Generate the PDF for a fact-find schema and save it to the client's documents.

POST /api/v1/fact-find/schema/{factFindSchema_uuid}/generate-pdf

Headers

  • X-PLANNR-ACCOUNT-UUID string

Path parameters

  • factFindSchema_uuid string Required
application/json

Body Required

  • client_uuid string Required

    The UUID of the client.

Responses

  • 401 application/json
    Hide response attribute Show response attribute object
    • message string
POST /api/v1/fact-find/schema/{factFindSchema_uuid}/generate-pdf
curl \
 --request POST 'https://api.plannrcrm.com/api/v1/fact-find/schema/6ff8f7f6-1eb3-3525-be4a-3932c805afed/generate-pdf' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "Content-Type: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 --data '{"client_uuid":"1754cdc5-3b23-4c66-a67f-ef008e36195e"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "client_uuid": "1754cdc5-3b23-4c66-a67f-ef008e36195e"
}
Response examples (401)
{
  "message": "Unauthenticated."
}