Complete a fact-find request

POST /api/v1/fact-find/request/{factFindRequest_uuid}/complete
Personal access token & OAuth2

Headers

Path parameters

Responses

  • 200 application/json
    Hide response attributes Show response attributes object
    • uuid string

      The UUID of the resource.

    • created_at string

      The timestamp of when the resource was created.

    • updated_at string

      The timestamp of when the resource was updated.

    • status string

      The status of the fact-find request. Available options: in_progress,complete

    • completed_at string

      The datetime when the fact-find request has been completed

    • invitation_text string

      The text that is used in the notification/email sent out to the client.

    • schema object

      The fact-find schema used for the fact-find request.

      Additional properties are allowed.

    • latest_file object

      The latest file that has been generated for the fact-find request.

      Additional properties are allowed.
POST /api/v1/fact-find/request/{factFindRequest_uuid}/complete 
curl \
 --request POST https://api.plannrcrm.com/api/v1/fact-find/request/factFindRequest_uuid/complete \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "uuid": "cdfcafbb-a276-4bb2-93b9-aa035c1510aa",
  "schema": {
    "name": "Default fact-find",
    "uuid": "e511b291-6a72-40ef-8c2b-d16887873c4b",
    "created_at": "2025-02-20T10:13:05+00:00",
    "updated_at": "2025-02-20T10:13:05+00:00",
    "archived_at": "2025-02-19T10:13:05+00:00",
    "is_archived": false,
    "sections_count": 5,
    "introduction_html": "Welcome to our fact-find! <b>You can use some HTML too.</b>"
  },
  "status": "complete",
  "created_at": "2025-02-20T10:13:05+00:00",
  "updated_at": "2025-02-20T10:13:05+00:00",
  "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": "630cf42f-edf6-40e7-889d-caa08337bd61",
    "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": "39b88113-fc76-4eda-b934-b1fad2d871c0"
    },
    "created_at": "2025-02-20T10:13:05+00:00",
    "updated_at": "2025-02-20T10:13:05+00:00",
    "folder_name": "folder 2",
    "uploaded_at": "2025-02-20T10:13:05+00:00",
    "documentable": "Object",
    "download_url": "https://plannr.valet/file/25463bca-8a6a-4d5b-838f-db4feaf0e3f8/download",
    "last_modified": "2025-02-20T10:13:05+00:00",
    "documentable_type": "account",
    "original_created_at": "2025-02-20T10:13:05+00:00"
  },
  "completed_at": "2025-02-15T10:13:05+00:00",
  "invitation_text": "Please complete this fact-find!"
}