Copper

Copper

✅ Supported — Manage Copper CRM companies, leads, opportunities, people, projects, tasks, and trigger workflows on Copper events.

Credential Setup

When configuring the Copper credential in Secure Vault, provide:

• API Key — your Copper developer API key, sent on every request.
• Email — the email address of the Copper account the API key belongs to.

Operations

Company

• Create — add a new company
• Delete — remove a company
• Get — retrieve a single company
• Get Many — search and retrieve multiple companies
• Update — modify an existing company

Customer Source

• Get Many — retrieve customer sources

Lead

• Create — add a new lead
• Delete — remove a lead
• Get — retrieve a single lead
• Get Many — search and retrieve multiple leads
• Update — modify an existing lead

Opportunity

• Create — add a new opportunity
• Delete — remove an opportunity
• Get — retrieve a single opportunity
• Get Many — search and retrieve multiple opportunities
• Update — modify an existing opportunity

Person

• Create — add a new person
• Delete — remove a person
• Get — retrieve a single person
• Get Many — search and retrieve multiple people
• Update — modify an existing person

Project

• Create — add a new project
• Delete — remove a project
• Get — retrieve a single project
• Get Many — search and retrieve multiple projects
• Update — modify an existing project

Task

• Create — add a new task
• Delete — remove a task
• Get — retrieve a single task
• Get Many — search and retrieve multiple tasks
• Update — modify an existing task

User

• Get Many — retrieve users

Copper Trigger

• Starts a workflow when Copper emits webhook events. Choose a resource (Company, Lead, Opportunity, Person, Project, or Task) and an event (New, Update, or Delete).

Compatibility

All operations supported.