STEP 1
Connect Cirqll 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.
Cirqll and Copper Integration
Build crm workflows between Cirqll and Copper on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Cirqll and Copper
Detailed info you need to know about Cirqll and Copper integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Cirqll to Copper
Set up your Cirqll and Copper integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Cirqll 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 Cirqll and Copper. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Cirqll and Copper work in WEXTL?
WEXTL exposes actions and triggers for Cirqll 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.
Cirqll triggersCopper actions
Cirqll modules
- Create a ChanceCreates a new chance (sales opportunity) and links it to a customer.
- Create a ContactCreates a new contact and associates it with a customer.
- Create a ContractCreates a new contract and associates it with a customer.
- Create a Custom FieldCreates a new custom field definition.
- Create a CustomerCreates a new customer in the system.
- Create a RoleCreates a new role with a custom set of permissions.
- Create a TaskCreates a new task.
- Create a TemplateCreates a new template.
- Create a TodoCreates a new note and attaches it to a customer.
- Create a UserInvites and creates a new user account in your organisation.
- Create an AppointmentCreates a new appointment.
- Create an AssignmentCreates a new assignment.
- Create an EmailLogs or sends a new email and associates it with a customer.
- Delete a ChanceDeletes a chance record permanently.
- Delete a ContactDeletes a contact record permanently.
- Delete a ContractDeletes a contract record permanently.
- Delete a Custom FieldDeletes a custom field definition.
- Delete a CustomerDeletes a customer record.
- Delete a RoleDeletes a role. Users assigned to the role must be reassigned before deletion.
- Delete a TaskDeletes a task along with all of its subtasks.
- Delete a TemplateDeletes a template permanently.
- Delete a TodoDeletes a todo record.
- Delete a UserRemoves a user from your organization. Their data will be retained but access will be revoked.
- Delete an AppointmentCancels and deletes an appointment.
- Delete an AssignmentDeletes an assignment and all of its attached media.
- Delete an EmailDeletes an email record from the CRM.
- Get a ChanceRetrieves a single chance by its unique ID.
- Get a ContactRetrieves a specific contact.
- Get a ContractRetrieves a single contract by its unique ID.
- Get a Custom FieldRetrieves a single custom field definition by its unique ID, including its type and options.
- Get a CustomerRetrieves a specific customer's details.
- Get a RoleRetrieves details for a specific role.
- Get a TaskRetrieves a specific task's details.
- Get a TemplateRetrieves a specific template.
- Get a TodoRetrieves a single to-do item by its unique ID.
- Get a UserRetrieves details for a specific user.
- Get an AppointmentRetrieves the details of a specific appointment.
- Get an AssignmentRetrieves a single assignment by its unique ID.
- Get an EmailRetrieves a specific email by its unique identifier.
- Get Current UserRetrieves details of the currently logged-in user.
- Get SettingsRetrieves the settings for the currently authenticated user, including notification preferences and display options.
- List AppointmentsRetrieves a list of appointments.
- List AssignmentsLists all assignments.
- List ChancesLists all chances (sales opportunities) in the pipeline.
- List ContactsRetrieves contacts from the service.
- List ContractsRetrieves a list of all contracts.
- List Custom FieldsLists all custom field definitions.
- List CustomersRetrieves a list of customers from the database.
- List EmailsLists all emails tracked in the CRM.
- List RolesRetrieves available roles.
Copper modules
- 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.
- List Customer SourcesRetrieves customer sources.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Cirqll and Copper integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Cirqll and Copper.
Connect your Cirqll 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 Cirqll's "Watch Appointments" fires, WEXTL can "Convert Lead" in Copper. Cirqll has 14 triggers (including Watch Appointments, Watch Assignments, and Watch Chances); 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. Cirqll-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 Cirqll (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 Cirqll + 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 Cirqll and Copper integration.
- Cirqll and Copper integration source code, module specs and credentials implementation.
- Our Cirqll and Copper integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cirqll 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.
- Cirqll integration information
- Copper integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library