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Copper

Copper is a customer relationship management platform for managing contacts, companies, leads, opportunities, projects, tasks, activities, files, and webhooks.

65 actions Integration catalog
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01 · WHAT THE AGENT CAN DO

Actions

Every capability is a discrete, logged action the agent calls by name — scoped to what you authorize and recorded in the run trace.

Bulk Create Activities (Beta)COPPER_BULK_CREATE_ACTIVITIES
Attempt to create 1-10 user-category Copper activities and return ordered per-item successes or validation failures. Deleting these activities is a soft delete: successful cleanup may leave an activity fetchable as an is_deleted=true stub rather than make it fully disappear. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Create Companies (Beta)COPPER_BULK_CREATE_COMPANIES
Attempt to create 1-10 Copper companies and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Create LeadsCOPPER_BULK_CREATE_LEADS
Create 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes. Copper can return HTTP 500 after applying the write; treat failures as indeterminate and read records back before retrying to avoid duplicates.
Bulk Create Opportunities (Beta)COPPER_BULK_CREATE_OPPORTUNITIES
Attempt to create 1-10 Copper opportunities and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Create People (Beta)COPPER_BULK_CREATE_PEOPLE
Attempt to create 1-10 Copper people and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Update Companies (Beta)COPPER_BULK_UPDATE_COMPANIES
Attempt to update 1-10 Copper companies and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Update LeadsCOPPER_BULK_UPDATE_LEADS
Update 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes. Copper can return HTTP 500 after applying the write; treat failures as indeterminate and read records back before retrying.
Bulk Update People (Beta)COPPER_BULK_UPDATE_PEOPLE
Attempt to update 1-10 Copper people and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Convert LeadCOPPER_CONVERT_LEAD
Convert a Copper lead into a person and optionally a company and opportunity; the original lead is removed.
Create ActivityCOPPER_CREATE_ACTIVITY
Create a user-category activity such as a note on an existing Copper lead, person, company, opportunity, project, or task; system activities are read-only.
Create CompanyCOPPER_CREATE_COMPANY
Create a Copper company with domain, contact, ownership, tag, and custom-field data.
Create Custom Activity TypeCOPPER_CREATE_CUSTOM_ACTIVITY_TYPE
Create a named Copper custom activity type with a supported icon. Custom activity types cannot be deleted; retire one with UPDATE_CUSTOM_ACTIVITY_TYPE using is_disabled=true.
Create Custom Field DefinitionCOPPER_CREATE_CUSTOM_FIELD_DEFINITION
Create a Copper custom field for selected record types.
Create LeadCOPPER_CREATE_LEAD
Create a Copper lead with contact, ownership, source, status, tag, and custom-field data.
Create OpportunityCOPPER_CREATE_OPPORTUNITY
Create a Copper opportunity. Only the name is required; Copper can supply the default pipeline and stage, and the primary contact is optional.
Create PersonCOPPER_CREATE_PERSON
Create a Copper person with contact, company, ownership, tag, and custom-field data.
Create ProjectCOPPER_CREATE_PROJECT
Create a Copper project, optionally related to another record and assigned to a user.
Create Related LinkCOPPER_CREATE_RELATED_LINK
Connect two existing Copper records through a Connect custom field.
Create TaskCOPPER_CREATE_TASK
Create a Copper task with optional assignment, related record, due/reminder times, priority, tags, and custom fields.
Delete Attached FileCOPPER_DELETE_ATTACHED_FILE
Permanently delete one file attached to a Copper lead, person, opportunity, company, or project.
Delete Custom Field DefinitionCOPPER_DELETE_CUSTOM_FIELD_DEFINITION
Permanently delete one Copper custom-field definition by ID.
Delete LeadCOPPER_DELETE_LEAD
Permanently delete one Copper lead by ID.
Delete RecordCOPPER_DELETE_RECORD
Delete one Copper person, company, opportunity, project, task, or activity by type and ID. Deleting an activity is a soft delete: successful cleanup may leave it fetchable as an is_deleted=true stub rather than make it fully disappear.
Delete Related LinkCOPPER_DELETE_RELATED_LINK
Delete one Copper Connect-field connection by related-link ID.
Get AccountCOPPER_GET_ACCOUNT
Return the connected Copper account, timezone, and feature settings; use it to preflight features such as Leads.
Get Attached File MetadataCOPPER_GET_ATTACHED_FILE_METADATA
Get metadata for one file attached to a Copper lead, person, opportunity, company, or project.
Get Current UserCOPPER_GET_CURRENT_USER
Return the Copper user represented by the connected account, including the user ID used for assignments.
Get Custom Activity TypeCOPPER_GET_CUSTOM_ACTIVITY_TYPE
Return one Copper custom activity type's name, icon, enabled state, interaction behavior, and ownership metadata by ID.
Get Custom Field DefinitionCOPPER_GET_CUSTOM_FIELD_DEFINITION
Return one Copper custom field's data type, record availability, filterability, options, and currency configuration by definition ID.
Get Field LayoutCOPPER_GET_FIELD_LAYOUT
Return enabled and create/edit requiredness metadata for one Copper entity type. Opportunities require pipeline_id; other entity types do not accept it.
Get LeadCOPPER_GET_LEAD
Return one Copper lead's contact, ownership, source, status, tags, and custom-field data by lead ID.
Get Person by EmailCOPPER_GET_PERSON_BY_EMAIL
Return the unique Copper person record matching an exact email address.
Get RecordCOPPER_GET_RECORD
Fetch one user, person, company, opportunity, project, task, or activity by its type and ID.
List Attached FilesCOPPER_LIST_ATTACHED_FILES
List all files attached to one Copper lead, person, opportunity, company, or project.
List Custom Activity TypesCOPPER_LIST_CUSTOM_ACTIVITY_TYPES
List Copper's default user-entered activity types and account-created custom activity types; system activity types and Notes are available through LIST_REFERENCE_VALUES with activity_types.
List Custom Field DefinitionsCOPPER_LIST_CUSTOM_FIELD_DEFINITIONS
Return Copper custom-field IDs, types, availability, and options needed to read, filter, and write custom field values.
List Lead, Person, or Company ActivitiesCOPPER_LIST_ENTITY_ACTIVITIES
List selected activity types related to one Copper lead, person, or company; company results may also include activities from related people.
List Lead StatusesCOPPER_LIST_LEAD_STATUSES
List Copper lead status IDs, names, display order, and default selection for use in lead writes and searches.
List PipelinesCOPPER_LIST_PIPELINES
Return all configured Copper pipelines with their stages and win probabilities for opportunity creation and updates.
List Pipeline StagesCOPPER_LIST_PIPELINE_STAGES
List Copper opportunity stages for one pipeline, or omit pipeline_id for a flat cross-pipeline list; use LIST_PIPELINES when pipeline context and win probabilities are needed.
List Reference ValuesCOPPER_LIST_REFERENCE_VALUES
List one bounded set of Copper IDs used in write schemas: activity types, customer sources, contact types, or opportunity loss reasons.
List Related LinksCOPPER_LIST_RELATED_LINKS
List Connect-field connections for one Copper source record, optionally narrowed to one Connect field.
List Related RecordsCOPPER_LIST_RELATED_RECORDS
List records related to one Copper entity, optionally restricted to a target record type.
List TagsCOPPER_LIST_TAGS
Return one alphabetical page of Copper tag names for filtering or assigning records.
List UsersCOPPER_LIST_USERS
Return one page of Copper users for resolving assignee and owner IDs.
Relate RecordsCOPPER_RELATE_RECORDS
Create a direct relationship between two existing Copper records, preserving both record types and IDs.
Search ActivitiesCOPPER_SEARCH_ACTIVITIES
Search Copper activities globally or for one parent record by activity type and date range, returning one page.
Search CompaniesCOPPER_SEARCH_COMPANIES
Search Copper companies by name, domain, ownership, contact type, location, date, or custom-field criteria and return one page.
Search LeadsCOPPER_SEARCH_LEADS
Search Copper leads by identity, ownership, status, source, location, value, activity, date, tags, socials, or custom fields and return one page.
Search OpportunitiesCOPPER_SEARCH_OPPORTUNITIES
Search Copper opportunities by pipeline, stage, status, contact, company, value, date, ownership, or custom-field criteria and return one page.
Search PeopleCOPPER_SEARCH_PEOPLE
Search Copper people by contact, company, ownership, tag, date, or custom-field criteria and return one page.
Search ProjectsCOPPER_SEARCH_PROJECTS
Search Copper projects by name, owner, tag, status, or custom-field criteria and return one page.
Search TasksCOPPER_SEARCH_TASKS
Search Copper tasks by name, owner, tag, related project or opportunity, status, due date, or custom-field criteria and return one page.
Unrelate RecordsCOPPER_UNRELATE_RECORDS
Remove a direct relationship between two existing Copper records without deleting either record.
Update ActivityCOPPER_UPDATE_ACTIVITY
Update the details, date, or both for an existing user-category Copper activity; at least one change is required, and system or deleted activities cannot be modified.
Update CompanyCOPPER_UPDATE_COMPANY
Update selected writable fields of an existing Copper company without replacing omitted fields.
Update Custom Activity TypeCOPPER_UPDATE_CUSTOM_ACTIVITY_TYPE
Rename, change the icon, or enable or disable a Copper custom activity type. To retire a type, disable it with is_disabled=true; custom activity types cannot be deleted.
Update Custom Field DefinitionCOPPER_UPDATE_CUSTOM_FIELD_DEFINITION
Update one Copper custom-field definition by ID.
Update LeadCOPPER_UPDATE_LEAD
Update selected fields of a Copper lead without replacing omitted fields.
Update OpportunityCOPPER_UPDATE_OPPORTUNITY
Update selected writable fields of an existing Copper opportunity without replacing omitted fields.
Showing the first 60 of 65 actions.