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Copper

With Copper modules in Make, you can

  • create, list, retrieve, and remove activities, and listen for activity events

  • list and retrieve users

  • create, convert, update, retrieve, list, and remove leads, listen for lead events, and list lead's activities

  • create, update, retrieve, and list people, listen for person events, list a person's activities, view opportunities related to a person, view records related to a person, relate items, remove opportunities from a person and remove persons

  • listen for company events, create, update, retrieve, and list companies, list company's activities, and remove a company

  • listen for opportunity events, create, update, retrieve, list, and remove opportunities

  • listen for project events, create, update, retrieve, list, and remove projects

  • listen for tasks events, create, update, retrieve, list, and remove tasks

  • create connections, remove webhook subscriptions, and relate items

To get started with Copper, create an account at www.copper.com.

Connect Copper to Make

To connect Copper app, you need to obtain the API key and Email from your Copper account and insert them in the Copper module scenario.

  1. Log in to your Copper account.

  2. Click Settings > Integrations > API Keys > Generate API KEY.

    Copper_2.png
  3. Copy the email address and API key to a safe place.

    Copper_3.png
  4. In your Make account, insert any Copper module in to scenario and click the Add button next to the Connection field.

  5. Optional: In the Connection name field, enter a name for the connection.

  6. In the API Key and E-mail Address fields, enter the details copied in step 3 and click Save.

    Copper_1.png

You have successfully established the connection. You can now begin editing your scenario and adding more Copper modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Activities

You can create, list, retrieve, and remove activities, and listen for activity events using the following modules.

Receives notifications about activity creation/deletion/update.

Note

Make automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Copper account.

Event

Select an activity event to listen to. For example, new.

Creates a new activity.

Connection

Establish a connection to your Copper account.

Parent Type

Select the parent type and its parent value. For example, person.

Activity Type

Select the activity type. For example, meeting.

Description

Enter the activity details.

Gets details for a selected activity ID.

Connection

Establish a connection to your Copper account.

Activity ID

Select or map the Activity ID whose details you want to retrieve.

Lists all activities related to a connected account.

Connection

Establish a connection to your Copper account.

Activity Types

Select the activity types whose activities you want to list. For example, meeting.

Limit

Set the maximum number of activities Make will return during one execution cycle. The default value is 10.

Removes the activity with a given ID.

Connection

Establish a connection to your Copper account.

Activity ID

Select or map the Activity ID you want to delete.

Users

You can list and retrieve users using the following modules.

Gets details for a selected user ID.

Connection

Establish a connection to your Copper account.

User ID

Select or map the User ID whose details you want to retrieve.

Lists all users related to a connected account.

Connection

Establish a connection to your Copper account.

Limit

Set the maximum number of users Make will return during one execution cycle. The default value is 10.

Leads

You can create, convert, update, retrieve, list, and remove leads, listen for lead events, and list lead activities using the following modules.

Receives notifications about lead creation/deletion/update.

Note

Make automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Copper account.

Event

Select the lead event to listen to. For example, new.

Creates a new lead.

For field descriptions, see the Copper Lead API reference.

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Connection

Establish a connection to your Copper account.

Lead ID

Select or map the Lead ID you want to convert.

For field descriptions, see the Copper Lead API reference.

Updates a selected lead.

Connection

Establish a connection to your Copper account.

Lead ID

Select or map the Lead ID whose details you want to update.

For field descriptions, see the Copper Lead API reference.

Gets details for a selected lead ID.

Connection

Establish a connection to your Copper account.

Lead ID

Select or map the Lead ID whose details you want to retrieve.

Lists all leads related to a connected account.

Connection

Establish a connection to your Copper account.

Limit

Set the maximum number of leads Make will return during one execution cycle. The default value is 10.

For field descriptions, see the Copper Lead API reference.

Lists all activities related to a connected account.

Connection

Establish a connection to your Copper account.

Lead ID

Select or map the Lead ID whose activities you want to list.

Limit

Set the maximum number of activities Make will return during one execution cycle. The default value is 10.

Removes the lead with a given ID.

Connection

Establish a connection to your Copper account.

Lead ID

Select or map the Lead ID you want to remove.

People

You can create, update, retrieve, and list people, listen for person events, list a person's activities, view opportunities related to a person, view records related to a person, relate items, remove opportunities from a person and remove a person using the following modules.

Receives notifications about person/creation/deletion/update.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Copper account.

Creates a new person.

For field descriptions, see the Copper People API reference.

Updates a selected person.

Connection

Establish a connection to your Copper account.

Person ID

Select or map the Person ID whose details you want to update.

For field descriptions, see the Copper People API reference.

Gets details for a selected person ID.

Connection

Establish a connection to your Copper account.

Person ID

Select or map the Person ID whose details you want to retrieve.

List all people related to a connected account.

Connection

Establish a connection to your Copper account.

Limit

Set the maximum number of people Make will return during one execution cycle. The default value is 10.

See the Copper People API reference for entering the field values to list the people that match the specified value.

Lists all activities of a selected person.

Note

Make automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Connection

Establish a connection to your Copper account.

Person ID

Select or map the Person ID whose activities you want to list.

Limit

Set the maximum number of person's activities Make will return during one execution cycle. The default value is 10.

Relates people and opportunities from a person.

Connection

Establish a connection to your Copper account.

Person ID

Select or map the Person ID to whose opportunities you want to relate.

Opportunity ID

Select or map the Opportunity ID to relate.

Removes a related opportunity from a person.

Connection

Establish a connection to your Copper account.

Person ID

Select or map the Person ID whose opportunities you want to remove.

Opportunity ID

Select or map the Opportunity ID to remove.

Removes the person with a selected ID.

Connection

Establish a connection to your Copper account.

Person ID

Select or map the Person ID you want to remove.

Companies

You can listen for company events, create, update, retrieve, and list companies, list companies' activities, and remove a company using the following modules.

Receives notifications about company creation/deletion/update.

Note

Make automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Copper account.

Event

Select the event you want to listen to. For example, new.

Creates a new company.

For field descriptions, see the Copper Companies API reference.

Updates a selected company.

Connection

Establish a connection to your Copper account.

Company ID

Select or map the Company ID whose details you want to update.

For field descriptions, see the Copper Companies API reference.

Gets details for a selected company ID.

Connection

Establish a connection to your Copper account.

Company ID

Select or map the Company ID whose details you want to retrieve.

List all companies related to a connected account.

Connection

Establish a connection to your Copper account.

Limit

Set the maximum number of companies Make will return during one execution cycle. The default value is 10.

See the Copper Companies API reference for entering the field values to list the companies that match the specified value.

Lists all activities for a selected company.

Connection

Establish a connection to your Copper account.

Company ID

Select or map the Company ID whose activities you want to list.

Limit

Set the maximum number of activities Make will return during one execution cycle. The default value is 10.

Removes the company with a given ID.

Connection

Establish a connection to your Copper account.

Company ID

Select or map the Company ID you want to delete.

Opportunities

You can listen for opportunity events, and create, update, retrieve, list, and remove opportunities using the following modules.

Receives notifications about opportunity creation/deletion/update.

Note

Make automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Copper account.

Event

Select the event to listen to. For example, new.

Creates a new opportunity.

For field descriptions, see the Copper Opportunity API reference.

Updates a selected opportunity.

Connection

Establish a connection to your Copper account.

Opportunity ID

Select or map the Opportunity ID whose details you want to update.

For field descriptions, see the Copper Opportunity API reference.

Gets details for a selected opportunity ID.

Connection

Establish a connection to your Copper account.

Opportunity ID

Select or map the Opportunity ID whose details you want to retrieve.

Lists all opportunities related to a connected account.

Connection

Establish a connection to your Copper account.

Limit

Set the maximum number of opportunities Make will return during one execution cycle. The default value is 10.

See the Copper Opportunities API reference for entering the field values to list the opportunities that match the specified value.

Removes the opportunity with a given ID.

Connection

Establish a connection to your Copper account.

Opportunity ID

Select or map the Opportunity ID you want to delete.

Projects

You can listen for project events, and create, update, retrieve, list, and remove projects using the following modules.

Receives notifications about project creation/deletion/update.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Copper account.

Event

Select the event to listen to. For example, new.

Creates a new project.

For field descriptions, see the Copper Project API reference.

Updates a selected project.

Connection

Establish a connection to your Copper account.

Project ID

Select or map the Project ID whose details you want to update.

For field descriptions, see the Copper Project API reference.

Gets details for a selected project ID.

Connection

Establish a connection to your Copper account.

Project ID

Select or map the Project ID whose details you want to retrieve.

Lists all projects related to a connected account.

Connection

Establish a connection to your Copper account.

Limit

Set the maximum number of projects Make will return during one execution cycle. The default value is 10.

See the Copper Project API reference for entering the field values to list the people that match the specified value.

Removes the project with a selected ID.

Connection

Establish a connection to your Copper account.

Project ID

Select or map the Project ID you want to remove.

Tasks

You can listen for task events, and create, update, retrieve, list, and remove tasks using the following modules.

Receives notification about task creation/deletion/update.

Note

Make automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Copper account.

Event

Select the event to listen to. For example, new.

Creates a new task.

For field descriptions, see the Copper Task API reference.

Updates a selected task.

Connection

Establish a connection to your Copper account.

Task ID

Select or map the Task ID whose details you want to update.

For field descriptions, see the Copper Task API reference.

Gets details for a selected task ID.

Connection

Establish a connection to your Copper account.

Task ID

Select or map the Task ID whose details you want to retrieve.

Lists all tasks related to a connected account.

Connection

Establish a connection to your Copper account.

Limit

Set the maximum number of tasks Make will return during one execution cycle. The default value is 10.

See the Copper Task API reference for entering the field values to list the task that matches the specified value.

Removes the task with a selected ID.

Connection

Establish a connection to your Copper account.

Task ID

Select or map the Task ID you want to remove.

Other

You can create connections, remove webhook subscriptions, and relate items using the following modules.

Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people-to-people referrals, assignments, managers, investors, and more.

For field descriptions, see the Copper API reference.

Removes the webhook subscription with a selected ID.

Connection

Establish a connection to your Copper account.

Webhook Subscription

Select or map the webhook subscription you want to remove.

Relates Leads, People, Companies, Opportunities, Projects, and Tasks to each other.

Connection

Establish a connection to your Copper account.

Related

Select the related item:

  • Person

  • Project

  • Opportunity

Person ID

Select or map the Person ID to relate to the opportunity.

To

Select the related item to relate to the person.

Opportunity ID

Select or map the Opportunity ID to relate it to the person.