Copper
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 contact partners@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
.
After registering your application, you’ll receive two credentials: client_id and client_secret. These are required to connect with Ampersand.
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.
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