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List Projects (Search)

POST https://api.copper.com/developer_api/v1/projects/search

The /search endpoint provides the ability to list records and sort the results by certain parameters. When multiple ciriteria are provided records meeting ALL criteria will be returned (the filtering criteria have an 'AND' relationship).

To see examples of search request using the various parameters, click on the Projects Search dropdown on the right. Certain fields can be filtered by an empty value, i.e., filter records where the field is not specified. For Projects, these fields are: tags, custom dropdown, custom multi-select fields. For an example of how this works, see Search Project 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
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. 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_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

Foonote:

  1. Possible fields are: name, assigned_to, related_to, status, date_modified, date_created.

Body

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{
  "page_size": 25,
  "sort_by": "name"
}

Example Requests

List Projects in Groups of 200

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curl --location --request POST "https://api.copper.com/developer_api/v1/projects/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\"
}"

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[
    {
        "id": 1,
        "name": "Customize Your New CRM",
        "related_resource": {
            "id": 2,
            "type": "company"
        },
        "assignee_id": 2,
        "status": "Open",
        "details": "Visit our settings section to discover all the ways you can customize Copper to fit your sales workflow.",
        "tags": [
            "tag1"
        ],
        "custom_fields": [
            {
                "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
            },
            {
                "custom_field_definition_id": 5,
                "value": null
            }
        ],
        "date_created": 1515434872,
        "date_modified": 1516819000
    },
    {
        "id": 2,
        "name": "Test Project",
        "related_resource": null,
        "assignee_id": 2,
        "status": "Open",
        "details": null,
        "tags": [],
        "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
            }
        ],
        "date_created": 1516751006,
        "date_modified": 1516751006
    }
]

Search by Assignee Ids

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curl --location --request POST "https://api.copper.com/developer_api/v1/projects/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]
}"

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[
    {
        "id": 1,
        "name": "Customize Your New CRM",
        "related_resource": {
            "id": 2,
            "type": "company"
        },
        "assignee_id": 2,
        "status": "Open",
        "details": "Visit our settings section to discover all the ways you can customize Copper to fit your sales workflow.",
        "tags": [
            "tag1"
        ],
        "custom_fields": [
            {
                "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
            },
            {
                "custom_field_definition_id": 5,
                "value": null
            }
        ],
        "date_created": 1515434872,
        "date_modified": 1516747365
    }
]

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curl --location --request POST "https://api.copper.com/developer_api/v1/projects/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\"

}"

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[
    {
        "id": 13358412,
        "name": "Demo Company",
        "address": {
            "street": "123 Main St",
            "city": "San Francisco",
            "state": "CA",
            "postal_code": "94105",
            "country": null
        },
        "assignee_id": null,
        "contact_type_id": null,
        "details": "This is a demo company",
        "email_domain": "democompany.com",
        "phone_numbers": [
            {
                "number": "415-123-45678",
                "category": "work"
            }
        ],
        "socials": [],
        "tags": [],
        "websites": [
            {
                "url": "http://democompany.com",
                "category": "work"
            }
        ],
        "custom_fields": [
            {
                "custom_field_definition_id": 100764,
                "value": null
            },
            {
                "custom_field_definition_id": 103481,
                "value": null
            }
        ],
        "interaction_count": 0,
        "date_created": 1496707930,
        "date_modified": 1496707932
    },
    {
        "id": 9607580,
        "name": "Dunder Mifflin (sample)",
        "address": {
            "street": "213 West Main Street",
            "city": "Scranton",
            "state": "PA",
            "postal_code": "18501",
            "country": ""
        },
        "assignee_id": null,
        "contact_type_id": null,
        "details": "This is an update",
        "email_domain": "dundermifflin.com",
        "phone_numbers": [
            {
                "number": "4153554776",
                "category": "work"
            }
        ],
        "socials": [],
        "tags": [],
        "websites": [
            {
                "url": "http://www.dundermifflin.com/index.shtml",
                "category": "work"
            },
            {
                "url": "https://www.nbcstore.com/shop-by-show/the-office.html?shop_by_theme=7",
                "category": "work"
            },
            {
                "url": "http://dundermifflin.com",
                "category": "work"
            }
        ],
        "custom_fields": [
            {
                "custom_field_definition_id": 100764,
                "value": null
            },
            {
                "custom_field_definition_id": 103481,
                "value": null
            }
        ],
        "interaction_count": 2,
        "date_created": 1483988828,
        "date_modified": 1496710807
    },
    {
        "id": 13362547,
        "name": "New Demo Opportunity",
        "address": null,
        "assignee_id": null,
        "contact_type_id": null,
        "details": null,
        "email_domain": null,
        "phone_numbers": [],
        "socials": [],
        "tags": [],
        "websites": [],
        "custom_fields": [
            {
                "custom_field_definition_id": 100764,
                "value": null
            },
            {
                "custom_field_definition_id": 103481,
                "value": null
            }
        ],
        "interaction_count": 0,
        "date_created": 1496713616,
        "date_modified": 1496713616
    },
    {
        "id": 13362760,
        "name": "New Demo Project",
        "address": null,
        "assignee_id": null,
        "contact_type_id": null,
        "details": null,
        "email_domain": null,
        "phone_numbers": [],
        "socials": [],
        "tags": [],
        "websites": [],
        "custom_fields": [
            {
                "custom_field_definition_id": 100764,
                "value": null
            },
            {
                "custom_field_definition_id": 103481,
                "value": null
            }
        ],
        "interaction_count": 0,
        "date_created": 1496713797,
        "date_modified": 1496713797
    },
    {
        "id": 13349319,
        "name": "Noemail",
        "address": null,
        "assignee_id": 137658,
        "contact_type_id": 451490,
        "details": null,
        "email_domain": "noemail.com",
        "phone_numbers": [],
        "socials": [],
        "tags": [],
        "websites": [],
        "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"
            }
        ],
        "interaction_count": 0,
        "date_created": 1496694264,
        "date_modified": 1496713841
    },
    {
        "id": 9607579,
        "name": "Copper",
        "address": {
            "street": "221 Main Street Suite 1350",
            "city": "San Francisco",
            "state": "CA",
            "postal_code": "94105",
            "country": ""
        },
        "assignee_id": null,
        "contact_type_id": 451493,
        "details": "Overview: ProsperWorks is the world's first zero input CRM. Designed specifically for Google Apps, ProsperWorks helps companies sell more faster by identifying, organizing and tracking sales opportunities right in Gmail, Calendar and Google Drive. By removing the need for data entry, salespeople can focus on developing business and managers can finally have accurate forecasting with real time activity tracking. ProsperWorks was founded by Jon Lee, Kelly Cheng and Andrew Hu with the commitment to empower small business sales and marketing. Jon was Founder/CEO of three big data companies that solved optimization problems in advertising, gaming and photo sharing. Each company realized successful exits. The team also includes the leaders in engineering and product from Facebook Mobile, BaseCRM and Salesforce. ProsperWorks has raised $10 million in funding from True Ventures, Bloomberg Beta, Crunchfund and other high-profile angel investors. ProsperWorks is based in San Francisco, CA.\n\nApprox. Number of Employees: 30\n\nFounded: 2011\n\nKeywords: Automotive, CRM, Finance, Google, Google Apps, Leadership, Management, Podcasting, SAAS, Sales, Small Business",
        "email_domain": "copper.com",
        "phone_numbers": [
            {
                "number": "4153554776",
                "category": "work"
            }
        ],
        "socials": [
            {
                "url": "https://www.linkedin.com/company/copper-inc-",
                "category": "linkedin"
            },
            {
                "url": "https://twitter.com/Copper",
                "category": "twitter"
            },
            {
                "url": "https://www.facebook.com/Copper",
                "category": "facebook"
            },
            {
                "url": "http://klout.com/Copper",
                "category": "klout"
            },
            {
                "url": "https://angel.co/copper",
                "category": "other"
            },
            {
                "url": "https://plus.google.com/u/0/103594665195397142807",
                "category": "other"
            },
            {
                "url": "http://www.crunchbase.com/organization/copper",
                "category": "other"
            }
        ],
        "tags": [],
        "websites": [
            {
                "url": "www.copper.com",
                "category": "work"
            },
            {
                "url": "https://www.copper.com",
                "category": "work"
            }
        ],
        "custom_fields": [
            {
                "custom_field_definition_id": 100764,
                "value": null
            },
            {
                "custom_field_definition_id": 103481,
                "value": null
            }
        ],
        "interaction_count": 0,
        "date_created": 1483988828,
        "date_modified": 1489018922
    },
    {
        "id": 9607581,
        "name": "Sabre Inc (sample)",
        "address": {
            "street": "543 Washington Ave",
            "city": "Philadelphia",
            "state": "PA",
            "postal_code": "19135",
            "country": ""
        },
        "assignee_id": null,
        "contact_type_id": null,
        "details": null,
        "email_domain": null,
        "phone_numbers": [],
        "socials": [],
        "tags": [],
        "websites": [],
        "custom_fields": [
            {
                "custom_field_definition_id": 100764,
                "value": null
            },
            {
                "custom_field_definition_id": 103481,
                "value": null
            }
        ],
        "interaction_count": 0,
        "date_created": 1483988828,
        "date_modified": 1489018922
    }
]

Search by Tags

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curl --location --request POST "https://api.copper.com/developer_api/v1/projects/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\"]
  }
}"

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[
    {
        "id": 1,
        "name": "Customize Your New CRM",
        "related_resource": {
            "id": 2,
            "type": "company"
        },
        "assignee_id": 2,
        "status": "Open",
        "details": "Visit our settings section to discover all the ways you can customize Copper to fit your sales workflow.",
        "tags": [
            "tag1"
        ],
        "custom_fields": [
            {
                "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
            },
            {
                "custom_field_definition_id": 5,
                "value": null
            }
        ],
        "date_created": 1515434872,
        "date_modified": 1516747365
    }
]

Search by Statuses

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curl --location --request POST "https://api.copper.com/developer_api/v1/projects/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\"]
}"

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[
    {
        "id": 1,
        "name": "Customize Your New CRM",
        "related_resource": {
            "id": 2,
            "type": "company"
        },
        "assignee_id": 2,
        "status": "Open",
        "details": "Visit our settings section to discover all the ways you can customize Copper to fit your sales workflow.",
        "tags": [
            "tag1"
        ],
        "custom_fields": [
            {
                "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
            },
            {
                "custom_field_definition_id": 5,
                "value": null
            }
        ],
        "date_created": 1515434872,
        "date_modified": 1516747365
    }
]

Search by Custom Multi-Select Dropdown Set to Empty

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curl --location --request POST "https://api.copper.com/developer_api/v1/projects/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
  }]
}"

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[
  {
    "id": 2,
    "name": "Test Project",
    "related_resource": null,
    "assignee_id": 2,
    "status": "Open",
    "details": null,
    "tags": [],
    "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
      }
    ],
    "date_created": 1516751006,
    "date_modified": 1516751006
  }
]

Search by Custom Date Field

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curl --location --request POST "https://api.copper.com/developer_api/v1/projects/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
  }]
}"

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[
    {
        "id": 1,
        "name": "Customize Your New CRM",
        "related_resource": {
            "id": 2,
            "type": "company"
        },
        "assignee_id": 2,
        "status": "Open",
        "details": "Visit our settings section to discover all the ways you can customize Copper to fit your sales workflow.",
        "tags": [
            "tag1"
        ],
        "custom_fields": [
            {
                "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
            },
            {
                "custom_field_definition_id": 5,
                "value": null
            }
        ],
        "date_created": 1515434872,
        "date_modified": 1516747365
    }
]

Search by Custom Multi-Select Dropdown

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curl --location --request POST "https://api.copper.com/developer_api/v1/projects/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\"
  }]
}"

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[
    {
        "id": 1,
        "name": "Customize Your New CRM",
        "related_resource": {
            "id": 2,
            "type": "company"
        },
        "assignee_id": 2,
        "status": "Open",
        "details": "Visit our settings section to discover all the ways you can customize Copper to fit your sales workflow.",
        "tags": [
            "tag1"
        ],
        "custom_fields": [
            {
                "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
            },
            {
                "custom_field_definition_id": 5,
                "value": null
            }
        ],
        "date_created": 1515434872,
        "date_modified": 1516747365
    }
]