People, companies, opportunities, tasks, activities, pipelines
CRM 12 actions API key
Start automating CopperDrag any of these 12 actions into a process — no code, no API wrangling.
Create a new company
Create a new opportunity
Create a new person
Create a new task
Get person details
Search and list activities
Search and list companies
Search and list opportunities
Search and list people
List all pipelines
Search and list tasks
Update a person
Copper uses aPI key. Save the connection once and reuse it across every process.
Drop Copper steps onto the process map alongside desktop, browser, Excel and email steps.
Trigger on a schedule, an email, or a file landing in a folder. Credentials stay encrypted and every run is audited.
Because Copper has an API, Automize talks to it directly in the cloud — no bot needed on a desktop. Where a system has no API, an Automize bot drives its interface instead.
We build one working Copper automation in your business inside a week, at a fixed price.