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": "f66c6b14-5db9-42e7-9797-58bd8cdcdb09",
"schema": {
"name": "Default fact-find",
"uuid": "bd11a6e2-b15f-493d-b51f-f5df7ca42ca7",
"created_at": "2025-08-27T17:31:27+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/d658bbff-4645-4d16-b9cf-83d822d895c7",
"updated_at": "2025-08-27T17:31:27+01:00",
"archived_at": "2025-08-26T17:31:27+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": "9c418d96-3144-4f75-9bab-4e9f39469dc5",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-08-27T17:31:27+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-27T17:31:27+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-08-27T17:31:27+01:00",
"updated_at": "2025-08-27T17:31:27+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": "10ccca16-2ffe-4037-98f5-ca3b42ea701a",
"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": "a046fb3a-47d9-42d4-ae76-b860a50eca8e"
},
"created_at": "2025-08-27T17:31:27+01:00",
"updated_at": "2025-08-27T17:31:27+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-08-27T17:31:27+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/b8d825a8-57c9-4d3b-b818-f376eb7a4544/download",
"last_modified": "2025-08-27T17:31:27+01:00",
"documentable_type": "account",
"original_created_at": "2025-08-27T17:31:27+01:00"
},
"completed_at": "2025-08-22T17:31:27+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/7f531d78-be3b-496c-bb60-a7365b6c9b79/233c995f-6ff3-4198-89e7-7554871032c6",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "f78b07d3-629f-484d-8a94-0346bc2d6c85"
},
"uuid": "7d4ccc22-cd70-4b88-9c79-c74940b1c5d6",
"circle": {
"name": "The Codepotato Gang",
"uuid": "7ad2099f-61cf-440d-af7f-3d8cde3d956a"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-08-27T17:31:27+01:00",
"expires_at": "2025-08-27T17:31:27+01:00",
"updated_at": "2025-08-27T17:31:27+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}