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":"cae9365c-779c-4cb9-914a-ab4229d2dc36"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"fact_find_pass_uuid": "cae9365c-779c-4cb9-914a-ab4229d2dc36"
}
Response examples (200)
{
"uuid": "e2a99c75-90ea-4c19-aba7-5bf7d31d3229",
"schema": {
"name": "Default fact-find",
"uuid": "61e19760-1b03-4944-b100-e7a08205afe9",
"created_at": "2025-08-27T17:31:27+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/96d18553-75f9-46d5-b59d-d9c61a6307ee",
"updated_at": "2025-08-27T17:31:27+01:00",
"archived_at": "2025-08-26T17:31:27+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": "06854d12-3697-40a7-92d4-c48f69562598",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-08-27T17:31:27+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-27T17:31:27+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-08-27T17:31:27+01:00",
"updated_at": "2025-08-27T17:31:27+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": "9f9fdb0c-3d19-4636-9705-85604276dc9c",
"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": "0f8bc9ce-7d2c-46d8-b7f3-639597e5daed"
},
"created_at": "2025-08-27T17:31:27+01:00",
"updated_at": "2025-08-27T17:31:27+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-08-27T17:31:27+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/3ca327b0-5adf-4888-92cb-c6c7befb817c/download",
"last_modified": "2025-08-27T17:31:27+01:00",
"documentable_type": "account",
"original_created_at": "2025-08-27T17:31:27+01:00"
},
"completed_at": "2025-08-22T17:31:27+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/e54b7ff7-d160-456a-900c-aac7f72d2088/42a2fa30-d8fa-4254-9738-ad862bf01029",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "29bd464d-36be-4291-9f93-70ad913d97b1"
},
"uuid": "3a95074c-3dd9-4d93-b642-69fbad2ed6f5",
"circle": {
"name": "The Codepotato Gang",
"uuid": "ed2be107-6422-43a2-b45f-42ffdeb50ae7"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-08-27T17:31:27+01:00",
"expires_at": "2025-08-27T17:31:27+01:00",
"updated_at": "2025-08-27T17:31:27+01:00",
"is_complete": false,
"completed_sections": 2
}
}