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.
Company
Company
- Create Company - Create a new company in Copper.
- Update Company - Update a company in Copper.
- Delete Company - Delete a company in Copper.
Lead
Lead
- Create Lead - Create a new lead in Copper.
- Update Lead - Update a lead in Copper.
- Delete Lead - Delete a Lead in Copper.
Opportunity
Opportunity
- Create Opportunity - Create a new opportunity in Copper.
- Update Opportunity - Update an opportunity in Copper.
- Delete Opportunity - Delete an opportunity in Copper.
Person
Person
- Create Person - Create a new person in Copper.
- Update Person - Update a person in Copper.
- Delete Person - Delete a person in Copper.
Others
Others
- HTTP Request - Make HTTP API calls to any Copper documented REST APIs.
Company
Company
- Create Company - Create a new company in Copper.
- Update Company - Update a company in Copper.
- Delete Company - Delete a company in Copper.
Lead
Lead
- Create Lead - Create a new lead in Copper.
- Update Lead - Update a lead in Copper.
- Delete Lead - Delete a Lead in Copper.
Opportunity
Opportunity
- Create Opportunity - Create a new opportunity in Copper.
- Update Opportunity - Update an opportunity in Copper.
- Delete Opportunity - Delete an opportunity in Copper.
Person
Person
- Create Person - Create a new person in Copper.
- Update Person - Update a person in Copper.
- Delete Person - Delete a person in Copper.
Others
Others
- HTTP Request - Make HTTP API calls to any Copper documented REST APIs.
- Company Created - Triggers when a company is created in Copper.
- Company Updated - Triggers when a company is updated in Copper.
- Lead Created - Triggers when a lead is created in Copper.
- Lead Updated - Triggers when a lead is updated in Copper.
- Opportunity Created - Triggers when an opportunity is created in Copper.
- Opportunity Updated - Triggers when an opportunity is updated in Copper.
- Person Created - Triggers when a person is created in Copper.
- Person Updated - Triggers when a person is updated in Copper.