Get a Automation Blueprint | PlannrCRM API documentation

Get a Automation Blueprint Run in API Explorer

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL


        
          
            https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

      
          mcp.json

"PlannrCRM MCP server": {
  "url": "https://apidocs.plannrcrm.com/mcp"
}

GET /api/v1/automation-blueprints/{automationBlueprint_uuid}

Personal access token & O auth2

Path parameters

automationBlueprint_uuid string Required

The UUID of the automation

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.
- name string
  
  Name of the Automation Blueprint
- trigger string
  
  What type of event will trigger this AutomationBlueprint
- is_active boolean
  
  Is the automation currently active? If false will not create new execution instances
- account object
  
  Account that made this automation blueprints
  
  Hide account attributes Show account attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  type string
  
  role string
  
  first_name string
  
  last_name string
  
  name string
  
  email string
  
  photo_url string
  
  firm string
  
  primary_phone_number string
  
  primary_email string
  
  current_time_entry string
  
  assigned_adviser string
  
  assigned_administrator string
  
  assigned_paraplanner string
  
  introduced_by string
  
  business_unit string
  
  groups string
  
  tags string
  
  owners string
  
  first_contact_date string
  
  next_review_date string
  
  previous_review_date string
  
  anniversary_review_date string
  
  terms_of_business_at string
  
  client_agreement_at string
  
  with_login boolean
  
  has_joint_account boolean
  
  can_be_deleted string
  
  joint_account_circle string
  
  circles string
  
  ownership_percentage integer
  
  inactive_at string
  
  last_interaction_at string
  
  referral_code string
  
  permissions object
  
  Hide permissions attributes Show permissions attributes object
  
  firm:read array[string]
  
  network:read array[string]
  
  custom_fields string
  
  external_references string
- conditions array
  
  Conditions for the automation blueprint
- configuration array
  
  Extra configuration options for the trigger of this blueprint
- steps array[object]
  
  All blueprint steps attached to this blueprint
  
  Hide steps attributes Show steps attributes object
  
  uuid string
  
  created_at string
  
  updated string
  
  name string
  
  type string
  
  configuration object
  
  Hide configuration attribute Show configuration attribute object
  
  params object
  
  Hide params attribute Show params attribute object
  
  account_uuid object
  
  Hide account_uuid attributes Show account_uuid attributes object
  
  type string
  
  value string
  
  condition_state boolean
  
  parent_step_uuid string
- steps_count string
  
  Amount of blueprints steps on this automation blueprint
- webhook_targets array[object]
  
  List of webhook target endpoints that can be used to trigger this automation
  
  Hide webhook_targets attributes Show webhook_targets attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  url string

GET /api/v1/automation-blueprints/{automationBlueprint_uuid}

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/automation-blueprints/dcf0-484e-a0c5-08590fe89a84-f6aa1670' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "uuid": "a5fe607a-7767-4a70-b29c-4aafdf77cdd2",
  "created_at": "2026-06-08T16:08:03+01:00",
  "updated_at": "2026-06-08T16:08:03+01:00",
  "name": "Add new client on webhook",
  "trigger": "client.create",
  "is_active": false,
  "account": {
    "uuid": "aa8d2acc-5a07-486a-b656-1e9bd5fd7933",
    "created_at": "2026-06-08T16:08:03+01:00",
    "updated_at": "2026-06-08T16:08:03+01:00",
    "type": "client",
    "role": "client",
    "first_name": "Gareth",
    "last_name": "Thompson",
    "name": "Gareth Thompson",
    "email": "gareth@codepotato.co.uk",
    "photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
    "firm": "App\\Http\\Resources\\FirmResource",
    "primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
    "primary_email": "App\\Http\\Resources\\ContactDetailResource",
    "current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
    "assigned_adviser": "App\\Http\\Resources\\AccountResource",
    "assigned_administrator": "App\\Http\\Resources\\AccountResource",
    "assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
    "introduced_by": "App\\Http\\Resources\\AccountResource",
    "business_unit": "App\\Http\\Resources\\BusinessUnitResource",
    "groups": "App\\Http\\Resources\\GroupResource",
    "tags": "App\\Http\\Resources\\TagResource",
    "owners": "App\\Http\\Resources\\AccountResource",
    "first_contact_date": "2026-06-08T16:08:03+01:00",
    "next_review_date": "2026-06-08T16:08:03+01:00",
    "previous_review_date": "2026-06-08T16:08:03+01:00",
    "anniversary_review_date": "2026-06-08T16:08:03+01:00",
    "terms_of_business_at": "2026-06-08T16:08:03+01:00",
    "client_agreement_at": "2026-06-08T16:08:03+01:00",
    "with_login": true,
    "has_joint_account": true,
    "can_be_deleted": "false",
    "joint_account_circle": "App\\Http\\Resources\\CircleResource",
    "circles": "App\\Http\\Resources\\CircleResource",
    "ownership_percentage": 100,
    "inactive_at": "2026-06-08",
    "last_interaction_at": "2026-06-08 16:08:03",
    "referral_code": "ABC12345",
    "permissions": {
      "firm:read": [
        "firm"
      ],
      "network:read": [
        "network:uuid"
      ]
    },
    "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
    "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
  },
  "conditions": [],
  "configuration": [],
  "steps": [
    {
      "uuid": "2776cadd-20f2-4df8-8007-3960234c1e62",
      "created_at": "2026-06-08T16:08:03+01:00",
      "updated": "2026-06-08T16:08:03+01:00",
      "name": "create a new client",
      "type": "client.create",
      "configuration": {
        "params": {
          "account_uuid": {
            "type": "ref",
            "value": "trigger.account.uuid"
          }
        }
      },
      "condition_state": false,
      "parent_step_uuid": "3ae48aab-1a84-4e1b-8a4f-92ea261d6b3c"
    }
  ],
  "steps_count": "1",
  "webhook_targets": [
    {
      "uuid": "e2625da6-135e-4d04-9608-2d1e04b80486",
      "created_at": "2026-06-08T16:08:03+01:00",
      "updated_at": "2026-06-08T16:08:03+01:00",
      "url": "https://api.plannrcrm.com/api/v1/webhooks/01605357-9fba-4cab-b4f0-141476dfa4ea"
    }
  ]
}