Overview
Copper is a CRM built for Google Workspace users – deeply integrated with Gmail + Calendar + Drive. The Automize Copper connector covers people, companies, opportunities, pipelines, activities, and tasks.
- Regions: Copper is a single global service – api.copper.com. Best fit for teams already using Google Workspace.
- Plans: Basic, Professional, Business – API access on all paid plans. Advanced features (workflows, mass actions) need higher tiers.
Setting up the connection
Auth type: API Key.
- Sign in to Copper → Settings → API Keys → Generate API Key.
- Copy the API key + note the email it's tied to.
- In Automize, open Settings → Connectors → Copper → Add connection. Paste key + your Copper login email (used as X-PW-UserEmail header).
Find your credentials at https://app.copper.com/companies/_/settings/api-keys.
Rate limits
Copper enforces 12 requests/sec, 86,400/day. Connector retries 429 with backoff.
Data model
Copper's primitives:
Person ─── Company (associated via primary contact)
Opportunity ── (linked to Person + Company in a Pipeline)
Pipeline ─── Stages ─── Opportunities
Activity (log entry: call, meeting, email, note)
TaskAvailable operations
12 operations available. Click any row to jump to its detail.
| Operation | Category | What it does |
|---|---|---|
| Create Company | General | Create a new company |
| Create Opportunity | General | Create a new opportunity |
| Create Person | General | Create a new person |
| Create Task | General | Create a new task |
| Get Person | General | Get person details |
| List Activities | General | Search and list activities |
| List Companies | General | Search and list companies |
| List Opportunities | General | Search and list opportunities |
| List People | General | Search and list people |
| List Pipelines | General | List all pipelines |
| List Tasks | General | Search and list tasks |
| Update Person | General | Update a person |
Operations
Create Company
Create a new company
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Email Domain email_domain | Yes | text |
Tips
- name + email_domain (used to auto-match emails to companies).
Create Opportunity
Create a new opportunity
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Pipeline Id pipeline_id | Yes | text | |
Monetary Value monetary_value | Yes | text | |
Primary Contact Id primary_contact_id | Yes | text |
Tips
- name + pipeline_id + monetary_value + primary_contact_id (a Person).
Create Person
Create a new person
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Emails emails | Yes | text | |
Phone Numbers phone_numbers | Yes | text | |
Company Id company_id | Yes | text |
Tips
- name + emails: [{email, category: 'work'|'personal'|'other'}] + phone_numbers + optional company_id.
Create Task
Create a new task
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Related Resource related_resource | Yes | text | |
Due Date due_date | Yes | text |
Tips
- name + related_resource: {type:'person'|'opportunity'|'lead', id:123} + due_date (Unix timestamp).
Get Person
Get person details
| Parameter | Required | Type | Description |
|---|---|---|---|
Person Id person_id | Yes | text |
Tips
- person_id (numeric). Returns full record + emails + phone numbers + addresses.
List Activities
Search and list activities
| Parameter | Required | Type | Description |
|---|---|---|---|
Page Size page_size | Yes | text |
Tips
- POST /activities/search. Filter by parent (resource type + ID – e.g. {type:'person', id:123}).
- Activities are logged interactions: Note, Phone Call, Meeting, Email.
List Companies
Search and list companies
| Parameter | Required | Type | Description |
|---|---|---|---|
Page Size page_size | Yes | text | |
Sort By sort_by | Yes | text |
Tips
- POST /companies/search. Filter by email_domain for matching.
List Opportunities
Search and list opportunities
| Parameter | Required | Type | Description |
|---|---|---|---|
Page Size page_size | Yes | text | |
Sort By sort_by | Yes | text |
Tips
- POST /opportunities/search. Filter by pipeline_id, stage_id, status (open, won, lost).
List People
Search and list people
| Parameter | Required | Type | Description |
|---|---|---|---|
Page Size page_size | Yes | text | |
Sort By sort_by | Yes | text |
Tips
- POST /people/search – pass filters in body.
- Pages via page_number + page_size. sort_by: name, date_modified, etc.
List Pipelines
List all pipelines
No input parameters.
Tips
- Returns pipelines + their stages. Use to discover IDs.
List Tasks
Search and list tasks
| Parameter | Required | Type | Description |
|---|---|---|---|
Page Size page_size | Yes | text |
Tips
- POST /tasks/search. Filter by status (open, completed), due_date, related_resource.
Update Person
Update a person
| Parameter | Required | Type | Description |
|---|---|---|---|
Name name | Yes | text | |
Emails emails | Yes | text | |
Person Id person_id | Yes | text |
Tips
- PUT-style. Send full emails/phone_numbers arrays to replace.
FAQ
- Why does my API call return 401?
- Copper requires BOTH the API key AND your user email in headers (X-PW-AccessToken + X-PW-UserEmail). If either is wrong, you get 401.
- List endpoints with search – why POST?
- Copper uses POST for searches so you can pass complex filter bodies. Pagination still uses URL params.
- Activities – what are they?
- Logged interactions tied to People/Companies/Opportunities. Copper has built-in activity types (Note, Phone Call, Meeting) you reference via activity_type.category + activity_type.id.
- Custom fields?
- Sent in custom_fields:[{custom_field_definition_id, value}] arrays. Discover field IDs via Copper's API (not exposed here – fetch from copper.com/developer_api).