Connectors / Service / Copper

Simple CRM for Google Apps (updated: 1542214164641)

Copper

Copper is an easy-to-use CRM that is designed specifically for Google Suite users in order to manage their relationships and sales pipeline with ease.

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Overview
Authentication
Copper
- Trigger operations available:

All operations

Overview

Copper is a Customer relationship management tool that has been designed specifically for G Suite users. This is so you can see information from all your email threads, past interactions, and tasks all in one place without the need for further data entry. Having all your customer interactions are in one place means can have the visibility needed to manage relationships with full context.

Authentication

ATTENTION: Please take note that you may have known Copper by its previous name: ProsperWorks. Since then it has been re-branded as Copper. Much of the same functionality has remained, though the name and logo have been updated.

When using the Copper connector, the first thing you will need to do is go to your Tray.io account page, select your workflow. Once in the workflow dashboard itself select and drag the Copper connector from the connectors panel (on the left hand side) to your workflow.

With the new connector step highlighted, in the properties panel on the right, click on 'New Authentication' under the 'Settings' heading.

In the new pop-up window that appears, name your authentication as appropriate and make sure to use the same email address that you used for signing into your Copper account, in the 'Email address' section.

For the API key, head to your Copper account main dashboard, click on the 'Settings' option on the left hand side. In the new menu that displays, select 'Integrations'. You will see a drop down option which will include 'API Keys'. Click on this to get to the main API Keys page.

Click on the 'GENERATE API KEY', and name your new API appropriately.

Copy the new hash created and paste it into your Tray.io authentication pop-up window.

Once you have clicked through again, your authentication should now be complete and available within your Copper connector settings -> 'Authentication' field.

Copper trigger

If you wish your workflow to be kicked off by a particular action in Copper, you can use the Copper Trigger.

The Copper trigger allows you to receive notifications and trigger workflows when given events occur associated with the selected trigger operation.

Trigger operations available:

Webhook (advanced)

Webhook Setup

In order to use the Copper trigger, you need only setup your authentication as demonstrated above.

Available Operations

The examples below show one or two of the available connector operations in use.

Please see the Full Operations Reference at the end of this page for details on all available operations for this connector.

All Operations

Latest version:

3.0

List pipeline stages DDL

List pipeline stages for pipeline DDL

List pipelines DDL

Update opportunity

Update an opportunity in your Copper account.

Update person

Updates a person record in your Copper account, using their unique ID.

Company exists?

Check to see if a company exists, using its unique ID.

Activity exists?

Check to see if an activity exists, using its unique ID.

Are leads enabled?

Checks to see if leads are enabled in your Copper account.

Create activity

Create an activity

Create company

Create a company in your Copper account.

Create custom activity type

Create a new custom activity type

Create lead

Create a new lead

Create opportunity

Create an opportunity in your Copper account.

Create person

Create a person record in your Copper account.

Create project

Create a project in your Copper account.

Create related item

Link a "resource" to a "parent" object. For example, you could link one or more companies to an opportunity.

Create task

Creates a task in your Copper account, linked to a "resource", such as a person, opportunity, or company.

Delete activity

Delete an activity, using its unique ID

Delete company

Delete a company by their unique ID

Delete lead

Delete a lead by ID

Delete opportunity

Delete a opportunity by its unique ID

Delete person

Delete a person by ID

Delete project

Delete a project by ID

Delete task

Delete a task from your Copper account, from its unique ID.

Find lead by phone number

Find the lead who has a given phone number. If multiple leads have the same phone number, the most recently updated will be returned.

Find person by email

Find a person by their email address.

Get account details

Get details about the account that you've connected to Tray.

Get pipeline stage

Get details about a pipeline stage, using its unique ID.

Get activity

Get an activity by its unique ID.

Get company

Get a company by its unique ID.

Get custom activity type

Get a custom activity type by its unique ID.

Get lead

Get a lead by ID

Get pipeline

Get details about a pipeline stage, using its unique ID.

Get opportunity

Get an opportunity by its unique ID.

Get person

Get a person, by their unique ID.

Get person by phone number

Find the person who has a given phone number. If multiple people have the same phone number, the most recently updated will be returned.

Get project

Get a project by its unique ID.

Get task

Get a task from your Copper account, using its unique ID.

Get user

Get a user by their ID in Copper.

Lead exists?

Check to see if an lead exists, using its unique ID.

List Opportunity loss reasons

Get a list of all of the loss reasons in your Copper account.

List contact types DDL

List Pipeline Stages

Get a list of all of the stages in a given pipeline in your Copper account.

List Pipelines

Get a list of all of the pipelines in your Copper account.

List activity types

Get a list of all of the custom activity types in your Copper account.

List activity types DDL

List companies

Get a list of all the companies in your Copper account.

List companies DDL

List contact types

Get a list of all of the contact types in your Copper account.

List custom activity types

Get a list of all of the activity types in your Copper account.

List custom activity types DDL

List custom fields

Get a list of all of the custom fields in your Copper account.

List loss reasons DDL

List custom fields DDL

List customer sources

Get a list of all of the customer sources in your Copper account.

List customer sources DDL

List lead statuses

Get a list of all of the lead statuses in your Copper account.

List users

Get a list of all the users in your Copper account.

List users DDL

Opportunity exists?

Check to see if an opportunity exists, using its unique ID.

Person exists?

Check to see if a person exists, using their unique ID.

Project exists?

Check to see if a project exists, using its unique ID.

Search activites (company wide)

Search company-wide activities.

Search activites by resource

Search company-wide activities.

Search companies

Search for companies

Search for projects

Search for projects in your Copper account.

Search for tasks

Search for tasks in your Copper account.

Search leads

Search for leads

Search opportunities

Search for opportunities

Search people

Search for people

Search related items

Get a list of all the related items for a "parent" object, optionally filtered to a particular type.

Task exists?

Check to see if a task exists, using its unique ID.

Update company

Update a company in your Copper account.

Update lead

Update an existing lead

Update project

Updates a Project record in your Copper account, using their unique ID.

Update task

Update a task, using it's unique ID.