Complete a fact-find request for a given fact-find pass
POST
/api/v1/fact-find/request/{factFindRequest_uuid}/complete
curl \
--request POST 'https://api.plannrcrm.com/api/v1/fact-find/request/6ff8f7f6-1eb3-3525-be4a-3932c805afed/complete' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"fact_find_pass_uuid":"da45521e-6abb-4cba-b4b9-617550296a0f"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"fact_find_pass_uuid": "da45521e-6abb-4cba-b4b9-617550296a0f"
}
Response examples (200)
{
"uuid": "b0b69711-d66f-4e06-ad46-925d29c83530",
"schema": {
"name": "Default fact-find",
"uuid": "2cc11a0b-ab39-4724-843e-ec8beb1319e6",
"created_at": "2025-10-08T10:40:16+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/b9770f1f-193c-4d65-a654-00687a0a7056",
"updated_at": "2025-10-08T10:40:16+01:00",
"archived_at": "2025-10-07T10:40:16+01:00",
"is_archived": false,
"sections_count": 5,
"introduction_html": "Welcome to our fact-find! <b>You can use some HTML too.</b>"
},
"status": "complete",
"account": {
"name": "Gareth Thompson",
"role": "client",
"type": "client",
"uuid": "0e2b349e-b210-441b-8d57-48e62a725e9e",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-10-08T10:40:16+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-08T10:40:16+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-10-08T10:40:16+01:00",
"updated_at": "2025-10-08T10:40:16+01:00",
"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": "d7703a95-0381-4388-b451-395cdca2e1df",
"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": "f0971d43-f1db-4dd3-85e1-503c8195c852"
},
"created_at": "2025-10-08T10:40:16+01:00",
"updated_at": "2025-10-08T10:40:16+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-10-08T10:40:16+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/cb9164f9-e543-49ba-a1a7-88e74a5552be/download",
"last_modified": "2025-10-08T10:40:16+01:00",
"documentable_type": "account",
"original_created_at": "2025-10-08T10:40:16+01:00"
},
"completed_at": "2025-10-03T10:40:16+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/fe4d2498-1ffd-463c-af15-741dad5c2024/e694f8fd-f84f-450d-be2e-62525e9312b2",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "dffc6270-4e8a-4e39-8b29-85adcd2ae352"
},
"uuid": "1b652a8d-412a-44ec-8a75-5711eb918f65",
"circle": {
"name": "The Codepotato Gang",
"uuid": "0ceecd2f-2392-4e6d-8b10-4f01a0fbed3f"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-10-08T10:40:16+01:00",
"expires_at": "2025-10-08T10:40:16+01:00",
"updated_at": "2025-10-08T10:40:16+01:00",
"is_complete": false,
"completed_sections": 2
}
}