What’s Supported
Supported Actions
This connector supports:- Write Actions.
- Read Actions, including full historic backfill and incremental read.
- Proxy Actions, using the base URL
https://api.copper.com/developer_api
.
Supported Objects
The Copper connector supports reading from and writing to the following objects: The Copper connector supports reading from the following objects:- activity_types
- contact_types
- customer_sources
- lead_statuses
- loss_reasons
- pipeline_stages
- pipelines
- tags
- users
Custom Fields
In addition to standard fields, the connector supports any custom fields created through the Copper API. They behave the same way as built-in fields and can be queried alongside them. Copper does not provide a dedicated “field name” for custom fields. To represent them, the connector uses the display name rather than the numeric ID, and exposes it with the prefixcustom_field_
.
- Prefix: Names always start with
custom_field_
. - Display name: Human-readable display names are used instead of IDs, with spaces replaced by underscores.
Example: A custom field with display nameContract Start Date
in Copper is exposed ascustom_field_contract_start_date
.
Before You Get Started
To integrate Copper CRM with Ampersand, you must register Copper CRM Oauth2 application. To register the application, you must contactpartners@copper.com
and provide the following details:
- Name and Purpose of your application.
- URL for an HTTPS endpoint that will handle the secure callback. If you want to connect via Ampersand, use the following callback URL:
https://api.withampersand.com/callbacks/v1/oauth
.
Add Your Copper CRM App Info to Ampersand
Once you have your Copper app set up and registered, you can proceed to connect it with Ampersand by following these steps:- Log in to your Ampersand Dashboard.
-
Select the project where you want to create a Copper CRM integration.
- Navigate to Provider Apps.
- Select Copper CRM from the Provider list.
- Enter the Client ID obtained from Copper in the Client ID field and the Client Secret in the Client Secret field.
- Specify the scopes set for your application in Copper CRM.
- Click Save Changes to complete the integration.