Release Notes

Welcome to the Coperniq API release notes. This section highlights noteworthy changes across endpoints, schemas, and docs.

Recent highlights

  • New: Object naming aligned with Coperniq UI — clients are now accounts, requests are now opportunities, and comments are now notes.
  • New: Retrieve archived records by passing include_archived=true on any GET list or get-by-ID endpoint for projects, opportunities, accounts, and workflows.
  • New: Form template endpoints — GET /form-templates and GET /form-templates/{formTemplateId} — let you retrieve workflow templates and their structure.
  • New: PATCH /form-templates/{formTemplateId} — update a form template’s name, layout, assignee, collaborators, labels, and due date configuration.
  • New: Streamed file uploads for projects and opportunities with binary-safe handling

Documentation updates

  • Clarified file upload usage, binary limits, and recommended large-file approach
  • Documented full TradeGroup, ProductCategory, and ServiceCategory enums for catalog items and wired them into the public schemas.

Looking for a specific date? See the entries below.

March 4, 2026

Naming updates & new features

Object renames

Coperniq’s API terminology now matches the UI:

Old nameNew nameEndpoints
ClientsAccounts/accounts, /accounts/{accountId}
RequestsOpportunities/opportunities, /opportunities/{opportunityId}
CommentsNotes/{resource}/{id}/comments (unchanged); new PATCH /notes/{noteId}

Existing /{resource}/{id}/comments paths are unchanged — no updates to existing integrations are required. A new unified PATCH /notes/{noteId} endpoint is also available. The renamed terms appear in operation names, tags, and SDK method names going forward.

Retrieve archived records

All GET list and get-by-ID endpoints for projects, opportunities, accounts, and workflows now support an include_archived query parameter.

GET /projects?include_archived=true
GET /opportunities?include_archived=true
GET /accounts?include_archived=true
GET /workflows?include_archived=true

By default (include_archived=false) only active records are returned — existing behavior is unchanged. Set include_archived=true to include archived records in the response.

Form template endpoints

Two new read-only endpoints let you retrieve form templates and their structure:

  • GET /form-templates — List all workflow form templates for your company.
  • GET /form-templates/{formTemplateId} — Get a specific form template by ID, including its field definitions.

These are useful for dynamically building form submissions or inspecting available form structures before creating a form instance.