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": "ac89a5d0-d5c4-45eb-9464-e51acf0378db",
"schema": {
"name": "Default fact-find",
"uuid": "3367a59f-132a-4f4e-936c-e8eea1b75001",
"created_at": "2025-08-07T13:41:40+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/14bad2dc-f96a-4807-aff3-987cccb6e61e",
"updated_at": "2025-08-07T13:41:40+01:00",
"archived_at": "2025-08-06T13:41:40+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": "b70362c1-42d3-4059-bc80-b0139ddb87f4",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-08-07T13:41:40+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:40+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-08-07T13:41:40+01:00",
"updated_at": "2025-08-07T13:41:40+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": "f2fcd460-99a4-4e76-ba15-ba689bd2816d",
"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": "8fe76d27-dd59-46e5-a637-94c8f9d3277e"
},
"created_at": "2025-08-07T13:41:40+01:00",
"updated_at": "2025-08-07T13:41:40+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-08-07T13:41:40+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/b2656ce6-1d60-49ff-bc66-33de98fcb594/download",
"last_modified": "2025-08-07T13:41:40+01:00",
"documentable_type": "account",
"original_created_at": "2025-08-07T13:41:40+01:00"
},
"completed_at": "2025-08-02T13:41:40+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/c489cf4c-24fb-42d1-855d-246cb51c335a/227c32eb-29c4-4932-bf42-c02e08f74692",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "5fa552af-3419-4dfa-a1b5-f41814c36ac7"
},
"uuid": "3d1a9aae-729b-413e-bcac-c9ec59f0645e",
"circle": {
"name": "The Codepotato Gang",
"uuid": "20097a86-eadc-4b0f-8994-24483f49f60f"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-08-07T13:41:40+01:00",
"expires_at": "2025-08-07T13:41:40+01:00",
"updated_at": "2025-08-07T13:41:40+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}