POST
/api/v1/fact-find/request/{factFindRequest_uuid}/finish
curl \
--request POST 'https://api.plannrcrm.com/api/v1/fact-find/request/6ff8f7f6-1eb3-3525-be4a-3932c805afed/finish' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"uuid": "68889ddd-48c4-4fa9-9b26-f43ba73022d6",
"schema": {
"name": "Default fact-find",
"uuid": "3020342b-dfc7-4f8b-865a-2cd9000d9d22",
"created_at": "2025-08-07T13:41:45+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/df96fda7-da87-462c-9635-edd43dd26e4e",
"updated_at": "2025-08-07T13:41:45+01:00",
"archived_at": "2025-08-06T13:41:45+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": "ada90be0-2a9a-40a4-a540-62f838212bbb",
"email": "gareth@codepotato.co.uk",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=Gareth+Thompson",
"created_at": "2025-08-07T13:41:45+01:00",
"first_name": "Gareth",
"updated_at": "2025-08-07T13:41:45+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource"
},
"created_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+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": "7f82027f-a2ae-4f81-9598-1ffe7a863b6b",
"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": "3267c98b-8060-4729-8dad-410eddb5402f"
},
"created_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"folder_name": "folder 2",
"uploaded_at": "2025-08-07T13:41:45+01:00",
"documentable": "Object",
"download_url": "https://api.plannrcrm.com/file/3cf6432e-adbe-4832-8514-e0d7c2816d31/download",
"last_modified": "2025-08-07T13:41:45+01:00",
"documentable_type": "account",
"original_created_at": "2025-08-07T13:41:45+01:00"
},
"completed_at": "2025-08-02T13:41:45+01:00",
"invitation_url": "https://api.plannrcrm.com/fact-find/a9d4a71b-7abd-4206-a477-407198e2043e/e616e297-5fa4-494d-b377-fffc3f1c12c0",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "592f7d5c-f666-4d8a-8dbf-7de20ee425cb"
},
"uuid": "8c3bbb70-bd5a-42c4-bef6-fa2431734440",
"circle": {
"name": "The Codepotato Gang",
"uuid": "cd9b8227-e43c-4a4d-8796-26833373fc02"
},
"account": "App\\Http\\Resources\\MinimalAccountResource",
"progress": 50,
"created_at": "2025-08-07T13:41:45+01:00",
"expires_at": "2025-08-07T13:41:45+01:00",
"updated_at": "2025-08-07T13:41:45+01:00",
"is_complete": false,
"completed_sections": 2
}
}