Integrations, Zapier & API

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  • 146 Topics
  • 374 Replies

146 Topics

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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year ago
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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year 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
1 year ago
N
NishEngaged User
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
1 year 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
1 year 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
1 year 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
1 year ago

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