POST
/api/v1/fact-find/schema
curl \
--request POST 'https://api.plannrcrm.com/api/v1/fact-find/schema' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"name":"Mortgage Client Fact-Find","introduction_html":"Welcome to our fact-find! \u003cb\u003eYou can use some HTML too.\u003c/b\u003e"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Mortgage Client Fact-Find",
"introduction_html": "Welcome to our fact-find! <b>You can use some HTML too.</b>"
}
Response examples (201)
{
"name": "Default fact-find",
"uuid": "e3b7f335-30d8-4033-bf35-5a78822c1a3b",
"created_at": "2025-08-07T13:41:45+01:00",
"public_url": "https://api.plannrcrm.com/fact-find/02aca7ad-fb1f-4f56-8b20-c6f81ace5f35",
"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>"
}