Get all automation executions for an automation blueprint

Get all automation executions for an 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

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

GET /api/v1/automation-executions

Personal access token & O auth2

Query parameters

filter[uuid] string

Filter by a comma separated list of UUIDs.
filter[client_uuids] string

Filter by a comma separated list of client UUIDs.
filter[account_uuids] string

Filter by a comma separated list of account UUIDs.
include string

Include relationships. Valid values are [account].
sort string

Field to sort by. Valid fields are [created_at ]. Negative sign to denote DESC. Defaults to 'name'.

Responses

200 application/json
Hide response attribute Show response attribute object
- data array[object]
  
  Hide data attributes Show data attributes object
  
  uuid string
  
  UUID of automation execution
  
  created_at string
  
  Timestamp of when this execution was created
  
  updated_at string
  
  Timestamp of when this execution was updated
  
  status string
  
  Current status of this automation execution
  
  triggered_by string
  
  Name of what triggered this automation execution
  
  steps array[object]
  
  Collection of the steps in this execution
  
  Hide steps attributes Show steps attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  executed_at string
  
  status string
  
  info string
  
  name string
  
  name string
  
  Name of the automation blueprint
  
  next_step object
  
  The next step set to run
  
  Hide next_step attributes Show next_step attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  executed_at string
  
  status string
  
  info string
  
  name string
  
  previous_step object
  
  The step that was last run
  
  Hide previous_step attributes Show previous_step attributes object
  
  uuid string
  
  created_at string
  
  updated_at string
  
  executed_at string
  
  status string
  
  info string
  
  name string
  
  account object
  
  The account this automation execution ran for (only included when requested)
  
  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

GET /api/v1/automation-executions

curl \
 --request GET 'https://api.plannrcrm.com/api/v1/automation-executions' \
 --header "Authorization: Bearer $ACCESS_TOKEN"

Response examples (200)

{
  "data": [
    {
      "uuid": "c9126f87-14ba-4c94-953c-1fb1455db86c",
      "created_at": "2026-07-01T15:36:12+01:00",
      "updated_at": "2026-07-01T15:36:12+01:00",
      "status": "in_progress",
      "triggered_by": "client.created",
      "steps": [
        {
          "uuid": "579eee3a-372b-4358-a3e0-d6e4bd351df0",
          "created_at": "2026-07-01T15:36:12+01:00",
          "updated_at": "2026-07-01T15:36:12+01:00",
          "executed_at": "2026-07-01T15:36:12+01:00",
          "status": "completed",
          "info": "\"[{errors : \"the account_uuid field is required\" }]\"",
          "name": "Send SMS"
        }
      ],
      "name": "Send client welcome pack to newly created client",
      "next_step": {
        "uuid": "6fcf0dad-f97c-4f33-a09e-f01c83200a1f",
        "created_at": "2026-07-01T15:36:12+01:00",
        "updated_at": "2026-07-01T15:36:12+01:00",
        "executed_at": "2026-07-01T15:36:12+01:00",
        "status": "completed",
        "info": "\"[{errors : \"the account_uuid field is required\" }]\"",
        "name": "Send SMS"
      },
      "previous_step": {
        "uuid": "059d0004-1668-4054-aef3-b4bc9fe1916e",
        "created_at": "2026-07-01T15:36:12+01:00",
        "updated_at": "2026-07-01T15:36:12+01:00",
        "executed_at": "2026-07-01T15:36:12+01:00",
        "status": "completed",
        "info": "\"[{errors : \"the account_uuid field is required\" }]\"",
        "name": "Send SMS"
      },
      "account": {
        "uuid": "57882827-927f-430f-a2e9-5eb043a253ce",
        "created_at": "2026-07-01T15:36:12+01:00",
        "updated_at": "2026-07-01T15:36:12+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": "2026-07-01T15:36:12+01:00",
        "next_review_date": "2026-07-01T15:36:12+01:00",
        "previous_review_date": "2026-07-01T15:36:12+01:00",
        "anniversary_review_date": "2026-07-01T15:36:12+01:00",
        "terms_of_business_at": "2026-07-01T15:36:12+01:00",
        "client_agreement_at": "2026-07-01T15:36:12+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": "2026-07-01",
        "last_interaction_at": "2026-07-01 15:36:12",
        "referral_code": "ABC12345",
        "permissions": {
          "firm:read": [
            "firm"
          ],
          "network:read": [
            "network:uuid"
          ]
        },
        "custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
        "external_references": "App\\Http\\Resources\\ExternalReferenceResource"
      }
    }
  ]
}