Get all fact-find templates Run in API Explorer
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Query parameters
-
Filter by a comma separated list of UUIDs.
-
Filter by a given name. Partial filter.
-
Filter by published status.
-
Filter templates created on or after this date (Y-m-d).
-
Filter templates created on or before this date (Y-m-d).
-
Field to sort by. Valid fields are [created_at, updated_at, name, active_sessions_count]. Negative sign to denote DESC. Defaults to '-created_at'.
-
Number of results to return with pagination (Default 15. Max 500).
GET
/api/v2/fact-find/templates
curl \
--request GET 'https://api.plannrcrm.com/api/v2/fact-find/templates' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"data": [
{
"uuid": "060fab0b-6cfc-4fc6-9197-0e0f4e6272d4",
"created_at": "2026-08-11T10:38:40+01:00",
"updated_at": "2026-08-11T10:38:40+01:00",
"name": "My Fact-Find Template",
"description": "A comprehensive fact-find template for new clients.",
"opening_statement": "Welcome to our fact-find process...",
"closing_statement": "Thank you for completing the fact find",
"is_published": true,
"is_locked": false,
"active_session_count": 0,
"sections": {
"uuid": "7c06aac2-901c-46e7-a2bc-006c18617611",
"created_at": "2026-08-11T10:38:40+01:00",
"updated_at": "2026-08-11T10:38:40+01:00",
"fact_find_template": {
"uuid": "856ce31d-a51b-43c2-8d5d-f4f87f72b720",
"created_at": "2026-08-11T10:38:45+01:00",
"updated_at": "2026-08-11T10:38:45+01:00",
"name": "My Fact-Find Template",
"description": "A comprehensive fact-find template for new clients.",
"opening_statement": "Welcome to our fact-find process...",
"closing_statement": "Thank you for completing the fact find",
"is_published": true,
"is_locked": false,
"active_session_count": 0
},
"name": "Personal Details",
"introduction_html": "<p>Please provide your personal details below.</p>",
"position": 1,
"is_complete": false,
"blocks": {
"uuid": "88c3ab85-6b8d-48b6-b7ed-fbc3ecbc587d",
"created_at": "2026-08-11T10:38:45+01:00",
"updated_at": "2026-08-11T10:38:45+01:00",
"name": "Income Details",
"introduction_html": "<p>Please provide your income details below.</p>",
"position": 1
}
}
}
]
}