> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect

> Connect with the Linked Account's Copper CRM account.

<Note>
  Copper is an **API Key** based integration and does not require the setup of an app.
</Note>

### 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

<Info>
  To understand how a Linked Account can get the above mentioned credentials, refer below.
</Info>

### Getting Credentials of Copper

To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:

<img height="200" src="https://mintcdn.com/cobalt-55/qu02QklkWCst59D2/images/Copper/copper_config.png?fit=max&auto=format&n=qu02QklkWCst59D2&q=85&s=8d712f3eb8d87ba6fa3570d7d67c2e9b" alt="Connect a Linked Account" data-path="images/Copper/copper_config.png" />

1. Log in to your [Copper account](https://app.copper.com/).
2. Click on the `Settings` button in the side menu > Choose `Integrations` and select `API Keys`.

<img height="200" src="https://mintcdn.com/cobalt-55/qu02QklkWCst59D2/images/Copper/copper_navigation.png?fit=max&auto=format&n=qu02QklkWCst59D2&q=85&s=ccbea2ee6efa6a4c8cb9000a15bd108b" alt="Navigation in Copper" data-path="images/Copper/copper_navigation.png" />

3. Click on `Generate API Key` and copy the `API Key` and the `Email` present in the **Creator** field of the API.

<img height="200" src="https://mintcdn.com/cobalt-55/qu02QklkWCst59D2/images/Copper/copper_credentials.png?fit=max&auto=format&n=qu02QklkWCst59D2&q=85&s=ae93dba1a865812aa5e8432aecd66a8a" alt="Getting Credentials" data-path="images/Copper/copper_credentials.png" />

The Linked Account or end-user now have all the credentials required to connect with Copper.

#### Actions and triggers

In Refold, you can create orchestrations of your use-cases using Copper actions and triggers. Following are the set of Copper actions and triggers
supported by Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Company">
        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.
      </Accordion>

      <Accordion title="Lead">
        4. **Create Lead** - Create a new lead in Copper.
        5. **Update Lead** - Update a lead in Copper.
        6. **Delete Lead** - Delete a Lead in Copper.
      </Accordion>

      <Accordion title="Opportunity">
        7. **Create Opportunity** - Create a new opportunity in Copper.
        8. **Update Opportunity** - Update an opportunity in Copper.
        9. **Delete Opportunity** - Delete an opportunity in Copper.
      </Accordion>

      <Accordion title="Person">
        10. **Create Person** - Create a new person in Copper.
        11. **Update Person** - Update a person in Copper.
        12. **Delete Person** - Delete a person in Copper.
      </Accordion>

      <Accordion title="Others">
        13. **HTTP Request** - Make HTTP API calls to any Copper documented REST APIs.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    1. **Company Created** - Triggers when a company is created in Copper.
    2. **Company Updated** - Triggers when a company is updated in Copper.
    3. **Lead Created** - Triggers when a lead is created in Copper.
    4. **Lead  Updated** - Triggers when a lead is updated in Copper.
    5. **Opportunity Created** - Triggers when an opportunity is created in Copper.
    6. **Opportunity Updated** - Triggers when an opportunity is updated in Copper.
    7. **Person Created** - Triggers when a person is created in Copper.
    8. **Person Updated** - Triggers when a person is updated in Copper.
  </Tab>
</Tabs>