Copper icon

Copper

CRM for people, companies, leads, and opportunities — activities, tasks, pipelines, and webhook watches.

1 trigger42 searches43 actionsInstant (webhooks)Auth: OAuthAuth: API key

AI-assisted documentation18 min read

This documentation is compiled from our integration source code, internal specs for Copper, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Copper on WEXTL →

Connecting Copper takes an active account plus OAuth client credentials, granted by signing in with your account — no other setup is required.[3]

Credential type option 1

Copper

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

  • Client IDtextRequired
  • Client SecretpasswordRequired
Integration requests 1 permission:
developer/v1/all
Credential type option 2

Copper - API Key

  • API KeypasswordRequired

    Settings → API Keys → Generate. Sent as X-PW-AccessToken.

    [1]
  • User emailemailRequired

    Email of the API key owner (X-PW-UserEmail).

    [1]
  1. 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.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Copper account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. 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 →

Watch Copper EventsTrigger
Output fields[3]
FieldType
IDsarray
IDnumber
Typetext
Eventtext
Subscription IDnumber
Updated attributestext
Timestamptext
Get AccountSearch
Output fields[3]
FieldType
IDnumber
Nametext
Get ActivitySearch
Input fields[3]
FieldType
Activity IDRequired
number
Output fields[3]
FieldType
IDnumber
Parentobject
Typeobject
Detailstext
User IDnumber
Activity datenumber
Get CompanySearch
Input fields[3]
FieldType
Company IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Email domaintext
Addressobject
Phone numbersarray
Primary contact IDnumber
Get Current UserSearch
Output fields[3]
FieldType
IDnumber
Nametext
Emailemail
Get Custom Activity TypeSearch
Input fields[3]
FieldType
Custom activity type IDRequired
number
Output fields[3]
FieldType
IDnumber
Nametext
Disabledboolean
Counts as interactionboolean
Get Custom Field DefinitionSearch
Input fields[3]
FieldType
Custom field definition IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Data typetext
Available onarray
Get File MetadataSearch
Input fields[3]
FieldType
EntityRequired
choice
Record IDRequired
number
FileRequired
choice
Output fields[3]
FieldType
IDnumber
File nametext
Content typetext
Get LeadSearch
Input fields[3]
FieldType
Lead IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Emailobject
Statustext
Status IDnumber
Company nametext
Monetary valuenumber
Get OpportunitySearch
Input fields[3]
FieldType
Opportunity IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Monetary valuenumber
Statustext
Pipeline IDnumber
Pipeline stage IDnumber
Company IDnumber
Company nametext
Win probabilitynumber
Get PersonSearch
Input fields[3]
FieldType
Person IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
First nametext
Last nametext
Emailsarray
Titletext
Company IDnumber
Company nametext
Get Person by EmailSearch
Input fields[3]
FieldType
EmailRequired
email
Output fields[3]
FieldType
IDnumber
Nametext
First nametext
Last nametext
Emailsarray
Titletext
Company IDnumber
Company nametext
Get ProjectSearch
Input fields[3]
FieldType
Project IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Detailstext
Assignee IDnumber
Related resourceobject
Get Signed Upload URLSearch
Input fields[3]
FieldType
EntityRequired
choice
Record IDRequired
number
File nameRequired
text
Output fields[3]
FieldType
URLurl
Get TaskSearch
Input fields[3]
FieldType
Task IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Due datenumber
Assignee IDnumber
Related resourceobject
Get UserSearch
Input fields[3]
FieldType
User IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Emailemail
List ActivitiesSearch
Input fields[3]
FieldType
Parentobject
Parent IDRequired
number
Parent typechoice
Activity typesarray
Limitnumber
Output fields[3]
FieldType
IDnumber
Parentobject
Typeobject
Detailstext
User IDnumber
Activity datenumber
List Activity TypesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Categorytext
Disabledboolean
Counts as interactionboolean
List Attached FilesSearch
Input fields[3]
FieldType
EntityRequired
choice
Record IDRequired
number
Limitnumber
Output fields[3]
FieldType
IDnumber
File nametext
Content typetext
List CompaniesSearch
Input fields[3]
FieldType
Nametext
Email domaintext
Phone numbertext
Assigneeschoice
Tagschoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Email domaintext
Addressobject
Phone numbersarray
Primary contact IDnumber
List Company ActivitiesSearch
Input fields[3]
FieldType
Company IDRequired
choice
Activity typesarray
Limitnumber
Output fields[3]
FieldType
IDnumber
Parentobject
Typeobject
Detailstext
User IDnumber
Activity datenumber
List Contact TypesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
List Custom Activity TypesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Disabledboolean
Counts as interactionboolean
List Custom Field DefinitionsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Data typetext
Available onarray
List Customer SourcesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
List Field LayoutsSearch
Input fields[3]
FieldType
EntityRequired
choice
Output fields[3]
FieldType
IDnumber
Entitytext
Groupsarray
List Lead ActivitiesSearch
Input fields[3]
FieldType
Lead IDRequired
choice
Activity typesarray
Limitnumber
Output fields[3]
FieldType
IDnumber
Parentobject
Typeobject
Detailstext
User IDnumber
Activity datenumber
List Lead StatusesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
List LeadsSearch
Input fields[3]
FieldType
Nametext
Emailtext
Phone numbertext
Assigneeschoice
Lead statuseschoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Emailobject
Statustext
Status IDnumber
Company nametext
Monetary valuenumber
List Loss ReasonsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
List OpportunitiesSearch
Input fields[3]
FieldType
Nametext
Assigneeschoice
Pipelineschoice
Companieschoice
Statuseschoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Monetary valuenumber
Statustext
Pipeline IDnumber
Pipeline stage IDnumber
Company IDnumber
Company nametext
Win probabilitynumber
List PeopleSearch
Input fields[3]
FieldType
Nametext
Emailtext
Phone numbertext
Assigneeschoice
Companieschoice
Tagschoice
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
First nametext
Last nametext
Emailsarray
Titletext
Company IDnumber
Company nametext
List Person ActivitiesSearch
Input fields[3]
FieldType
Person IDRequired
choice
Activity typesarray
Limitnumber
Output fields[3]
FieldType
IDnumber
Parentobject
Typeobject
Detailstext
User IDnumber
Activity datenumber
List Pipeline StagesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Pipeline IDnumber
List PipelinesSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Stagesarray
List ProjectsSearch
Input fields[3]
FieldType
Nametext
Assigneeschoice
Statustext
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Detailstext
Assignee IDnumber
Related resourceobject
List Related LinksSearch
List Related RecordsSearch
Input fields[3]
FieldType
EntityRequired
choice
Record IDRequired
number
Output fields[3]
FieldType
Peoplearray
Companiesarray
Opportunitiesarray
List Related Records by TypeSearch
Input fields[3]
FieldType
EntityRequired
choice
Record IDRequired
number
Related entityRequired
choice
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Typetext
List Stages in PipelineSearch
Input fields[3]
FieldType
PipelineRequired
choice
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Pipeline IDnumber
List TagsSearch
Input fields[3]
FieldType
Limitnumber
Output fields[3]
FieldType
Nametext
List TasksSearch
Input fields[3]
FieldType
Nametext
Assigneeschoice
Statustext
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Due datenumber
Assignee IDnumber
Related resourceobject
List UsersSearch
Input fields[3]
FieldType
Emailtext
Limitnumber
Output fields[3]
FieldType
IDnumber
Nametext
Emailemail
Convert LeadAction
Input fields[3]
FieldType
Lead IDRequired
choice
Personobject
Nametext
Assigneechoice
Contact typechoice
Companyobject
Existing companychoice
Company nametext
Exact name matchboolean
Opportunityobject
Nametext
Pipelinechoice
Pipeline stagechoice
Monetary valuenumber
Assigneechoice
Output fields[3]
FieldType
Personobject
Companyobject
Opportunityobject
Create Activities in BulkAction
Input fields[3]
FieldType
ActivitiesRequired
array
Output fields[3]
FieldType
IDnumber
Parentobject
Typeobject
Detailstext
User IDnumber
Activity datenumber
Create ActivityAction
Input fields[3]
FieldType
Activity typeRequired
object
TypeRequired
choice
CategoryRequired
choice
DetailsRequired
text
Parentobject
Parent IDRequired
number
Parent typechoice
Output fields[3]
FieldType
IDnumber
Parentobject
Typeobject
Detailstext
User IDnumber
Activity datenumber
Create Companies in BulkAction
Input fields[3]
FieldType
CompaniesRequired
array
Output fields[3]
FieldType
IDnumber
Nametext
Email domaintext
Addressobject
Phone numbersarray
Primary contact IDnumber
Create CompanyAction
Input fields[3]
FieldType
NameRequired
text
Custom fieldsarray
Email domaintext
Output fields[3]
FieldType
IDnumber
Nametext
Email domaintext
Addressobject
Phone numbersarray
Primary contact IDnumber
Create Custom Activity TypeAction
Input fields[3]
FieldType
NameRequired
text
Output fields[3]
FieldType
IDnumber
Nametext
Disabledboolean
Counts as interactionboolean
Create Custom Field DefinitionAction
Input fields[3]
FieldType
NameRequired
text
Field typeRequired
text
Available onarray
Entitytext
Output fields[3]
FieldType
IDnumber
Nametext
Data typetext
Available onarray
Create LeadAction
Input fields[3]
FieldType
NameRequired
text
Custom fieldsarray
Emailobject
Emailemail
Categorytext
Output fields[3]
FieldType
IDnumber
Nametext
Emailobject
Statustext
Status IDnumber
Company nametext
Monetary valuenumber
Create Leads in BulkAction
Input fields[3]
FieldType
LeadsRequired
array
Output fields[3]
FieldType
IDnumber
Nametext
Emailobject
Statustext
Status IDnumber
Company nametext
Monetary valuenumber
Create Opportunities in BulkAction
Input fields[3]
FieldType
OpportunitiesRequired
array
Output fields[3]
FieldType
IDnumber
Nametext
Monetary valuenumber
Statustext
Pipeline IDnumber
Pipeline stage IDnumber
Company IDnumber
Company nametext
Win probabilitynumber
Create OpportunityAction
Input fields[3]
FieldType
NameRequired
text
Pipelinechoice
Pipeline stagechoice
Custom fieldsarray
Output fields[3]
FieldType
IDnumber
Nametext
Monetary valuenumber
Statustext
Pipeline IDnumber
Pipeline stage IDnumber
Company IDnumber
Company nametext
Win probabilitynumber
Create People in BulkAction
Input fields[3]
FieldType
PeopleRequired
array
Output fields[3]
FieldType
IDnumber
Nametext
First nametext
Last nametext
Emailsarray
Titletext
Company IDnumber
Company nametext
Create PersonAction
Input fields[3]
FieldType
NameRequired
text
Emailsarray
Custom fieldsarray
Output fields[3]
FieldType
IDnumber
Nametext
First nametext
Last nametext
Emailsarray
Titletext
Company IDnumber
Company nametext
Create ProjectAction
Input fields[3]
FieldType
NameRequired
text
Assigneechoice
Detailstext
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Detailstext
Assignee IDnumber
Related resourceobject
Create Related LinkAction
Create TaskAction
Input fields[3]
FieldType
NameRequired
text
Assigneechoice
Due datenumber
Detailstext
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Due datenumber
Assignee IDnumber
Related resourceobject
Delete ActivityAction
Input fields[3]
FieldType
Activity IDRequired
number
Output fields[3]
FieldType
IDnumber
Parentobject
Typeobject
Detailstext
User IDnumber
Activity datenumber
Delete CompanyAction
Input fields[3]
FieldType
Company IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Email domaintext
Addressobject
Phone numbersarray
Primary contact IDnumber
Delete Custom Field DefinitionAction
Input fields[3]
FieldType
Custom field definition IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Data typetext
Available onarray
Delete FileAction
Input fields[3]
FieldType
EntityRequired
choice
Record IDRequired
number
FileRequired
choice
Output fields[3]
FieldType
IDnumber
File nametext
Content typetext
Delete LeadAction
Input fields[3]
FieldType
Lead IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Emailobject
Statustext
Status IDnumber
Company nametext
Monetary valuenumber
Delete OpportunityAction
Input fields[3]
FieldType
Opportunity IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Monetary valuenumber
Statustext
Pipeline IDnumber
Pipeline stage IDnumber
Company IDnumber
Company nametext
Win probabilitynumber
Delete PersonAction
Input fields[3]
FieldType
Person IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
First nametext
Last nametext
Emailsarray
Titletext
Company IDnumber
Company nametext
Delete ProjectAction
Input fields[3]
FieldType
Project IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Detailstext
Assignee IDnumber
Related resourceobject
Delete Related LinkAction
Delete TaskAction
Input fields[3]
FieldType
Task IDRequired
choice
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Due datenumber
Assignee IDnumber
Related resourceobject
Make an API Calluniversal
Input fields[3]
FieldType
URLRequired
text
MethodRequired
choice
Headersarray
Headerobject
Query Stringarray
Parameterobject
Bodytext
Output fields[3]
FieldType
Bodytext
Headersobject
Status codenumber
Relate RecordAction
Input fields[3]
FieldType
EntityRequired
choice
Record IDRequired
number
Related entityRequired
choice
Related record IDRequired
number
Output fields[3]
FieldType
IDnumber
Nametext
Typetext
Relate Uploaded FileAction
Input fields[3]
FieldType
EntityRequired
choice
Record IDRequired
number
File nameRequired
text
Content typetext
Output fields[3]
FieldType
IDnumber
File nametext
Content typetext
Remove Related RecordAction
Input fields[3]
FieldType
EntityRequired
choice
Record IDRequired
number
Related entityRequired
choice
Related record IDRequired
number
Output fields[3]
FieldType
IDnumber
Nametext
Typetext
Update ActivityAction
Input fields[3]
FieldType
Activity IDRequired
number
Detailstext
Output fields[3]
FieldType
IDnumber
Parentobject
Typeobject
Detailstext
User IDnumber
Activity datenumber
Update Companies in BulkAction
Input fields[3]
FieldType
CompaniesRequired
array
Output fields[3]
FieldType
IDnumber
Nametext
Email domaintext
Addressobject
Phone numbersarray
Primary contact IDnumber
Update CompanyAction
Input fields[3]
FieldType
Company IDRequired
choice
Nametext
Custom fieldsarray
Output fields[3]
FieldType
IDnumber
Nametext
Email domaintext
Addressobject
Phone numbersarray
Primary contact IDnumber
Update Custom Activity TypeAction
Input fields[3]
FieldType
Custom activity type IDRequired
number
Nametext
Output fields[3]
FieldType
IDnumber
Nametext
Disabledboolean
Counts as interactionboolean
Update Custom Field DefinitionAction
Input fields[3]
FieldType
Custom field definition IDRequired
choice
Nametext
Output fields[3]
FieldType
IDnumber
Nametext
Data typetext
Available onarray
Update LeadAction
Input fields[3]
FieldType
Lead IDRequired
choice
Nametext
Custom fieldsarray
Output fields[3]
FieldType
IDnumber
Nametext
Emailobject
Statustext
Status IDnumber
Company nametext
Monetary valuenumber
Update Leads in BulkAction
Input fields[3]
FieldType
LeadsRequired
array
Output fields[3]
FieldType
IDnumber
Nametext
Emailobject
Statustext
Status IDnumber
Company nametext
Monetary valuenumber
Update OpportunityAction
Input fields[3]
FieldType
Opportunity IDRequired
choice
Nametext
Custom fieldsarray
Output fields[3]
FieldType
IDnumber
Nametext
Monetary valuenumber
Statustext
Pipeline IDnumber
Pipeline stage IDnumber
Company IDnumber
Company nametext
Win probabilitynumber
Update People in BulkAction
Input fields[3]
FieldType
PeopleRequired
array
Output fields[3]
FieldType
IDnumber
Nametext
First nametext
Last nametext
Emailsarray
Titletext
Company IDnumber
Company nametext
Update PersonAction
Input fields[3]
FieldType
Person IDRequired
choice
Nametext
Custom fieldsarray
Output fields[3]
FieldType
IDnumber
Nametext
First nametext
Last nametext
Emailsarray
Titletext
Company IDnumber
Company nametext
Update ProjectAction
Input fields[3]
FieldType
Project IDRequired
choice
Nametext
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Detailstext
Assignee IDnumber
Related resourceobject
Update TaskAction
Input fields[3]
FieldType
Task IDRequired
choice
Nametext
Output fields[3]
FieldType
IDnumber
Nametext
Statustext
Due datenumber
Assignee IDnumber
Related resourceobject
Upsert LeadAction
Input fields[3]
FieldType
Emailemail
Nametext
Custom fieldsarray
Output fields[3]
FieldType
IDnumber
Nametext
Emailobject
Statustext
Status IDnumber
Company nametext
Monetary valuenumber

Look for Copper templates in the WEXTL template library.

Browse templates →
  1. WEXTL® Copper Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Copper.
  4. WEXTL® visual workflow builder data.

Last updated: Aug 28, 2026 21:54