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.
Log in to your Copper account.
Click Settings > Integrations > API Keys > Generate API KEY.
Copy the email address and API key to a safe place.
In your Make account, insert any Copper module in to scenario and click the Add button next to the Connection field.
Optional: In the Connection name field, enter a name for the connection.
In the API Key and E-mail Address fields, enter the details copied in step 3 and click Save.
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 | |
Event | Select an activity event to listen to. For example, |
Creates a new activity.
Connection | |
Parent Type | Select the parent type and its parent value. For example, |
Activity Type | Select the activity type. For example, |
Description | Enter the activity details. |
Gets details for a selected activity ID.
Connection | |
Activity ID | Select or map the Activity ID whose details you want to retrieve. |
Lists all activities related to a connected account.
Connection | |
Activity Types | Select the activity types whose activities you want to list. For example, |
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 | |
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 | |
User ID | Select or map the User ID whose details you want to retrieve. |
Lists all users related to a connected account.
Connection | |
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 | |
Event | Select the lead event to listen to. For example, |
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 | |
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 | |
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 | |
Lead ID | Select or map the Lead ID whose details you want to retrieve. |
Lists all leads related to a connected account.
Connection | |
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 | |
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 | |
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 |
Creates a new person.
For field descriptions, see the Copper People API reference.
Updates a selected person.
Connection | |
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 | |
Person ID | Select or map the Person ID whose details you want to retrieve. |
List all people related to a connected account.
Connection | |
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 | |
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 | |
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 | |
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 | |
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 | |
Event | Select the event you want to listen to. For example, |
Creates a new company.
For field descriptions, see the Copper Companies API reference.
Updates a selected company.
Connection | |
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 | |
Company ID | Select or map the Company ID whose details you want to retrieve. |
List all companies related to a connected account.
Connection | |
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 | |
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 | |
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 | |
Event | Select the event to listen to. For example, |
Creates a new opportunity.
For field descriptions, see the Copper Opportunity API reference.
Updates a selected opportunity.
Connection | |
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 | |
Opportunity ID | Select or map the Opportunity ID whose details you want to retrieve. |
Lists all opportunities related to a connected account.
Connection | |
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 | |
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 | |
Event | Select the event to listen to. For example, |
Creates a new project.
For field descriptions, see the Copper Project API reference.
Updates a selected project.
Connection | |
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 | |
Project ID | Select or map the Project ID whose details you want to retrieve. |
Lists all projects related to a connected account.
Connection | |
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 | |
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 | |
Event | Select the event to listen to. For example, |
Creates a new task.
For field descriptions, see the Copper Task API reference.
Updates a selected task.
Connection | |
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 | |
Task ID | Select or map the Task ID whose details you want to retrieve. |
Lists all tasks related to a connected account.
Connection | |
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 | |
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 | |
Webhook Subscription | Select or map the webhook subscription you want to remove. |
Relates Leads, People, Companies, Opportunities, Projects, and Tasks to each other.
Connection | |
Related | Select the related item:
|
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. |