Get all fact find requests for accounts in a circle
GET
/api/v1/circles/{circle_uuid}/fact-find-requests
curl \
--request GET 'https://api.plannrcrm.com/api/v1/circles/6ff8f7f6-1eb3-3525-be4a-3932c805afed/fact-find-requests' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"uuid": "10195777-94be-4c00-a9f7-dd3a7f5f1838",
"schema": {
"name": "Default fact-find",
"uuid": "773ee4d2-1422-4a79-b740-ad4817c040b0",
"created_at": "2025-08-07T13:41:39+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/50e4a63b-c564-4eca-b7ac-d402bffdf596",
"updated_at": "2025-08-07T13:41:39+01:00",
"archived_at": "2025-08-06T13:41:39+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": "6028082a-7837-4ca3-876a-b80c68ade8a3",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-08-07T13:41:39+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:39+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+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": "ab02e1a2-e8df-46bc-b8bb-ce9a38c88d80",
"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": "3a174d8a-ad71-4fe8-ab7a-3c4955c0f20c"
},
"created_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-08-07T13:41:39+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/0cb46f3d-9b23-4043-85c9-93e2af89284a/download",
"last_modified": "2025-08-07T13:41:39+01:00",
"documentable_type": "account",
"original_created_at": "2025-08-07T13:41:39+01:00"
},
"completed_at": "2025-08-02T13:41:39+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/b6904fcc-29cd-4874-b5c2-ade203bad3ae/0da52790-edb6-4c22-9432-781e6fbdf31e",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "f88167d4-8306-4353-b3fb-7265d61d81c5"
},
"uuid": "aeba6bae-dedd-4a30-92c8-ec3f76ccf676",
"circle": {
"name": "The Codepotato Gang",
"uuid": "a85ee8f9-35ce-4805-a0b3-c906b76287e0"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-08-07T13:41:39+01:00",
"expires_at": "2025-08-07T13:41:39+01:00",
"updated_at": "2025-08-07T13:41:39+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}