Integrations, Zapier & API

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  • 61 Topics
  • 149 Replies

61 Topics

D
DanThorNew Participant
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”?

2
alex
4 days ago
R
RuudNew Participant
asked in Integrations, Zapier & API

automatic change of stage

Hi,Would it be possible to change the “stage” automatically once a quote/contract was sent?Thanks, Sandra

1
Michelle from Copper
Copper Employee
6 days ago
D
donbowmanEngaged User
asked in Integrations, Zapier & API

Time zones and the API

The copper api uses Unix Epoch times (seconds snice 1970).Weird, but ok. It really should use rfc 3339 (iso 8601). But, since it doesn’t, it leads to this problem…it uses unix epoch with respect to some timezone. And this is making integration complex. If its going to be in epoch, it really needs to be in UTC.. How can i know what timezone it is with respect to now? there  is no api call to figure that out. and, which sub-timezone. etc.  Is this global to the copper world? to a specific customer?to an object or lead? so for example, when i ceate activity events, they end up in the future since i want to supply UTC. but if i can’t, then i need to know the DST/STD settings as well as the utc offset of the copper server.  

5
alex
7 days ago
T
tegandNew Participant
asked in Integrations, Zapier & API

Copper Invoicing Solution

Our team uses Chargebee and Stripe for subscription payments, and there isn’t a very seamless connect between Copper and these two services. We’re looking to migrate our payment platform, but ideally I’d like to find one that works well with Copper and gives our team the ability to create subscriptions in Copper, generate invoices, access to TCV and MCV, and more accurate reporting.  Does anyone have a good example of what they’ve integrated and how it’s worked? 

4
alex
7 days ago
F
FS-PPS Copper SupportNew Participant
asked in Integrations, Zapier & API

How to get Connected fields via API

I have setup the related field in our Copper instance and I have tried to retrieve the related field data using the API call: https://api.copper.com/developer_api/v1/people/110161957/related/companies Unfortunately no data is being returned, even though I have created a relationship between people and companies and populated the fields. Is there an issue with this API or any tips to make this happen. CC: @Junaid from three60.io Thanks for your help

1
Michelle from Copper
Copper Employee
1 month ago
C
christianthomasNew Participant
asked in Integrations, Zapier & API

Pull Notes from Opportunity via Copper API

It doesn’t appear to be possible to pull notes from opportunities via the Copper API. I’ve looked through the documentation, and there doesn’t seem to be a field for notes. I see that you can add a note to an opportunity, but I’d like to access existing notes. Ideally, this would be done through the https://api.copper.com/developer_api/v1/opportunities/search endpoint, but happy to access it from a different endpoint if possible. 

2
C
1 month ago
S
Stan ShawNew Participant
asked in Integrations, Zapier & API

Data import from Insightly

The instructions provided in Copper leave much to be desired. Is there a straightford method of importing Insightly data into Copper that makes sure that Notes associated with contacts and companies are not lost?  Any “gotchas” that users have experienced that I would need to be aware of? Thanks! Stan

3
Michelle from Copper
Copper Employee
1 month ago
J
JosNew Participant
asked in Integrations, Zapier & API

Using a different SMTP server

Hi,We are using Office 365 at the moment. Is there a way to use Office 365 SMTP server to send email? We like the CRM but I don’t seem to be able to find settings to change SMTP server.

1
Michelle from Copper
Copper Employee
1 month ago
D
DaveBurrisNew Participant
asked in Integrations, Zapier & API

Syncing with e-mail rhythm software

Hi, first time user of this community.   We filter leads and upload them into our e-mail rhythm software often and suddenly hit a glitch on Friday where we get a message on Copper that we are not logged in to the software (Persist), which we are.   We have done a lot of troubleshooting and can’t resolve this problem.   Any suggestions?

3
Michelle from Copper
Copper Employee
1 month ago
M
MarkNew Participant
asked in Integrations, Zapier & API

API broken: Search Entities on Custom Text fields

We use Integromat to build mission critical integrations with Copper.For some years now we have had a mission critical Integromat scenario which uses the Copper API to return Opportunities which have particular values in a couple of custom fields (of type ‘text’).As of ~May 1st the Copper API started returning errors for queries on custom fields (of type text) where previously these were executed successfully. The Copper API now returns;{    "success": false,    "status": 500,    "message": "Invalid option: "}From initial investigations this morning I’m concluding that the Copper API is no longer allowing entity searches on custom text fields?So queries like this (which we have been using for a couple of years and are embedded in our mission critical operations) are no longer working!{    "statuses": [        "open",        "won",        "lost",        "abandoned"    ],    "page_size": 199,    "custom_fields": [        {            "custom_field_definition_id": 76401,            "value

3
Michelle from Copper
Copper Employee
2 months ago
C
Celine-NHNew Participant
asked in Integrations, Zapier & API

Shopify order data

Hello,I wanted to import the shopify data of customers (their orders) and segment them to the existing client/people profiles. I have imported the order data as a csv file, and I want to make sure the orders match with the client information.

1
Jaco Koppelaar
2 months ago
C
Celine-NHNew Participant
asked in Integrations, Zapier & API

Shopify, Zappier, and Copper

Hello,I rally want to transfer my customer information, orders, and data from Shopify to copper using Zappier integration.I keep having problems with client profiles not being transferred., only email integration have worked,  and I need my client data to be integrated to create leads.    

2
Michelle from Copper
Copper Employee
2 months ago
A
andreasaydeNew Participant
asked in Integrations, Zapier & API

Spotipo vs Webhooks integration

We’re trying to capture leads from guests who sign into our public wifi network. The captive portal we’re using, Spotipo, doesn’t integrate directly with Copper. We were thinking of using webhooks and Zapier. Has anyone else used Spotipo or successfully done this before with another captive portal?

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

Add Hubspot designed Email Template to Copper

Hi,Is there an option to add predesigned emailtemplates to copper for your whole team to use? So not only text but also visuals…Thank you!

1
A
Copper Employee
3 months ago
A
AshPNew Participant
asked in Integrations, Zapier & API

Xero integration

Is there a way to feed quotes from Xero into opportunities within Copper? 

5
Michelle from Copper
Copper Employee
3 months ago
N
nickheNew Participant
posted in Integrations, Zapier & API

Integration for Coda.io

Hi there - any other Coda users here in Copper land?I use both platforms extensively and am currently developing an integration between the two. It will live as a Coda “Pack” (like a plug-in) that will let you work with your Copper records in Coda and extend Copper’s functionality.If you’re unfamiliar with Coda, it’s a really awesome document platform that also lets you build app-like features. Think Airtable/Monday.com/etc - an easy-to-use database system with the ability to spin up great UIs in minutes.It’s not quite ready for public release yet, but if anyone is interested in taking it for a spin and giving me feedback, let me know and I can invite you to the beta!

6
Michelle from Copper
Copper Employee
4 months ago
A
Andrew-DNew Participant
asked in Integrations, Zapier & API

Aircall + Copper

I’m kicking the tires on the Aircall + Copper integration and have a question.Everything in Copper says that when you get an Aircall call, the Copper details will pop up. But, will the call details sync the other way, too? EG - will the notes that I take or tags that I apply in Aircall go to Copper? Only future ones or can I import past notes? Or none of the above?I’m also not married to Aircall, so I’m just trying to figure out what is the best VOIP solution that will also play nice with Copper’s gmail integration. (Aircall was much more user friendly than RingCentral IMO). I’m all ears for any recommendations from these Copper Pros. Thanks for any help!

1
Michelle from Copper
Copper Employee
4 months ago
N
nickheNew Participant
asked in Integrations, Zapier & API

API: Primary Email

In the Copper UI if you go to /contacts/default (People view), you can show a column for “email”. In API responses, emails are listed as an array of email objects (each with an email address and a type).How does Copper determine which email to select and display in the email column? How does it choose which email is to be considered primary? type=work? Email domain = company’s email domain? another metric?I’d like to select an email to feature as primary in my app, and since the API doesn’t indicate which to choose, I’d like to try to match their process as closely as I can.

3
Michelle from Copper
Copper Employee
4 months ago
G
GiliEngaged User
asked in Integrations, Zapier & API

Zapier Playbook: Create messages in Slack Channels based on Pipeline - further customization

Hi, I just tested out using the Zapier integration to create messages in Slack when we win an Opportunity in Copper and it’s awesome! I have a further question, how do I further customize it? Within a pipeline, I want to alert  certain people when an opportunity is won based on when a specific custom field is selected, is this possible?

6
Michelle from Copper
Copper Employee
4 months ago
A
Alan GrayNew Participant
asked in Integrations, Zapier & API

New product update - what does it mean?

Hi This popped up when I logged on ……… The updates are usually extremely helpful ,  but im not sure in which circumstances you might use this . Can anyone help ? Any eligible endpoint that returns custom fields can now also return with their corresponding text values, using a new optional parameter Thanks  Alan 

2
A
5 months ago
L
Lori MurphyNew Participant
asked in Integrations, Zapier & API

Does linking a Dropbox file use additional data/memory?

I want to add google form that we download to Dropbox to Copper lead profiles. Will linking the file to Copper use additional data/memory on my computer? Also, is there a way to link the google form response directly to the lead profile instead of uploading from Dropbox.

4
Michelle from Copper
Copper Employee
5 months ago
C
cranerealtygroupNew Participant
asked in Integrations, Zapier & API

Fetch an Activity by ID API endpoint

I have successfully obtained email activity via the Fetch an Activity by ID API endpoint. However, the Details element in the API response only contains the email activity subject content and other email header info e.g {"emails_details"=>{"sender"=>{"name"=>"xxxxxxxxxx", "email"=>"xxxxxxx@rochester.rr.com"}, "recipients"=>[{"email"=>"xxxxxxxxx@thecranerealtygroup.com"}], "subject"=>"Email Question", "id"=>313147071}, "emails_date"=>1521594115}Where do I access the body content of the email activity?

2
L
5 months ago
C
CDubInspirational User
asked in Integrations, Zapier & API

Managing Duplicates with Zapier?

Hi, We just stared using Zapier to help with importing leads that we manage in Mailchimp into copper, and updating the leads/person records without creating duplicates or overwriting data… I think it should be possible to also manage duplicates somehow, but the question is how? I am new to Zapier, so I am not sure what the best way to do that is, any thoughts? UPDATE May 2022: We now have a native two-way Mailchimp integration that syncs contacts between the two systems! Read about it here.

9
Jaco Koppelaar
5 months ago
Davidweiss
DavidweissNew Participant
asked in Integrations, Zapier & API

Getting error in Zap run with Error Code 422

Hi there I’ve been extending Copper functionality extensively with Zapier. It generally works well. However, this error keeps popping up every now and then and I would like to be able to solve it. I need help. A particular Zap is erroring every now and then for no apparent reason, the action in question is a simple “Update Person by ID” step.  

1
Kevin from Copper
Copper Employee
5 months ago
E
ehappelNew Participant
asked in Integrations, Zapier & API

LeadJet API key - can regular Copper users generate API key?

I am trying to connect all of my company’s users of Copper to LeadJet, but unless they are an admin I can’t create an API key. Can standard users be given the ability to create one or two API keys for things like LeadJet without making them an Admin?

1
Michelle from Copper
Copper Employee
5 months ago

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