Integrations, Zapier & API

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  • 61 Topics
  • 149 Replies

61 Topics

tzam
tzamNew Participant
asked in Integrations, Zapier & API

Is it possible to mention in a note via the API and also trigger an email notification?

When I tried to mention a Copper user in a Note/Activity description with a JSON body like the following:{ "parent": { "type": "opportunity", "id": 1234567 }, "type": { "category": "user", "id": 0 }, "details": "@⸨10:12345:Tom Jones⸩ This is a description"}The note appears as if the user was mentioned (i.e. username starting with “@” and in bold characters) but the actual email notification is never sent to the mentioned user. While when trying to mention the same user through the UI (by typing “@” and selecting the username) the notification is sent via email to the mentioned user.

3
Michelle from Copper
Copper Employee
5 months ago
C
CristianRPNew Participant
asked in Integrations, Zapier & API

API Errors Messages and Codes

I was wondering if you have a table more explained about error codes and messages that the Copper API returns, because I’ve been receiving errors from our users such as “Developer API is not enabled for this account”, “Account is expired”, “Owner not found”.I just wanted a table like that https://developer.copper.com/introduction/responses.html but more detailed, is it possible?  

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

Microsoft Exchange

My company runs an on-premise MS Exchange email service. Does Copper support an email sync for IMAP/SMTP like it does for Google Gsuite?

3
J
5 months ago
S
sergioNew Participant
asked in Integrations, Zapier & API

copper connection with wordpress (woocommerce)

Hi, I would like to know how to connect Copper with my woocommerce site and at the same time the elementor forms from wordpress. I need my purchase data from woocommerce and all about the e-commerce behavior from my users. I need to have the leads from elementor forms to see the users who are interested.All of this it is important for me, i want to see all in Copper. What can I do ? what is the best plugin ? (I dont want to use Zapier) Thank you so much

1
Michelle from Copper
Copper Employee
6 months ago
J
jedNew Participant
asked in Integrations, Zapier & API

Is there a way to get rid of the bright red C next to every subject line in my inbox?

Just started recently, looks very intrusive and makes navigating my busy inbox harder.  Can I get rid of the Copper logos everywhere?

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

Can't update custom field w/ Number type

I’m not sure what is going on here. I’ve created a custom field (mautic_id). I marked it as Numeric.Side note: I really wanted Integer here, its really weird its in floating point now, making equality checks not work.Now, when I use the Copper API to update a lead, I fill in the custom_fields record[ { "custom_field_definition_id": 493229, "value": "5gHHZRzXeZwAJVs5BfMS5E" }, { "custom_field_definition_id": 500315, "value": 2 }, { "custom_field_definition_id": 500333, "value": "https://mautic...." }, { "custom_field_definition_id": 503591, "value": 34483 }]but this is returned from the update:[ { "custom_field_definition_id": 493229, "value": "5gHHZRzXeZwAJVs5BfMS5E" }, { "custom_field_definition_id": 497161, "value": false }, { "custom_field_definition_id": 500315, "value": 2 }, { "custom_field_definition_id": 500316, "value": null }, { "custom_field_definition_id": 500333, "value": "https://mautic....." }, {

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

API Integrations

I have various question as to the capabilities of Copper. Can product and order information be imported from our API system?   Can I create a custom field for multiple products within an Opportunity record?  Can this custom field be a dropdown selecting product information imported from our API?  Can we run a report on the multiple product opportunities for each account within Copper? 

8
Michelle from Copper
Copper Employee
7 months ago
J
jimbNew Participant
asked in Integrations, Zapier & API

zapier calendar entry

There seems to be no way (and tech support has confirmed) to create a calendar entry on a person or company via zapier based on new meeting creations in the source system- Does anyone know how to get around this limitation? I have multiple customer calendars I need to sync with the copper system for up coming meetings, but I can only sync 1? 

3
Zuber @ three60.io
7 months ago
N
NishNew Participant
asked in Integrations, Zapier & API

Notification when Opp stage is moved

I want to get notification to certain people only when Opp is moved to one particular stage! How do I set this up, Copper support is of no help as they also do not have anything yet! If anyone has a third party app or Zapier connection. Please do that information to me!  Thanks and Regards!

5
Evan from Copper
Copper Employee
7 months ago
Davidweiss
DavidweissNew Participant
asked in Integrations, Zapier & API

Add Notes via API

While it is possible to add activitie via API, it seems not possible to add notes via API. It would be nice to be able to add some context to say Opportunity changes done via API/automation by adding notes to Person/Company/Opps records.

4
Michelle from Copper
Copper Employee
7 months ago
Jaco Koppelaar
Jaco KoppelaarCopper Partner
asked in Integrations, Zapier & API

Include @Mention into a Note from Zapier

Hi, Is it possible to include @name into the description when creating Notes and Tasks from Zapier? 

3
Jaco Koppelaar
7 months ago
C
ClairecomNew Participant
posted in Integrations, Zapier & API

Sales commission plans and structure / reports

Are you looking at adding something like this or can you recommend a good integration?

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

merge companies using API

 In  I asked how to merge leads. It seems there is no answer.I now have this requirement for companies. I really need an answer here, the duplicates are causing trouble and it will be exceptionally time consuming to go through 15k companies and merge using the web ui. So, is there a way to merge companies? Otherwise my workaround will be to write some api integration to for each company for each duplicate  find all leads & people using duplicate, update to company  delete duplicate which will be an intensive set of api operations.

2
Kevin from Copper
Copper Employee
8 months ago
H
hftmNew Participant
asked in Integrations, Zapier & API

Logging/syncing emails sent from my alternate email address

I have just been emailing back and forth with a prospect.  Important info to track with these emails.  Unfortunately, I realized that I emailed the prospect with one of my alternative emails.  Thus, this email thread does not show up in the prospects file.  How do I bring this email exchange into my Prospect’s file on Copper?

3
Michelle from Copper
Copper Employee
8 months ago
Jaco Koppelaar
Jaco KoppelaarCopper Partner
asked in Integrations, Zapier & API

Activity type not visible in Zapier in New Task Trigger

It would be helpfull if I can filter on the activity type in Copper but the field is not available. My intent is to create a Zap for specific Task types. The only option I have now is to filter on a Tag which is not user friendly, For me it sounds like a bug in the Zap integration. Is this a Copper developed Zapier integration or should I report elsewhere?   

1
Michelle from Copper
Copper Employee
8 months ago
E
ErinNew Participant
asked in Integrations, Zapier & API

Eventbrite Integration

Has anyone had success integrating Copper with Eventbrite to track attendees? I imagine you could use Zapier but wondering how difficult that would be to set up. 

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

Update company on Person via API? does not seem to take affect

so i’m calling update on a Person. When i do so, I get a 200 OK back, but the return record still has None for company_name/company_id. I know these are correct, if i enter in the web front end it populates.Other fields I update work, just not this one. I cam trying both with and without the emails (and also w/, w/o name, id). Same affect: {'id': 77886699, 'name': 'XXX', 'company_name': 'XXX', 'company_id': XXX, 'emails': [{'email': 'XXX@XXX', 'category': 'work'}]} {'id': 77886699, 'name': 'XXX', 'company_name': 'XXX', 'company_id': XXX } I have also tried just company_name and just company_id, all do the same thing. No error, no update. the fields are as here https://developer.copper.com/people/overview.html any suggestions? Only ‘name’ is marked as a required field, but its not clear that is true for a PUT. 

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

API to merge leads?

https://developer.copper.com/leads/overview.html has the API for leads.However… it does not allow merging two leads (e.g. duplicates)Looking at the network trace from the web UI, I can see we do a POST tohttps://app.copper.com/api/v1/companies/#####/leads_api/merge'where ###### is my company-id (e.g. my copper account id), and in the body:{"ids":[ID1,ID2],"conflicts":{field: value, ...}Is this correct? How come it is not exposed in the documented API? 

4
Kevin from Copper
Copper Employee
8 months ago
A
asmithNew Participant
asked in Integrations, Zapier & API

Time Tracking - Toggl Intregration

Is there a way to aggregate time worked into an opportunity via a Zapier Integration from Toggl Track?We use Toggl Track to track hours worked against specific clients and opportunities.  There is a Zapier integration to bring those hours over based on the Toggl entry being created, but I’m not sure if Copper can properly absorb the data the aggregate as needed.  We would have a matching Client Name and Pipeline name to match the data between Toggl and Copper.Over the course of an opportunity, we may have several dozen Toggl entries, and we would need Copper to be able to store that X hours have been worked so far and Y hours were just added.  

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

Rationale for no Source on People?

The Lead record has a Source (which is a list of options).However, the Person record does not.What’s the rationale for this? When I convert a Lead to a Person, I lose this information. Its also something i’m confused of as i integrate w/ Mautic.If I create a ‘custom field’ on Person for Source, it doesn’t have an option to track the sources list (which is another table).All i can find in the user guide is: “There is no 'Source' field on a person or company record, so if you create an opportunity from scratch that's related or unrelated to a person or company record, you'll want to fill in the source field manually.”So… What’s the rationale for this, how do i keep the source info present as i promote a lead?  

0
D
10 months ago
M
MzegerNew Participant
asked in Integrations, Zapier & API

Importing Gmail Template Into Copper

Does anyone know if there is a way to import a pre-existing email template in Gmail into My Templates on Copper? I know you can do vice versa, but I’d like to use my nice-looking template that I have already made as a Copper template instead. 

0
M
10 months ago
D
donbowmanEngaged User
asked in Integrations, Zapier & API

Companies api, search modified newer

https://developer.copper.com/companies/list-companies-search.html shows that i can list by:age minimum_created_date maximum_created_dateI’m not clear what age is.I’m looking to see rcompany ecords modified since (e.g. 1 day ago). There is a field `'date_modified'` in the companies record. But, there is not a min/max updated date in the doc.Now, it appears that minimum_modified_date *does* work in the query, is this just an oversight in the doc? 

3
D
10 months ago
D
donbowmanEngaged User
asked in Integrations, Zapier & API

email open tracking api, apikey

I am using the API for a few things today w/o trouble.I am trying to add a count of the # of email-opens per customer.I find that the email_open_tracking_api call is not documented in the developer guide.I watch the browser, it calls /companies/ID/email_open_tracking_api/lookup?tracker_id=ID, and, it has a cookie set, _ALI_session_v3=ID' where the first ID == my company id, the second is a tracking id (?) and the 3rd is ? My question is… How do I do this query programatically? It appears that each user in my company has a different tracker_id, and, I cannot figure out how to create the _ALI_session-v3. The API key does not work for permission (more specifically, i get a NOT found error, not a permission failure). Or, rephrase, is there an alternate solution? I would like to be able to have a field to sort by to show ‘which company has the most email opens in trailing 5 days’ (and same by People i guess). I am not interested in the specific emails opened or other detail, just a count ac

1
Kevin from Copper
Copper Employee
10 months ago
Alyssa from Copper
Copper Employee
Alyssa from CopperCustomer Success Manager
posted in Integrations, Zapier & API

Copper + Square Integration - Are you supercharging your invoicing?

Our new native Square integration not only helps increase internal communication but also allows companies to take care of customers and get paid faster. Users can quickly send invoices from a single view in Copper and easily access payment and financial history for visibility across sales, customer success and accounting teams.We’ve rounded up the key benefits of Copper + Square, direct from our customers: Removes the bottleneck from the finance dept. — Sales/accounts teams can now get invoices out the door and own this process in Copper.Real-time payment statuses of invoices can be shared with sales/accounts in Copper automatically to frame customer conversations better, so collecting cash becomes a team sport.Streamlines the invoice processing workflow to bring payments through the door faster.So how does this look in the real world? Consider this customer from a craft beer business who's been using Square + Copper:Due to the pandemic, this team pivoted to accommodate a B2B model. T

0
Alyssa from Copper
Copper Employee
11 months ago
Will Dewulf
Will DewulfNew Participant
asked in Integrations, Zapier & API

Backup/Recover app for Copper?

Dear community,  My company Pro Backup has built a safe & easy-to-use backup app for popular web apps such as Asana, Airtable and Monday. It offers daily, automated backups, advanced restore capabilities and a daily sync to Google Sheets.We have had some customers requests to roll-out our backup solution for Copper CRM as well. Before proceeding on our app, we are looking to get as much validation as to whether any use cases pertaining to backup, restore or undo functionality are commonly requested by customers, to help inform our business case and prioritize our roadmap. Here are the use cases we have identified from our own customers where we are thinking to add value beyond what the platform already does:Extra level of disaster recovery Advanced restoration capabilities (>30 days) New team members feel confident making changes to boards and tasks, knowing they have a rollback option Business continuity during service outagesCurious to hear what the community thinks of a poten

2
alex
11 months ago

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