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": "85e67524-8701-4048-97c0-532337e9bc90",
"schema": {
"name": "Default fact-find",
"uuid": "8a66002f-4253-48c9-b2b2-73b89b5bd3c8",
"created_at": "2025-08-07T13:41:45+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/fd689dd7-d3b4-4033-a54c-d5e29836cb64",
"updated_at": "2025-08-07T13:41:45+01:00",
"archived_at": "2025-08-06T13:41:45+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": "22a5e2e0-04b6-41b8-919d-09d67fb076ec",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-08-07T13:41:45+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:45+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+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": "20c010c0-8142-4d3e-90fb-f8bc6f8de13e",
"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": "43b15008-f168-40d5-b384-4d6154833227"
},
"created_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-08-07T13:41:45+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/02a53a4e-c8b5-497a-bd14-94a6257eff94/download",
"last_modified": "2025-08-07T13:41:45+01:00",
"documentable_type": "account",
"original_created_at": "2025-08-07T13:41:45+01:00"
},
"completed_at": "2025-08-02T13:41:45+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/aa9149fc-255c-46ca-a9ca-02d733f239ed/07979ca8-033f-4aa3-aaa6-7d93f371b1e7",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "79e048a5-76d9-46a0-8214-09997cfc337e"
},
"uuid": "a6fbd749-e373-4a51-b495-1931ac53524f",
"circle": {
"name": "The Codepotato Gang",
"uuid": "a8bb660d-3693-4166-b27b-7c6a1c4c89b4"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-08-07T13:41:45+01:00",
"expires_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}