List automations using fact find template. Run in API Explorer

Add MCP server to your AI tool

Allow AI tools and LLMs to interact with the API documentation portal through MCP.

MCP server URL

https://apidocs.plannrcrm.com/mcp

Standard setup for AI tools providing an mcp.json file

mcp.json 
{
  "PlannrCRM MCP server": {
    "url": "https://apidocs.plannrcrm.com/mcp"
  }
}
Close
GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/automations
Personal access token & O auth2

List the automations that still send this fact-find template, so the UI can warn the user before they attempt to archive it. Empty when nothing blocks archiving.

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • factFindTemplate_uuid string Required

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string
      • name string
      • is_active boolean
      • step_count integer
GET /api/v2/fact-find/templates/{factFindTemplate_uuid}/automations 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/fact-find/templates/6ff8f7f6-1eb3-3525-be4a-3932c805afed/automations' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    [
      {
        "uuid": "09714eb9-09bc-499a-8ddb-02e6b755e7ce",
        "name": "Welcome new client",
        "is_active": true,
        "step_count": 1
      }
    ]
  ]
}