Copper

Reference

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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

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Connections

Version: 1

API Key

Properties

Name	Type	Control Type	Description
Email address	STRING	TEXT
Key	STRING	TEXT

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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

Create Task

Creates a new task in Copper.

Properties

Name	Type	Control Type	Description
Name	STRING	TEXT	The name of the task.
Assignee	STRING	SELECT	User to assign the task to.
Due Date	DATE	DATE	The due date of the task.
Reminder Date	DATE	DATE	The reminder date of the task.
Description	STRING	TEXT	Description of the task.
Priority	STRING	SELECT	The priority of the task.
Tags	[STRING]	ARRAY_BUILDER
Status	STRING	SELECT	The status of the task.

Output

Type: OBJECT

Properties

Type	Control Type
STRING	TEXT
STRING	TEXT
Related Resource	{STRING(id), STRING(type)}
STRING	TEXT
STRING	TEXT
STRING	TEXT
STRING	TEXT
STRING	TEXT
STRING	TEXT
STRING	TEXT
[]	ARRAY_BUILDER
[]	ARRAY_BUILDER
STRING	TEXT
STRING	TEXT