Generate the PDF for a fact-find schema and save it to the client's documents.
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
Body Required
-
The UUID of the client.
POST
/api/v1/fact-find/schema/{factFindSchema_uuid}/generate-pdf
curl \
-X POST https://api.plannrcrm.com/api/v1/fact-find/schema/factFindSchema_uuid/generate-pdf \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
-d '{"client_uuid":"ab1df3bb-96aa-4a7b-9a98-96fc9372be10"}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"client_uuid": "ab1df3bb-96aa-4a7b-9a98-96fc9372be10"
}