CRM ยท CONNECTIONStart workflows when Copper leads, people, companies, opportunities, projects or tasks are created, updated or deleted.
Explore 34 workflow actions for Copper, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create a company with Copper field names.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a lead with Copper field names.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a opportunity with Copper field names.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a person with Copper field names.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a project with Copper field names.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a task with Copper field names.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a opportunity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a person.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently delete a task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read the Copper account's ID, name and time zone.
Read one company.
Read one lead.
Read one opportunity.
Read one person.
Read one project.
Read one task.
Read where leads and opportunities can come from.
Read the account's webhook subscriptions.
Read a page of companies, sorted and filtered.
Read a page of leads, sorted and filtered.
Read a page of opportunities, sorted and filtered.
Read a page of people, sorted and filtered.
Read a page of projects, sorted and filtered.
Read a page of tasks, sorted and filtered.
Read a page of the account's users.
Change only the given fields of a company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the given fields of a lead.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the given fields of a opportunity.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the given fields of a person.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the given fields of a project.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change only the given fields of a task.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Copper. A saved workflow is not a completed provider action.
