What’s Supported
Supported Actions
This connector supports:- Proxy Actions, using the base URL
https://api.copper.com/developer_api
.
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.