Projects

Create a project

Changed on

Create a project (matter or case), optionally linked to accounts and contacts. Visible to everyone in the organization unless access is restricted to specific members.

post/projects

Request

  • Base URL
    https://api.parley.so/v1
  • URL
    https://api.parley.so/v1/projects
  • Auth
    HTTP bearer

Request body

namestring required

Project name.

accountIdsstring[]

IDs of accounts to link. At most 100.

contactIdsstring[]

IDs of contacts to link. At most 100. A contact that belongs to an account can only be linked along with that account. Link both in the same call, or link the contact to a project with no accounts and its account is linked too.

fieldsobject

Custom field values to set on the project, keyed by field name or ID. A value replaces the current one, null clears it, and fields you don't mention are left alone. Each value must match its field's type: a string for text, long_text, email, url, single_select (one of the field's options), and user (the id of an active user in the organization); a number; true or false; an ISO 8601 date-time or YYYY-MM-DD date; a list of strings for collection ([] clears it); or { streetAddress, cityTown, state, country } for address. At most 50 fields.

Response

Created.

idstring required

The project ID.

namestring required

Project name.

createdAtstring date-time required

When the project was created.

updatedAtstring date-time required

When the project was last updated, including changes to its linked accounts and contacts. Field value changes do not change it.

fieldsobject required

Custom field values, keyed by field name, with a key for every field defined for projects (null when unset). The value's shape follows the field's type.

Example response

{
  "id": "cmf2x8k0q0001abcd",
  "name": "Acme Corp H-1B petition",
  "access": {
    "type": "everyone"
  },
  "accounts": [
    {
      "type": "account",
      "id": "cmf2x7r1p0000abcd",
      "name": "Acme Corp"
    }
  ],
  "contacts": [
    {
      "type": "contact",
      "id": "cmf2x7z3e0002abcd",
      "name": "Ada Lovelace"
    }
  ],
  "createdAt": "2026-10-01T15:04:05.000Z",
  "updatedAt": "2026-10-02T09:30:00.000Z",
  "fields": {
    "Matter Number": "IMM-2041",
    "Target Date": null
  }
}

Changes