List Opportunities (Search)¶
POST https://api.copper.com/developer_api/v1/opportunities/search
The /search
endpoint provides the ability to list records and sort the results by certain parameters. When multiple ciriteria
are provided then records meeting ALL criteria will be returned (the filtering criteria have an 'AND' relationship).
Certain fields can be filtered by an empty value, i.e., filter records where the field is not specified. For Opportunities, these fields are: company_ids, tags, custom dropdown, custom multi-select fields.
For an example of how this works, see Search Opportunities by Empty Field
. Some fields (e.g. assignee_ids) can also filter
for an empty value by specifying -2 as the ID.
To search by custom fields, see Search Entity by Custom Field
under Custom Fields
folder.
Note that this endpoint is eligible to return computed custom field values, click here for more information.
To change the number of records returned, change the "page_size" parameter. E.g., specify 200 for a page size of 200 records. Please note that search requests are limited to returning only the first 100,000 records regardless of the pagination parameters. If your search filter matches more than 100,000 records, we recommend modifying your search filter to separate your result set.
Field | Type | Details | Default |
---|---|---|---|
ids | identifier[] | An array of Opportunity IDs. | none |
page_number | number | The page number (starting with 1) that you would like to view. | 1 |
page_size | number | The number of entries included in a page of results | 20 |
sort_by | string | The field on which to sort the results (see footnote 1). | name |
sort_direction | string | The direction in which to sort the results. Possible values are: asc or desc. | asc |
name | string | Full name of the Opportunity to search for. | none |
assignee_ids | identifier[] | The ids of Users that Opportunities must be owned by, or -2 for Opportunities with no owner. | none |
status_ids | identifier[] | An array of Opportunity status IDs. The possible values are 0, 1, 2, 3, for "Open", "Won", "Lost", and "Abandoned", respectively. | none |
pipeline_ids | identifier[] | An array of pipeline IDs. | none |
pipeline_stage_ids | identifier[] | An array of pipeline stage IDs. | none |
primary_contact_ids | identifier[] | An array of primary contact IDs. | none |
priority_ids | identifier[] | An array of priority IDs. | none |
customer_source_ids | identifier[] | An array of customer source IDs, or -2 for no customer source. | none |
loss_reason_ids | identifier[] | An array of loss reason IDs, or -2 for no loss reason. | none |
company_ids | identifier[] | An array of company IDs. | none |
tags | string[] | Filter Opportunities to those that match at least one of the tags specified. | none |
followed | number | 1: followed, 2: not followed | none |
minimum_monetary_value | number | The minimum monetary value Opportunities must have. | none |
maximum_monetary_value | number | The maximum monetary value Opportunities must have. | none |
minimum_interaction_count | number | The minimum number of interactions Opportunities must have had. | none |
maximum_interaction_count | number | The maximum number of interactions Opportunities must have had. | none |
minimum_close_date | timestamp | The Unix timestamp of the earliest close date. | none |
maximum_close_date | timestamp | The Unix timestamp of the latest close date. | none |
minimum_interaction_date | timestamp | The Unix timestamp of the earliest date of the last interaction. | none |
maximum_interaction_date | timestamp | The Unix timestamp of the latest date of the last interaction. | none |
minimum_stage_change_date | timestamp | The Unix timestamp of the earliest date of a state change. | none |
maximum_stage_change_date | timestamp | The Unix timestamp of the latest date of a state change. | none |
minimum_created_date | timestamp | The Unix timestamp of the earliest date Opportunities are created. | none |
maximum_created_date | timestamp | The Unix timestamp of the latest date Opportunities are created. | none |
minimum_modified_date | timestamp | The Unix timestamp of the earliest date Opportunities are modified. | none |
maximum_modified_date | timestamp | The Unix timestamp of the latest date Opportunities are modified. | none |
Footnotes:
- Possible
sort_by
fields are:assignee
,company_name
,customer_source_id
,date_created
,date_modified
,inactive_days
,interaction_count
,last_interaction
,monetary_unit
,monetary_value
,name
,primary_contact
,priority
,stage
,status
.
Request body¶
{
"page_size": 25,
"sort_by": "name"
}
Example Requests¶
Opportunities Search¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\"
}"
[
{
"id": 2827699,
"name": "25 Office Chairs (sample)",
"assignee_id": null,
"close_date": "1/16/2017",
"company_id": 9607580,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 331242,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 213214,
"pipeline_is_revenue": false,
"pipeline_stage_id": 987793,
"pipeline_type": "opportunity",
"primary_contact_id": null,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_value": 75000,
"win_probability": 40,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1483988829,
"date_modified": 1489018922,
"custom_fields": [
{
"custom_field_definition_id": 126240,
"value": null
},
{
"custom_field_definition_id": 103481,
"value": null
},
{
"custom_field_definition_id": 100764,
"value": null
}
]
},
{
"id": 2827700,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/14/2017",
"company_id": 9607581,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 213214,
"pipeline_is_revenue": false,
"pipeline_stage_id": 987791,
"pipeline_type": "opportunity",
"primary_contact_id": null,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_value": 50000,
"win_probability": 10,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1483988829,
"date_modified": 1496943803,
"custom_fields": [
{
"custom_field_definition_id": 126240,
"value": null
},
{
"custom_field_definition_id": 103481,
"value": null
},
{
"custom_field_definition_id": 100764,
"value": null
}
]
},
{
"id": 2827698,
"name": "8 New Copy Machines (sample)",
"assignee_id": null,
"close_date": "1/23/2017",
"company_id": 9607580,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 331241,
"details": "This is an update",
"loss_reason_id": null,
"pipeline_id": 213214,
"pipeline_is_revenue": false,
"pipeline_stage_id": 987790,
"pipeline_type": "opportunity",
"primary_contact_id": null,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_value": 250000,
"win_probability": 5,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1483988829,
"date_modified": 1496776255,
"custom_fields": [
{
"custom_field_definition_id": 126240,
"value": null
},
{
"custom_field_definition_id": 103481,
"value": null
},
{
"custom_field_definition_id": 100764,
"value": null
}
]
},
{
"id": 3826510,
"name": "Demo Opportunity",
"assignee_id": null,
"close_date": null,
"company_id": null,
"company_name": null,
"customer_source_id": null,
"details": null,
"loss_reason_id": null,
"pipeline_id": 213214,
"pipeline_is_revenue": false,
"pipeline_stage_id": 987790,
"pipeline_type": "opportunity",
"primary_contact_id": null,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_value": null,
"win_probability": 5,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1490114507,
"date_modified": 1496700017,
"custom_fields": [
{
"custom_field_definition_id": 126240,
"value": null
},
{
"custom_field_definition_id": 103481,
"value": null
},
{
"custom_field_definition_id": 100764,
"value": null
}
]
},
{
"id": 4417020,
"name": "Demo Project",
"assignee_id": null,
"close_date": null,
"company_id": 13349319,
"company_name": "Noemail",
"customer_source_id": null,
"details": "",
"loss_reason_id": null,
"pipeline_id": 213214,
"pipeline_is_revenue": false,
"pipeline_stage_id": 987790,
"pipeline_type": "opportunity",
"primary_contact_id": 27140359,
"priority": null,
"status": "Open",
"tags": [],
"interaction_count": 1,
"monetary_value": 1000,
"win_probability": 0,
"date_last_contacted": 1496703593,
"leads_converted_from": [
{
"lead_id": 11393303,
"converted_timestamp": 1496694264
}
],
"date_lead_created": 1496692663,
"date_created": 1496694264,
"date_modified": 1496943309,
"custom_fields": [
{
"custom_field_definition_id": 100764,
"value": "Text fields are 255 chars or less!"
},
{
"custom_field_definition_id": 103481,
"value": "Text area fields can have long text content"
},
{
"custom_field_definition_id": 126240,
"value": null
}
]
},
{
"id": 2841646,
"name": "ejfpvoiewjrvoierjvoierv",
"assignee_id": 137658,
"close_date": "2/10/2017",
"company_id": null,
"company_name": null,
"customer_source_id": null,
"details": null,
"loss_reason_id": null,
"pipeline_id": 213214,
"pipeline_is_revenue": false,
"pipeline_stage_id": 987790,
"pipeline_type": "opportunity",
"primary_contact_id": null,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_value": null,
"win_probability": 5,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1484096886,
"date_modified": 1489018921,
"custom_fields": [
{
"custom_field_definition_id": 126240,
"value": null
},
{
"custom_field_definition_id": 103481,
"value": null
},
{
"custom_field_definition_id": 100764,
"value": null
}
]
},
{
"id": 4418567,
"name": "New Demo Opportunity",
"assignee_id": null,
"close_date": null,
"company_id": 13349319,
"company_name": "Noemail",
"customer_source_id": null,
"details": null,
"loss_reason_id": null,
"pipeline_id": 213214,
"pipeline_is_revenue": false,
"pipeline_stage_id": 987790,
"pipeline_type": "opportunity",
"primary_contact_id": 27140359,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 1,
"monetary_value": null,
"win_probability": 5,
"date_last_contacted": 1496703593,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1496713840,
"date_modified": 1496943302,
"custom_fields": [
{
"custom_field_definition_id": 126240,
"value": null
},
{
"custom_field_definition_id": 103481,
"value": null
},
{
"custom_field_definition_id": 100764,
"value": null
}
]
},
{
"id": 4956209,
"name": "New Demo Opportunity",
"assignee_id": null,
"close_date": null,
"company_id": 13349319,
"company_name": "Noemail",
"customer_source_id": 331242,
"details": null,
"loss_reason_id": null,
"pipeline_id": 213214,
"pipeline_is_revenue": false,
"pipeline_stage_id": 987790,
"pipeline_type": "opportunity",
"primary_contact_id": 27140359,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_value": null,
"win_probability": 5,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1502158599,
"date_modified": 1502158600,
"custom_fields": [
{
"custom_field_definition_id": 126240,
"value": null
},
{
"custom_field_definition_id": 103481,
"value": null
},
{
"custom_field_definition_id": 100764,
"value": null
}
]
}
]
Search by Assignee Ids¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"assignee_ids\": [2]
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516310945,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Priorities¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"priorities\": [\"High\"]
}"
[
{
"id": 3,
"name": "8 New Copy Machines (sample)",
"assignee_id": null,
"close_date": "1/22/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 5,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "High",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 250000,
"win_probability": 5,
"date_stage_changed": 1515434867,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434867,
"date_modified": 1516673603,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Date Stage Changed¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"minimum_stage_change_date\": 1515434869,
\"maximum_stage_change_date\": 1515434869
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 2,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": 1516737600,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516737667,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Value¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"minimum_monetary_value\": 75000,
\"maximum_monetary_value\": 75000
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516310945,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Pipeline Stage Ids¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"pipeline_stage_ids\": [13]
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516310945,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Primary Contact Ids¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"primary_contact_ids\": [25]
}"
[
{
"id": 32,
"name": "Julie Perrota Deal",
"assignee_id": 6,
"close_date": "12/14/2024",
"company_id": 27,
"company_name": "Julie Perrotta Company",
"customer_source_id": 16,
"details": null,
"loss_reason_id": null,
"pipeline_id": 6,
"pipeline_is_revenue": false,
"pipeline_stage_id": 15,
"pipeline_type": "opportunity",
"primary_contact_id": 25,
"priority": "Low",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 5000.0,
"converted_unit": "USD",
"converted_value": 5000.0,
"win_probability": 65,
"date_stage_changed": 1730142605,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1729622418,
"date_modified": 1730309445,
"custom_fields": []
}
]
Search by Statuses¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"statuses\": [\"Open\"]
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516310945,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 5,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/13/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 11,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 50000,
"win_probability": 10,
"date_stage_changed": 1515434870,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434870,
"date_modified": 1516673290,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 3,
"name": "8 New Copy Machines (sample)",
"assignee_id": null,
"close_date": "1/22/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 5,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 250000,
"win_probability": 5,
"date_stage_changed": 1515434867,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434867,
"date_modified": 1516673297,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 6,
"name": "Sell stuff",
"assignee_id": null,
"close_date": "2/8/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": null,
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 6,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": null,
"monetary_value": null,
"win_probability": 5,
"date_stage_changed": 1515458602,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515458602,
"date_modified": 1516673280,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Company Ids¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"company_ids\": [3]
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516310945,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 3,
"name": "8 New Copy Machines (sample)",
"assignee_id": null,
"close_date": "1/22/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 5,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "High",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 250000,
"win_probability": 5,
"date_stage_changed": 1515434867,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434867,
"date_modified": 1516673603,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Loss Reason Ids¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"loss_reason_ids\": [-2]
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516310945,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 5,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/13/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 11,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 50000,
"win_probability": 10,
"date_stage_changed": 1515434870,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434870,
"date_modified": 1516673290,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 3,
"name": "8 New Copy Machines (sample)",
"assignee_id": null,
"close_date": "1/22/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 5,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "High",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 250000,
"win_probability": 5,
"date_stage_changed": 1515434867,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434867,
"date_modified": 1516673603,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 6,
"name": "Sell stuff",
"assignee_id": null,
"close_date": "2/8/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": 5,
"details": null,
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 6,
"priority": "None",
"status": "Lost",
"tags": [],
"interaction_count": 0,
"monetary_unit": null,
"monetary_value": null,
"win_probability": 5,
"date_stage_changed": 1515458602,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515458602,
"date_modified": 1516733449,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Tags¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"tags\": {
\"option\": \"ANY\",
\"value\": [\"tag1\"]
}
}"
[
{
"id": 5,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/13/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 11,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [
"tag1"
],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 50000,
"win_probability": 10,
"date_stage_changed": 1515434870,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434870,
"date_modified": 1516736568,
"custom_fields": [
{
"custom_field_definition_id": 5,
"value": 6
},
{
"custom_field_definition_id": 6,
"value": 1515744000
},
{
"custom_field_definition_id": 12,
"value": [
8
]
},
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 10,
"value": null
}
]
}
]
List Opportunities in Groups of 200¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 200,
\"sort_by\": \"name\"
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 2,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": 1516737600,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516820005,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 5,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/13/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 11,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [
"tag1"
],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 50000,
"win_probability": 10,
"date_stage_changed": 1515434870,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434870,
"date_modified": 1516736568,
"custom_fields": [
{
"custom_field_definition_id": 5,
"value": 6
},
{
"custom_field_definition_id": 6,
"value": 1515744000
},
{
"custom_field_definition_id": 12,
"value": [
8
]
},
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 10,
"value": null
}
]
},
{
"id": 3,
"name": "8 New Copy Machines (sample)",
"assignee_id": null,
"close_date": "1/22/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 5,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "High",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 250000,
"win_probability": 5,
"date_stage_changed": 1515434867,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434867,
"date_modified": 1516736704,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 6,
"name": "Sell stuff",
"assignee_id": null,
"close_date": "2/8/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": 5,
"details": null,
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 6,
"priority": "None",
"status": "Lost",
"tags": [],
"interaction_count": 0,
"monetary_unit": null,
"monetary_value": null,
"win_probability": 5,
"date_stage_changed": 1515458602,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515458602,
"date_modified": 1516736700,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Close Date¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"minimum_close_date\": 1515801600,
\"maximum_close_date\": 1515888000
}"
[
{
"id": 5,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/13/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 11,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 50000,
"win_probability": 10,
"date_stage_changed": 1515434870,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434870,
"date_modified": 1516673290,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Date Last Interacted¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"minimum_interaction_date\": 1515434870,
\"maximum_interaction_date\": 1516737685
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 2,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": 1516737600,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516737667,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Name¶
This example demonstrates how to search Opportunities by name. The name has to be an exact match for the search to be successful.
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"name\": \"25 Office Chairs (sample)\"
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516310945,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Followed¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"followed\": 1
}"
[
{
"id": 5,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/13/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 11,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [
"tag1"
],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 50000,
"win_probability": 10,
"date_stage_changed": 1515434870,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434870,
"date_modified": 1516736568,
"custom_fields": [
{
"custom_field_definition_id": 5,
"value": 6
},
{
"custom_field_definition_id": 6,
"value": 1515744000
},
{
"custom_field_definition_id": 12,
"value": [
8
]
},
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 10,
"value": null
}
]
}
]
Search by Interaction Count¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"minimum_interaction_count\": 2,
\"maximum_interaction_count\": 2
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 2,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": 1516737600,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516737667,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Customer Source Ids¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"customer_source_ids\": [5]
}"
[
{
"id": 3,
"name": "8 New Copy Machines (sample)",
"assignee_id": null,
"close_date": "1/22/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 5,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "High",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 250000,
"win_probability": 5,
"date_stage_changed": 1515434867,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434867,
"date_modified": 1516673603,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 6,
"name": "Sell stuff",
"assignee_id": null,
"close_date": "2/8/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": 5,
"details": null,
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 6,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": null,
"monetary_value": null,
"win_probability": 5,
"date_stage_changed": 1515458602,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515458602,
"date_modified": 1516674120,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Created Date¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"minimum_created_date\": 1515434870,
\"maximum_created_date\": 1515434870
}"
[
{
"id": 5,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/13/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 11,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 50000,
"win_probability": 10,
"date_stage_changed": 1515434870,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434870,
"date_modified": 1516673290,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]
Search by Custom Date Field¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"custom_fields\": [{
\"custom_field_definition_id\": 6,
\"minimum_value\": 1515744000,
\"maximum_value\": 1515744000
}]
}"
[
{
"id": 5,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/13/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 11,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [
"tag1"
],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 50000,
"win_probability": 10,
"date_stage_changed": 1515434870,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434870,
"date_modified": 1516736568,
"custom_fields": [
{
"custom_field_definition_id": 5,
"value": 6
},
{
"custom_field_definition_id": 6,
"value": 1515744000
},
{
"custom_field_definition_id": 12,
"value": [
8
]
},
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 10,
"value": null
}
]
}
]
Search by Custom Multi-Select Dropdown¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"custom_fields\": [{
\"custom_field_definition_id\": 12,
\"value\": [8],
\"option\": \"ANY\"
}]
}"
[
{
"id": 5,
"name": "500 Keyboards (sample)",
"assignee_id": null,
"close_date": "1/13/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": null,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 11,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "None",
"status": "Open",
"tags": [
"tag1"
],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 50000,
"win_probability": 10,
"date_stage_changed": 1515434870,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434870,
"date_modified": 1516736568,
"custom_fields": [
{
"custom_field_definition_id": 5,
"value": 6
},
{
"custom_field_definition_id": 6,
"value": 1515744000
},
{
"custom_field_definition_id": 12,
"value": [
8
]
},
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 10,
"value": null
}
]
}
]
Search by Multi-Select Dropdown Set to Empty¶
curl --location --request POST "https://api.copper.com/developer_api/v1/opportunities/search" \
--header "X-PW-AccessToken: YOUR_TOKEN_HERE" \
--header "X-PW-Application: developer_api" \
--header "X-PW-UserEmail: YOUR_EMAIL_HERE" \
--header "Content-Type: application/json" \
--data "{
\"page_size\": 25,
\"sort_by\": \"name\",
\"custom_fields\": [{
\"custom_field_definition_id\": 12,
\"allow_empty\": true
}]
}"
[
{
"id": 4,
"name": "25 Office Chairs (sample)",
"assignee_id": 2,
"close_date": "1/15/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 6,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 13,
"pipeline_type": "opportunity",
"primary_contact_id": 5,
"priority": "None",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 75000,
"win_probability": 40,
"date_stage_changed": 1515434869,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434869,
"date_modified": 1516736722,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 3,
"name": "8 New Copy Machines (sample)",
"assignee_id": null,
"close_date": "1/22/2018",
"company_id": 3,
"company_name": "Dunder Mifflin (sample)",
"customer_source_id": 5,
"details": "Opportunities are created for People and Companies that are interested in buying your products or services. Create Opportunities for People and Companies to move them through one of your Pipelines.",
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 3,
"priority": "High",
"status": "Open",
"tags": [],
"interaction_count": 0,
"monetary_unit": "USD",
"monetary_value": 250000,
"win_probability": 5,
"date_stage_changed": 1515434867,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515434867,
"date_modified": 1516736704,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
},
{
"id": 6,
"name": "Sell stuff",
"assignee_id": null,
"close_date": "2/8/2018",
"company_id": 4,
"company_name": "Sabre Inc (sample)",
"customer_source_id": 5,
"details": null,
"loss_reason_id": null,
"pipeline_id": 3,
"pipeline_is_revenue": false,
"pipeline_stage_id": 10,
"pipeline_type": "opportunity",
"primary_contact_id": 6,
"priority": "None",
"status": "Lost",
"tags": [],
"interaction_count": 0,
"monetary_unit": null,
"monetary_value": null,
"win_probability": 5,
"date_stage_changed": 1515458602,
"date_last_contacted": null,
"leads_converted_from": [],
"date_lead_created": null,
"date_created": 1515458602,
"date_modified": 1516736700,
"custom_fields": [
{
"custom_field_definition_id": 8,
"value": null
},
{
"custom_field_definition_id": 11,
"value": null
},
{
"custom_field_definition_id": 9,
"value": null
},
{
"custom_field_definition_id": 7,
"value": false
},
{
"custom_field_definition_id": 3,
"value": null
},
{
"custom_field_definition_id": 4,
"value": null
},
{
"custom_field_definition_id": 12,
"value": []
},
{
"custom_field_definition_id": 10,
"value": null
},
{
"custom_field_definition_id": 6,
"value": null
},
{
"custom_field_definition_id": 5,
"value": null
}
]
}
]