Get all Actions belonging to an account

GET /api/v2/portal/actions
Personal access token & OAuth2

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

Query parameters

  • filter[completed] boolean

    show actions which have been completed

  • 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
    • data array[object]

      Additional properties are allowed.
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": "84f286aa-937f-4efe-98ad-aa2c5845d642",
      "title": "Signature Request",
      "created_at": "2025-02-20T10:13:06+00:00",
      "description": "Invited to complete the action item"
    }
  ]
}