GET /api/v2/portal/actions
Personal access token & O auth2

Get all related actions for the referenced account uuid (see header)

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • filter[completed] string

    affects whether to include actions which have been completed. Valid options are "exclude", "include", "only". (default: "exclude")

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at]. Negative sign to denote DESC. Defaults to '-created_at'.

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string
      • title string
      • description string
      • type string
      • is_completed string
      • resource object
        Hide resource attributes Show resource attributes object
        • uuid string
        • created_at string
        • updated_at string
        • status string
        • completed_at string
        • invitation_text string
        • schema string
        • latest_file string
        • account string
        • invitation_url string
        • fact_find_passes string
      • created_at string
GET /api/v2/portal/actions 
curl \
 --request GET 'https://api.plannrcrm.com/api/v2/portal/actions' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    [
      {
        "uuid": "a7b6f03c-da79-41d0-aacd-19cf6fc9ae2c",
        "title": "Signature Request",
        "description": "Invited to complete the action item",
        "type": "fact_find_request",
        "is_completed": "true",
        "resource": {
          "uuid": "baccb783-998e-4795-a8a8-a608f79a84df",
          "created_at": "2026-04-29T16:54:32+01:00",
          "updated_at": "2026-04-29T16:54:32+01:00",
          "status": "complete",
          "completed_at": "2026-04-24T16:54:32+01:00",
          "invitation_text": "Please complete this fact find!",
          "schema": "App\\Http\\Resources\\FactFind\\FactFindSchemaResource",
          "latest_file": "App\\Http\\Resources\\FileResource",
          "account": "App\\Http\\Resources\\MinimalAccountResource",
          "invitation_url": "https://api.plannrcrm.com/fact-find/0622c3b6-be15-41b6-a48f-8a07ca184bc5/62ee8db1-c4a9-43f4-b4e3-f997dc6e8f48",
          "fact_find_passes": "App\\Http\\Resources\\FactFindPassResource"
        },
        "created_at": "2026-04-29T16:54:32+01:00"
      }
    ]
  ]
}