Requirements
Connecting Copper takes an active account plus OAuth client credentials, granted by signing in with your account — no other setup is required.[3]
Get your Copper credentials
Copper
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
- Client IDtextRequired
- Client SecretpasswordRequired
Connect Copper in WEXTL
- Log in to your WEXTL account, add the Copper node module to your workflow, and click Create new credential.Instant triggers use webhooks — click Create a webhook first when adding one, then create the credential.
- Optional: In the Credential name field, enter a name for the credential.
- Enter the authentication credentials you copied from your Copper account, or follow the on-screen instructions to create the credential.
- If prompted, authenticate your account and confirm access.
- If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Notes
Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →
Copper node modules
The list below is a reference of every Copper node module the integration supports. You will be able to pick any of them on the workflow canvas while building automations.
Expand any Copper node module below to see exactly what it takes in, what it returns, and what connection it needs.
Watch Copper EventsTrigger
| Field | Type |
|---|---|
| IDs | array |
| ID | number |
| Type | text |
| Event | text |
| Subscription ID | number |
| Updated attributes | text |
| Timestamp | text |
Get AccountSearch
| Field | Type |
|---|---|
| ID | number |
| Name | text |
Get ActivitySearch
Get CompanySearch
Get Current UserSearch
| Field | Type |
|---|---|
| ID | number |
| Name | text |
Get Custom Activity TypeSearch
Get Custom Field DefinitionSearch
Get File MetadataSearch
Get LeadSearch
Get OpportunitySearch
Get PersonSearch
Get Person by EmailSearch
Get ProjectSearch
Get Signed Upload URLSearch
Get TaskSearch
Get UserSearch
List ActivitiesSearch
List Activity TypesSearch
List Attached FilesSearch
List CompaniesSearch
List Company ActivitiesSearch
List Contact TypesSearch
List Custom Activity TypesSearch
List Custom Field DefinitionsSearch
List Customer SourcesSearch
List Field LayoutsSearch
List Lead ActivitiesSearch
List Lead StatusesSearch
List LeadsSearch
List OpportunitiesSearch
List PeopleSearch
List Person ActivitiesSearch
List Pipeline StagesSearch
List PipelinesSearch
List ProjectsSearch
List Related LinksSearch
List Related RecordsSearch
List Related Records by TypeSearch
List Stages in PipelineSearch
List TasksSearch
List UsersSearch
Convert LeadAction
| 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 |
| Field | Type |
|---|---|
| Person | object |
| Company | object |
| Opportunity | object |
Create Activities in BulkAction
Create ActivityAction
Create Companies in BulkAction
Create CompanyAction
Create Custom Activity TypeAction
Create Custom Field DefinitionAction
Create LeadAction
Create Leads in BulkAction
Create Opportunities in BulkAction
Create OpportunityAction
Create People in BulkAction
Create PersonAction
Create ProjectAction
Create Related LinkAction
Create TaskAction
Delete ActivityAction
Delete CompanyAction
Delete Custom Field DefinitionAction
Delete FileAction
Delete LeadAction
Delete OpportunityAction
Delete PersonAction
Delete ProjectAction
Delete Related LinkAction
Delete TaskAction
Make an API Calluniversal
Relate RecordAction
Relate Uploaded FileAction
Remove Related RecordAction
Update ActivityAction
Update Companies in BulkAction
Update CompanyAction
Update Custom Activity TypeAction
Update Custom Field DefinitionAction
Update LeadAction
Update Leads in BulkAction
Update OpportunityAction
Update People in BulkAction
Update PersonAction
Update ProjectAction
Update TaskAction
Templates
Look for Copper templates in the WEXTL template library.
Browse templates →Explore alternative apps
- Attio[2]Relationship CRM — people, companies, deals, lists, and custom objects.
- ClozeManage people, companies, projects, and timeline records in Cloze relationship management.
- Capsule CRMCRM for contacts, sales pipelines, projects, and tasks.
- Close CRMSales CRM built for closing deals with calling and email built in.
- Bitrix24Online workspace for businesses with CRM, tasks, chats, and document storage.
References
- WEXTL® Copper Source Code connector implementation.
- Our users use cases and automations.
- Official API Documentation for Copper.
- WEXTL® visual workflow builder data.
Last updated: Aug 28, 2026 21:54