Copper

CRM & supportCredentials form

Search and manage people, companies, leads, opportunities, tasks and activities in the Copper CRM.

16 actions

Action	Effect	Data handled
copper_search_peopleSearches people (contacts) by name, email, phone, company, owner, tags or location	read	Personal data
copper_get_person_by_emailReturns the person whose email address matches exactly	read	Personal data
copper_get_personReturns a person with their emails, phone numbers, company, owner, tags and custom fields	read	Personal data
copper_create_personCreates a person (contact) with a name and optional email, phone, title, company, owner and tags	write	Personal data
copper_update_personUpdates the given fields of a person; fields left out are unchanged	write	Personal data
copper_search_companiesSearches companies by name, email domain, phone, owner, tags or location	read	Personal data
copper_create_companyCreates a company with a name and optional email domain, phone, owner, details and tags	write	Personal data
copper_search_leadsSearches leads by name, email, phone, owner, status, tags or location, optionally including converted leads	read	Personal data
copper_create_leadCreates a lead with a name and optional email, phone, company name, title, value and details	write	Personal data
copper_search_opportunitiesSearches opportunities by name, pipeline, stage, status, owner, company, value or close date	read	Personal data
copper_create_opportunityCreates an opportunity (deal), optionally in a pipeline stage with a primary contact, company, value and close date	write	Personal data
copper_update_opportunityUpdates the given fields of an opportunity, such as its stage, status, value or close date	write	Personal data
copper_list_pipelinesLists opportunity pipelines with their stages and ids, for creating or moving opportunities	read	General
copper_create_taskCreates a task, optionally related to a person, company, lead, opportunity or project and assigned to a user	write	Personal data
copper_search_tasksSearches tasks by owner, status, opportunity, project, tags or due date	read	Personal data
copper_log_activityLogs an activity such as a note on a person, company, lead or opportunity	write	Personal data

Sign-in

Method: Credentials form
Multiple accounts: Supported

Also included

Proxy for any Copper endpoint
Available over MCP
Several accounts per customer

dexby.createSession({
  userId: customer.id,
  connectors: ['copper']
})