Create and manage Custom Project Fields
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openapi: 3.2.0
info:
title: Loopio Custom Project Fields API
description: Loopio's Public API
termsOfService: http://loopio.com/termsOfService
contact:
email: support@loopio.com
license:
name: Apache 2.0
url: http://www.apache.org/licenses/LICENSE-2.0.html
version: 1.0.0
servers:
- url: https://api.loopio.com/data/v2
description: Production server for the American datacenter
- url: https://api.eu.loopio.com/data/v2
description: Production server for the European datacenter
tags:
- name: Custom Project Fields
description: Create and manage Custom Project Fields
paths:
/projects/{projectId}/customProjectFields:
parameters:
- name: projectId
in: path
required: true
schema:
type: integer
get:
tags:
- Custom Project Fields
summary: Get Custom Project Field values for a given Project
description: 'Note: Confidential projects are currently not supported via API.'
operationId: getCustomProjectFieldValuesForProject
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/CustomProjectFieldValuesMap'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
security:
- loopio_auth:
- project:read
patch:
tags:
- Custom Project Fields
summary: Edit Custom Project Field values for a given Project
description: 'Note: Confidential projects are currently not supported via API.'
operationId: setCustomProjectFieldValuesForProject
requestBody:
description: '**Notes:**
- Unlike most PATCH operations in this API, this operation does not use the JSON-Patch format. The request body must take the form of a basic key-value update object, where key is the name of the Custom Project Field. The value of a Custom Project Field cannot be updated to null.
- When setting a value for a date type Custom Project Field, the value is accepted as a string. To ensure consistent display and reporting, pass dates in ISO 8601 format (e.g., 2026-04-06T15:30:45+05:30). Format validation is not enforced at the API level.
'
content:
application/json:
schema:
$ref: '#/components/schemas/CustomProjectFieldPatchValuesMap'
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/CustomProjectFieldValuesMap'
'400':
$ref: '#/components/responses/400'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'422':
$ref: '#/components/responses/422'
security:
- loopio_auth:
- project:write
/customProjectFields:
get:
tags:
- Custom Project Fields
summary: List defined Custom Project Fields
operationId: listCustomProjectFields
parameters:
- name: source
in: query
required: false
schema:
$ref: '#/components/schemas/CustomProjectFieldInputSource'
responses:
'200':
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/CustomProjectField'
'403':
$ref: '#/components/responses/403'
security:
- loopio_auth:
- customProjectField:read
post:
tags:
- Custom Project Fields
summary: Create a new Custom Project Field
operationId: createCustomProjectField
requestBody:
content:
application/json:
schema:
oneOf:
- $ref: '#/components/schemas/CustomProjectFieldProjectSourceInput'
- $ref: '#/components/schemas/CustomMsDynamicsInputField'
responses:
'201':
description: CREATED
content:
application/json:
schema:
$ref: '#/components/schemas/CustomProjectField'
'400':
$ref: '#/components/responses/400'
'403':
$ref: '#/components/responses/403'
'422':
$ref: '#/components/responses/422'
security:
- loopio_auth:
- customProjectField:write
/customProjectFields/{id}:
parameters:
- in: path
name: id
schema:
type: integer
required: true
get:
tags:
- Custom Project Fields
summary: Get a Custom Project Field
operationId: getCustomProjectField
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/CustomProjectField'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
security:
- loopio_auth:
- customProjectField:read
patch:
tags:
- Custom Project Fields
summary: Update a Custom Project Field
operationId: updateCustomProjectField
requestBody:
content:
application/json-patch+json:
schema:
type: array
items:
oneOf:
- title: Set name
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /name
value:
type: string
maxLength: 40
required:
- op
- path
- value
- title: Set instructions
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /instructions
value:
type: string
maxLength: 40
required:
- op
- path
- value
- title: Set isRequired
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /isRequired
value:
type: boolean
required:
- op
- path
- value
- title: Set dropdown values
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /dropdownValues
value:
type: array
items:
type: string
maxLength: 40
minLength: 1
uniqueItems: true
required:
- op
- path
- value
- title: Set field type
description: Operation to update dropdownValues is required when updating field type to DROPDOWN
type: object
properties:
op:
type: string
enum:
- replace
path:
type: string
enum:
- /fieldType
value:
type: string
default: SHORT_TEXT
enum:
- SHORT_TEXT
- DROPDOWN
- DATE
required:
- op
- path
- value
minLength: 1
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/CustomProjectField'
'400':
$ref: '#/components/responses/InvalidJSONPatchDocument'
'403':
$ref: '#/components/responses/403'
'422':
$ref: '#/components/responses/UnprocessableJSONPatchRequest'
security:
- loopio_auth:
- customProjectField:write
delete:
tags:
- Custom Project Fields
summary: Delete a Custom Project Field
operationId: deleteCustomProjectField
responses:
'204':
$ref: '#/components/responses/204'
'403':
$ref: '#/components/responses/403'
security:
- loopio_auth:
- customProjectField:delete
components:
schemas:
CustomProjectFieldProjectSourceInput:
description: Custom Project Field with Project source input
type: object
properties:
name:
type: string
maxLength: 40
instructions:
description: Instructions to the project owner about how this field is intended to be filled out
type: string
maxLength: 40
isRequired:
type: boolean
default: false
fieldType:
default: SHORT_TEXT
type: string
enum:
- DROPDOWN
- SHORT_TEXT
- DATE
dropdownValues:
description: Required when fieldType is DROPDOWN. Values for the dropdown options.
type: array
items:
type: string
uniqueItems: true
minLength: 1
required:
- name
- fieldType
CustomProjectFieldInputSource:
type: string
enum:
- project
- salesforce
- msDynamics
CustomProjectFieldPatchValuesMap:
description: A map from Custom Project Field names to values for the patch endpoint request body
type: object
additionalProperties:
x-additionalPropertiesName: '{Custom Project Field name}'
type: string
maxLength: 100
example:
Opportunity Url: https://example.com/CRM/opportunity/abc123
Amount: '1000'
Completed Date: '2026-04-06T15:30:45+05:30'
CustomProjectField:
oneOf:
- title: Custom Project Field with Project Source input
allOf:
- $ref: '#/components/schemas/CustomProjectFieldResponse'
- title: Custom Project Field with Salesforce input
allOf:
- $ref: '#/components/schemas/CustomSalesforceInputField'
- title: Custom Project Field with MsDynamics input - IN DEVELOPMENT
allOf:
- $ref: '#/components/schemas/CustomMsDynamicsInputField'
CustomProjectFieldValuesMap:
description: A map from Custom Project Field names to values
type: object
additionalProperties:
x-additionalPropertiesName: '{Custom Project Field name}'
type:
- string
- 'null'
maxLength: 100
example:
Opportunity Url: https://example.com/CRM/opportunity/abc123
Uninitialized field: null
Amount: '1000'
Completed Date: '2026-04-06T15:30:45+05:30'
CustomProjectFieldResponse:
description: Custom Project Field Project Source Response
type: object
properties:
id:
type: integer
name:
type: string
maxLength: 40
source:
type: string
enum:
- project
instructions:
description: Instructions to the project owner about how this field is intended to be filled out
type: string
maxLength: 40
isRequired:
type: boolean
default: false
fieldType:
type: string
default: SHORT_TEXT
enum:
- SHORT_TEXT
- DROPDOWN
- DATE
dropdownValues:
description: Required when fieldType is DROPDOWN. Values for the dropdown options.
type: array
items:
type: string
minItems: 1
CustomSalesforceInputField:
description: Custom Project Input Fields with Salesforce sources are available with a connected Salesforce integration
type: object
properties:
id:
type: integer
name:
type: string
maxLength: 40
source:
type: string
enum:
- salesforce
salesforceField:
description: The value from Salesforce that populates this Custom Project Field
type: object
properties:
source:
type: string
enum:
- Account
- Opportunity
name:
type: string
instructions:
type: string
maxLength: 40
Error:
type: object
properties:
name:
type: string
enum:
- FATAL_ERROR
- FORBIDDEN
- INVALID_REQUEST
- NO_PERMISSION
- RESOURCE_NOT_FOUND
- UNPROCESSABLE_REQUEST
- VALIDATION_ERROR
message:
type: string
debugId:
type: string
CustomMsDynamicsInputField:
description: Custom Project Input Fields with MsDynamics sources are available with a connected MsDynamics integration
type: object
properties:
id:
type: integer
name:
type: string
maxLength: 40
source:
type: string
enum:
- msDynamics
isRequired:
type: boolean
msDynamicsField:
description: The value from MsDynamics that populates this Custom Project Field
type: object
properties:
entity:
type: object
properties:
logicalName:
type: string
label:
type: string
attribute:
type: object
properties:
logicalName:
type: string
label:
type: string
instructions:
type: string
maxLength: 40
responses:
'422':
description: Unprocessable Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
example:
name: UNPROCESSABLE_REQUEST
message: Unable to process request
debugId: 0fas3
'403':
description: No Permission
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
example:
name: NO_PERMISSION
message: No permission to access the resource
debugId: 0fas3
UnprocessableJSONPatchRequest:
description: Unprocessable Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
example:
name: UNPROCESSABLE_REQUEST
message: Invalid operation on path /some/path
debugId: 0fas3
'204':
description: No Content
'404':
description: Resource Not Found
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
example:
name: RESOURCE_NOT_FOUND
message: Resource not found
debugId: 0fas3
'400':
description: Invalid Request
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
example:
name: INVALID_REQUEST
message: Bad request
debugId: 0fas3
InvalidJSONPatchDocument:
description: Invalid JSON-Patch document
content:
application/json:
schema:
$ref: '#/components/schemas/Error'
example:
name: INVALID_REQUEST
message: Invalid JSON-Patch document
debugId: 0fas3
securitySchemes:
loopio_auth:
type: oauth2
flows:
authorizationCode:
authorizationUrl: /oauth2/authorize
tokenUrl: /oauth2/access_token
scopes:
mergeVariable:read: View Merge Variables
mergeVariable:write: Create/Edit Merge Variables
mergeVariable:delete: Delete Merge Variables
crm:read: List CRM opportunities linked to projects
crm:write: Link CRM opportunities to projects
customer.info:read: View customer information
file:read: Download files and view file information
file:delete: Delete files
library:read: List Library Entries and stacks, view Library Entries and Entry data
library:write: Create and update Library Entries and Entry data
library:delete: Delete Library Entries
project:read: List Projects, view Project data and source documents
project:write: Create and update Projects, Project data, and source documents
project:delete: Delete a Project
project.participant:read: List participants of a project
project.participant:write: Update participant information
role:read: List user assignable roles
user:read: List users, view user information
user:write: Update user information
webhook:read: View webhook subscriptions
webhook:write: Create & edit webhook subscriptions
webhook:delete: Delete webhook subscriptions
clientCredentials:
tokenUrl: /oauth2/access_token
scopes:
mergeVariable:read: View Merge Variables
mergeVariable:write: Create/Edit Merge Variables
mergeVariable:delete: Delete Merge Variables
crm:read: List CRM opportunities linked to projects
crm:write: Link CRM opportunities to projects
customer.info:read: View customer information
file:read: Download files and view file information
file:delete: Delete files
library:read: List Library Entries and stacks, view Library Entries and Entry data
library:write: Create and update Library Entries and Entry data
library:delete: Delete Library Entries
project:read: List Projects, view Project data and source documents
project:write: Create and update Projects, Project data, and source documents
project:delete: Delete a Project
project.participant:read: List participants of a project
project.participant:write: Update participant information
role:read: List user assignable roles
user:read: List users, view user information
user:write: Update user information
webhook:read: View webhook subscriptions
webhook:write: Create & edit webhook subscriptions
webhook:delete: Delete webhook subscriptions