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": "9554cc3b-44c2-4b43-9d9c-1c33f32599e3",
"schema": {
"name": "Default fact-find",
"uuid": "773ae5d2-f59e-4755-b5a8-c3754ee4e105",
"created_at": "2025-10-08T10:40:16+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/e5d13052-1a20-4f57-976e-28a635e3db22",
"updated_at": "2025-10-08T10:40:16+01:00",
"archived_at": "2025-10-07T10:40:16+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": "cbf54f51-eef1-4b93-be67-81d96183340b",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-10-08T10:40:16+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:16+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-10-08T10:40:16+01:00",
"updated_at": "2025-10-08T10:40:16+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": "5f74a728-1170-4057-a7e7-82f2c8e1d2d6",
"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": "71f2ee84-d01a-4bbf-bc40-801dce618f38"
},
"created_at": "2025-10-08T10:40:16+01:00",
"updated_at": "2025-10-08T10:40:16+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-10-08T10:40:16+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/3897abf6-202d-4657-b66a-2d75973c736d/download",
"last_modified": "2025-10-08T10:40:16+01:00",
"documentable_type": "account",
"original_created_at": "2025-10-08T10:40:16+01:00"
},
"completed_at": "2025-10-03T10:40:16+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/20fa413a-62ee-4e7c-b945-2d771bd4d149/1be147df-6f0c-49ff-b5b9-b0587ae223ca",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "24e926a1-b4a4-4be0-b886-2d06518aa0ce"
},
"uuid": "db2fea93-90a0-4046-8fb1-4174415c04eb",
"circle": {
"name": "The Codepotato Gang",
"uuid": "d3740f06-fab7-4cb5-9fe0-a5b2d4b5c041"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-10-08T10:40:16+01:00",
"expires_at": "2025-10-08T10:40:16+01:00",
"updated_at": "2025-10-08T10:40:16+01:00",
"is_complete": false,
"completed_sections": 2
}
}
]
}