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": "287241e1-9874-4805-aacd-993f5874651e",
"schema": {
"name": "Default fact-find",
"uuid": "53ba6425-251a-4d67-abc6-a9942fd90889",
"created_at": "2025-08-27T17:31:27+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/7051c472-0eda-4c34-9cf2-c7005531fedc",
"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": "4a2a4e82-b032-4267-b7cf-569bd42bff5e",
"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": "151bae44-aff3-4cc3-9c4c-c083237477c7",
"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": "71bf4ae5-00db-4ff9-9fd4-6868c0e7843e"
},
"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/92fd3dd2-9de3-46b0-bbc2-6267cee2f69b/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/cc64baf3-87cb-4f1e-be22-0d29dcf2bb45/9978c340-b530-4ea8-828c-ec6e7374f0d2",
"invitation_text": "Please complete this fact-find!",
"fact_find_passes": {
"firm": {
"name": "Codepotato Ltd",
"uuid": "67391f32-4e3c-4de1-a306-4130031a2f75"
},
"uuid": "d19940c3-3aa9-4fc0-bb52-581f70aafe27",
"circle": {
"name": "The Codepotato Gang",
"uuid": "1a5dad6f-7f4d-492f-9a95-7dbbf6eba455"
},
"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
}
}