Copper

Add a net-new company record to Copper, capturing name, domain, and custom fields in a single API call.

Log a call note, email summary, or meeting recap as a timestamped activity against any Copper record.

Permanently remove a company record from Copper — use carefully, as this cannot be undone via the API.

Link any Copper record — person, company, or opportunity — to a specific Copper project for cross-object tracking.

Fetch a single company record by ID, returning all fields including custom data and relationship counts.

Modify any field on an existing company record — owner, custom fields, tags, or status — without overwriting the full object.

List all company records matching optional filters, returning paginated results for bulk operations or reporting.

Upsert a company record — creates it if the domain is new, updates it if already in Copper — eliminating duplicate-check logic from your automation.

Write new values to specific fields of a company record identified by its Copper ID.

Insert a brand-new company into Copper with full field population via the General resource endpoint.

Modify fields on an existing contact record in Copper — title, email, phone, custom fields — without touching other data.

Upsert a contact in Copper by email — creates them if they don't exist, updates their record if they do.

Add a new contact record to Copper with name, email, phone, and company association in one step.

Edit fields on an existing Copper lead — status, assignee, score, custom attributes — to reflect routing or qualification decisions.

Upsert a lead in Copper by email — creates a new lead if none matches, or refreshes the existing one with latest data.

Insert a fresh lead record into Copper with source, owner, and initial qualification fields populated.

Update a specific Copper opportunity using its numeric ID — the safest write when you already hold the exact record reference.

Modify stage, value, close date, or any custom field on a Copper opportunity without specifying the resource type separately.

Upsert an opportunity in Copper by matching on company and name — creates if absent, refreshes fields if found.

Open a new deal in Copper's pipeline with stage, value, close date, and owner set from the outset.

Start a new Copper project to group tasks, contacts, and activities around a post-sale or cross-functional workstream.

Change the name, status, owner, or custom fields of an existing Copper project to reflect its current state.

Upsert a Copper project by name — creates it if it doesn't exist, updates fields if a match is found.

Add a follow-up task to any Copper record — opportunity, person, or project — with assignee and due date.

Fires when any record — company, person, lead, opportunity, project, or task — is deleted from Copper, letting the agent react to data removals in real time.

Fires via webhook whenever any activity — call, email, meeting, or note — is logged against a Copper record.

Fires when any new record of any type is created in Copper, providing a catch-all trigger for routing and enrichment workflows.

Fires via webhook the instant a new company is created in Copper, enabling immediate enrichment, routing, and cross-system sync.

Fires when any field on any Copper record is changed, useful for catching ownership reassignments, status transitions, or enrichment writes.

Fires via webhook the moment a new contact record is created in Copper, enabling immediate sequence enrollment or enrichment.

Fires via webhook whenever a new deal is opened in Copper's pipeline, kicking off deal-room setup and qualification workflows.

Fires via webhook whenever a new lead is added to Copper, triggering immediate assignment, enrichment, and first-touch actions.

Fires via webhook when a new project is created in Copper, enabling automatic team notification, task seeding, and cross-system provisioning.

Fires via webhook whenever a new task is created in Copper, allowing the agent to notify assignees, sync to external task managers, or escalate overdue items.