Integrations, Zapier & API

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  • 81 Topics
  • 196 Replies

81 Topics

Jagatelife
JagatelifeNew Participant
asked in Integrations, Zapier & API

Passing Company Information to Opportunity Record

My objective is to pass Country information on the Company record to an Opportunity at time of creation.  I attempted to follow the steps outlined in the help article to pass information from Person to Company, but I am getting an error.The Zap Set-up Action image shows my configuration. Zap Field Update is the single update I am trying to make.Zap Error shows the data that is trying to be passed and the error I am getting.  It is showing as Record not found, which I assume to be the Company record, but I could be incorrect.I have tried a few different configurations in the Set-up Action but cannot seem to get an combo to work.  Thanks for the help! 

3
Michelle from Copper
Copper Employee
1 day 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!

3
Michelle from Copper
Copper Employee
2 days ago
H
hayley.croteauNew Participant
asked in Integrations, Zapier & API

"Extension Context Validated" and "Ajax Authorization Failed" Errors in Gmail

Hi, for the last couple of months I’ve been getting the error “Extension Context Validated” in the bottom right hand corner of Gmail and suspected it was do to an extension. Googling it didn’t find me a solution. This week I decided to delete and re-install the Copper plug in but now I’m getting an error saying “Ajax Authorization Failed”. When I googled that phrase, I came to a reddit thread with at least two other copper users seeing the same issue. Can you figure out what is up with this bug? I’m running Copper and Gmail on Chrome on Mac OS, in case that is of importance. Thanks! Reddit thread: https://www.reddit.com/r/GMail/comments/vdh8bg/ajax_authorization_failed_tab_persisting_in_gmail/

4
K
2 days ago
S
samrmNew Participant
asked in Integrations, Zapier & API

Mailchimp Integration [NEW] - syncing/adding certain contacts

It seems like the new Mailchimp Integration is automatically adding any new contacts to one of our Mailchimp audiences, compared to the “Legacy” version which allowed us to select whether a new contact would be added and to which audiences. If I would like to be able to manually select which contacts are added, or if there is a way that I could set a rule for adding contacts based on rules/filters like their “Role,” how could I do this?

6
H
14 days ago
D
dezuzNew Participant
asked in Integrations, Zapier & API

Does Projects object has a limit of counts?

Projects API requst - https://developer.copper.com/projects/list-projects-search.html, has a limit of 100_000 records that it could return without any errorsPlease note that search requests are limited to returning only the first 100,000 records regardless of the pagination parameters. If your search filter matches more than 100,000 records, we recommend modifying your search filter to separate your result set.it’s not a reliable system, so I am wondering if there some limit of Projects objects count on Copper, e.g. if there is a limit of 20_000 Projects records then it’s ok to use request that returns a maximum of 100_000 records 

0
D
15 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

0
D
15 days ago
A
AndrewUNew Participant
asked in Integrations, Zapier & API

Copper API Activities vs Interaction Count

Good evening. I am doing some work with the Copper API, trying to extract data to allow us to show the interactions related to each Person and Opportunity over time. This is the data that is accessed via the Activities endpoint. The main problem I am having is that when I query “all activities related to a person” the number of items returned is a lot lower than the number of interactions reported against that person in Copper. Has somebody come across this before? I am wondering whether it is a permissions issue and the interactions (mainly emails) are not being reported correctly. Thanks! Andrew   

4
A
26 days ago
G
GrowDevNew Participant
asked in Integrations, Zapier & API

Missing user Ids in activities

I have a couple of activities in which user_id is null and this value should be populated with our user. Activitiy Id 9642214064, could someone help me?This action was a mail from one of our users to an external client. UserId should contain the our user that performed the actionThis is the response from the API {"id": 9642214064,"parent": {"id": 139141092,"type": "person"},"type": {"id": 6,"category": "system"},"details": {"sender": {"name": "xxxxxxxxxxxxx","email": "xxxxxxxxxx"},"recipients": [{"name": "xxxxx","email": "xxxxxxx"}],"subject": "RE: xxxxxxx","id": 1033568489},"activity_date": 1659107484,"date_created": 1659110386,"date_modified": 1659107484} 

1
Michelle from Copper
Copper Employee
29 days ago
A
Allison WNew Participant
asked in Integrations, Zapier & API

New Mailchimp integration not syncing

Is anyone else having issues with the initial sync not working? Once I enter our API key, I just get the spinning wheel of death that says “will be with you in just a moment”Would love help figuring this out! 

1
Michelle from Copper
Copper Employee
1 month ago
Jodi
JodiEngaged User
asked in Integrations, Zapier & API

Zendesk CSAT scores integrate into Copper Customer record

We would like to have our customer CSAT scores from Zendesk integrate/post into a field in Copper. Has anyone done that? Is this integration possible? 

2
Michelle from Copper
Copper Employee
1 month ago
Michelle from Copper
Copper Employee
Michelle from CopperCustomer Enablement Manager
asked in Integrations, Zapier & API

Mailchimp Integration - tags and use cases

Hi Community! I received these two questions about our new Mailchimp integration. I want to make sure the answers are accessible to everybody so I’m posting them here. #1:How can I add a tag as a rule in Copper/MailChimp integration. Ex. I want anyone with the category or tag franchiselead to get tagged in MailChimp with that that same name. So I would like them to be synced to the MASTER MAILCHIMP LIST (if not in there already) and add a tag to their account. Let me know if that's possible. #2:Can you also let me know most common way people use this integration Answers coming up in my next comment :)

1
Michelle from Copper
Copper Employee
1 month ago
M
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!

4
Michelle from Copper
Copper Employee
1 month ago
J
JeeneshNew Participant
asked in Integrations, Zapier & API

Webhook for notes update or created inside task.

Hi Team,I was working with the provided postman for setting up webhooks  . There is a notes inside task creation / or updation but i didn't find anything for notes to get info via webhooks .  Thanks for the help.

5
Michelle from Copper
Copper Employee
2 months ago
P
peter1New Participant
asked in Integrations, Zapier & API

Question regarding Gmail integration

Hello, is it possible to not have the copper sidebar open every time I open my Gmail account? How do I turn this feature off? Thanks!

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

Chrome extension

The chrome extension has an issue on my end. Since a couple of weeks I do get this weird message while I send an email (see attached).I deinstalled the extension several times, did deinstall chrome. I am in discussion with Google Support. As the problem is located/related to the extension, I need your help. 

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

date_modified - What is the format to use this via the API?

 Our response now includes date created, date modified, last contacted, and interaction count. To get inactive days, subtract TODAY-last contacted. - Can’t find any documentation beyond this. Anybody know the format for this?Using this in postman {"date_modified": 1656096072}Gets this error {"success": false,"status": 422,"message": "Invalid input: Validation errors: Base: Unrecognized attributes specified: date_modified"}

2
Michelle from Copper
Copper Employee
2 months ago
B
BrianMcMNew Participant
asked in Integrations, Zapier & API

API Integration with SendinBlue email program

SendinBlue is a very powerful and popular French-based emailing program.  They have integrations with several CRMs, but not with Copper.  Can you create an API for SendInBlue.com?

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

Quoting Tool for Copper

Is there a third party quoting tool available that integrates with Copper? If so, then can it support a parts list and tiered pricing structure?

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

activities search doesn't show system/Email

If i use this api:https://developer.copper.com/activities/list-activities-search.htmlwith activity_types = None, then i get a list of all activities **except** category=system, id=6 (Email).If i run it with activity_types = [ {“id”: 6, “category”: “system” } ], I get the email activities.Why? This is making sync’ing very difficult. 

2
D
2 months 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?

1
alex
2 months ago
D
Dog_SavvyNew Participant
asked in Integrations, Zapier & API

Issue with SquareSpace form automation field input.

Hi there,I am having an issue with my SquareSpace lead form -- I have a zap that I have implemented that will automatically create a Copper record as a lead from the information that the potential client inputs into the form I have on SquareSpace. Suddenly, it is incorporating the field type into the name. Example:What used to be John Smith is Now “First=John, Last=Smith”. I have reached out to both Zapier (who says it is a bug on SquareSpace’s front) and SquareSpace (who seemed to dodge my question/issue entirely and just sent me the Zapier integration help guide) to no avail. Since this just happened all of a sudden, I wondered if anyone here has any experience with this and could give me some guidance on what is happening/what I might be able to do to fix it.Thank you!

1
alex
2 months ago
D
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”?

2
alex
3 months 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
3 months 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
3 months 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
3 months ago

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