Copper
Create people, track opportunities, and manage relationships in Copper CRM. In Appbricx, your workflows and server functions call it by name once it is connected.
What you can do
20 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.
- Create OpportunityAdds a new opportunity.
createOpportunity - Create PersonAdds a new person/contact.
createPerson - Convert LeadConverts a lead into a person (optionally with company/opportunity).
convertLead - Create ActivityLogs an activity related to CRM entities.
createActivity - Create CompanyAdds a new company.
createCompany - Create LeadAdds a new lead.
createLead - Create ProjectAdds a new project.
createProject - Create TaskAdds a new task under a person, lead, or opportunity.
createTask - Search for a CompanyLookup a company.
searchForACompany - Search for a LeadLookup a lead using match criteria.
searchForALead - Search for an ActivityFind an existing activity by type/criteria.
searchForAnActivity - Search for an OpportunityLookup an opportunity.
searchForAnOpportunity
Set it up
About two minutes, once per project or once for the whole workspace.
- Open Integrations in the builder
Backend panel, Integrations tab, then Copper. To connect it for every project, use Workspace settings, Integrations.
- Add your credentials
An API key (or token) from your Copper account, pasted once. It is stored encrypted and only read on the server when an action runs.
- API key From Copper's settings
- Call an action
From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.
Workflow // .workflow.js (native ctx) export async function run(ctx) { const res = await ctx.integrations.invoke("copper", "createOpportunity", { "name": "<name>" }); if (!res.success) throw new Error(res.error); ctx.log.info("Copper answered", { output: res.output }); }
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Copper and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.