leads

58 actions

Action

Description

Required scopes

Fetch Account Details

Retrieve details of the authenticated Copper account

Fetch User By ID

Retrieve a single Copper user by user ID

Fetch API User

Retrieve details of the user associated with the API credentials

List Users

List users in the Copper account

List Leads

Search and list leads in Copper

Fetch Lead By ID

Retrieve a specific lead by ID

Create Lead

Create a new lead in Copper

Update Lead

Update an existing lead

Delete Lead

Delete a lead from Copper

Upsert Lead

Create or update a lead by matching on name or email. If a lead matches the supplied criteria it is updated with the sup...

Convert Lead

Convert a lead into a person, company, and optional opportunity

List Lead Activities

List activities logged against a specific lead

List Lead Statuses

List all configured lead statuses in Copper

List People

Search and list people (contacts) in Copper

Fetch Person By ID

Retrieve a specific person by their unique ID

Fetch Person By Email

Retrieve a person by their email address

Create Person

Create a new person (contact) in Copper

Update Person

Update an existing person in Copper

Delete Person

Delete a person from Copper

List Person Activities

List activities related to a specific person

List Contact Types

List all contact types available in the Copper account

List Companies

List companies in Copper using the search endpoint

Fetch Company By ID

Retrieve a specific company by ID

Create Company

Create a new company in Copper

Update Company

Update an existing company in Copper

Delete Company

Permanently delete a company from Copper

List Company Activities

List activities for a specific company

List Opportunities

Search and list opportunities in Copper

Fetch Opportunity By ID

Retrieve a specific opportunity by ID

Create Opportunity

Create a new opportunity in Copper

Update Opportunity

Update an existing opportunity

Delete Opportunity

Delete an opportunity from Copper

List Pipelines

List all pipelines in Copper

List Pipeline Stages

List all pipeline stages in Copper

List Loss Reasons

List all loss reasons in Copper

List Customer Sources

List all customer sources in Copper

List Projects

Search and list projects in Copper

Fetch Project By ID

Retrieve a specific project by ID

Create Project

Create a new project in Copper

Update Project

Update an existing project

Delete Project

Delete a project from Copper

List Tasks

Search and list tasks in Copper

Fetch Task By ID

Retrieve a specific task by ID

Create Task

Create a new task in Copper

Update Task

Update an existing task

Delete Task

Delete a task from Copper

List Activities

Search and list activities in Copper CRM

Fetch Activity By ID

Retrieve a specific activity by ID

Create Activity

Create a new activity in Copper CRM

Update Activity

Update an existing activity

Delete Activity

Delete an activity from Copper CRM

List Activity Types

List all activity types in Copper CRM

List Tags

Retrieve all tags in Copper CRM

List Custom Field Definitions

Retrieve all custom field definitions in Copper CRM

Fetch Custom Field Definition

Retrieve a specific custom field definition by ID

View All Related Records

View all records related to an entity in Copper

Relate Record To Entity

Relate an existing record to an entity in Copper — the ONLY tool for cross-record links between two of the six types (le...

Remove Relationship

Remove a relationship between a record and an entity in Copper

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