OCNORA
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Copper

CRM & salesAPI keycredential probe

People, companies, leads, opportunities, projects and tasks in Copper CRM.

OCNORA ships 47 typed Copper operations and 1 trigger. Each node has a schema-driven form, input and output tables beside its settings, and is pre-flighted by Workflow Health before your first real run. Anything not covered by a typed node reaches https://api.copper.com/developer_api/v1 through the HTTP node with the same credential.

Connect Copper freeCopper API docs ↗

Triggers 1

  • Record Event
    Start a run when a Copper CRM record is created, updated or deleted.
    trigger.copper_event

Operations 47

  • Bulk Create Leads
    Create up to ten Leads in one Copper call and report which of them were created and which Copper rejected, with its per-record error.
    copper.bulk_create_leads
  • Convert Lead
    Convert a Lead into a Person, and optionally a Company and an Opportunity. Copper deletes the Lead once the conversion succeeds.
    copper.convert_lead
  • Log Activity
    Log an activity or note against a Copper record, using an activity type id from copper.list_activity_types.
    copper.create_activity
  • Create Company
    Create a Company in Copper. Copper requires only a name; every other field on the form is optional.
    copper.create_company
  • Create Lead
    Create a Lead in Copper. Copper requires only a name, and a Lead holds a single email address rather than a list.
    copper.create_lead
  • Create Opportunity
    Create an Opportunity (a deal) in Copper on a pipeline stage, with its value, close date and primary contact.
    copper.create_opportunity
  • Create Person
    Create a Person (contact) in Copper. Copper requires only a name; everything else on the form is optional.
    copper.create_person
  • Create Project
    Create a Project in Copper. Copper requires only a name; status is either Open or Completed.
    copper.create_project
  • Create Task
    Create a Task in Copper, optionally attached to a record and due on a date, and assign it to a user.
    copper.create_task
  • Delete Company
    Permanently delete one Company from Copper and report the id and deletion flag the API confirms.
    copper.delete_company
  • Delete Lead
    Permanently delete one Lead from Copper and report the id and deletion flag the API confirms.
    copper.delete_lead
  • Delete Opportunity
    Permanently delete one Opportunity from Copper and report the id and deletion flag the API confirms.
    copper.delete_opportunity
  • Delete Person
    Permanently delete one Person from Copper and report the id and deletion flag the API confirms.
    copper.delete_person
  • Delete Project
    Permanently delete one Project from Copper and report the id and deletion flag the API confirms.
    copper.delete_project
  • Delete Task
    Permanently delete one Task from Copper and report the id and deletion flag the API confirms.
    copper.delete_task
  • Find Person by Email
    Look a Person up by email address, which Copper treats as the unique key for People records.
    copper.fetch_person_by_email
  • Get Account
    Read the Copper account the connection's API key belongs to.
    copper.get_account
  • Get Company
    Fetch one Company from Copper by its id and return the record exactly as the API sends it, custom fields included.
    copper.get_company
  • Get Lead
    Fetch one Lead from Copper by its id and return the record exactly as the API sends it, custom fields included.
    copper.get_lead
  • Get Opportunity
    Fetch one Opportunity from Copper by its id and return the record exactly as the API sends it, custom fields included.
    copper.get_opportunity
  • Get Person
    Fetch one Person from Copper by its id and return the record exactly as the API sends it, custom fields included.
    copper.get_person
  • Get Project
    Fetch one Project from Copper by its id and return the record exactly as the API sends it, custom fields included.
    copper.get_project
  • Get Task
    Fetch one Task from Copper by its id and return the record exactly as the API sends it, custom fields included.
    copper.get_task
  • List Activity Types
    List the activity types available for logging, split into the account's own user types and Copper's system types.
    copper.list_activity_types
  • List Contact Types
    List the contact types Copper People and Companies can be classified with.
    copper.list_contact_types
  • List Customer Sources
    List the customer sources that say where a Lead or Opportunity came from.
    copper.list_customer_sources
  • List Lead Statuses
    List the Lead statuses configured on the Copper account.
    copper.list_lead_statuses
  • List Loss Reasons
    List the loss reasons a lost Copper Opportunity can be given.
    copper.list_loss_reasons
  • List Pipeline Stages
    List every pipeline stage on the Copper account, across all pipelines.
    copper.list_pipeline_stages
  • List Pipelines
    List the Copper pipelines and the stages inside each of them.
    copper.list_pipelines
  • List Related Records
    List every record related to one Copper record, as the id and type pairs the API returns.
    copper.list_related
  • List Users
    List the users on the Copper account so a workflow can turn a name into the assignee_id the write nodes need.
    copper.list_users
  • Relate Records
    Link an existing Copper record to another record as a related item.
    copper.relate_record
  • Search Activities
    List or search activities logged in Copper, one page at a time.
    copper.search_activities
  • Search Companies
    List or search Company records in Copper, one page at a time, using the search criteria the API documents.
    copper.search_companies
  • Search Leads
    List or search Lead records in Copper, one page at a time, using the search criteria the API documents.
    copper.search_leads
  • Search Opportunities
    List or search Opportunity records in Copper, one page at a time, using the search criteria the API documents.
    copper.search_opportunities
  • Search People
    List or search Person records in Copper, one page at a time, using the search criteria the API documents.
    copper.search_people
  • Search Projects
    List or search Project records in Copper, one page at a time, using the search criteria the API documents.
    copper.search_projects
  • Search Tasks
    List or search Task records in Copper, one page at a time, using the search criteria the API documents.
    copper.search_tasks
  • Unrelate Records
    Remove the relationship between one Copper record and another.
    copper.unrelate_record
  • Update Company
    Update one Company in Copper. Only the fields you supply are changed; anything you leave out keeps its current value.
    copper.update_company
  • Update Lead
    Update one Lead in Copper. Only the fields you supply are changed; anything you leave out keeps its current value.
    copper.update_lead
  • Update Opportunity
    Update one Opportunity in Copper. Only the fields you supply are changed; anything you leave out keeps its current value.
    copper.update_opportunity
  • Update Person
    Update one Person in Copper. Only the fields you supply are changed; anything you leave out keeps its current value.
    copper.update_person
  • Update Project
    Update one Project in Copper. Only the fields you supply are changed; anything you leave out keeps its current value.
    copper.update_project
  • Update Task
    Update one Task in Copper. Only the fields you supply are changed; anything you leave out keeps its current value.
    copper.update_task

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