Copper
Connect
Connect with the Linked Account’s Copper CRM account.
Copper is an API Key based integration and does not require the setup of an app.
Required Credentials of a Linked Account
To successfully connect with the Copper integration, a Linked Account or an end-user will need to provide the following to connect:
- API Key
- Email Address
To understand how a Linked Account can get the above mentioned credentials, refer below.
Getting Credentials of Copper
To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:
- Log in to your Copper account.
- Click on the
Settings
button in the side menu > ChooseIntegrations
and selectAPI Keys
.
- Click on
Generate API Key
and copy theAPI Key
and theEmail
present in the Creator field of the API.
The Linked Account or end-user now have all the credentials required to connect with Copper.
Actions and triggers
In Cobalt, you can create orchestrations of your use-cases using Copper actions and triggers. Following are the set of Copper actions and triggers supported by Cobalt.