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third party access

  • 5 October 2022
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Our web designer needs to integrate some Zaps.  He is not one of our users.  Do I give him access thru my Gmail?

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Best answer by Chris from Copper 6 October 2022, 16:39

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Hi @JIMJ ,

Thank you for submitting your question through the Copper Community! Glad to hear you are looking at expanding your capabilities via Zapier.
 

To setup Zapier Zaps:

To setup the Zaps, generate and share your Zapier API token with your web designer, which will allow them to connect Copper to Zapier to setup Zaps.


To test Zapier Zaps:

We do not recommend sharing your private Gmail or Copper credentials with other people. If possible, I recommend adding your Web Designer to Copper temporarily to test and ensure the Zaps are running smoothly. If you’re not able to add your Web Designer to Copper, I recommend working with them to test the Zaps through your login once the Zaps are setup.

 

Thank you for submitting your question! 

-Chris

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