rocketkind
CRM

Copper

Copper is a CRM built around Google Workspace: people (contacts), companies, opportunities (deals) and leads, the unqualified prospects held apart until someone converts them.

Authentication

  • API key

Actions

Generic API request. Call any Copper API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • Create companyCreate a company record in Copper CRM — the organization that people and opportunities are linked to.
  • Create leadCreate a lead in Copper CRM — an unqualified prospect, held separately from People and Companies until it is converted.
  • Create opportunityCreate an opportunity (a deal) in Copper CRM, optionally placed on a pipeline and stage, linked to a primary contact and given a monetary value.
  • Create personCreate a person — a contact — in Copper CRM, optionally with a job title and company name.
  • Get personFetch one Copper CRM person by their numeric id, to read current contact details before updating them or attaching an activity.
  • List companiesList company records in Copper CRM.
  • List leadsList lead records in Copper CRM.
  • List opportunitiesList opportunity (deal) records in Copper CRM.
  • List peopleList person records in Copper CRM, sorted by a field such as name, datecreated or datemodified in either direction.
  • Update personDestructiveUpdate an existing Copper CRM person, addressed by their numeric id.

Triggers

  • New or updated companyStarts when a company is created or its record is modified in Copper.
  • New or updated company (webhook)Starts when a company is created or modified in Copper, delivered by a webhook instead of polling the companies search endpoint.
  • New or updated leadStarts when a lead is created or its record is modified in Copper.
  • New or updated lead (webhook)Starts when a lead is created or modified in Copper, delivered by a webhook instead of polling the leads search endpoint.
  • New or updated opportunityStarts when an opportunity is created or its record is modified in Copper.
  • New or updated opportunity (webhook)Starts when an opportunity is created or modified in Copper, delivered by a webhook instead of polling the opportunities search endpoint.
  • New or updated personStarts when a person is created or its record is modified in Copper.
  • New or updated person (webhook)Starts when a person is created or modified in Copper, delivered by a webhook instead of polling the people search endpoint.

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