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Integrations, Zapier & API

Integrations, Zapier & API

Integrations are the building blocks to your CRM success. Find all your tips here.

166 Topics
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166 Topics

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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 year ago

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

1 year ago

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 year ago

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 year ago

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.

1 year ago

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 year ago

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!

1 year ago

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 year ago

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 year ago

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"}'```

1 year ago

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.

1 year ago

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 year ago

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?

1 year ago

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.

1 year ago

ShafiNew Participant

asked in Integrations, Zapier & API

Retrieving Copper Fields through API

Do we have any API to retrieve the Fields related to Copper Leads/Opportunities/Contacts ?For example,I need an API, that gets a list of Fields associated with the Opportunities.

1 year ago

Kcunn9New Participant

asked in Integrations, Zapier & API

integrations with appfiles.com

Looking for integration with AppFiles.Com that I use the manage my company.

1 year ago

MaxPNew Participant

asked in Integrations, Zapier & API

Chrome copper extension no longer shows icon to set "related to"

Chrome extension is working (on the right) but today I upgraded the extension and now it no longer shows icon to set "related to" - the window on the right is working, only the icon on the email header is no longer present. I reinstalled extension but problem remains.

1 year ago

GoboonyNew Participant

asked in Integrations, Zapier & API

Respond.io API Integration?

Good morning, I was wondering if you are going to release soon an API integration for Respond.io .Is any chance to generate an API we can use on Respond.io to integrate our Copper lead contacts details there? Thank you :)

1 year ago

JIMJNew Participant

asked in Integrations, Zapier & API

third party access

Our web designer needs to integrate some Zaps. He is not one of our users. Do I give him access thru my Gmail?

1 year ago

JagatelifeInspirational User

posted in Integrations, Zapier & API

Business Intelligence Integration Tools

I have seen some of the OOB reporting templates with Copper and they are great!However, I am interested in leveraging multiple data sources, which include, but are not limited to Copper. I was curious if any other companies that leverage Copper use any advanced Business Intelligence tools such as Tableau or PowerBI. Wanted to hear about your experience. Thanks!

1 year ago

JagatelifeInspirational User

asked in Integrations, Zapier & API

samrmEngaged User

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?

1 year ago

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

1 year ago

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