STEP 1
Connect Copper and Keap
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Copper and Keap Integration
Build crm workflows between Copper and Keap on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Copper and Keap
Detailed info you need to know about Copper and Keap integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Copper to Keap
Set up your Copper and Keap integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Copper and Keap nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Copper and Keap. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Copper and Keap work in WEXTL?
WEXTL exposes actions and triggers for Copper and Keap that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Copper triggersKeap actions
Copper modules
- Watch Copper EventsTriggers when a Copper record is created, updated, or deleted.
- 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.
- 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.
Keap modules
- Achieve an Automation GoalAchieves a goal in an automation for a contact.
- Add a Product Option List Option ValueAdds product option values to a product option of type LIST.
- Add Contacts to an Automation SequenceAdds a list of contacts to an automation sequence Response contains a map of the provided list of Contact Ids and their individual result.
- Add Contacts to Campaign SequenceAdds a list of contacts to a campaign sequence Response contains a map of the provided list of Contact Ids related to their individual result.
- Add Tag to CompanyApplies a Tag to a Company.
- Adjust Inventory of a ProductIncrease or decrease the quantity of the Product.
- Apply Commission to an Order ItemApplies commission to an order item on an existing order.
- Apply TagApplies a Tag to a list of Contacts.
- Apply Taxes on an OrderCalculate taxes for a single Order for a given order id.
- Assign a Product Commission ProgramAssigns a Product Commission Program to a Product.
- Assign a Subscription Commission ProgramAssigns a Subscription Commission Program to a Subscription.
- Assign Affiliate to Commission ProgramAssigns an Affiliate to Commission Program.
- Assign Products to a Product CategoryUpdates the list of products assigned to a Product Category. **Note:** The full list of product IDs that should remain assigned must be provided; any IDs omitted are removed automatically.
- Attach a File to an Order InvoiceAttaches an uploaded File to an Order Invoice.
- Bulk Unpublish AutomationsBulk unpublish one or more automations.
- Bulk Update for Automations CategoriesBulk updates the categories of one or more automations.
- Cancel SubscriptionCancels the specified subscription.
- Create a Category DiscountCreates a Category Discount.
- Create a Category Discount CriteriaCreates a Category Discount Criteria.
- Create a CompanyCreates a new Company.`country_code` is required if `region` is specified.
- Create a ContactCreates a new Contact. *Note:* Contact must contain at least one item in `email_addresses`, `phone_numbers`, or `addresses` and `country_code` is required if `region` is specified. Optionally accepts a `duplicate_option` query parameter which performs dup.
- Create a Contact Link TypeCreates a new type of Contact Link.
- Create a Default Commission ProgramCreates a Default Commission Program.
- Create a FileUploads a file using multipart/form-data. The `file` part contains the binary file content; `file_name`, `is_public`, `file_association`, and optionally `contact_id` are additional text parts in the same multipart request. Sending these as URL query param.
- Create a Lead SourceCreates a new Lead Source.
- Create a Lead Source CategoryCreates a new Lead Source Category.
- Create a NoteCreates a new Note.
- Create a PaymentCreates a payment record. Alternatively, adds a record of historical or external payment of cash or credit card.
- Create a ProductCreates a new product.
- Create a Product CategoryCreates a new Product Category.
- Create a Product DiscountCreates a Product Discount.
- Create a Product Discount CriteriaCreates a Product Discount Criteria.
- Create a Product OptionCreates a new product option.
- Create a ReferralCreates a new referral partner referral on the provided contact.
- Create a Set of Email RecordsCreates a set of Records of Emails sent to Contacts, maximum 1000 per transaction.
- Create a Shipping DiscountCreates a Shipping Discount.
- Create a Shipping Discount CriteriaCreates a Shipping Discount Criteria.
- Create a Subscription Free Trial DiscountCreates a Subscription Free Trial Discount.
- Create a Subscription Free Trial Discount CriteriaCreates a Subscription Free Trial Discount Criteria.
- Create a TaskCreates a new task as the authenticated user.
- Create an AffiliateCreates a single Affiliate.
- Create an Affiliate Commission ProgramCreates an Affiliate Commission Program.
- Create an Affiliate LinkCreates a single Affiliate Link.
- Create an Email RecordCreates a Record of an Email sent to a Contact.
- Create an OpportunityCreates a new opportunity as the authenticated user.
- Create an Opportunity StageCreates a new Opportunity Stage.
- Create an OrderCreates a one time Order with Order items.
- Create an Order ItemCreates an order item on an existing order.
- Create an Order Total DiscountCreates an Order Total Discount.
- Create an Order Total Discount CriteriaCreates an Order Total Discount Criteria.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Copper and Keap integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Copper and Keap.
Connect your Copper and Keap accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Copper's "Watch Copper Events" fires, WEXTL can "Achieve an Automation Goal" in Keap. Copper has 1 trigger (including Watch Copper Events); Keap has 247 actions (including Achieve an Automation Goal, Add a Product Option List Option Value, and Add Contacts to an Automation Sequence). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Copper-to-Keap automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Copper (or Keap) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Copper + Keap automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Copper and Keap integration.
- Copper and Keap integration source code, module specs and credentials implementation.
- Our Copper and Keap integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Copper and Keap — 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.
- Copper integration information
- Keap integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library