Copper

Create people, track opportunities, and manage relationships in Copper CRM. In Appbricx, your workflows and server functions call it by name once it is connected.

Connect CopperFull reference

What you can do

20 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

  • Create OpportunitycreateOpportunity
    Adds a new opportunity.
  • Create PersoncreatePerson
    Adds a new person/contact.
  • Convert LeadconvertLead
    Converts a lead into a person (optionally with company/opportunity).
  • Create ActivitycreateActivity
    Logs an activity related to CRM entities.
  • Create CompanycreateCompany
    Adds a new company.
  • Create LeadcreateLead
    Adds a new lead.
  • Create ProjectcreateProject
    Adds a new project.
  • Create TaskcreateTask
    Adds a new task under a person, lead, or opportunity.
  • Search for a CompanysearchForACompany
    Lookup a company.
  • Search for a LeadsearchForALead
    Lookup a lead using match criteria.
  • Search for an ActivitysearchForAnActivity
    Find an existing activity by type/criteria.
  • Search for an OpportunitysearchForAnOpportunity
    Lookup an opportunity.

All 20 actions with their inputs

Set it up

About two minutes, once per project or once for the whole workspace.

  1. Open Integrations in the builder

    Backend panel, Integrations tab, then Copper. To connect it for every project, use Workspace settings, Integrations.

  2. Add your credentials

    An API key (or token) from your Copper account, pasted once. It is stored encrypted and only read on the server when an action runs.

    • API key From Copper's settings
  3. Call an action

    From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

    Workflow
    // .workflow.js (native ctx)
export async function run(ctx) {
  const res = await ctx.integrations.invoke("copper", "createOpportunity", {
    "name": "<name>"
  });
  if (!res.success) throw new Error(res.error);
  ctx.log.info("Copper answered", { output: res.output });
}

Copper and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.

Connect Copper once. Every workflow can use it.

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