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":"ea9c9bbb-5cc2-4776-8976-55ba26f4d45f"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"fact_find_pass_uuid": "ea9c9bbb-5cc2-4776-8976-55ba26f4d45f"
}
Response examples (200)
{
"uuid": "19827ce0-d5af-4235-a86b-46264b4a983d",
"schema": {
"name": "Default fact-find",
"uuid": "4e567d58-eeb6-4eae-8720-b934a35e332f",
"created_at": "2025-10-24T10:34:19+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/81038a61-1ddc-44b3-86f3-68c9a5b210e0",
"updated_at": "2025-10-24T10:34:19+01:00",
"archived_at": "2025-10-23T10:34:19+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": "f5131c7e-0673-4765-8826-e9bcf41e87f4",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-10-24T10:34:19+01:00",
"first_name": "Gareth",
"updated_at": "2025-10-24T10:34:19+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+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": "b678e4a6-f1b6-4138-8feb-3f32dbde8fc2",
"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": "015b452a-625e-4515-987f-c4c219f4e78c"
},
"created_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-10-24T10:34:19+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/11fab959-8ae7-4d52-9962-fcbc380ff669/download",
"last_modified": "2025-10-24T10:34:19+01:00",
"documentable_type": "account",
"original_created_at": "2025-10-24T10:34:19+01:00"
},
"completed_at": "2025-10-19T10:34:19+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/65e72e5d-8710-481b-a733-60dbd937d2d0/7c205acd-968e-4f23-b663-1ee957d60f4e",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "027c60b7-f775-45b9-8507-6b760813d458"
},
"uuid": "82c1e807-bbb0-4a0c-83c2-1cc929d8b5d6",
"circle": {
"name": "The Codepotato Gang",
"uuid": "4b72a36b-47ea-4236-9ce3-88ad61b92e18"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-10-24T10:34:19+01:00",
"expires_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+01:00",
"is_complete": false,
"completed_sections": 2
}
}