Copper supports relating Leads, People, Companies, Opportunities, Projects, and Tasks to each other. In the web and mobile applications, these relationships are typically shown in the "Related Items" section. The Related Items API allows you to relate resources to each other, to view a resource's related items, and to remove relationships between resources.
All relationships are bidirectional, i.e. relating Resource A to Resource B is functionally equivalent to relating Resource B to Resource A. Relationships can only exist between certain types of entities, and additional restrictions may apply. The following are the allowed relationships between Copper resources:
- Leads: Tasks
- People: Companies (limit 1), Opportunities, Tasks, Projects
- Companies: Opportunities, People, Tasks, Projects
- Opportunities: Companies, People, Tasks, Projects
- Projects: Companies, People, Opportunities, Tasks
- Tasks: Companies, People, Opportunities, Leads, Projects (limit 1 total)
The request URLs for each of these operations are constructed as follows. To find all records related to an entity (e.g. leads), the API endpoint is:
To find all entities (e.g. tasks) related to a particular entity (e.g. leads), the API endpoint is:
The entities leads and tasks in the above examples can be replaced with any entity types that are related to each other (see above for the complete list).
Related Items may be added or removed, but not modified. (To "modify" a Related Item, remove it and add a new one.)
The Related Items API uses Identifiers (as opposed to full objects) to uniquely identify related items.