Integrations, Zapier & API

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  • 110 Topics
  • 265 Replies

110 Topics

Z
Zachary CaputoNew Participant
asked in Integrations, Zapier & API

Unable to Fetch File Content via API

Hello, Through the API it appears we are unable to pull actual file content. All we are able to see are examples such as: “id”: 995582609,        “is_deleted”: false,        “file_name”: “image003.png”,        “file_size”: 74777,        “content_type”: “image/png”,        “creator_id”: null,        “date_created”: 1664473431,        “date_modified”: 1664475546It appears we cannot pull the file itself. Are we missing something?

1
Michelle from Copper
Copper Employee
3 days ago
Z
Zachary CaputoNew Participant
asked in Integrations, Zapier & API

ERROR 500 When attempting to pull emails through API

We are trying to migrate data from Copper to another CRM. When we are pulling emails over we constantly are getting an Error 500 when doing so. We have 80k+ emails and each time we get to around 3000 emails the error will occur.  Could you please connect me with someone from the team to discuss this further?

2
Michelle from Copper
Copper Employee
3 days ago
Z
Zachary CaputoNew Participant
asked in Integrations, Zapier & API

Fetch an Activity by ID API Endpoint - Email Body Content

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@example.com"}, "recipients"=>[{"email"=>"xxxxxxxxx@example.com"}], "subject"=>"Email Question", "id"=>313147071}, "emails_date"=>1521594115}Where do I access the body content of the email activity?

2
Z
4 days ago
M
mindapplesNew Participant
asked in Integrations, Zapier & API

How can we stop Zapier being triggered every time a field is edited?

I have found a big issue with the “Updated Opportunity in Copper” Zapier link, and the problem seems to be on Copper’s side rather than Zapier’s. I suspect this applies to all the “Updated” zap hooks too.When editing an opportunity record, each time a field is edited this counts as an “update”. This means editing even 2-3 fields can trigger half a dozen “update” events, and going through updating a whole record could mean 10-20 separate “updates” all within a few seconds of each other. I believe this is true for all content types.That doesn’t sound like an issue until you get to Zapier and realise that every single one of these tiny changes is triggering a Zapier hook and burning through another bunch of tasks. I estimated that one Zap to update a Google sheet when an opportunity is updated could burn through our entire Zapier task allocation in just a few days from pretty light usage because Copper is triggering zap tasks for absolutely everything.So is there a way to change this so t

4
M
5 days ago
David
DavidNew Participant
asked in Integrations, Zapier & API

Webhook documentation: What counts as "Update" event?

Hi therei want to capture certain “update person” events. question: what counts as an update on a “person” record? i.e. do changes to “interaction” count or “inactive days” also count as update? and: is it possible to capture only updates to particular fields on a person record?

3
alex
5 days ago
M
mizidiNew Participant
asked in Integrations, Zapier & API

Customize fields shared by Slack Integration

I’ve successfully activated a Slack integration, automatically posting notifications when new Opportunities are created. How can I customize the fields that are posted in the notification? To be more specific, our team leads would like to see the Source of the opportunity included with notification of a new Opportunity Created. 

1
Michelle from Copper
Copper Employee
9 days 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.

1
Jaco Koppelaar
11 days ago
K
KSMNew Participant
asked in Integrations, Zapier & API

Outlook

Our company recently switched from Gmail to Outlook. If we were to use Zapier, is it still possible for us to sync outgoing and incoming emails with People. We do not need to know when they opened the emails. Just having them under activities for a Person would be very helpful.

1
alex
15 days ago
M
Matt_CardNew Participant
asked in Integrations, Zapier & API

How do I accept the value of a source in Copper's API

We have a webhook that provides us with data from Copper into airtable. This works fine with custom fields, and most standard fields as well. However, when I went to connect the source field, I could find the name of this field in the API documentation: https://developer.copper.com/opportunities/list-opportunities-search.html I can see in this list that there is the field customer_source_ids. Why can’t I access the value of a source, but the ID is ok?  Thanks

1
alex
16 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

4
Michelle from Copper
Copper Employee
22 days ago
D
dezuzNew Participant
asked in Integrations, Zapier & API

Projects API request doesn't return all fields

Hey all.I am trying to migrate Projects object from the Copper and I found that some fields that I have on UI don’t return by the Projects API request - https://developer.copper.com/projects/list-projects-search.html#list-projects-in-groups-of-200.The missing fields are: due date and visibility.Maybe someone know why do these fields not return in the request?Is there are no reason it would be good to add them to the request’s response

2
D
1 month 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    

2
S
1 month ago
Jagatelife
JagatelifeInspirational User
asked in Integrations, Zapier & API

Google Sheets Copper Extension Automation

 We leverage the Google Sheets Copper Extension for a lot of our different reports.  Is there anyway to get that extension to run automatically without human interaction.  We would ideally like it to fire every night.  Right now we have to trigger it manually.  Any support is much appreciated!

3
alex
1 month ago
U
Urban MachineNew Participant
asked in Integrations, Zapier & API

Suggestions not working anymore

The Copper chrome plugin used to work great. It would show the name and email address for the user who emailed me and ask me if I wanted to create a new user if they did not exist. This functionality has stopped working and now it only shows a random person from a previous email sometimes over a week old. The plugin is completely worthless because now I have to manually enter the users info. What happened why is this not working anymore? 

1
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.

4
A
2 months ago
C
cafkuNew Participant
asked in Integrations, Zapier & API

Gmail extension

I got message, that extension needs to be updated. Somehow happened but Icon does not show up on Chrome and Gmail anymore. Deleted, reinstalled twice, restarted Mac (Ventura). Nothing. Posted in existing topic as well.

10
I
2 months ago
A
ARPANew Participant
asked in Integrations, Zapier & API

All Pooled Connections in Use

Something seems off with the API as of recently as our systems experienced a surge in user-engagement. The error is a 500 error, so I assume this is something the Copper Team may need to look into: :{"success":false,"status":500,"message":"could not obtain a connection from the pool within 5.000 seconds (waited 5.003 seconds); all pooled connections were in use"} We are not receiving any 425 errors, so we aren’t superseding the request cap.Anyone have a solution for this? This issue is causing a detrimental user-experience for our supporters.Thanks!

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

Xero invoices

I have connected Gmail to Xero but cannot see a way of connecting Copper to Xero. What I would like to do is set it up so that invoices sent directly from Xero appear on the activity log of the person receiving the invoice. Is it possible to do this? Thanks!

7
Michelle from Copper
Copper Employee
2 months ago
S
sdennyNew Participant
asked in Integrations, Zapier & API

Quickbooks intergration

Hi Team, I am an IT consultant engaged by Focus on the Family Australia, to look into a few IT related issues. An issue i would like to chat to you about is that our data, in terms of donar receipts is no longer being populated in Copper.   Our finance package is quick books online.  One user of the system suggested that the app Zapier was used to link the 2 systems together.  Would you be able to look at our setup and tell me what the issue is? Thank you Steve

1
Michelle from Copper
Copper Employee
2 months ago
J
John BundrenNew Participant
asked in Integrations, Zapier & API

Avoma integration ?

Has anyone used the Avoma (meeting recording) integration with Copper? If so, what was your experience? Does Copper have a list of similar software (Gong, Chorus, etc) that integrates with Copper? We are considering Avoma as a tool, but wanted to check here first in case anyone had feedback or other recommendations.  Thanks!

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

Copper lead conversion programmatic API

I’m calling /v1/leads/{id}/convert, w/ payload of{'details': {'person': {}, 'company': {}, 'opportunity': {}}, 'person': {'name': 'THEIRNAME'}, 'company': {}}But instead of a well-formed error code, I get a 500 w/ the text set as below, noteably an undefined method of to_i\’. What can i do to work around this?Its not clear to me why i need to set a field in the person{} record, should that not come from the Lead? ```'{"success":false,"status":500,"message":"undefined method `to_i\' for \\u003cActionController::Parameters {} permitted: true\\u003e:ActionController::Parameters"}'``` 

0
D
3 months ago
N
NeoSakuraEngaged User
asked in Integrations, Zapier & API

Time Tracking

I am wondering the best tool to use for tracking time that can integrate with Cooper? We want to track how long it takes for tasks to be completed. 

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

Digital/Virtual Business Card integration

My Sales Team is looking at using Digital/Business Cards at tradeshows and various other meetings with potential customers. Not only would we use it to send our contact information to them via the phone, we would want to possibly capture the potential leads contact information.Does copper have an integration with any digital business cards? Would it just be a matter of setting up an API or using Zapier maybe? Anyone doing this currently?  Thank youJodi

1
Mary from Copper
Copper Employee
3 months ago
M
mmmadisonNew Participant
asked in Integrations, Zapier & API

API: Can not update Person's related Company if it is auto assigned by email domain

Copper API,When an email domain is populated on a Company record, users are auto-related to the company that matches their email address. After that auto assignment, in my trials, company relation can not be changed within the API. I have tried, PUT - Update a Person and POST - Relate an existing record to an Entity, neither work.How can I change a Person's related Company via API to a company not matching the domain email? Can I turn auto-relating the Person to the Company off for my API calls?

2
alex
3 months ago
P
prashantpbaggaNew Participant
asked in Integrations, Zapier & API

Add 'Slipping Opportunities' to Slack Integration

Our business wants to see ‘slipping opportunity’ in slack. Looking forward to seeing that soon.

5
P
3 months ago

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