Integrations, Zapier & API

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  • 131 Topics
  • 327 Replies

131 Topics

M
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  

2
Michelle from Copper
Copper Employee
1 day ago
R
Rajalakshmi2001New Participant
asked in Integrations, Zapier & API

How to fetch the activities by filter the activity date via api.

How to get the activities by filter the activity date via api.If hit this api in postman platform https://api.copper.com/developer_api/v1/activities/searchand JSON request body {"maximum_activity_date": 1685942931728}Its response is {"success": false,"status": 422,"message": "Invalid input: Validation errors: Maximum Activity Date: must be less than or equal to 2147483648"}It takes only the 1970’s dates.How to fetch the activities by filter the activity date via api.

1
Michelle from Copper
Copper Employee
2 days ago
Jagatelife
JagatelifeInspirational User
asked in Integrations, Zapier & API

Plans to Enhance Connect Fields?

The Connect Fields that Copper introduced are really interesting and we have found some good internal use cases. However, they really only serve as glorified navigation tools at this point.I think to really unlock the potential of these fields, there are a number of other things that would need to happen to get the most out of them. Are there plans to do any of the following:Allowing Exporting of Connect field Allowing Importing or Bulk updates Enable API access through tools such as Zapier

2
Michelle from Copper
Copper Employee
2 days ago
Jaco Koppelaar
Jaco KoppelaarCopper Partner
asked in Integrations, Zapier & API

Are Copper Internal ID's unique across Copper Domains

Hi Copper team, We are building a service for our Copper customers that require us to store Copper custom field information. Are the used ID’s (e.g. Custom Fields, Select Field values, etc.) unique across all domains?Same question for the functional record ID’s (e.g. Companies, People, Opportunities, etc.). This would be helpful for customers working with more than one Copper domain. Thanks, Jaco

9
C
8 days ago
K
KapilNew Participant
posted in Integrations, Zapier & API

About Developer API

Hi there,We are using your API’s to sync with our .NET Core WEB APP.We want to link People and Opportunities together. SO can you please tell me what is the common property between them. I checked the Opportunities and People Object, they have assignee_id. Can I use it for mapping these two entities? Please suggest me the best way to connect these entities. Hope you can shed a light on me about this.Thank you.

2
alex
9 days ago
E
Edward NashList views beta tester
asked in Integrations, Zapier & API

Copper - MailChimp Sync | All dates are one day off

Hello,Is anyone else experiencing this issue, whereby a date field in MailChimp is showing one day earlier than that in Copper?E.g.In Copper it will show:Name: Lucy SmithDate of Birth: 02 March 2000In MailChimp it will show:Name: Lucy SmithDate of Birth: 01 March 2000---Ed 

3
Michelle from Copper
Copper Employee
10 days ago
R
rakhiarNew Participant
asked in Integrations, Zapier & API

Won opportunities displaying

Hi all!I have a query regarding one of the features of Copper. I see my won opportunities (along with their value) and win rate being displayed on the Company level in Copper in some sort of a line graph(as you can see in the attachment). But I want this feature to be extended to the People (User) level.I cannot see this option being displayed on the People level. I tried reading the API documentation to see if there could be some tweaks in order to display this through API but couldn’t find any.Can someone please help me with this request?  

2
Michelle from Copper
Copper Employee
22 days ago
R
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,

2
Michelle from Copper
Copper Employee
22 days ago
M
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  

4
T
28 days ago
R
rolf.messerliNew Participant
asked in Integrations, Zapier & API

Telephony Solution / API

HiWe are looking for a telephony solution that is compatible with Copper. Our goal is that incoming calls are immediately synchronised with Copper and our employees know who is contacting us. A telephony partner in Switzerland recommended Innovaphone to us. Unfortunately, there is no standardised API interface from Copper for this yet. Are there any plans for this? Or could you recommend something else that would work in Switzerland?Thanks for an answer.Kind regards, Rolf

2
Michelle from Copper
Copper Employee
30 days ago
P
ProgrammersNew Participant
asked in Integrations, Zapier & API

Development Environment to Mirror Production?

For those  posting data to Copper, what’s your normal method for testing - do you have a mirror of your production copper system, a subset of it, or other methods to validate the data is updating or creating the expected records?

2
P
1 month ago
B
BrianMcMNew Participant
asked in Integrations, Zapier & API

Integrating Quickbooks Desktop

We have grown to the point that Quickbooks Online (QBO) no longer fits our business.  Our new accounting firm would like to integrate Quickbooks Desktop into Copper, or would like our company to switch CRM vendors, which sounds awful.  Does Copper support Quickbooks Desktop integration including generating QB quotes and price book from the Copper platform (so our team does not have to have access to a server based QB account).   Thanks  Brian

4
T
1 month 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”?

11
G
1 month ago
S
slukac01New Participant
asked in Integrations, Zapier & API

403 Forbidden response in Postman

I figured it out :) 

3
Michelle from Copper
Copper Employee
1 month ago
T
trichesList views beta tester
asked in Integrations, Zapier & API

Google sheets integration removes custom calcuations

Hi, When running a new Google Sheets Add-on Import, custom calculations in custom fields deleted. Is there anyway to avoid this? ThanksTim

3
Michelle from Copper
Copper Employee
2 months ago
D
DavKirschNew Participant
asked in Integrations, Zapier & API

Accessing Copper from Google Apps Script (GAS)

Are there any examples of how to call Copper API from a Google Apps Script?

2
D
2 months ago
L
LainieNew Participant
asked in Integrations, Zapier & API

Creating firs/last name fields to integrate with zapier and google forms

Hello,   I am in the process of setting up a zapier integration to link a google form to my copper contacts.  I would like to have both first and last name columns in my Copper People database but can’t figure out how to make that work.  I just see a First Name field now.   Thank you for any insight!! 

0
L
2 months ago
Jaco Koppelaar
Jaco KoppelaarCopper Partner
asked in Integrations, Zapier & API

How to capture changes in connections between entities?

We have a service that uses webhooks to capture changes in the various Copper entities. Unfortunately the webhook is not triggered when there are changes in relations between entities. This issue applies both for standard fields (e.g. change company for a person) as well for the custom connect fields.  Does anyone has a solution for this? Thanks, Jaco Koppelaar 

0
Jaco Koppelaar
3 months ago
J
Jay SamNew Participant
asked in Integrations, Zapier & API

S3 Upload

Im currently working on an android app project where i use copper api to access/store some data to copper. Currently i’m struggling on how to upload to S3 from my android file manager. Can you please guide me on this? I’m using IONIC framework with vuejs. Thanks.

0
J
3 months ago
C
CecilieEngaged User
asked in Integrations, Zapier & API

Preferred Slack channel not showing up (Slack integration)

I have enabled the Slack integration. When configuring the integration, I set a private Slack channel as my preferred destination for Copper updates, but that Slack channel isn’t even showing up as an option under these refined settings — what could I be doing wrong here?  

4
Michelle from Copper
Copper Employee
3 months ago
J
JonMicNew Participant
asked in Integrations, Zapier & API

Tags in Copper not syncing to Mailchimp

It was working just fine and now it’s not with new leads I just added to Copper today. The leads imported to MailChimp almost immediately but without the tags. I’ve changed nothing and confirmed that the slider/toggle for “sync tags” is still active in the Field Mapping for leads. Any ideas?

1
Michelle from Copper
Copper Employee
3 months ago
S
shadesNew Participant
asked in Integrations, Zapier & API

NEW MailChimp Integration

In the Old MailChimp integration I exported the contacts from Copper into MC and then those flowed into my mailstream.In the NEW integration, I was almost set up and realized that it appears that it is going to sync ALL of my Copper contacts with/into MC.  If this is what happens,  it will basically triple my audience count in MC and explode my MC cost.   Is my thinking correct? How can I control what emails get moved from Copper to MC    

7
A
3 months ago
C
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.

2
C
4 months ago
J
jtagliaferroEngaged User
asked in Integrations, Zapier & API

Slack Settings for leads

I would like to set it up so that our slack only notified when a new lead is created and not every time it’s updated or converted.  We want to make sure we are quickly following up on new leads from the website, but the slack channel gets busy and leads get lost when it sends a notification that lead as updated, assigned, ect.  Is there a way to do this?

0
J
4 months ago
D
David1224New Participant
asked in Integrations, Zapier & API

API - Related entity type limit & offset needed

We are using the following API ‘developer_api/v1/{{entity}}/{{entity_id}}/related/{{related_entity_name}}’, but it always returns all data. Is there a possibility to add a limit&offset param so we get subset of data instead ? 

0
D
4 months ago

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