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": "038f48ae-7476-4053-be26-edc219bb3918",
"schema": {
"name": "Default fact-find",
"uuid": "1c317b2d-23e0-4fcd-8c10-0be233ef36cc",
"created_at": "2025-08-27T17:31:25+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/42ef7706-141d-443e-953a-38509870dd3e",
"updated_at": "2025-08-27T17:31:25+01:00",
"archived_at": "2025-08-26T17:31:25+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": "7fa12a13-e258-45a1-8b3e-f791825697fa",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-08-27T17:31:25+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-27T17:31:25+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-08-27T17:31:25+01:00",
"updated_at": "2025-08-27T17:31:25+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": "1265e2b5-3e34-4e30-a8e0-c2e5801f9373",
"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": "14650bb6-a0d2-4208-b8ee-0c3d75a9a35e"
},
"created_at": "2025-08-27T17:31:25+01:00",
"updated_at": "2025-08-27T17:31:25+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-08-27T17:31:25+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/a32a5165-39d5-4154-a230-3188ea8c5a65/download",
"last_modified": "2025-08-27T17:31:25+01:00",
"documentable_type": "account",
"original_created_at": "2025-08-27T17:31:25+01:00"
},
"completed_at": "2025-08-22T17:31:25+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/529ff0f6-ffd6-4f5f-8f0d-ec64f1aa14aa/ce36681f-e233-43ae-b21b-8019824f19f5",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "0904fa87-56f9-49e9-aca1-3fe02246ab04"
},
"uuid": "41e711a7-2aee-4bed-ab26-a1a3885226b0",
"circle": {
"name": "The Codepotato Gang",
"uuid": "ea2bbd69-a9c9-4e79-aef1-2e1f7107dc4a"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-08-27T17:31:25+01:00",
"expires_at": "2025-08-27T17:31:25+01:00",
"updated_at": "2025-08-27T17:31:25+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}