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": "7a18e9d4-00ca-4ba7-be31-ab60784e550a",
"schema": {
"name": "Default fact-find",
"uuid": "46c5af54-9fc1-4a9f-b0b6-095a36b88871",
"created_at": "2025-10-24T10:34:18+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/87458242-03c8-4242-8cb2-caecd348f391",
"updated_at": "2025-10-24T10:34:18+01:00",
"archived_at": "2025-10-23T10:34:18+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": "d72e6e45-a0d3-4ed3-a48c-2072e3dce6c0",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-10-24T10:34:18+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-24T10:34:18+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-10-24T10:34:18+01:00",
"updated_at": "2025-10-24T10:34:18+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": "d78229d2-ed50-4d73-a66d-c2ab1ecc1d9c",
"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": "3244a340-edd2-4ba0-ac1b-b00eea57ee85"
},
"created_at": "2025-10-24T10:34:18+01:00",
"updated_at": "2025-10-24T10:34:18+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-10-24T10:34:18+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/88a763b0-a321-4ec6-b8ee-7581d2283c0d/download",
"last_modified": "2025-10-24T10:34:18+01:00",
"documentable_type": "account",
"original_created_at": "2025-10-24T10:34:18+01:00"
},
"completed_at": "2025-10-19T10:34:18+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/e7336a4d-ca53-4d58-9a26-feb0d7581612/b25afa5d-bd91-4ea5-a1d1-6ae22d9799bd",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "77905c7e-7604-4116-83f3-98f27039a076"
},
"uuid": "3fc7adf3-26b1-46e1-9ab0-41cccc7be871",
"circle": {
"name": "The Codepotato Gang",
"uuid": "4a2d406f-55d7-46b5-b774-cf7429458c4f"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-10-24T10:34:18+01:00",
"expires_at": "2025-10-24T10:34:18+01:00",
"updated_at": "2025-10-24T10:34:18+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}