Prosperworks connector icon

Prosperworks Connector

Embed Copper (formerly ProsperWorks) CRM capabilities inside your app to create and update People, Companies, Leads, Opportunities and Activities, surface CRM data in-app, and trigger workflows from Copper events for your customers.

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01

Faster time to market

Ship customer integrations in weeks, not months.

02

Reusable orchestration

Build workflows once, reuse across tenants and products.

03

Governed MCP tools

Expose vetted methods as controlled marketplace actions.

04

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

What you can integrate or automate

SaaS teams can sync People, Companies, Leads, Opportunities and Activities between your product and Copper, create or update records, run search queries and subscribe to webhook events to react to new or changed CRM data. See the Copper Developer API documentation for endpoints and examples. (developer.copper.com)

PRODUCT USE CASES

Top Use Cases for Prosperworks Integrations

Quickly create integrations between your SaaS application and Copper with Cyclr’s low code builder. Publish integrations into your product using Cyclr’s embedded marketplace and expose governed actions to customer accounts.

Bi-directional People and Company sync

Keep People and Company records in sync between your app and Copper — create, update and reconcile records using People and Companies endpoints. (developer.copper.com)

Create Leads and Opportunities from in-app events

Automatically create Leads or Opportunities in Copper when users convert or submit forms, using Leads and Opportunities create endpoints. (developer.copper.com)

Push activity logs into Copper

Record in-app interactions as Activities to keep sales teams informed and maintain a single activity timeline. (developer.copper.com)

ORCHESTRATION

How Prosperworks works with Cyclr

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

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Prosperworks

    Prosperworks 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 Prosperworks methods you can orchestrate through Cyclr.

People6

Update Person

Action

This method allows you to update a People.

Get People

Action

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

Get Person By Id

Action

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

Create Person

Action

This method allows you to add a Person.

Delete Person

Action

This method allows you to delete 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

Projects4

Delete Project

Action

This method allows you to delete a Project.

Get Project

Action

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

Update Project

Action

This method allows you to update a Projects.

Get Projects

Action

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

Tasks5

Create Task

Action

This method allows you to add a Task.

Get Task

Action

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

Get Tasks

Action

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

Update Task

Action

This method allows you to update a Tasks.

Delete Task

Action

This method allows you to delete a Task.

Opportunities4

Get 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.

Delete Opportunity

Action

This method allows you to delete a Opportunity.

Update Opportunity

Action

This method allows you to update a Opportunities.

Companies4

Update Company

Action

This method allows you to update a Companies.

Delete Company

Action

This method allows you to delete a Company.

Get Companies

Action

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

Get Company

Action

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

TECHNICAL DETAILS

Prosperworks integration and API details

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

API and authentication

API host
https://api.copper.com/developer_api/
Authentication
API key; OAuth 2.0
Credentials

API key plus token owner email, or OAuth client_id, client_secret and redirect_uri.

Method categories

Create, Read, Update, Delete, Search and Bulk operations for People, Companies, Leads, Opportunities, Tasks, Activities and Webhooks.

View vendor API documentation →

Pagination and rate limits

Pagination

Search endpoints use page_number and page_size (default 20, max 200); /search results limited to first 100,000 matches. (developer.copper.com)

Rate limits

Copper’s public docs do not publish a single global rate limit; inspect response headers and Developer Console for limits. (developer.copper.com)

IMPLEMENTATION

Authentication at a glance

Copper supports API keys (user tokens) and OAuth 2.0 for partner apps. Confirm which option Cyclr enables for this connector in Console. (developer.copper.com)

Authentication method
API key; OAuth 2.0
Credential required

API key plus token owner email, or OAuth client_id, client_secret and redirect_uri.

Before you begin:

Copper is the rebrand of ProsperWorks; confirm enabled auth method in Cyclr Console.

View setup guide

COMMON QUESTIONS

Frequently asked questions

It syncs and manipulates People, Companies, Leads, Opportunities and Activities and supports search and bulk operations. You can also subscribe to webhook events to trigger workflows. (developer.copper.com)

Use a Copper API key (user token) or OAuth 2.0; API keys are generated in Copper account settings and OAuth requires client credentials. Confirm the enabled option in Cyclr Console. (developer.copper.com)

Yes. Cyclr supports multi-tenant, in-app delivery so you can install and manage Copper connections per customer and reuse orchestration across accounts. Governance and MCP exposure are controlled from Cyclr. (Cyclr platform feature)

Yes. You can expose vetted Copper actions as governed MCP marketplace tools so product and support teams control which methods customers access and how flows run. (Cyclr platform feature)

KEEP EXPLORING

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