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REST APIWebhooks and automationOpptyRecurrences

OpptyRecurrences

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OpptyRecurrences: list, get, create, update and delete, plus batch operations.

The summaries on this page are generated from the specification; written descriptions come with the next releases of the reference.

MethodPathOperation
GET/entities/OpptyRecurrencesList OpptyRecurrences
POST/entities/OpptyRecurrencesCreate OpptyRecurrence
GET/entities/OpptyRecurrences/{id}Get OpptyRecurrence
PATCH/entities/OpptyRecurrences/{id}Update OpptyRecurrence
DEL/entities/OpptyRecurrences/{id}Delete OpptyRecurrence
POST/entities/OpptyRecurrences/batch-modifyCreate or update OpptyRecurrences in a batch
POST/entities/OpptyRecurrences/batch-deleteDelete OpptyRecurrences in a batch
POST/entities/OpptyRecurrences/batch-restoreRestore deleted OpptyRecurrences

GET List OpptyRecurrences

Returns the OpptyRecurrences the API application can read, one page at a time. In the list envelope, total counts every match and page_info pages through them.

Query parameters

NameTypeDescription
include-deletedbooleanInclude soft-deleted records. Lists only; get-by-id refuses it.
firstintegerPage size. Default 30, maximum 100; a larger value is refused with HTTP 400, code 117.
lastintegerReturn the last N records of the result; together with first, the last N of the first M. Maximum 100.
beforestringCursor from page_info.start_cursor, to page backwards. URL-encode it.
afterstringCursor from page_info.end_cursor of the previous page. URL-encode it: cursors are base64, and a raw + becomes a space.
expandstringRelated records to return inline instead of their URIs, comma-separated; dots reach nested relations, as in account_relations.account.
order-bystringFields to sort by, comma-separated. A leading - sorts descending, as in -modified; dotted paths sort by related fields.
filterobjectfilter[field]=value. Separate several values with a raw comma (OR), as in filter[name]=north,south. Encode a comma that belongs to a value as %2C. URLSearchParams and Python requests encode every comma, so build the filter part of the query string yourself. Dotted paths filter on related records, as in filter[owner.email]. Encode a + in a value as %2B: query values are form-decoded, so a raw + becomes a space.
filter-opobjectfilter-op[field]=operator, one per field: eq (the default), ieq, not-eq, not-ieq, contains, icontains, starts, istarts, ends, iends, gt, gte, lt, lte, between, null, not-null, empty and not-empty. null, not-null, empty and not-empty take no filter value; gt, gte, lt and lte take exactly one.
load-onlystringFields to return, comma-separated (raw or encoded commas both work here); dots select nested fields, as in owner.id. All fields are returned without it. Lists only: get-by-id refuses it with HTTP 400, code 118.

Responses

200 Page of OpptyRecurrence records.: success, total, page_info, data 400 Bad request 401 Not authenticated 429 Rate limited 500 Server error

GET /entities/OpptyRecurrences
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences?first=10' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences?first=10', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})
import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences",
    params={
      "first": "10"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

POST Create OpptyRecurrence

Creates one record and answers 201 with it.

Query parameters

NameTypeDescription
validation-levelintegerBit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

The new record's fields. Relations are set by id. Schema createOpptyRecurrenceInput; the fields are in OpptyRecurrence fields. Required: oppty_id, start_date, step_id.

Responses

201 The created OpptyRecurrence record.: success, data 400 Bad request 401 Not authenticated 422 Validation failed 429 Rate limited 500 Server error

POST /entities/OpptyRecurrences
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "oppty_id": "ca000000-0000-4000-a000-000000000001",
  "start_date": "2026-10-13",
  "step_id": "d4000000-0000-4000-a000-000000000001"
}'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    oppty_id: 'ca000000-0000-4000-a000-000000000001',
    start_date: '2026-10-13',
    step_id: 'd4000000-0000-4000-a000-000000000001'
  })
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json={
      "oppty_id": "ca000000-0000-4000-a000-000000000001",
      "start_date": "2026-10-13",
      "step_id": "d4000000-0000-4000-a000-000000000001"
    }
)

GET Get OpptyRecurrence

Returns one record by id. expand returns related records inline instead of their URIs.

Path parameters

NameTypeDescription
idstring (uuid)Id of the OpptyRecurrence record to retrieve. Required

Query parameters

NameTypeDescription
expandstringRelated records to return inline instead of their URIs, comma-separated; dots reach nested relations. The only parameter this call accepts.

Responses

200 The OpptyRecurrence record.: success, data 400 Bad request 401 Not authenticated 404 Not found 429 Rate limited 500 Server error

GET /entities/OpptyRecurrences/{id}
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/74000000-0000-4000-a000-000000000001' \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/74000000-0000-4000-a000-000000000001', {
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})
import os

import requests

response = requests.get(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/74000000-0000-4000-a000-000000000001",
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

PATCH Update OpptyRecurrence

Changes the fields you send and leaves the rest as they are; there is no PUT.

Path parameters

NameTypeDescription
idstring (uuid)Id of the OpptyRecurrence record to update. Required

Query parameters

NameTypeDescription
validation-levelintegerBit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.

Request body

The fields to change. Schema updateOpptyRecurrenceInput; the fields are in OpptyRecurrence fields.

Responses

200 The changed OpptyRecurrence record.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

PATCH /entities/OpptyRecurrences/{id}
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/74000000-0000-4000-a000-000000000001' \
  --request PATCH \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '{
  "apply_recurrence": false
}'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/74000000-0000-4000-a000-000000000001', {
  method: 'PATCH',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    apply_recurrence: false
  })
})
import os

import requests

response = requests.patch(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/74000000-0000-4000-a000-000000000001",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json={
      "apply_recurrence": False
    }
)

DEL Delete OpptyRecurrence

Deletes one record and answers with its id.

Path parameters

NameTypeDescription
idstring (uuid)Id of the OpptyRecurrence record to delete. Required

Responses

200 Deletion confirmation.: success, data 400 Bad request 401 Not authenticated 404 Not found 429 Rate limited 500 Server error

DEL /entities/OpptyRecurrences/{id}
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/74000000-0000-4000-a000-000000000001' \
  --request DELETE \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET"
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/74000000-0000-4000-a000-000000000001', {
  method: 'DELETE',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`)
  }
})
import os

import requests

response = requests.delete(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/74000000-0000-4000-a000-000000000001",
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"])
)

POST Create or update OpptyRecurrences in a batch

An item with an id updates that record; an item without one creates a record. By default one invalid item fails the whole call with HTTP 422 and nothing is written; with rollback-method=1 the response has an id or an error for each item, in input order.

Query parameters

NameTypeDescription
validation-levelintegerBit mask that relaxes validation on this write. 0 (the default) validates everything. Bits: 2 skip unchanged fields, 4 skip admin-defined validations, 8 allow read-only fields, 16 skip relation checks, 32 skip value checks, 64 skip invalid recalculations, 128 skip step-checklist gates, 256 add conditional field requirements, 512 skip uniqueness checks. Add bits together (20 = 4 + 16); member names and comma lists such as 4,16 work too. A value with an internal-only bit is refused with HTTP 400, code 117.
rollback-methodinteger0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of records: an item with an id updates, an item without one creates. Schema batchOpptyRecurrenceInput; the fields are in OpptyRecurrence fields. Required: oppty_id, start_date, step_id.

Responses

200 Result per item, in request order: the id of the created or updated record, or the error.: success, data 400 Bad request 401 Not authenticated 422 Validation failed 429 Rate limited 500 Server error

POST /entities/OpptyRecurrences/batch-modify
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/batch-modify' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  {
    "oppty_id": "ca000000-0000-4000-a000-000000000001",
    "start_date": "2026-10-13",
    "step_id": "d4000000-0000-4000-a000-000000000001"
  },
  {
    "id": "74000000-0000-4000-a000-000000000001",
    "apply_recurrence": false
  }
]'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/batch-modify', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify([
    {
      oppty_id: 'ca000000-0000-4000-a000-000000000001',
      start_date: '2026-10-13',
      step_id: 'd4000000-0000-4000-a000-000000000001'
    },
    {
      id: '74000000-0000-4000-a000-000000000001',
      apply_recurrence: false
    }
  ])
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/batch-modify",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      {
        "oppty_id": "ca000000-0000-4000-a000-000000000001",
        "start_date": "2026-10-13",
        "step_id": "d4000000-0000-4000-a000-000000000001"
      },
      {
        "id": "74000000-0000-4000-a000-000000000001",
        "apply_recurrence": False
      }
    ]
)

POST Delete OpptyRecurrences in a batch

Deletes the records whose ids are in the body, a JSON array. By default an unknown id fails the whole call with HTTP 404.

Query parameters

NameTypeDescription
rollback-methodinteger0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of ids.

Responses

200 Result per id, in request order: the id of the deleted record, or the error.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

POST /entities/OpptyRecurrences/batch-delete
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/batch-delete' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "74000000-0000-4000-a000-000000000001",
  "74000000-0000-4000-a000-000000000002"
]'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/batch-delete', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(['74000000-0000-4000-a000-000000000001', '74000000-0000-4000-a000-000000000002'])
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/batch-delete",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      "74000000-0000-4000-a000-000000000001",
      "74000000-0000-4000-a000-000000000002"
    ]
)

POST Restore deleted OpptyRecurrences

Restores the deleted records whose ids are in the body, a JSON array.

Query parameters

NameTypeDescription
rollback-methodinteger0, the default: one failed item fails the whole batch (HTTP 422, or 404 for an unknown id) and nothing is written. 1: the valid items are written and the call answers 200 with success false and one result per item, an id or an error, in input order. Check every item.

Request body

A JSON array of ids.

Responses

200 Result per id, in request order: the id of the restored record, or the error.: success, data 400 Bad request 401 Not authenticated 404 Not found 422 Validation failed 429 Rate limited 500 Server error

POST /entities/OpptyRecurrences/batch-restore
curl 'https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/batch-restore' \
  --request POST \
  --user "$COEVERA_API_KEY:$COEVERA_API_SECRET" \
  --header 'Content-Type: application/json' \
  --data '[
  "74000000-0000-4000-a000-000000000001",
  "74000000-0000-4000-a000-000000000002"
]'
fetch('https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/batch-restore', {
  method: 'POST',
  headers: {
    Authorization: "Basic " + btoa(`${process.env.COEVERA_API_KEY}:${process.env.COEVERA_API_SECRET}`),
    'Content-Type': 'application/json'
  },
  body: JSON.stringify(['74000000-0000-4000-a000-000000000001', '74000000-0000-4000-a000-000000000002'])
})
import os

import requests

response = requests.post(
    "https://{region}.api.coevera.com/api/v100/rest/spaces/{space_id}/entities/OpptyRecurrences/batch-restore",
    headers={
      "Content-Type": "application/json"
    },
    auth=(os.environ["COEVERA_API_KEY"], os.environ["COEVERA_API_SECRET"]),
    json=[
      "74000000-0000-4000-a000-000000000001",
      "74000000-0000-4000-a000-000000000002"
    ]
)

OpptyRecurrence fields

FieldTypeNotes
iduuidRead-only Unique identifier of entity.
oppty_iduuid → OpportunitiesRequired on create Id of the parent opportunity.
start_datedateRequired on create Date information.
step_iduuid → StepsRequired on create Id of the pipeline step the opportunities created by the recurrence start in.
conditionstringBit Flag field, with limited combination of integer values.1 · 2
dayintegerField whose values are strictly defined with an enumeration of values.1 Day1 · 2 Day2 · 3 Day3 · 4 Day4 · 5 Day5 · 6 Day6 · 7 Day7 · 8 Day8 · 9 Day9 · 10 Day10 · 11 Day11 · 12 Day12 · 13 Day13 · 14 Day14 · 15 Day15 · 16 Day16 · 17 Day17 · 18 Day18 · 19 Day19 · 20 Day20 · 21 Day21 · 22 Day22 · 23 Day23 · 24 Day24 · 25 Day25 · 26 Day26 · 27 Day27 · 28 Day28 · 29 Day29 · 30 Day30 · 31 Day31
day_of_weekstringBit Flag field, with limited combination of integer values.1 · 2 · 4 · 8 · 16 · 32 · 64
end_datedateDate information.
monthintegerField whose values are strictly defined with an enumeration of values.1 Month1 · 2 Month2 · 3 Month3 · 4 Month4 · 5 Month5 · 6 Month6 · 7 Month7 · 8 Month8 · 9 Month9 · 10 Month10 · 11 Month11 · 12 Month12
occur_everyintegerThe number of units of a given recurrence type between occurrences according to RecurrenceTypeEnum.
occurrences_countintegerWhole natural number.
typeintegerRecurrence cadence (e.g.0 NotSet · 1 Daily · 2 Weekly · 3 MonthlyRelative · 4 MonthlyAbsolute · 5 YearlyRelative · 6 YearlyAbsolute · 7 AfterNDays · 8 AfterNWeeks · 9 AfterNMonths · 10 AfterNYears
weekintegerField whose values are strictly defined with an enumeration of values.-1 WeekLast · 1 Week1 · 2 Week2 · 3 Week3 · 4 Week4
revisionintegerRevision when entity was lastly changed.
apply_recurrencebooleanWrite-only Default true.
Show all 21 fields
FieldTypeNotes
is_delete_protectedbooleanRead-only True when the record is protected against deletion because it must always exist in the space.
is_deletedbooleanRead-only Specifies if the entity is considered deleted.
modifieddate-timeRead-only Last modification time.
createddate-timeRead-only Creation time.
opptyuri → OpportunitiesRead-only Opportunity this recurrence belongs to.
stepuri → StepsRead-only Pipeline step that newly generated opportunities are placed in.

Custom fields appear in your space's live spec: fetch it with your credentials.

Errors

Every error body has success: false, http_status, code, name and message. Branch on code: the status alone does not tell a missing permission from a bad parameter. All codes: error codes; how to handle them: Errors.

HTTPWhen
400Bad request: a bad or unknown parameter (codes 117, 118), a missing permission (code 50), conflicting data (code 2002) or any other API error. The REST API answers 400 where others answer 403 or 409; check code.
401Not authenticated: missing or wrong credentials, a credential of another space, or an expired token (code 401, ERROR_UNAUTHORIZED).
404No such record or entity (code 143 ERROR_NO_ENTITY, or 2006 ERROR_UNKNOWN_TYPE).
422Validation failed (code 40000, with the failing fields) or a required parameter is missing (code 119). By default one failed item fails a whole batch and nothing is written.
429Too many requests (code 182). Wait for the seconds in Retry-After, then retry.
500Unexpected server error (code 1000, ERROR_UNKNOWN).