2

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.

    • status string

      The status of the fact-find request. Available options: in_progress,complete

    • completed_at string

      The datetime when the fact-find request has been completed

    • invitation_text string

      The text that is used in the notification/email sent out to the client.

    • schema object

      The fact-find schema used for the fact-find request.

    • latest_file object

      The latest file that has been generated for the fact-find request.

    • account object

      The account that the fact-find request was sent to. Only visible when listing fact-find requests for a circle.

    • invitation_url string

      The invitation URL sent to the client.

    • fact_find_passes object

      The fact find passes added to the fact-find request.
GET /api/v1/fact-find/request/{factFindRequest_uuid} 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/fact-find/request/factFindRequest_uuid' \
 --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) 
{
  "uuid": "5422011b-fe5e-4c3f-9fd5-d4453a100bdd",
  "schema": {
    "name": "Default fact-find",
    "uuid": "89b14aaf-6cc0-4eea-b9cd-f208002758d6",
    "created_at": "2025-04-22T13:44:20+01:00",
    "public_url": "https://plannr.valet/fact-find/dace441d-0f9e-443b-af9b-6f6954912d2c",
    "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": "88f5fea4-a50e-403b-886b-8a696f2bcdd0",
    "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": "43c53b64-2538-4e89-94fd-0948a80eceb1",
    "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": "da3af406-40d3-45f2-b792-f4b2f77946f0"
    },
    "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/2e7a4fa9-e4e5-4af4-90c5-c579ce5dca8b/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/f609d27e-d2cd-4143-a62e-2e97357a4924/dd57feed-c848-4328-a2ce-ba54d421b878",
  "invitation_text": "Please complete this fact-find!",
  "fact_find_passes": {
    "firm": {
      "name": "Codepotato Ltd",
      "uuid": "9a3b37f0-4e9c-44e1-9a9b-165c8c3d28b1"
    },
    "uuid": "ad6d358d-d2a5-42f9-b63d-a9bb24cfac0b",
    "circle": {
      "name": "The Codepotato Gang",
      "uuid": "e3019e7a-a8ca-4871-a310-2837f65d86df"
    },
    "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
  }
}