Copper

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:

• activities
• companies
• leads
• opportunities
• people
• projects
• tasks

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 prefix custom_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 name Contract Start Date in Copper is exposed as custom_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 contact [e-mail] 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:

1. Log in to your Ampersand Dashboard.

2. Select the project where you want to create a Copper CRM integration.

   

3. Navigate to Provider Apps.

4. Select Copper CRM from the Provider list.

5. Enter the Client ID obtained from Copper in the Client ID field and the Client Secret in the Client Secret field.

6. Specify the scopes set for your application in Copper CRM.

7. Click Save Changes to complete the integration.