Copper

Copper Integration

People, companies, opportunities, tasks, activities, pipelines

CRM 12 actions API key

Start automating Copper

What you can automate with Copper

Drag any of these 12 actions into a process — no code, no API wrangling.

Create Company

Create a new company

Create Opportunity

Create a new opportunity

Create Person

Create a new person

Create Task

Create a new task

Get Person

Get person details

List Activities

Search and list activities

List Companies

Search and list companies

List Opportunities

Search and list opportunities

List People

Search and list people

List Pipelines

List all pipelines

List Tasks

Search and list tasks

Update Person

Update a person

How the Copper connection works

1. Authenticate

Copper uses aPI key. Save the connection once and reuse it across every process.

2. Build the process

Drop Copper steps onto the process map alongside desktop, browser, Excel and email steps.

3. Run it attended or unattended

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.

Other CRM connectors

Automate Copper in 7 days

We build one working Copper automation in your business inside a week, at a fixed price.