Copper is an API Key based integration and does not require the setup of an app.

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Required Credentials of a Linked Account

To successfully connect with the Copper integration, a Linked Account or an end-user will need to provide the following to connect:
  1. API Key
  2. Email Address
To understand how a Linked Account can get the above mentioned credentials, refer below.

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Getting Credentials of Copper

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below: Connect a Linked Account
  1. Log in to your Copper account.
  2. Click on the Settings button in the side menu > Choose Integrations and select API Keys.
Navigation in Copper
  1. Click on Generate API Key and copy the API Key and the Email present in the Creator field of the API.
Getting Credentials The Linked Account or end-user now have all the credentials required to connect with Copper.

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Actions and triggers

In Cobalt, you can create orchestrations of your use-cases using Copper actions and triggers. Following are the set of Copper actions and triggers supported by Cobalt.
  1. Create Company - Create a new company in Copper.
  2. Update Company - Update a company in Copper.
  3. Delete Company - Delete a company in Copper.
  1. Create Lead - Create a new lead in Copper.
  2. Update Lead - Update a lead in Copper.
  3. Delete Lead - Delete a Lead in Copper.
  1. Create Opportunity - Create a new opportunity in Copper.
  2. Update Opportunity - Update an opportunity in Copper.
  3. Delete Opportunity - Delete an opportunity in Copper.
  1. Create Person - Create a new person in Copper.
  2. Update Person - Update a person in Copper.
  3. Delete Person - Delete a person in Copper.
  1. HTTP Request - Make HTTP API calls to any Copper documented REST APIs.