Copper
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
Type: copper/v1
Connections
Version: 1
API Key
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
username | Email address | STRING | TEXT | true | |
key | Key | STRING | TEXT | true |
Actions
Create Activity
Name: createActivity
Creates a new activity.
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
activity_type | Activity Type ID | STRING | SELECT | Id of activity type for this activity. | true |
details | Details | STRING | TEXT | Text body of this activity. | true |
type | Parent Type | STRING | SELECT | Parent type to associate this activity with. | true |
id | Parent ID | STRING | SELECT | ID of the parent this activity will be associated with. | true |
Output
Type: OBJECT
Properties
Name | Type | Control Type |
---|---|---|
id | STRING | TEXT |
type | {STRING(category), STRING(id)} | OBJECT_BUILDER |
details | STRING | TEXT |
parent | {STRING(type), STRING(id)} | OBJECT_BUILDER |
Create Company
Name: createCompany
Creates a new company.
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
name | Name | STRING | TEXT | The name of the company. | true |
assignee_id | Assignee ID | STRING | SELECT | ID of the user that will be the owner of the company. | false |
email_domain | Email Domain | STRING | TEXT | The domain to which email addresses for the company belong. | false |
contact_type_id | Contact Type ID | STRING | SELECT | ID of the Contact type for the company. | false |
details | Details | STRING | TEXT | Description of the company. | false |
phone_numbers | Phone Numbers | [{STRING(number), STRING(category)}] | ARRAY_BUILDER | Phone numbers belonging to the company. | false |
socials | Socials | [{STRING(url), STRING(category)}] | ARRAY_BUILDER | Social profiles belonging to the company. | false |
websites | Websites | [{STRING(url), STRING(category)}] | ARRAY_BUILDER | Websites belonging to the company. | false |
address | Address | {STRING(street), STRING(city), STRING(state), STRING(postal_code), STRING(country)} | OBJECT_BUILDER | Company’s street, city, state, postal code, and country. | false |
tags | Tags | [STRING] | ARRAY_BUILDER | Tags associated with the company | false |
Output
Type: OBJECT
Properties
Name | Type | Control Type |
---|---|---|
id | STRING | TEXT |
name | STRING | TEXT |
address | {STRING(street), STRING(city), STRING(state), STRING(postal_code), STRING(country)} | OBJECT_BUILDER |
assignee_id | STRING | TEXT |
contact_type_id | STRING | TEXT |
details | STRING | TEXT |
email_domain | STRING | TEXT |
phone_numbers | [{STRING(number), STRING(category)}] | ARRAY_BUILDER |
socials | [{STRING(url), STRING(category)}] | ARRAY_BUILDER |
tags | [STRING] | ARRAY_BUILDER |
websites | [{STRING(url), STRING(category)}] | ARRAY_BUILDER |
Create Person
Name: createPerson
Creates a new person.
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
name | Name | STRING | TEXT | The first and last name of the person. | true |
emails | Emails | [{STRING(email), STRING(category)}($Email)] | ARRAY_BUILDER | Email addresses belonging to the person. | false |
assignee_id | Assignee ID | STRING | SELECT | User ID that will be the owner of the person. | false |
title | Title | STRING | TEXT | The professional title of the person. | false |
company_id | Company ID | STRING | SELECT | ID of the primary company with which the person is associated. | false |
contact_type_id | Contact Type ID | STRING | SELECT | The unique identifier of the contact type of the person. | false |
details | Details | STRING | TEXT | Description of the person. | false |
phone_numbers | Phone Numbers | [{STRING(number), STRING(category)}] | ARRAY_BUILDER | Phone numbers belonging to the person. | false |
socials | Socials | [{STRING(url), STRING(category)}] | ARRAY_BUILDER | Social profiles belonging to the person. | false |
websites | Websites | [{STRING(url), STRING(category)}] | ARRAY_BUILDER | Websites belonging to the person. | false |
address | Address | {STRING(street), STRING(city), STRING(state), STRING(postal_code), STRING(country)} | OBJECT_BUILDER | Person’s street, city, state, postal code, and country. | false |
tags | Tags | [STRING] | ARRAY_BUILDER | Tags associated with the person. | false |
Output
Type: OBJECT
Properties
Name | Type | Control Type |
---|---|---|
id | STRING | TEXT |
name | STRING | TEXT |
address | {STRING(street), STRING(city), STRING(state), STRING(postal_code), STRING(country)} | OBJECT_BUILDER |
assignee_id | STRING | TEXT |
company_id | STRING | TEXT |
contact_type_id | STRING | TEXT |
details | STRING | TEXT |
emails | [{STRING(email), STRING(category)}] | ARRAY_BUILDER |
phone_numbers | [{STRING(number), STRING(category)}] | ARRAY_BUILDER |
socials | [{STRING(url), STRING(category)}] | ARRAY_BUILDER |
tags | [STRING] | ARRAY_BUILDER |
title | STRING | TEXT |
websites | [{STRING(url), STRING(category)}] | ARRAY_BUILDER |
Create Task
Name: createTask
Creates a new task in Copper.
Properties
Name | Label | Type | Control Type | Description | Required |
---|---|---|---|---|---|
name | Name | STRING | TEXT | The name of the task. | true |
assignee_id | Assignee ID | STRING | SELECT | ID of the user to assign the task to. | false |
due_date | Due Date | DATE | DATE | The due date of the task. | false |
reminder_date | Reminder Date | DATE | DATE | The reminder date of the task. | false |
details | Description | STRING | TEXT | Description of the task. | false |
priority | Priority | STRING | SELECT | The priority of the task. | true |
tags | Tags | [STRING] | ARRAY_BUILDER | false | |
status | Status | STRING | SELECT | The status of the task. | true |
Output
Type: OBJECT
Properties
Name | Type | Control Type |
---|---|---|
id | STRING | TEXT |
name | STRING | TEXT |
related_resource | {STRING(id), STRING(type)} | OBJECT_BUILDER |
assignee_id | STRING | TEXT |
due_date | STRING | TEXT |
reminder_date | STRING | TEXT |
completed_date | STRING | TEXT |
priority | STRING | TEXT |
status | STRING | TEXT |
details | STRING | TEXT |
tags | [STRING] | ARRAY_BUILDER |
custom_fields | [] | ARRAY_BUILDER |
date_created | STRING | TEXT |
date_modified | STRING | TEXT |