
Copper
Read and write Copper people, companies, opportunities, leads, tasks, activities and projects with custom fields, plus lead upsert, pipelines and lookup lists.
Synchronise Copper's Google Workspace-native CRM with marketing, billing and project delivery tools.
Source actions
25
Destination actions
15
Data types
18
Validation status
Implemented · fixture tested.
Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.
What you can map
account
- Get accountSource
The Copper account (organization) the key belongs to.
activities
- Log activityDestinationNot retried automatically
Logs a user activity (for example a note, call or meeting type) on a record.
- Get activitySource
One activity.
- Search activitiesSource
Notes, calls, meetings and system activities, optionally for one parent record and date range.
- Update activityDestinationDuplicate protected
Updates the details or date of a user activity.
activity types
- List activity typesSource
User and system activity types.
companies
- Create companyDestinationNot retried automatically
Creates a company.
- Get companySource
One company with custom fields.
- Search companiesSourceIncremental
Companies matching filters, optionally modified since a time.
- Update companyDestinationDuplicate protected
Updates mapped company fields; unmapped fields are left unchanged.
contact types
- List contact typesSource
Contact types for people and companies.
custom field definitions
- List custom field definitionsSource
Custom fields with data type, the records they apply to and dropdown options.
customer sources
- List customer sourcesSource
Customer sources for leads and opportunities.
lead statuses
- List lead statusesSource
Lead statuses.
leads
- Create leadDestinationNot retried automatically
Creates a lead.
- Get leadSource
One lead with custom fields.
- Search leadsSourceIncremental
Leads matching filters, optionally modified since a time.
- Update leadDestinationDuplicate protected
Updates mapped lead fields; unmapped fields are left unchanged.
- Upsert leadDestinationDuplicate protected
Updates the lead matching a name, email or custom field value, or creates one when none matches.
loss reasons
- List loss reasonsSource
Opportunity loss reasons.
opportunities
- Create opportunityDestinationNot retried automatically
Creates a opportunity.
- Get opportunitySource
One opportunity with custom fields.
- Search opportunitiesSourceIncremental
Opportunities matching filters, optionally modified since a time.
- Update opportunityDestinationDuplicate protected
Updates mapped opportunity fields; unmapped fields are left unchanged.
people by email
- Find person by emailSource
The person whose email matches exactly.
people
- Create personDestinationNot retried automatically
Creates a person.
- Get personSource
One person with custom fields.
- Search peopleSourceIncremental
People matching filters, optionally modified since a time.
- Update personDestinationDuplicate protected
Updates mapped person fields; unmapped fields are left unchanged.
pipeline stages
- List pipeline stagesSource
All pipeline stages with win probability.
pipelines
- List pipelinesSource
Opportunity pipelines with their stages.
projects
- Create projectDestinationNot retried automatically
Creates a project.
- Get projectSource
One project with custom fields.
- Search projectsSourceIncremental
Projects matching filters, optionally modified since a time.
- Update projectDestinationDuplicate protected
Updates mapped project fields; unmapped fields are left unchanged.
tasks
- Create taskDestinationNot retried automatically
Creates a task.
- Get taskSource
One task with custom fields.
- Search tasksSourceIncremental
Tasks matching filters, optionally modified since a time.
- Update taskDestinationDuplicate protected
Updates mapped task fields; unmapped fields are left unchanged.
users
- List usersSource
Users in the Copper account.
Authentication
Copper API key with the token owner's email (X-PW-* headers)
Plans and access
API access on Copper Basic and above; the API key is generated by each user. The API key acts as the user whose email is sent with it and follows that user's permissions.
Test environment
Use a Copper trial account.
Rate limits
180 requests per minute on a rolling window (bulk endpoints 3 per second); HTTP 429 when exceeded.
Provider events
Webhook subscriptions for new, update and delete events on people, companies, leads, opportunities, tasks and projects. Nexra event triggers are not yet available; flows run on demand or on a schedule.
Before you build a flow
- Custom fields are written as definition ID/value pairs; fetch definitions with List custom field definitions.
- Timestamps are Unix seconds in Copper and are returned as ISO 8601 by Nexra; opportunity close_date stays in Copper's MM/DD/YYYY format.
- Copper has no idempotency key; uncertain creates are not repeated automatically. Lead upsert converges on the match field.
- Lead conversion, bulk endpoints, related-record links and deletes are not automated.