Get all Actions belonging to an account
Get all related actions for the referenced account uuid (see header)
Query parameters
-
affects whether to include actions which have been completed. Valid options are "exclude", "include", "only". (default: "exclude")
-
Field to sort by. Valid fields are [created_at, updated_at]. Negative sign to denote DESC. Defaults to '-created_at'.
-
Number of results to return with pagination (Default 15. Max 500).
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": [
{
"type": "fact_find_request",
"uuid": "c77d1940-2e07-4345-b988-0caba9d56736",
"title": "Signature Request",
"resource": {
"uuid": "ef55f11e-a89c-4d36-8f39-c9ef8e521b9c",
"schema": "App\\Http\\Resources\\FactFind\\FactFindSchemaResource",
"status": "complete",
"account": "App\\Http\\Resources\\MinimalAccountResource",
"created_at": "2025-08-07T13:41:48+01:00",
"updated_at": "2025-08-07T13:41:48+01:00",
"latest_file": "App\\Http\\Resources\\FileResource",
"completed_at": "2025-08-02T13:41:48+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/80182e6c-93a3-409c-9c14-81bdf12794e2/041cb866-8fce-46ce-b537-b7d6a723ce01",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": "App\\Http\\Resources\\FactFindPassResource"
},
"created_at": "2025-08-07T13:41:48+01:00",
"description": "Invited to complete the action item",
"is_completed": "true"
}
]
}