Integrations, Zapier & API

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  • 166 Topics
  • 399 Replies

166 Topics

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RoydenHNew Participant
asked in Integrations, Zapier & API

Xero to Copper connections

Hi  I’ve integrated Copper with Xero. However, for some companies (in Copper) the invoices are not showing up. There are cases where the name of the company is exactly the same. I’d like to understand what names that I need to ensure are the same between Copper and Xero so that the invoice will show.Is it ensuring the name of the company is the same between the two platforms? Do I need to ensure at least one of the contacts are in Copper is also in Xero?Some guidance on how to ensure all the companies reflect the respective in Xero would be appreciated. Thanks,

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1 day ago
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emstevenNew Participant
asked in Integrations, Zapier & API

Xero & Copper Integration

I am integration our Xero and Copper accounts and would love to add a field for “Days Since Last Invoice Was Created” so I can track how active accounts are/ set up an automation to email them after X amount of days. Is this possible? How would I go about doing this? 

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8 days ago
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mdidomenicoEngaged User
posted in Integrations, Zapier & API

Copper/Ring Central Integration

I recently added RingCentral to my business with the understanding that the Copper integration would track calls in Copper. Well, this was a bitter disappointment, as the integration doesn’t do that unless you’re using the app on a cell phone. And I’m not sure that always works.  I feel kind of duped by Copper because I had to upgrade my Copper account to basically turn on “click to call” which should be a built-in feature anyway and then you get to choose your phone system/provider.  Hopefully, I’m missing something here. I would appreciate any success stories and tips on this integration. Thanks, Michael  

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W
17 days ago
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samspotATXNew Participant
asked in Integrations, Zapier & API

Zapier Integration not authenticating

Hi, I am able to generate an API key but when I use it in the Zapier connection, I get the following error: authentication failed: Your authenticate token is invalid. I’ve validated the email is correct, that I’m an admin, and that there are no extra spaces in the API key. What could be causing this?   

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18 days ago
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MiriamNew Participant
asked in Integrations, Zapier & API

One step missing in the Zapier Playbook send data from Copper into a Google slides

I am following the Copper Playbook for Zapier and Google Docs. I followed step by step, except the one that is missing in Zapier. It does not come up so I am unable to continue according to the instructions.  Could you please shed any light on this? Is the documentation obsolete?  Thanks in advance  

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21 days ago
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MHPhillyNew Participant
asked in Integrations, Zapier & API

Merge data with form fields to Word or GoogleDocs?

Hello!  Can I create templates in Word or GoogleDocs with merge fields from Copper without having to export to excel first?  I’m looking to set up contract and proposal templates - hoping I don’t have to add another third party download to do this. Thank you!

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21 days ago
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See WahNew Participant
asked in Integrations, Zapier & API

Cannot update opportunity stage via zapier

Hi all Not sure others have come across this. I am trying to update an opportunity stage using the copper integration in zapier. Specifically I am using the “Update Opportunity By ID” action.First of all, when I try to specify the “Stage” value under “Action”, I am seeing “No options are available”.No options foundSo instead I am manually inserting the id value of the stage I want to update the opportunity to. When I test the step, I am getting a 500 error and I suspect this is because the stage property is pipeline_stage_id instead of stage_id. The Copper API documentation suggests it should be pipeline_stage_id.stage_id instead of pipeline_stage_idHas anyone else come across this, and does anyone know how I can resolve this problem?Many thanksSee Wah

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1 month ago
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michfitkidNew Participant
asked in Integrations, Zapier & API

Google Sheets Extension from Reports

I’ve played with the Sheets extension and see it’s abilities are pretty limited as far as search criteria needing to fall under People, Companies, Leads, Opportunities, Projects or Tasks.  While this does allow us to generate some useful data, it doesn’t allow us to run some of the key reports we like to see in the morning that are more Activity driven.   If Copper can export to Google sheets, it seems the scope is only being narrowed by the extension’s criteria.  Are we working toward the ability to export all Reports from Copper to Sheets?  We’ve created the reports we like to see every morning, but we have to transfer that data manually into a spreadsheet. For what it’s worth, as a sales manager, I think it’s really helpful to show salespeople how activity counts translate to sales.  This is why we focus a lot on activity reporting. 

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1 month ago
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jbo8080New Participant
asked in Integrations, Zapier & API

Mailchimp status

Have a few questions:I set-up the Mailchimp 2-way sync with Copper by following the video from Michelle. I added the text field for status (as in the video), but the status does not appear (i.e. subscribed or unsubscribed) in Copper. The field appears, but the status remains blank for all contacts. The sync seems to be workign otherwise I set-up a Google 1-way sync, so when I add contacts in Copper they appear in Google Contacts. However, I added a new People record to test, but the People record does not appear in Google Contacts (nor in the Copper folder on Google contacts or anywhere in Google contacts). Do I need to do somethign else to push this People record to Google Contacts?Thank you

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1 month ago
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thoganNew Participant
asked in Integrations, Zapier & API

Pushing form data into Copper

Hello everyone.  I see there is automation around form data thru Zapier, but is there a simper way to push data into Copper without having to use yet another resource? We built our own form on the website and can push the data anywhere.  Is there an automation available where we can push this data to Copper and then have it automatically create a lead (or compare for an existing contact via email address)?

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1 month ago
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bizztreat
asked in Integrations, Zapier & API

Too many internal server errors (500) through API requests

Hi, recently, over the past week, we have encountered a recurring issue where our API requests consistently receive an error: "requests.exceptions.HTTPError: 500 Server Error: Internal Server Error," particularly when querying the Activities data. The service becomes unavailable for periods extending an hour, during which repeated attempts to connect yield the same error…Could someone please look into this matter? Is there any available solution?Thank you!

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2 months ago
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Cathy MuldoonEngaged User
asked in Integrations, Zapier & API

having zapier pull new people with a specific tag in Copper into a Google Spreadsheet

I have created a Zap to have new entries into a google spreadsheet go into mailchimp. Now, I would like to have new people with a specific tag be automatically added to that google spreadsheet. I also need to only have the first name, last name and email go into the spreadsheet and not all of the categories listed in copper.

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2 months ago
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crrealestateNew Participant
asked in Integrations, Zapier & API

CRM Integration

Hi,Do you integrate with real estate Webmasters (REW Leads) CRM?Thanks,Christina 

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2 months ago
DanThor
DanThorEngaged User
asked in Integrations, Zapier & API

Copper Thinks My Alias Is Another Person

I’m using my email alias as my primary email. I’ve set Gmail to send as my alias. However, my Copper account is set up under my primary email address. So when emails are synced, it sees my alias and thinks it’s a different person and not me and wants me to add my alias as a person/contact. How can I add my alias to my account so my alias also shows as “Copper User”?

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2 months ago
Davidweiss
DavidweissNew Participant
asked in Integrations, Zapier & API

Mailchimp sync: Only visible fields? WTF?

Hello. I just want to confirm: Is it true that to sync additional fields between copper and mailchimp, these fields have to be visible to the subscribers of mailchimp (i.e. the sign up form or the change subscribtion preferences form will have to show these fields and even make them editable to the subscriber)? that would be super unuseful. i am syncing a field from copper to mailchimp that contains the customer segment which i manage in copper. i do NOT want users to be able to see this info. i much less want them to be able to CHANGE this field. but as long as i set the field not to be visible (in mailchimp list field settings) the field will NOT show up in copper when trying to map it. 

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Davidweiss
2 months ago
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ButlerNew Participant
asked in Integrations, Zapier & API

jotform with conditional logic

we have a form that is used by our answering service.. in this form we have conditional logic based on the type of service the caller is getting info about.. can I do this and send to copper with the appropiate feilds.. many of the fields change based on the type of service.. here is the formhttps://form.jotform.com/240144168296963you will see the first question “what type of quote request” that determines what is displayed for the agent thanks for your helpMike

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2 months ago
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donbowmanEngaged User
asked in Integrations, Zapier & API

Update webhook with multiple entities

In https://developer.copper.com/webhooks/overview.html#multi-event-notifications it suggests that multiple entities might be in a single json body, and ‘ids’ is an array.If e.g. person-1 has field A updated, and person-2 has field B updated, what will be shown in the response?E.g. below, what wil i see in updated_attributes, will 633516 have 4 entries, e.g. ‘null’, ‘new’, ‘null’,’null’?how would i figure out which id in the top list corresponds to which entries in the bottom updated dict?{ "secret": "secsrc", "key": "seckey", "subscription_id": 329052, "event": "update", "type": "person", "ids": [ 137998516 ], "updated_attributes": { "custom_fields": { "633516": [ null, "don-test-sequence" ] } }, "timestamp": "2024-02-04T16:26:03.836Z"} 

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2 months ago
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jkayaNew Participant
asked in Integrations, Zapier & API

Logging Activities with Correct User Attribution in Copper API Integration

Hello Copper Community,I've recently started integrating some tools with make.com, and one of the integrations involves logging activities from phone calls. The integration is working well, but I've encountered a challenge that I hope someone here can help me with.Currently, I'm using my personal account to connect to the Copper API, and as a result, any activity logged is attributed to my user. While this works, it doesn't accurately reflect the person who is actually performing the activity.Has anyone faced a similar challenge or have any insights on how to achieve this? Any guidance on how to log activities with the correct user attribution would be greatly appreciated.Thank you in advance for your assistance, and I look forward to hearing from the community!BestJakob

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3 months ago
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wcavinawNew Participant
asked in Integrations, Zapier & API

Problems with Opportunity Developer API

Hi, We are using the api to do data migrations and automated updates. I’ve noticed that there is a problem with linking opportunities to company_id and company_name. When we first imported our opportunities via the upload interface, the opportunities were not linked to primary companies (even though that column was included).Now I am trying to do ‘PUT’ requests against opportunities to update these two fields (company_id and company_name) but the request is not actually changing the field.We can update it via the copper app, but we have too many orphaned opportunities at the moment.Are you able to investigate the API problem? Alternatively are you able to link the opportunities on your side?Any help is appreciated, thank you.

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3 months ago
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wcavinawNew Participant
asked in Integrations, Zapier & API

Webhook deleted record data not available

Hi We are moving from salesforce to copper and using copper webhooks to sync CRM data to our client application. We have an issue with delete notifications. The delete notification does not include anything other than the copper “people” id reference. Once a person is deleted and the event goes off to our other system, the id no longer points to a record and we are unable to find data that can identify the contact in our system (we are not using copper id’s in our system). Unless I’ve missed something, it’s not possible to know what record has actually been deleted. This forces us to iterate over all “people” in the copper api until we discover what’s missing compared to the users in our app.Is there a way to get additional data besides the id? Perhaps through a setting?If not, I feel very strongly that a delete notification should include the record data that is being deleted, e.g. the field values should be present in the updated_attributes field for the webhook.ThanksWalter

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Jaco Koppelaar
4 months ago
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Rise Up LightsNew Participant
asked in Integrations, Zapier & API

Mailchimp Integration - Subscribe Status in Copper

I’ve recently set up the Mailchimp integration to sync two-ways. I would like to see some Mailchimp data in a contact’s individual record in Copper so I created and mapped custom fields for “status” “rating” “open” and “click” and made them all text fields. My records are syncing but I don’t see any Mailchimp data in the custom fields that I made and mapped (see screenshot of custom fields)However, I do see this Mailchimp data in the contact record’s “related” section under Mailchimp > Audience > View Activity (see status related screenshot). Is this the only way to see this information, or is it possible to see this in the custom fields that I made and mapped? It would be nice to filter by Mailchimp rankings, clicks, etc. Thanks for any help you can offer.

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4 months ago
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oz1sejNew Participant
asked in Integrations, Zapier & API

I don't have "System Settings" in my web app

On https://developer.copper.com/introduction/authentication.html it reads:To generate an API token, in the Copper web app go to System settings > API Keys and click the 'GENERATE API KEY' button. I don’t have anything called “System settings” in my web app - how do I generate an API key?

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alex
5 months ago
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MPowellEngaged User
asked in Integrations, Zapier & API

Change of Company URL/Email Address

We recently changed our company email addresses with the old address forwarding to the new one. We are having issues with the copper integration into gmail due to this change.   How can we edit our company email addresses?  When I go to the individual profiles, including my own, the email address is blocked from editing.Thank you for the assistance!

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5 months ago
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christopher
asked in Integrations, Zapier & API

Zapier app extension with Copper

Has anyone had any luck with using Zapier's App Extension for Copper? (Extending zap actions you can do further api calls with Copper?) I can get a local script to work with a newly created API key, and inserting the email and pw into the headers. However, I can't get any Zapier app extension I make to work. I keep getting back the same authentication error:"Error during execution: Raw request failed. Problem with your configured auth: Your authenticate token is invalid." I think it's to do with the API / connection that Zapier is using - which seems to be different to a regular API key. Maybe Copper Devs can explain difference between Zapier API Token, and regular API token?(Note, I can't create and use a new zapier Copper connection with a regular API key - it needs to zapier  api key) If I run the script locally and use the zapier api key = doesn't work. (did as a test)  I've tried variations of inserting authentication headers and details in to zapier app extension, but no luck. @a

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5 months ago
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lluistmfNew Participant
asked in Integrations, Zapier & API

Google Contact 1-Way Sync not working any longer after cleaning

My Google Contacts was very messy. So, I decided to delete all contacts and start from scratch.First, I stopped the “Google Contact 1-way Sync” setting.Then, I deleted all contacts and tags from Google Contacts.Finally, I checked again the “Google Contact 1-way Sync” setting.Unfortunately, contacts are not synching any longer and have not found the way to “reset” the synching functionality to make it work 😰P.D. I have restored my Google Contacts to the initial situation prior to the cleaning exercise, but the synching is still not working.

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5 months ago

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