List and manage custom field definitions in Copper CRM via API

domain: developer.copper.com · 4 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Send GET https://api.copper.com/developer_api/v1/custom_field_definitions to list all definitions, including id, name, data_type, and available_on (which entities the field applies to: lead, person, opportunity, company, project, task).
  2. Check data_type to know how to format values (e.g. String, Text, Dropdown, Date, Checkbox, Float, URL, Percentage, Currency, Connect, MultiSelect); Dropdown types include an options array in the definition.
  3. Use is_filterable to know whether a field can be used in search/filter calls.
  4. Create, update, fetch, or delete individual definitions via the corresponding endpoints under /developer_api/v1/custom_field_definitions[/{id}].

Known gotchas

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