Get all Actions belonging to an account

GET /api/v2/portal/actions
Personal access token & O auth2

Get all related actions for the referenced account uuid (see header)

Query parameters

  • filter[completed] string

    affects whether to include actions which have been completed. Valid options are "exclude", "include", "only". (default: "exclude")

  • 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).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
GET /api/v2/portal/actions 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/portal/actions' \
 --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": [
    {
      "type": "fact_find_request",
      "uuid": "b8dedd7c-5c0d-46f2-90fd-8f022da992f8",
      "title": "Signature Request",
      "resource": {
        "uuid": "9122b056-f7e9-4e82-a3f6-b53886c4b1c6",
        "schema": "App\\Http\\Resources\\FactFind\\FactFindSchemaResource",
        "status": "complete",
        "account": "App\\Http\\Resources\\MinimalAccountResource",
        "created_at": "2025-04-22T13:44:22+01:00",
        "updated_at": "2025-04-22T13:44:22+01:00",
        "latest_file": "App\\Http\\Resources\\FileResource",
        "completed_at": "2025-04-17T13:44:22+01:00",
        "invitation_url": "https://plannr.valet/fact-find/6e175465-c923-4a24-808c-e37c7a5c9209/1d2c82ff-df78-4c9a-bbfd-34ff5b340b5b",
        "invitation_text": "Please complete this fact-find!",
        "fact_find_passes": "App\\Http\\Resources\\FactFindPassResource"
      },
      "created_at": "2025-04-22T13:44:22+01:00",
      "description": "Invited to complete the action item",
      "is_completed": "true"
    }
  ]
}