List Related Records
copper.list_related
ActionCRM & salesconnection required
Calls the Copper API with the connection's credentials.
List every record related to one Copper record, as the id and type pairs the API returns.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- API key
- Providers
- Copper
- Secret shape
- the API key, or {"api_key": "…"}
- Config it needs
- user_email, base_url
- Resolved by
- config.connection_id, else node.connection_id
Configuration
2 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
entity Which kind of record you are starting from. | string | Yes | — | one of "people", "companies", "leads", "opportunities", "projects", "tasks" | — |
record_id The id of that record. | string | Yes | — | — | — |
Output
One shape.
result
| Field | Type | Example |
|---|---|---|
items The related records, each an id and a type. | array | — |
count How many related records Copper returned. | number | — |
{
"count": 0,
"items": []
}See List Related Records run in a workflow.
In a technical demo we add the Copper connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.