Copper Integration

CRM for people, companies, leads, and opportunities — activities, tasks, pipelines, and webhook watches. Turn Copper record changes into automated workflows for sales and customer teams. Start with Watch Copper Events, then connect actions such as Get Account and Get Activity to what happens next.

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Supported triggers and actions for Copper integration

Triggers can detect changes in Copper and run actions that can create, search or modify data inside Copper automatically [3] — exactly how you set them.

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 Custom Field DefinitionsRetrieves custom field definitions.
List Customer SourcesRetrieves customer sources.
List Field LayoutsRetrieves the field layout for an entity type.
List Lead ActivitiesRetrieves activities linked to a lead.
List Lead StatusesRetrieves lead statuses.
List LeadsRetrieves leads that match the search filters.
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 Pipeline StagesRetrieves all pipeline stages.
List PipelinesRetrieves pipelines.
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.

How to integrate Copper in automation workflow?

3 simple steps to make your Copper connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Copper in workflow

Pick Copper app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Copper

When prompted, authorize access to Copper in WEXTL once. Copper credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Copper account. Approve?

STEP 3

Build a workflow

Build your workflow with Copper yourself or with WEXTL® AI Builder. Connect Copper to any available integrations [5], or use HTTP node to go beyond them.

Copper

How Copper connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Copper app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Copper supports.

Full Copper API documentation

The following table illustrates what fields Copper integration require during authorization flow inside our workflow builder [4].

Demonstration of Copper connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Client IDRequired	text	—
Client SecretRequired	password	—

Connect Copper to popular apps on WEXTL

Enter a name of the other app you want to sync with Copper below. Click on selected app to explore integration options with Copper. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Copper integration

Select Watch Copper Events trigger from Copper - this will be a starting point in your automation. Whenever event happens in Copper, workflow will start [7] from Watch Copper Events node.

Search for Create Activities in Bulk, connect it as the next step of integration sequence. You can use filters between Watch Copper Events and Create Activities in Bulk, so only important data pass from Watch Copper Events to the next step. WEXTL gives you full control over the process of Copper automation. All parts of workflow are visible on the canvas [4].

Copper on WEXTL has 86 modules for combining crm automations. Explore Copper documentation for more.

Copper

Watch Copper Events

Daylite

Performs action

Daylite

Triggers

Copper

Create Activities in Bulk

Demonstration of how visual Copper automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Copper in your workflows.

Copper has 1 trigger, including "Watch Copper Events". Triggers are start points of the workflow, and automations may start from them.

Integration has 85 actions, including "Get Account", "Get Activity", and "Get Company", and more. Refer to our Copper Documentation for detailed inputs and outputs.

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 our customers do that in rare cases [4].

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

The Copper integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Copper official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Copper provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Copper or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Copper inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Copper modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

List of sources used to gather information about the Copper integration.

Copper integration source code, module specs and credentials implementation.
Internal Copper integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Copper vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Copper App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Copper Integration

Supported triggers and actions for Copper integration