STEP 1
Connect AgentX and Copper
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
AgentX and Copper Integration
Automate the handoff between AgentX and Copper - your ai events flow into crm actions on a visual canvas your team can read. Set up the workflow once with 3 simple steps in the WEXTL® builder, let AI take smart decisions between apps, and never write a line of glue code again.
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Learn about AgentX and Copper
Detailed info you need to know about AgentX and Copper integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect AgentX to Copper
Set up your AgentX and Copper integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected AgentX and Copper nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between AgentX and Copper. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between AgentX and Copper work in WEXTL?
WEXTL exposes actions and triggers for AgentX and Copper that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Copper triggersAgentX actions
Copper modules
- Watch Copper EventsTriggers when a Copper record is created, updated, or deleted.
- Convert LeadConverts a lead into a person and company.
- Create Activities in BulkCreates many activities in one request.
- Create ActivityCreates a new activity.
- Create Companies in BulkCreates many companies in one request.
- Create CompanyCreates a new company.
- Create Custom Activity TypeCreates a custom activity type.
- Create Custom Field DefinitionCreates a custom field definition.
- Create LeadCreates a new lead.
- Create Leads in BulkCreates many leads in one request.
- Create Opportunities in BulkCreates many opportunities in one request.
- Create OpportunityCreates a new opportunity.
- Create People in BulkCreates many people in one request.
- Create PersonCreates a new person.
- Create ProjectCreates a new project.
- Create Related LinkCreates a connect-field link between two records.
- Create TaskCreates a new task.
- Delete ActivityDeletes an existing activity.
- Delete CompanyDeletes an existing company.
- Delete Custom Field DefinitionDeletes a custom field definition.
- Delete FileDeletes a file attached to a record.
- Delete LeadDeletes an existing lead.
- Delete OpportunityDeletes an existing opportunity.
- Delete PersonDeletes an existing person.
- Delete ProjectDeletes an existing project.
- Delete Related LinkDeletes a connect-field link.
- Delete TaskDeletes an existing task.
- Get AccountReturns the authenticated Copper account.
- Get ActivityReturns a single activity by ID.
- Get CompanyReturns a single company by ID.
- Get Current UserReturns the API user for this credential.
- Get Custom Activity TypeReturns a custom activity type.
- Get Custom Field DefinitionReturns a custom field definition.
- Get File MetadataReturns metadata for an attached file.
- Get LeadReturns a single lead by ID.
- Get OpportunityReturns a single opportunity by ID.
- Get PersonReturns a single person by ID.
- Get Person by EmailReturns a person that matches an email address.
- Get ProjectReturns a single project by ID.
- Get Signed Upload URLReturns a signed URL for uploading a file.
- Get TaskReturns a single task by ID.
- Get UserReturns a single user by ID.
- List ActivitiesRetrieves activities that match the search filters.
- List Activity TypesRetrieves built-in and custom activity types.
- List Attached FilesRetrieves files attached to a record.
- List CompaniesRetrieves companies that match the search filters.
- List Company ActivitiesRetrieves activities linked to a company.
- List Contact TypesRetrieves contact types.
- List Custom Activity TypesRetrieves custom activity types.
- List Custom Field DefinitionsRetrieves custom field definitions.
AgentX modules
- Create ConversationCreates a new conversation with an agent.
- Create SpeechSynthesizes speech from text.
- Create Speech StreamSynthesizes speech from text.
- Delete Conversation ContextClears a conversation's memory context.
- Get AgentReturns an agent's info and current configuration.
- Get ConversationReturns a conversation and its messages.
- Get Message TraceReturns the prompt-trace id for a message.
- Get ProfileReturns the authenticated user profile.
- Get TraceReturns detailed prompt-trace information.
- List AgentsRetrieves the agents this key can use.
- List ConversationsRetrieves conversations for an agent.
- Make an API CallPerforms an arbitrary authorized API request to the AgentX API.
- Send MessageSends a message to a conversation.
- Send Message and WaitSends a message and waits for the full reply.
- Send Message and Wait for JSONSends a message and waits for the full reply.
- Send Message with AttachmentSends a message with a file to a conversation.
- Send Speech RecognitionTranscribes speech from audio.
- Update Conversation ContextAdds memory context to a conversation without sending a chat.
- Update Message VoteRecords a vote on a conversation message.
Frequently asked questions
Common questions about connecting AgentX and Copper.
Connect your AgentX and Copper accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Copper's "Watch Copper Events" fires, WEXTL can "Create Conversation" in AgentX. AgentX has 19 actions (including Create Conversation, Create Speech, and Create Speech Stream); Copper has 85 actions (including Convert Lead, Create Activities in Bulk, and Create Activity). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. AgentX-to-Copper automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment AgentX (or Copper) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your AgentX + Copper automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the AgentX and Copper integration.
- AgentX and Copper integration source code, module specs and credentials implementation.
- Our AgentX and Copper integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for AgentX and Copper — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- AgentX integration information
- Copper integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library