About this integration
CRM for people, companies, leads, and opportunities — activities, tasks, pipelines, and webhook watches. Connect it to any workflow without writing code.
You can choose from 1 trigger, 42 search modules and 43 actions. The connection type is oauth or basic authentication. Webhook-based triggers fire instantly without polling.
How to connect
The credential form asks for Client ID, Client Secret, API Key, and User email.
OAuth asks you to approve developer/v1/all before access is granted.
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | — |
Client SecretRequired | password | — |
Permissions requested
- developer/v1/all
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Settings → API Keys → Generate. Sent as X-PW-AccessToken. |
User emailRequired | Email of the API key owner (X-PW-UserEmail). |
Use it in workflow automation
Start with Watch Copper Events, then add Convert Lead.
Triggers, searches and actions
Explore the fields available for each Copper trigger, search, and action — 1 trigger, 42 searchs, and 43 actions.
Triggers
Whenever something changes in the app, one of 1 available trigger can start a run immediately.
- Watch Copper Events
Searches
42 search modules let you query the app mid-run and feed the results to the next step.
- Get Account
- Get Activity
- Get Company
- Get Current User
- Get Custom Activity Type
37more searches
Actions
Use 43 action modules to write data back into the app from anywhere in a run.
- Convert Lead
- Create Activities in Bulk
- Create Activity
- Create Companies in Bulk
- Create Company
38more actions
Explore the fields available for each Copper trigger, search, and action.
Triggers
Input fields
| Field | Type |
|---|---|
Entity typeRequired | choice |
EventRequired | choice |
Output fields
| Field | Type |
|---|---|
IDs | array |
ID | number |
Type | text |
Event | text |
Subscription ID | number |
Updated attributes | text |
Timestamp | text |
Searches
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Activity IDRequired | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Parent | object |
Type | object |
Details | text |
User ID | number |
Activity date | number |
Input fields
| Field | Type |
|---|---|
Company IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email domain | text |
Address | object |
Phone numbers | array |
Primary contact ID | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email |
Input fields
| Field | Type |
|---|---|
Custom activity type IDRequired | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Disabled | boolean |
Counts as interaction | boolean |
Input fields
| Field | Type |
|---|---|
Custom field definition IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Data type | text |
Available on | array |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Record IDRequired | number |
FileRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
File name | text |
Content type | text |
Input fields
| Field | Type |
|---|---|
Lead IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email | object |
Status | text |
Status ID | number |
Company name | text |
Monetary value | number |
Input fields
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Monetary value | number |
Status | text |
Pipeline ID | number |
Pipeline stage ID | number |
Company ID | number |
Company name | text |
Win probability | number |
Input fields
| Field | Type |
|---|---|
Person IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Title | text |
Company ID | number |
Company name | text |
Input fields
| Field | Type |
|---|---|
EmailRequired |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Title | text |
Company ID | number |
Company name | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Details | text |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Record IDRequired | number |
File nameRequired | text |
Output fields
| Field | Type |
|---|---|
URL | url |
Input fields
| Field | Type |
|---|---|
Task IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Due date | number |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
User IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email |
Input fields
| Field | Type |
|---|---|
Parent | object |
Parent IDRequired | number |
Parent type | choice |
Activity types | array |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Parent | object |
Type | object |
Details | text |
User ID | number |
Activity date | number |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Category | text |
Disabled | boolean |
Counts as interaction | boolean |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Record IDRequired | number |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
File name | text |
Content type | text |
Input fields
| Field | Type |
|---|---|
Name | text |
Email domain | text |
Phone number | text |
Assignees | choice |
Tags | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email domain | text |
Address | object |
Phone numbers | array |
Primary contact ID | number |
Input fields
| Field | Type |
|---|---|
Company IDRequired | choice |
Activity types | array |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Parent | object |
Type | object |
Details | text |
User ID | number |
Activity date | number |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Disabled | boolean |
Counts as interaction | boolean |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Data type | text |
Available on | array |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Entity | text |
Groups | array |
Input fields
| Field | Type |
|---|---|
Lead IDRequired | choice |
Activity types | array |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Parent | object |
Type | object |
Details | text |
User ID | number |
Activity date | number |
Input fields
| Field | Type |
|---|---|
Name | text |
Email | text |
Phone number | text |
Assignees | choice |
Lead statuses | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email | object |
Status | text |
Status ID | number |
Company name | text |
Monetary value | number |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Input fields
| Field | Type |
|---|---|
Name | text |
Assignees | choice |
Pipelines | choice |
Companies | choice |
Statuses | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Monetary value | number |
Status | text |
Pipeline ID | number |
Pipeline stage ID | number |
Company ID | number |
Company name | text |
Win probability | number |
Input fields
| Field | Type |
|---|---|
Name | text |
Email | text |
Phone number | text |
Assignees | choice |
Companies | choice |
Tags | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Title | text |
Company ID | number |
Company name | text |
Input fields
| Field | Type |
|---|---|
Person IDRequired | choice |
Activity types | array |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Parent | object |
Type | object |
Details | text |
User ID | number |
Activity date | number |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Stages | array |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Pipeline ID | number |
Input fields
| Field | Type |
|---|---|
Name | text |
Assignees | choice |
Status | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Details | text |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
Source entity typeRequired | choice |
Source entity IDRequired | number |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Source | object |
Target | object |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Record IDRequired | number |
Output fields
| Field | Type |
|---|---|
People | array |
Companies | array |
Opportunities | array |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Record IDRequired | number |
Related entityRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Type | text |
Input fields
| Field | Type |
|---|---|
PipelineRequired | choice |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Pipeline ID | number |
Input fields
| Field | Type |
|---|---|
Limit | number |
Output fields
| Field | Type |
|---|---|
Name | text |
Input fields
| Field | Type |
|---|---|
Name | text |
Assignees | choice |
Status | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Due date | number |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
Email | text |
Limit | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email |
Actions
Input fields
| Field | Type |
|---|---|
Lead IDRequired | choice |
Person | object |
Name | text |
Assignee | choice |
Contact type | choice |
Company | object |
Existing company | choice |
Company name | text |
Exact name match | boolean |
Opportunity | object |
Name | text |
Pipeline | choice |
Pipeline stage | choice |
Monetary value | number |
Assignee | choice |
Output fields
| Field | Type |
|---|---|
Person | object |
Company | object |
Opportunity | object |
Input fields
| Field | Type |
|---|---|
ActivitiesRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Parent | object |
Type | object |
Details | text |
User ID | number |
Activity date | number |
Input fields
| Field | Type |
|---|---|
Activity typeRequired | object |
TypeRequired | choice |
CategoryRequired | choice |
DetailsRequired | text |
Parent | object |
Parent IDRequired | number |
Parent type | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Parent | object |
Type | object |
Details | text |
User ID | number |
Activity date | number |
Input fields
| Field | Type |
|---|---|
CompaniesRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email domain | text |
Address | object |
Phone numbers | array |
Primary contact ID | number |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Custom fields | array |
Email domain | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email domain | text |
Address | object |
Phone numbers | array |
Primary contact ID | number |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Disabled | boolean |
Counts as interaction | boolean |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Field typeRequired | text |
Available on | array |
Entity | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Data type | text |
Available on | array |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Custom fields | array |
Email | object |
Email | |
Category | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email | object |
Status | text |
Status ID | number |
Company name | text |
Monetary value | number |
Input fields
| Field | Type |
|---|---|
LeadsRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email | object |
Status | text |
Status ID | number |
Company name | text |
Monetary value | number |
Input fields
| Field | Type |
|---|---|
OpportunitiesRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Monetary value | number |
Status | text |
Pipeline ID | number |
Pipeline stage ID | number |
Company ID | number |
Company name | text |
Win probability | number |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Pipeline | choice |
Pipeline stage | choice |
Custom fields | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Monetary value | number |
Status | text |
Pipeline ID | number |
Pipeline stage ID | number |
Company ID | number |
Company name | text |
Win probability | number |
Input fields
| Field | Type |
|---|---|
PeopleRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Title | text |
Company ID | number |
Company name | text |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Emails | array |
Custom fields | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Title | text |
Company ID | number |
Company name | text |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Assignee | choice |
Details | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Details | text |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
Source entity typeRequired | choice |
Source entity IDRequired | number |
Target entity typeRequired | choice |
Target entity IDRequired | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Source | object |
Target | object |
Input fields
| Field | Type |
|---|---|
NameRequired | text |
Assignee | choice |
Due date | number |
Details | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Due date | number |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
Activity IDRequired | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Parent | object |
Type | object |
Details | text |
User ID | number |
Activity date | number |
Input fields
| Field | Type |
|---|---|
Company IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email domain | text |
Address | object |
Phone numbers | array |
Primary contact ID | number |
Input fields
| Field | Type |
|---|---|
Custom field definition IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Data type | text |
Available on | array |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Record IDRequired | number |
FileRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
File name | text |
Content type | text |
Input fields
| Field | Type |
|---|---|
Lead IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email | object |
Status | text |
Status ID | number |
Company name | text |
Monetary value | number |
Input fields
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Monetary value | number |
Status | text |
Pipeline ID | number |
Pipeline stage ID | number |
Company ID | number |
Company name | text |
Win probability | number |
Input fields
| Field | Type |
|---|---|
Person IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Title | text |
Company ID | number |
Company name | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Details | text |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
Related link IDRequired | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Source | object |
Target | object |
Input fields
| Field | Type |
|---|---|
Task IDRequired | choice |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Due date | number |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
Output fields
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Record IDRequired | number |
Related entityRequired | choice |
Related record IDRequired | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Type | text |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Record IDRequired | number |
File nameRequired | text |
Content type | text |
Output fields
| Field | Type |
|---|---|
ID | number |
File name | text |
Content type | text |
Input fields
| Field | Type |
|---|---|
EntityRequired | choice |
Record IDRequired | number |
Related entityRequired | choice |
Related record IDRequired | number |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Type | text |
Input fields
| Field | Type |
|---|---|
Activity IDRequired | number |
Details | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Parent | object |
Type | object |
Details | text |
User ID | number |
Activity date | number |
Input fields
| Field | Type |
|---|---|
CompaniesRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email domain | text |
Address | object |
Phone numbers | array |
Primary contact ID | number |
Input fields
| Field | Type |
|---|---|
Company IDRequired | choice |
Name | text |
Custom fields | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email domain | text |
Address | object |
Phone numbers | array |
Primary contact ID | number |
Input fields
| Field | Type |
|---|---|
Custom activity type IDRequired | number |
Name | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Disabled | boolean |
Counts as interaction | boolean |
Input fields
| Field | Type |
|---|---|
Custom field definition IDRequired | choice |
Name | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Data type | text |
Available on | array |
Input fields
| Field | Type |
|---|---|
Lead IDRequired | choice |
Name | text |
Custom fields | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email | object |
Status | text |
Status ID | number |
Company name | text |
Monetary value | number |
Input fields
| Field | Type |
|---|---|
LeadsRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email | object |
Status | text |
Status ID | number |
Company name | text |
Monetary value | number |
Input fields
| Field | Type |
|---|---|
Opportunity IDRequired | choice |
Name | text |
Custom fields | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Monetary value | number |
Status | text |
Pipeline ID | number |
Pipeline stage ID | number |
Company ID | number |
Company name | text |
Win probability | number |
Input fields
| Field | Type |
|---|---|
PeopleRequired | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Title | text |
Company ID | number |
Company name | text |
Input fields
| Field | Type |
|---|---|
Person IDRequired | choice |
Name | text |
Custom fields | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
First name | text |
Last name | text |
Emails | array |
Title | text |
Company ID | number |
Company name | text |
Input fields
| Field | Type |
|---|---|
Project IDRequired | choice |
Name | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Details | text |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
Task IDRequired | choice |
Name | text |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Status | text |
Due date | number |
Assignee ID | number |
Related resource | object |
Input fields
| Field | Type |
|---|---|
Email | |
Name | text |
Custom fields | array |
Output fields
| Field | Type |
|---|---|
ID | number |
Name | text |
Email | object |
Status | text |
Status ID | number |
Company name | text |
Monetary value | number |