Copper
Reference
Copper is a customer relationship management (CRM) software designed to streamline and optimize sales processes, providing tools for managing contact, leads, opportunities, and communications in one centralized platform.
Categories: [crm]
Version: 1
Connections
Version: 1
API Key
Properties
Name | Type | Control Type | Description |
---|---|---|---|
Email address | STRING | TEXT | |
Key | STRING | TEXT |
Actions
Create activity
Creates a new Activity
Properties
Name | Type | Control Type | Description |
---|---|---|---|
Activity type | STRING | SELECT | The Activity Type of this Activity. |
Details | STRING | TEXT | Text body of this Activity. |
Parent type | STRING | SELECT | Parent type to associate this Activity with. |
Parent name | STRING | SELECT | Parent this Activity will be associated with. |
Output
Type: OBJECT
Properties
Type | Control Type |
---|---|
STRING | TEXT |
{STRING(category), STRING(id)} | OBJECT_BUILDER |
STRING | TEXT |
{STRING(type), STRING(id)} | OBJECT_BUILDER |
Create company
Creates a new Company
Properties
Name | Type | Control Type | Description |
---|---|---|---|
Name | STRING | TEXT | The name of the Company. |
Assignee | STRING | SELECT | User that will be the owner of the Company. |
Email domain | STRING | TEXT | The domain to which email addresses for the Company belong. |
Contact type | STRING | SELECT | Contact Type of the Company. |
Details | STRING | TEXT | Description of the Company. |
Phone numbers | [{STRING(number), STRING(category)}] | ARRAY_BUILDER | Phone numbers belonging to the Company. |
Socials | [{STRING(url), STRING(category)}] | ARRAY_BUILDER | Social profiles belonging to the Company. |
Websites | [{STRING(url), STRING(category)}] | ARRAY_BUILDER | Websites belonging to the Company. |
Address | {STRING(street), STRING(city), STRING(state), STRING(postal_code), STRING(country)} | OBJECT_BUILDER | Company’s street, city, state, postal code, and country. |
Tags | [STRING] | ARRAY_BUILDER | Tags associated with the Company |
Output
Type: OBJECT
Properties
Type | Control Type |
---|---|
STRING | TEXT |
STRING | TEXT |
{STRING(street), STRING(city), STRING(state), STRING(postal_code), STRING(country)} | OBJECT_BUILDER |
STRING | TEXT |
STRING | TEXT |
STRING | TEXT |
STRING | TEXT |
[{STRING(number), STRING(category)}] | ARRAY_BUILDER |
[{STRING(url), STRING(category)}] | ARRAY_BUILDER |
[STRING] | ARRAY_BUILDER |
[{STRING(url), STRING(category)}] | ARRAY_BUILDER |
Create person
Creates a new Person
Properties
Name | Type | Control Type | Description |
---|---|---|---|
Name | STRING | TEXT | The first and last name of the Person. |
Emails | [{STRING(email), STRING(category)}($Email)] | ARRAY_BUILDER | Email addresses belonging to the Person. |
Assignee | STRING | SELECT | User that will be the owner of the Person. |
Title | STRING | TEXT | The professional title of the Person. |
Company | STRING | SELECT | Primary Company with which the Person is associated. |
Contact type | STRING | SELECT | The unique identifier of the Contact Type of the Person. |
Details | STRING | TEXT | Description of the person. |
Phone numbers | [{STRING(number), STRING(category)}] | ARRAY_BUILDER | Phone numbers belonging to the person. |
Socials | [{STRING(url), STRING(category)}] | ARRAY_BUILDER | Social profiles belonging to the Person. |
Websites | [{STRING(url), STRING(category)}] | ARRAY_BUILDER | Websites belonging to the Person. |
Address | {STRING(street), STRING(city), STRING(state), STRING(postal_code), STRING(country)} | OBJECT_BUILDER | Person’s street, city, state, postal code, and country. |
Tags | [STRING] | ARRAY_BUILDER | Tags associated with the Person. |
Output
Type: OBJECT
Properties
Type | Control Type |
---|---|
STRING | TEXT |
STRING | TEXT |
{STRING(street), STRING(city), STRING(state), STRING(postal_code), STRING(country)} | OBJECT_BUILDER |
STRING | TEXT |
STRING | TEXT |
STRING | TEXT |
STRING | TEXT |
[{STRING(email), STRING(category)}] | ARRAY_BUILDER |
[{STRING(number), STRING(category)}] | ARRAY_BUILDER |
[{STRING(url), STRING(category)}] | ARRAY_BUILDER |
[STRING] | ARRAY_BUILDER |
STRING | TEXT |
[{STRING(url), STRING(category)}] | ARRAY_BUILDER |