Copper Connector

Build in-app Copper integrations that create and sync People, Companies, Leads, Opportunities, Tasks and Activities. Expose Copper actions and search across customer accounts to automate pipelines, contact syncs and activity workflows inside your product.

Build with this Connector Talk to an integration expert

Faster time to market

Ship Copper integrations without custom connector engineering.

Low-code workflow builder

Design and reuse Copper orchestration visually across tenants.

Governed MCP tools

Surface approved Copper actions as managed marketplace tools.

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

What you can integrate and automate with Copper

Teams can programmatically create, read, update, delete and search Copper records — people, companies, leads, opportunities, tasks, projects and activities — and receive change notifications via webhooks. Use Cyclr to orchestrate two-way contact and opportunity syncs, bulk imports, activity logging and real-time webhook-driven automation across customer accounts.

PRODUCT USE CASES

Top use cases for Copper integrations

Use Cyclr to build customer-facing Copper automations: push new signups to Copper People, mirror opportunities, log activities from your app and trigger workflows on Copper events using webhooks.

Two-way contact sync

Create and update People and Companies in Copper from your app; use webhooks to sync external Copper updates back.

Automate opportunity workflows

Create or update Opportunities and pipeline stages from in-app events to keep Copper sales pipelines current.

Log user activity as Copper Activities

Push application events into Copper Activities and relate them to People, Companies or Opportunities for audit trails.

ORCHESTRATION

How Copper works with Cyclr

Cyclr sits between your SaaS product and Copper to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
Copper
Copper processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Copper methods you can orchestrate through Cyclr.

Tasks8

Delete Task

Action

This method allows you to delete a Task.

Update Task

Action

This method allows you to update a Task.

List Tasks

Action

This method allows you to get the details of all Tasks.

List New Tasks

Action

List new tasks since last successful run.

Search Tasks by Created Date

Action

Search all tasks by date range.

List Updated Tasks

Action

List all updated tasks since last successful run.

Get Task

Action

This method allows you to get the details of a single Task.

Create Task

Action

This method allows you to add a Task.

Companies7

Update Company

Action

This method allows you to update a Company.

Delete Company

Action

This method allows you to delete a Company.

List Companies

Action

This method allows you to get the details of all Companies.

Search Companies by Created Date

Action

Search all companies by date range.

List Updated Companies

Action

List all updated companies since last successful run.

Get Company

Action

This method allows you to get the details of a single Company.

List New Companies

Action

List new companies since last successful run.

Activities12

List Opportunity Activities

Action

Returns a list of activities for a opportunity.

Update an Activity

Action

Update an Activity by ID.

Delete Activity

Action

Delete an Activity.

Get Activity

Action

Fetch an Activity by ID.

List Person Activities

Action

Returns a list of activities for a person.

List Activities

Action

Returns a list of activities.

List Company Activities

Action

Returns a list of company activities.

List Activity Types

Action

List Activity types within your account.

List Lead Activities

Action

Returns a list of activities for a lead.

List Project Activities

Action

Returns a list of activities for a project.

List Task Activities

Action

Returns a list of activities for a task.

Create Activity

Action

Create a new activity.

Opportunities7

List Opportunities

Action

This method allows you to get the details of all Opportunities.

Get Opportunity

Action

This method allows you to get the details of a single Opportunity.

List New Opportunities

Action

List new opportunities since last successful run.

Search Opportunities by Created Date

Action

Search all opportunities by date range.

List Updated Opportunities

Action

List all updated opportunities since last successful run.

Delete Opportunity

Action

This method allows you to delete a Opportunity.

Update Opportunity

Action

This method allows you to update a Opportunities.

Leads11

Get Lead By Email

Action

This method allows you to search on a lead by email.

Update Lead

Action

This method allows you to update a lead.

List Leads

Action

This method allows you to get the details of all Leads.

Get Lead

Action

This method allows you to get the details of a single lead.

Convert Lead

Action

Converts a lead to a person record.

List New Leads

Action

This method allows you to get the details of all Leads created since last successful run.

Search Leads by Created Date

Action

Search all activities by date range.

List Updated Leads

Action

List all updated Leads since last successful run.

Create Lead

Action

This method allows you to add a Lead.

Delete Lead

Action

This method allows you to delete a lead.

List Lead Statuses

Action

This method allows you to get the details of all lead statuses.

Webhooks3

Add Subscription

Action

Create a webhook subscription

List Subscriptions

Action

Returns a linting of all Webhoook Subscriptions.

Delete Subscription

Action

Removes a Webhook Subscription.

Contact Types1

List Contact Types

Action

This method gets a list of contact types.

People9

List Updated People

Action

List all updated people since last successful run.

Get Person By ID

Action

This method allows you to get the details of a single Person by specifying a Person ID

List People

Action

This method allows you to get the details of all People.

Update Person

Action

This method allows you to update a Person.

Create Person

Action

This method allows you to add a Person.

Get Person By Email

Action

This method allows you to get the details of a single Person by specifying a Person Email Address

List New People

Action

List new people since last successful run.

Search People by Created Date

Action

Search all people by date range.

Delete Person

Action

This method allows you to delete a Person.

Projects7

Update Project

Action

This method allows you to update a Projects.

List Projects

Action

This method allows you to get the details of all Projects.

Get Project

Action

This method allows you to get the details of a single Project.

List New Projects

Action

List new projects since last successful run.

Search Projects by Created Date

Action

Search all projects by date range.

Delete Project

Action

This method allows you to delete a Project.

List Updated Projects

Action

List all updated projects since last successful run.

Customer Sources1

List Customer Sources

Action

This method allows you to get the details of all customer sources.

Users1

List Users

Action

This method allows you to get the details of all Users.

Pipelines2

List Pipelines Stages

Action

This method gets a list ofpipeline stages.

List Pipelines

Action

This method gets a list ofpipelines.

Custom Fields1

List Custom Fields

Action

This Lists Custom Fields.

Account and Users1

Get Account

Action

Gets details for the current logged in account.

Notifications3

Person Deleted

Webhook

Notification that a Person has been deleted.

Person Added

Webhook

Notification that a new Person has been added.

Person Updated

Webhook

Notification that a Person's details have been updated.

TECHNICAL DETAILS

Copper integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Copper integrations in Cyclr.

API and authentication

API host: https://api.copper.com/developer_api/v1
Authentication: API key or OAuth2.0
Credentials: API key plus token-owner email; or OAuth client_id, client_secret and redirect_uri.
Method categories: Create, retrieve, update, delete, bulk and search for leads, people, companies, opportunities, tasks, projects, activities and webhooks.

View vendor API documentation →

Pagination and rate limits

Pagination

Search endpoints use page_size (default 20, range 1–200) and page_number. X-PW-TOTAL header gives a total; searches are limited to the first 100,000 matches.

Rate limits

API calls limited to 180 requests per minute; bulk APIs limited to 3 requests per second. Webhook notifications have separate limits.

IMPLEMENTATION

Authentication at a glance

Supports API keys (X-PW-AccessToken with X-PW-UserEmail headers) and OAuth2.0 authorization code flow for delegated partner integrations.

Authentication method: API key or OAuth2.0
Credential required: API key plus token-owner email; or OAuth client_id, client_secret and redirect_uri.

Before you begin:

OAuth requires registering your app and a redirect_uri; API keys are created in Copper settings and tied to a user email.

View setup guide

COMMON QUESTIONS

Frequently asked questions

It syncs Copper CRM objects — People, Companies, Leads, Opportunities, Tasks, Projects and Activities — supporting create, update, delete, bulk operations, search and webhook-driven automations.

Copper supports API keys (X-PW-AccessToken with X-PW-UserEmail and X-PW-Application headers) and OAuth2.0 authorization code flow for partner integrations.

Yes. Use OAuth per customer or store per-customer API keys; Cyclr manages tenant credentials and maps actions per account for embedded delivery.

Yes. Cyclr can expose vetted Copper API actions (create person, create opportunity, search, webhook triggers) as governed MCP tools in your embedded marketplace.

KEEP EXPLORING

Related resources and connectors

Documentation

Copper Connector

Faster time to market

Low-code workflow builder

Governed MCP tools

Embedded experience

What you can integrate and automate with Copper

Top use cases for Copper integrations

Two-way contact sync

Automate opportunity workflows

Log user activity as Copper Activities

How Copper works with Cyclr

Your SaaS product

Cyclr orchestration

Copper

Available connector capabilities

Delete Task

Update Task

List Tasks

List New Tasks

Search Tasks by Created Date

List Updated Tasks

Get Task

Create Task

Update Company

Delete Company

List Companies

Search Companies by Created Date

List Updated Companies

Get Company

List New Companies

List Opportunity Activities

Update an Activity

Delete Activity

Get Activity

List Person Activities

List Activities

List Company Activities

List Activity Types

List Lead Activities

List Project Activities

List Task Activities

Create Activity

List Opportunities

Get Opportunity

List New Opportunities

Search Opportunities by Created Date

List Updated Opportunities

Delete Opportunity

Update Opportunity

Get Lead By Email

Update Lead

List Leads

Get Lead

Convert Lead

List New Leads

Search Leads by Created Date

List Updated Leads

Create Lead

Delete Lead

List Lead Statuses

Add Subscription

List Subscriptions

Delete Subscription

List Contact Types

List Updated People

Get Person By ID

List People

Update Person

Create Person

Get Person By Email

List New People

Search People by Created Date

Delete Person

Update Project

List Projects

Get Project

List New Projects

Search Projects by Created Date

Delete Project

List Updated Projects