All connectors
Implemented
CRM, sales & customer success
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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 account
    Source

    The Copper account (organization) the key belongs to.

activities
  • Log activity
    Destination
    Not retried automatically

    Logs a user activity (for example a note, call or meeting type) on a record.

  • Get activity
    Source

    One activity.

  • Search activities
    Source

    Notes, calls, meetings and system activities, optionally for one parent record and date range.

  • Update activity
    Destination
    Duplicate protected

    Updates the details or date of a user activity.

activity types
  • List activity types
    Source

    User and system activity types.

companies
  • Create company
    Destination
    Not retried automatically

    Creates a company.

  • Get company
    Source

    One company with custom fields.

  • Search companies
    Source
    Incremental

    Companies matching filters, optionally modified since a time.

  • Update company
    Destination
    Duplicate protected

    Updates mapped company fields; unmapped fields are left unchanged.

contact types
  • List contact types
    Source

    Contact types for people and companies.

custom field definitions
  • List custom field definitions
    Source

    Custom fields with data type, the records they apply to and dropdown options.

customer sources
  • List customer sources
    Source

    Customer sources for leads and opportunities.

lead statuses
  • List lead statuses
    Source

    Lead statuses.

leads
  • Create lead
    Destination
    Not retried automatically

    Creates a lead.

  • Get lead
    Source

    One lead with custom fields.

  • Search leads
    Source
    Incremental

    Leads matching filters, optionally modified since a time.

  • Update lead
    Destination
    Duplicate protected

    Updates mapped lead fields; unmapped fields are left unchanged.

  • Upsert lead
    Destination
    Duplicate protected

    Updates the lead matching a name, email or custom field value, or creates one when none matches.

loss reasons
  • List loss reasons
    Source

    Opportunity loss reasons.

opportunities
  • Create opportunity
    Destination
    Not retried automatically

    Creates a opportunity.

  • Get opportunity
    Source

    One opportunity with custom fields.

  • Search opportunities
    Source
    Incremental

    Opportunities matching filters, optionally modified since a time.

  • Update opportunity
    Destination
    Duplicate protected

    Updates mapped opportunity fields; unmapped fields are left unchanged.

people by email
  • Find person by email
    Source

    The person whose email matches exactly.

people
  • Create person
    Destination
    Not retried automatically

    Creates a person.

  • Get person
    Source

    One person with custom fields.

  • Search people
    Source
    Incremental

    People matching filters, optionally modified since a time.

  • Update person
    Destination
    Duplicate protected

    Updates mapped person fields; unmapped fields are left unchanged.

pipeline stages
  • List pipeline stages
    Source

    All pipeline stages with win probability.

pipelines
  • List pipelines
    Source

    Opportunity pipelines with their stages.

projects
  • Create project
    Destination
    Not retried automatically

    Creates a project.

  • Get project
    Source

    One project with custom fields.

  • Search projects
    Source
    Incremental

    Projects matching filters, optionally modified since a time.

  • Update project
    Destination
    Duplicate protected

    Updates mapped project fields; unmapped fields are left unchanged.

tasks
  • Create task
    Destination
    Not retried automatically

    Creates a task.

  • Get task
    Source

    One task with custom fields.

  • Search tasks
    Source
    Incremental

    Tasks matching filters, optionally modified since a time.

  • Update task
    Destination
    Duplicate protected

    Updates mapped task fields; unmapped fields are left unchanged.

users
  • List users
    Source

    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.