GET
/api/v1/client/{client_id}/fact-find/requests
curl \
--request GET 'https://api.plannrcrm.com/api/v1/client/architecto/fact-find/requests' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"uuid": "07956821-5b55-4b17-83c6-83f922cf4d86",
"schema": {
"name": "Default fact-find",
"uuid": "c45dff17-3ae8-4e1b-87de-0ac1ad9a59b3",
"created_at": "2025-10-08T10:40:15+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/794f8096-619c-45cc-b47f-8d1d0c3d1d1b",
"updated_at": "2025-10-08T10:40:15+01:00",
"archived_at": "2025-10-07T10:40:15+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": "bc2ccbba-2715-4c98-8dfc-d2cc309dd741",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-10-08T10:40:15+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:15+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+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": "1672415b-4319-408f-bcee-759b043e34e3",
"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": "af7030a8-eb00-401a-9f74-52d549f249cc"
},
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-10-08T10:40:15+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/e16c8ce0-9ad6-4a9b-821d-4b50bd3a49f4/download",
"last_modified": "2025-10-08T10:40:15+01:00",
"documentable_type": "account",
"original_created_at": "2025-10-08T10:40:15+01:00"
},
"completed_at": "2025-10-03T10:40:15+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/878e24dd-53b9-4712-9177-32392d713434/21cb85f0-a3be-4464-bf15-1886c692445b",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "bd6f4b70-6531-4a00-b533-524178f2c6b0"
},
"uuid": "77b0cec7-aa2e-4a36-b471-40ff9d70dafd",
"circle": {
"name": "The Codepotato Gang",
"uuid": "c0437bc3-9abd-4fdf-a17d-7f81cee4eb2b"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-10-08T10:40:15+01:00",
"expires_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}