What actions can I run in Copper?

85 actions are available, including "Get Account", "Get Activity", and "Get Company", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Copper Integrations

CRM for people, companies, leads, and opportunities — activities, tasks, pipelines, and webhook watches. When Copper records change, notify teams, update sheets, or kick off follow-ups.

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Watch Copper EventsTriggers when a Copper record is created, updated, or deleted.
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 Customer SourcesRetrieves customer sources.
List Custom Field DefinitionsRetrieves custom field definitions.
List Field LayoutsRetrieves the field layout for an entity type.
List Lead ActivitiesRetrieves activities linked to a lead.
List LeadsRetrieves leads that match the search filters.
List Lead StatusesRetrieves lead statuses.
List Loss ReasonsRetrieves opportunity loss reasons.
List OpportunitiesRetrieves opportunities that match the search filters.
List PeopleRetrieves people that match the search filters.
List Person ActivitiesRetrieves activities linked to a person.
List PipelinesRetrieves pipelines.
List Pipeline StagesRetrieves all pipeline stages.
List ProjectsRetrieves projects that match the search filters.
List Related LinksRetrieves connect-field links on a record.
List Related RecordsRetrieves records related to an entity.
List Related Records by TypeRetrieves related records of one entity type.
List Stages in PipelineRetrieves stages for one pipeline.
List TagsRetrieves tags in the account.
List TasksRetrieves tasks that match the search filters.
List UsersRetrieves users in the account.
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.
Make an API CallPerforms an arbitrary authorized API call.
Relate RecordRelates an existing record to an entity.
Relate Uploaded FileRelates an uploaded file to a record.
Remove Related RecordRemoves a relationship between two records.
Update ActivityUpdates an existing activity.
Update Companies in BulkUpdates many companies in one request.
Update CompanyUpdates an existing company.
Update Custom Activity TypeUpdates a custom activity type.
Update Custom Field DefinitionUpdates a custom field definition.
Update LeadUpdates an existing lead.
Update Leads in BulkUpdates many leads in one request.
Update OpportunityUpdates an existing opportunity.
Update People in BulkUpdates many people in one request.
Update PersonUpdates an existing person.
Update ProjectUpdates an existing project.
Update TaskUpdates an existing task.
Upsert LeadCreates or updates a lead by email or custom field.

When to use Copper

Common scenarios where Copper automation saves time and reduces manual work.

React to "Watch Copper Events" in Copper in real time: route the event into CRM, chat, ticketing, or any connected service.
Use "Get Activity" as an automated action in Copper so records stay consistent whenever something changes elsewhere in your stack.
Layer "Get Activity" from Copper with filters, transforms, and AI steps to build automations that match your exact business logic.

Frequently asked questions

Common questions about automating Copper in your workflows.

Copper has 1 trigger, including "Watch Copper Events". Use them to start workflows the moment Copper events fire — no polling required.

Copper Integrations

When to use Copper

Frequently asked questions

Copper Integrations

When to use Copper

Connect Copper to any app in workflows

Frequently asked questions

Connect Copper to any app in workflows

Connect Copper to any app in workflows

Connect Copper to any app in workflows

Copper Integrations

Copper triggers and actions

When to use Copper

Frequently asked questions

What triggers does Copper support?

What actions can I run in Copper?

Do I need to write code to automate this?

Is the integration secure?

Copper Integrations

Copper triggers and actions

When to use Copper

Connect Copper to any app in workflows

Frequently asked questions

What triggers does Copper support?

What actions can I run in Copper?

Do I need to write code to automate this?

Is the integration secure?

Connect Copper to any app in workflows

Connect Copper to any app in workflows

Connect Copper to any app in workflows