GET
/api/v1/fact-find/request
curl \
--request GET 'https://api.plannrcrm.com/api/v1/fact-find/request' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"uuid": "8e90fb2b-a4dc-49de-8df2-ab6abd468dd3",
"schema": {
"name": "Default fact-find",
"uuid": "97142f4f-cbb3-4b7d-bc9e-8134c81a500b",
"created_at": "2025-10-24T10:34:19+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/91e46357-7e8c-474c-a418-710e9289d2d6",
"updated_at": "2025-10-24T10:34:19+01:00",
"archived_at": "2025-10-23T10:34:19+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": "614b76db-28ff-44b1-9d4e-ea0a14bf5a3f",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-10-24T10:34:19+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-24T10:34:19+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+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": "a110d450-d6fe-498e-963f-06afc3372c2e",
"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": "3c1166eb-62a6-439d-b084-42458afcbffa"
},
"created_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-10-24T10:34:19+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/a2a39d66-313c-47f8-af74-acfa86f50131/download",
"last_modified": "2025-10-24T10:34:19+01:00",
"documentable_type": "account",
"original_created_at": "2025-10-24T10:34:19+01:00"
},
"completed_at": "2025-10-19T10:34:19+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/6b00a33f-91a8-49d7-bbd2-62c4453621d5/8045586f-8996-4c87-a9f3-632d63065bc3",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "b39e31f1-3d3f-4281-a833-d3763dd824f0"
},
"uuid": "7b1f153b-d6bb-45db-b1e0-7fffa76dae40",
"circle": {
"name": "The Codepotato Gang",
"uuid": "07073cc4-3e9e-43b8-8607-07c4e0725091"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-10-24T10:34:19+01:00",
"expires_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}