Button Properties
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What Button Properties are
How to add a new Button Property to your records
Possible use-cases & 3rd party integration workflows
Reading time: 5 minutes
A Button Property is a special type of property that you can add to your records. It is a button that you can click to call a URL.
That URL can be set manually or via API for each record (Client, Project, Request). You can also set the default URL values for all records.
The use-cases are limited only by your imagination . You can deep link your Coperniq records to your 3rd party tools, trigger API calls, and more. Read on to learn how to use Button Properties to power endless automations.
Navigate to Workspace Settings
All Record types (Clients, Projects, and Requests) can have Button Properties. From Workspace Settings click on Project Properties then + PROPERTY and finally Create Property
This will bring up the Create Property modal. The same one you use to create Text, Numeric, Dropdown, and other Properties. Give your new Button Property a meaningful name, under Property type select Button/Link and the set the Default value to your URL. You can also set the Group and Access for this Property, depending on your needs. Once you're done hit CREATE.
In this example, we're using webhook.site as a playground to test webhooks. In your case this will be the webhook URL for your specific workflow or 3rd party application. Note that you can also leave Default value blank if you want to dynamically set the URL. A common use-case for this is proposal tool integrations, where every Coperniq Project will have a corresponding URL in your proposal tool.
Once you hit CREATE you should see the new Property in your list of Properties
Let's navigate to a Project under Projects so that we can test our new Button Property.
Note that as with any other Default values any Projects that existed prior to you creating this Property will be empty. You can always (case-by-case or in bulk) update those values. Any new
I'm going to create a new Project and notice that the Call Webhook Button Property that we created earlier can be found in the Properties widget.
If I want to edit its URL value, I can do so manually via the UI as well as via the Partner API.
Finally, let's go back to the Project page & click on the CLICK ME label of the Button Property & monitor by webhook
As soon as I clicked the Button, Coperniq fired off a GET request to the URL from the Properties' value.
Note that the Button will always automatically append the following query parameters to the GET request: ?source=coperniq&project_id=<your-project-id>
This allows your 3rd party apps and to know which Project the request came from & use that data in your downstream workflows, by storing it in your databse, and/or fetching additional Project data via GET /projects/<your-project-id> via the Partner API.
Now that you know how to add a Button Property, you can use it to power endless automations.
If you have any questions, need help, or want to share your use-case, please reach out to your Customer Success Manager.
Happy building!
