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Copper

Copper is a customer relationship management platform for managing contacts, companies, leads, opportunities, projects, tasks, activities, files, and webhooks.

65 actionsAPI key

Connect Copper

What your bot can do in Copper

Looks up

  • Get AccountReturn the connected Copper account, timezone, and feature settings.
  • Get Attached File MetadataGet metadata for one file attached to a Copper lead, person, opportunity, company, or project.
  • Get Current UserReturn the Copper user represented by the connected account, including the user ID used for assignments.
  • Get Custom Activity TypeReturn one Copper custom activity type's name, icon, enabled state, interaction behavior, and ownership metadata by ID.
  • Get Custom Field DefinitionReturn one Copper custom field's data type, record availability, filterability, options, and currency configuration by definition ID.
  • Get Field LayoutReturn enabled and create/edit requiredness metadata for one Copper entity type.
  • Get LeadReturn one Copper lead's contact, ownership, source, status, tags, and custom-field data by lead ID.
  • Get Person by EmailReturn the unique Copper person record matching an exact email address.
  • Get RecordFetch one user, person, company, opportunity, project, task, or activity by its type and ID.
  • List Attached FilesList all files attached to one Copper lead, person, opportunity, company, or project.
Show 18 more
  • List Custom Activity TypesList Copper's default user-entered activity types and account-created custom activity types.
  • List Custom Field DefinitionsReturn Copper custom-field IDs, types, availability, and options needed to read, filter, and write custom field values.
  • List Lead StatusesList Copper lead status IDs, names, display order, and default selection for use in lead writes and searches.
  • List Lead, Person, or Company ActivitiesList selected activity types related to one Copper lead, person, or company.
  • List Pipeline StagesList Copper opportunity stages for one pipeline, or omit pipeline_id for a flat cross-pipeline list.
  • List PipelinesReturn all configured Copper pipelines with their stages and win probabilities for opportunity creation and updates.
  • List Reference ValuesList one bounded set of Copper IDs used in write schemas.
  • List Related LinksList Connect-field connections for one Copper source record, optionally narrowed to one Connect field.
  • List Related RecordsList records related to one Copper entity, optionally restricted to a target record type.
  • List TagsReturn one alphabetical page of Copper tag names for filtering or assigning records.
  • List UsersReturn one page of Copper users for resolving assignee and owner IDs.
  • Search ActivitiesSearch Copper activities globally or for one parent record by activity type and date range, returning one page.
  • Search CompaniesSearch Copper companies by name, domain, ownership, contact type, location, date, or custom-field criteria and return one page.
  • Search LeadsSearch Copper leads by identity, ownership, status, source, location, value, activity, date, tags, socials, or custom fields and return…
  • Search OpportunitiesSearch Copper opportunities by pipeline, stage, status, contact, company, value, date, ownership, or custom-field criteria and return one…
  • Search PeopleSearch Copper people by contact, company, ownership, tag, date, or custom-field criteria and return one page.
  • Search ProjectsSearch Copper projects by name, owner, tag, status, or custom-field criteria and return one page.
  • Search TasksSearch Copper tasks by name, owner, tag, related project or opportunity, status, due date, or custom-field criteria and return one page.

Takes action

  • Bulk Create Activities (Beta)Attempt to create 1-10 user-category Copper activities and return ordered per-item successes or validation failures.
  • Bulk Create Companies (Beta)Attempt to create 1-10 Copper companies and return ordered per-item successes or validation failures.
  • Bulk Create LeadsCreate 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes.
  • Bulk Create Opportunities (Beta)Attempt to create 1-10 Copper opportunities and return ordered per-item successes or validation failures.
  • Bulk Create People (Beta)Attempt to create 1-10 Copper people and return ordered per-item successes or validation failures.
  • Bulk Update Companies (Beta)Attempt to update 1-10 Copper companies and return ordered per-item successes or validation failures.
  • Bulk Update LeadsUpdate 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes.
  • Bulk Update People (Beta)Attempt to update 1-10 Copper people and return ordered per-item successes or validation failures.
  • Convert LeadConvert a Copper lead into a person and optionally a company and opportunity.
  • Create ActivityCreate a user-category activity such as a note on an existing Copper lead, person, company, opportunity, project, or task.
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  • Create CompanyCreate a Copper company with domain, contact, ownership, tag, and custom-field data.
  • Create Custom Activity TypeCreate a named Copper custom activity type with a supported icon.
  • Create Custom Field DefinitionCreate a Copper custom field for selected record types.
  • Create LeadCreate a Copper lead with contact, ownership, source, status, tag, and custom-field data.
  • Create OpportunityCreate a Copper opportunity.
  • Create PersonCreate a Copper person with contact, company, ownership, tag, and custom-field data.
  • Create ProjectCreate a Copper project, optionally related to another record and assigned to a user.
  • Create Related LinkConnect two existing Copper records through a Connect custom field.
  • Create TaskCreate a Copper task with optional assignment, related record, due/reminder times, priority, tags, and custom fields.
  • Delete Attached FilePermanently delete one file attached to a Copper lead, person, opportunity, company, or project.
  • Delete Custom Field DefinitionPermanently delete one Copper custom-field definition by ID.
  • Delete LeadPermanently delete one Copper lead by ID.
  • Delete RecordDelete one Copper person, company, opportunity, project, task, or activity by type and ID.
  • Delete Related LinkDelete one Copper Connect-field connection by related-link ID.
  • Relate RecordsCreate a direct relationship between two existing Copper records, preserving both record types and IDs.
  • Unrelate RecordsRemove a direct relationship between two existing Copper records without deleting either record.
  • Update ActivityUpdate the details, date, or both for an existing user-category Copper activity.
  • Update CompanyUpdate selected writable fields of an existing Copper company without replacing omitted fields.
  • Update Custom Activity TypeRename, change the icon, or enable or disable a Copper custom activity type.
  • Update Custom Field DefinitionUpdate one Copper custom-field definition by ID.
  • Update LeadUpdate selected fields of a Copper lead without replacing omitted fields.
  • Update OpportunityUpdate selected writable fields of an existing Copper opportunity without replacing omitted fields.
  • Update PersonUpdate selected writable fields of an existing Copper person without replacing omitted fields.
  • Update ProjectUpdate selected writable fields of an existing Copper project without replacing omitted fields.
  • Update TaskUpdate selected writable fields of an existing Copper task without replacing omitted fields.
  • Upload Attached FileGet upload authorization from Copper, upload up to 20 MB of file bytes to Copper's fixed Amazon S3 bucket, and attach the uploaded key to…
  • Upsert LeadCreate or update a Copper lead by exact name, email, or custom-field match.

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