Generate the PDF for a fact-find schema and save it to the client's documents.

POST /api/v1/fact-find/schema/{factFindSchema_uuid}/generate-pdf

Personal access token & O auth2

Headers

Path parameters

factFindSchema_uuid string Required

application/json

Body Required

client_uuid string Required

The UUID of the client.

POST /api/v1/fact-find/schema/{factFindSchema_uuid}/generate-pdf

curl \
 --request POST 'https://api.plannrcrm.com/api/v1/fact-find/schema/factFindSchema_uuid/generate-pdf' \
 --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}" \
 --data '{"client_uuid":"2e2d58ca-f39e-4e71-a358-09d3929c3875"}'

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": "2e2d58ca-f39e-4e71-a358-09d3929c3875"
}