March 4, 2026 | Coperniq API

Naming updates & new features

Object renames

Coperniq’s API terminology now matches the UI:

Old name	New name	Endpoints
Clients	Accounts	`/accounts`, `/accounts/{accountId}`
Requests	Opportunities	`/opportunities`, `/opportunities/{opportunityId}`
Comments	Notes	`/{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.