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Copper#

Use the Copper node to automate work in Copper, and integrate Copper with other applications. Ensemble has built-in support for a wide range of Copper features, including getting, updating, deleting, and creating companies, customer sources, leads, projects and tasks.

On this page, you'll find a list of operations the Copper node supports and links to more resources.

Credentials

Refer to Copper credentials for guidance on setting up authentication.

Basic Operations#

  • Company
    • Create
    • Delete
    • Get
    • Get All
    • Update
  • Customer Source
    • Get All
  • Lead
    • Create
    • Delete
    • Get
    • Get All
    • Update
  • Opportunity
    • Create
    • Delete
    • Get
    • Get All
    • Update
  • Person
    • Create
    • Delete
    • Get
    • Get All
    • Update
  • Project
    • Create
    • Delete
    • Get
    • Get All
    • Update
  • Task
    • Create
    • Delete
    • Get
    • Get All
    • Update
  • User
    • Get All

Example Usage#

This Pathway allows you to create, update, and get a person from Copper. This example usage Pathway would use the following nodes. - Start - Copper

1. Start node#

The start node exists by default when you create a new workflow.

2. Copper node (create: person)#

This node will create a new person in Copper.

  1. First of all, you'll have to enter credentials for the Copper node. You can find out how to do that here.
  2. Select 'Person' from the Resource dropdown list.
  3. Enter the name of the lead in the Name field.
  4. Click on the Add Field button and select 'Emails' from the dropdown list.
  5. Click on the Add Email button.
  6. Enter the email in the Email field.
  7. Enter the category of the email in the Category field.
  8. Click on Execute Node to run the node.

3. Copper1 node (update: person)#

This node will update the information of the person that we created using the previous node.

  1. Select the credentials that you entered in the previous Copper node.
  2. Select 'Person' from the Resource dropdown list.
  3. Select 'Update' from the Operation dropdown list.
  4. Click on the gears icon next to the Person ID field and click on Add Expression.
  5. Select the following in the Variable Selector section: Current Node > Input Data > JSON > id. You can also add the following expression: {{$json["id"]}}.
  6. Click on the Add Field button and select 'Phone Numbers' from the dropdown list.
  7. Click on the Add Phone Number field.
  8. Enter the phone number in the Phone Number field.
  9. Enter the category in the Category field.
  10. Click on Execute Node to run the node.

4. Copper2 node (get: person)#

This node will retrieve the information of the person that we created earlier.

  1. Select the credentials that you entered in the previous Copper node.
  2. Select 'Person' from the Resource dropdown list.
  3. Select 'Update' from the Operation dropdown list.
  4. Click on the gears icon next to the Person ID field and click on Add Expression.
  5. Select the following in the Variable Selector section: Current Node > Input Data > JSON > id. You can also add the following expression: {{$json["id"]}}.
  6. Click on Execute Node to run the node.