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Technical Reference

Copper

Copper integration for Flows360 workflows.

CategorySales And Crm
Authenticationcustom
Version0.2.0
Published scopes0 published scopes
Last updatedSeptember 19, 2026

Overview

Connect Copper with Flows360

Copper integration for Flows360 workflows.

Use the Copper connector to include its declared actions and events in Flows360 workflows without duplicating the integration logic inside each consuming system. This pinned connector version currently exposes 20 actions and 11 triggers.

Available actions

  • Create Person
  • Update Person
  • Create Lead
  • Update Lead
  • Convert Lead
  • Create Company
  • Update Company
  • Create Opportunity
  • Plus 12 additional declared actions.

Available triggers

  • New Activity
  • New Person
  • New Lead
  • New Task
  • Updated Lead
  • Updated Task
  • Plus 5 additional declared triggers.

The capability list above is generated from the exact reviewed connector package so the public description stays aligned with the version Flows360 operates.

Technical guide

Technical reference

Package identity

  • Connector: Copper
  • Package: @activepieces/piece-copper@0.2.0
  • Exact artifact digest: sha256:5ca4d511f9152d835affb69abc322a2481de822499d196ab38e9d8ab77bd580d
  • Runtime: Activepieces-compatible deterministic worker
  • Source: the exact reviewed Activepieces source

Authentication

CUSTOM AUTH. Connection values are tenant-specific and remain in the consuming Studio instance; CDK stores definitions and field metadata, not customer credential values.

Action contracts

  • Create Person (createPerson), Adds a new person/contact. Classification: read.
  • Update Person (updatePerson), Updates a person based on matching criteria. Classification: read.
  • Create Lead (createLead), Adds a new lead. Classification: read.
  • Update Lead (updateLead), Updates an existing lead. Classification: read.
  • Convert Lead (convertLead), Converts a lead into a person (optionally with company/opportunity). Classification: read.
  • Create Company (createCompany), Adds a new company. Classification: read.
  • Update Company (updateCompany), Updates a company record. Classification: read.
  • Create Opportunity (createOpportunity), Adds a new opportunity. Classification: read.
  • Update Opportunity (updateOpportunity), Updates an opportunity using match criteria. Classification: read.
  • Create Project (createProject), Adds a new project. Classification: read.
  • Update Project (updateProject), Updates a project record. Classification: read.
  • Create Task (createTask), Adds a new task under a person, lead, or opportunity. Classification: read.
  • Create Activity (createActivity), Logs an activity related to CRM entities. Classification: read.
  • Search for an Activity (searchForAnActivity), Find an existing activity by type/criteria. Classification: read.
  • Search for a Person (searchForAPerson), Lookup a person using match criteria. Classification: read.
  • Search for a Lead (searchForALead), Lookup a lead using match criteria. Classification: read.
  • Search for a Company (searchForACompany), Lookup a company. Classification: read.
  • Search for an Opportunity (searchForAnOpportunity), Lookup an opportunity. Classification: read.
  • Search for a Project (searchForAProject), Lookup a project. Classification: read.
  • Custom API Call (custom_api_call), Make a custom API call to a specific endpoint Classification: read.

Trigger contracts

  • New Activity, polling.
  • New Person, webhook.
  • New Lead, webhook.
  • New Task, webhook.
  • Updated Lead, webhook.
  • Updated Task, webhook.
  • Updated Opportunity, webhook.
  • Updated Opportunity Stage, webhook.
  • Updated Opportunity Status, webhook.
  • Updated Project, webhook.
  • Updated Lead Status, webhook.

Verification

Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Capability summary

Authenticationcustom
Supported objects31
Supported actions20
Triggers11

Authentication

Authentication method: custom

Authentication profiles

connection · custom
  • Email Address Required
  • API Key Required · protected credential

Supported objects

ObjectReadWriteNotes
Create Person Yes No Adds a new person/contact.
Update Person Yes No Updates a person based on matching criteria.
Create Lead Yes No Adds a new lead.
Update Lead Yes No Updates an existing lead.
Convert Lead Yes No Converts a lead into a person (optionally with company/opportunity).
Create Company Yes No Adds a new company.
Update Company Yes No Updates a company record.
Create Opportunity Yes No Adds a new opportunity.
Update Opportunity Yes No Updates an opportunity using match criteria.
Create Project Yes No Adds a new project.
Update Project Yes No Updates a project record.
Create Task Yes No Adds a new task under a person, lead, or opportunity.
Create Activity Yes No Logs an activity related to CRM entities.
Search for an Activity Yes No Find an existing activity by type/criteria.
Search for a Person Yes No Lookup a person using match criteria.
Search for a Lead Yes No Lookup a lead using match criteria.
Search for a Company Yes No Lookup a company.
Search for an Opportunity Yes No Lookup an opportunity.
Search for a Project Yes No Lookup a project.
Custom API Call Yes No Make a custom API call to a specific endpoint
New Activity Yes No polling trigger declared by the pinned package.
New Person Yes No webhook trigger declared by the pinned package.
New Lead Yes No webhook trigger declared by the pinned package.
New Task Yes No webhook trigger declared by the pinned package.
Updated Lead Yes No webhook trigger declared by the pinned package.
Updated Task Yes No webhook trigger declared by the pinned package.
Updated Opportunity Yes No webhook trigger declared by the pinned package.
Updated Opportunity Stage Yes No webhook trigger declared by the pinned package.
Updated Opportunity Status Yes No webhook trigger declared by the pinned package.
Updated Project Yes No webhook trigger declared by the pinned package.
Updated Lead Status Yes No webhook trigger declared by the pinned package.

Supported actions

Create Person · Read

Adds a new person/contact.

create_person · Risk: low · Retry: safe

Inputs

  • name · string · Required
  • emails · array · Required
  • phone_numbers · array · Optional
  • address_street · string · Optional
  • address_city · string · Optional
  • address_state · string · Optional
  • address_postal_code · string · Optional
  • address_country · string · Optional
Update Person · Read

Updates a person based on matching criteria.

update_person · Risk: low · Retry: safe

Inputs

  • personId · string · Required, select a person
  • fields · object · Optional
Create Lead · Read

Adds a new lead.

create_lead · Risk: low · Retry: safe

Inputs

  • name · string · Required
  • email · string · Required
  • category · string · Required
  • phone_numbers · array · Optional
  • address_street · string · Optional
  • address_city · string · Optional
  • address_state · string · Optional
  • address_postal_code · string · Optional
  • address_country · string · Optional
Update Lead · Read

Updates an existing lead.

update_lead · Risk: low · Retry: safe

Inputs

  • leadId · string · Required, select a Lead
  • fields · object · Optional
Convert Lead · Read

Converts a lead into a person (optionally with company/opportunity).

convert_lead · Risk: low · Retry: safe

Inputs

  • leadId · string · Required, select a Lead
  • companyId · string · Optional, select a Company
  • opportunityId · string · Optional, select an Opportunity
Create Company · Read

Adds a new company.

create_company · Risk: low · Retry: safe

Inputs

  • name · string · Required
  • email_domain · string · Optional, E.g. democompany.com
  • details · string · Optional
  • phone_numbers · array · Optional
  • address_street · string · Optional
  • address_city · string · Optional
  • address_state · string · Optional
  • address_postal_code · string · Optional
  • address_country · string · Optional
  • primaryContactId · string · Optional, select a primary contact
Update Company · Read

Updates a company record.

update_company · Risk: low · Retry: safe

Inputs

  • companyId · string · Required, select a Company
  • fields · object · Optional
  • primaryContactId · string · Optional, select a primary contact
Create Opportunity · Read

Adds a new opportunity.

create_opportunity · Risk: low · Retry: safe

Inputs

  • name · string · Required, The name of the opportunity
  • pipelineId · string · Optional, select a Pipeline
  • pipelineStageId · string · Optional, Select a stage
  • primaryContactId · string · Optional, select a primary contact
Update Opportunity · Read

Updates an opportunity using match criteria.

update_opportunity · Risk: low · Retry: safe

Inputs

  • opportunityId · string · Required, select an Opportunity
  • updateFields · object · Optional
  • pipelineId · string · Optional, select a Pipeline
  • pipelineStageId · string · Optional, Select a stage
  • primaryContactId · string · Optional, select a primary contact
Create Project · Read

Adds a new project.

create_project · Risk: low · Retry: safe

Inputs

  • name · string · Required, The name of the project
  • details · string · Optional, The details of the project
Update Project · Read

Updates a project record.

update_project · Risk: low · Retry: safe

Inputs

  • projectId · string · Required, select a Project
  • updateFields · object · Optional
Create Task · Read

Adds a new task under a person, lead, or opportunity.

create_task · Risk: low · Retry: safe

Inputs

  • name · string · Required
  • details · string · Optional, Details fo this task
  • custom_activity_type_id · string · Required, Select activity Type
  • assigneeId · string · Optional, select a user to assign to
  • entity · string · Optional, Choose the type of Copper record this task should be linked to (e.g. Person, Company, Lead, Opportunity, or Project).
  • entityItemId · string · Optional, Select the specific record (from the chosen type above) that this task should be attached to. For example, pick the Person or Opportunity the task relates to.
  • due_date · string · Optional, Enter date and time in 24-hour format, e.g. `2025-09-09 11:40` (11:40 AM) or `2025-09-09 13:00` (1:00 PM).
  • reminder_date · string · Optional, Enter date and time in 24-hour format, e.g. `2025-09-09 11:40` (11:40 AM) or `2025-09-09 13:00` (1:00 PM)
  • priority · string · Optional
  • tags · array · Optional
Create Activity · Read

Logs an activity related to CRM entities.

create_activity · Risk: low · Retry: safe

Inputs

  • entity · string · Required, Select parent entity
  • entityItemId · string · Required, Select Resource
  • details · string · Optional, The details of the project
  • type · string · Required, Select activity Type
Search for an Activity · Read

Find an existing activity by type/criteria.

search_for_an_activity · Risk: low · Retry: safe

Inputs

  • entity · string · Optional, Select parent entity
  • entityItemId · string · Optional, Select Resource
  • activity_types · array · Optional, Select activity Type
  • page_size · number · Optional, Default 50. Max 200.
  • page_number · number · Optional
  • minimum_activity_date · string · Optional, 24-hour format, e.g. 2025-09-10 11:40. The timestamp of the earliest activity date.
  • maximum_activity_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest activity date.
  • full_result · boolean · Optional, (Optional) If set, search performance improves but duplicate activity logs may be returned
Search for a Person · Read

Lookup a person using match criteria.

search_for_aperson · Risk: low · Retry: safe

Inputs

  • name · string · Optional, Full name of the People to search for.
  • phone_number · string · Optional, Phone Number of the People to search for.
  • emails · array · Optional, Emails of the People to search for.
  • contact_type_ids · array · Optional, Select contact Type
  • assignee_ids · array · Optional, select assignees
  • company_ids · array · Optional, select Companies
  • opportunity_ids · array · Optional, select Opportunities
  • city · string · Optional, The city in which People must be located.
  • state · string · Optional, The state or province in which People must be located.
  • postal_code · string · Optional, The postal code in which People must be located.
  • country · string · Optional, The two character country code where People must be located.
  • tags · array · Optional, Filter People to those that match at least one of the tags specified.
  • socials · array · Optional, Filter People to those that match at least one of the social accounts specified.
  • followed · string · Optional, Filter by followed state
  • age · number · Optional, The maximum age in seconds that People must be.
  • page_size · number · Optional, Default 50. Max 200.
  • page_number · number · Optional
  • sort_by · string · Optional, The field on which to sort the results
  • sort_direction · string · Optional, The direction in which to sort the result
  • minimum_interaction_count · number · Optional, The minimum number of interactions People must have had.
  • maximum_interaction_count · number · Optional, The maximum number of interactions People must have had.
  • minimum_interaction_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date of the last interaction.
  • maximum_interaction_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date of the last interaction.
  • minimum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date People are created.
  • maximum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date People are Created.
Search for a Lead · Read

Lookup a lead using match criteria.

search_for_alead · Risk: low · Retry: safe

Inputs

  • name · string · Optional, Full name of the Lead to search for.
  • phone_number · string · Optional, Phone Number of the Lead to search for.
  • emails · string · Optional, Emails of the Lead to search for.t
  • assignee_ids · array · Optional, select assignees
  • status_ids · array · Optional, Select lead status
  • customer_source_ids · array · Optional, Select customer source.
  • city · string · Optional, The city in which Lead must be located.
  • state · string · Optional, The state or province in which Lead must be located.
  • postal_code · string · Optional, The postal code in which Lead must be located.
  • country · string · Optional, The two character country code where Lead must be located.
  • tags · array · Optional, Filter Lead to those that match at least one of the tags specified.
  • socials · array · Optional, Filter Lead to those that match at least one of the social accounts specified.
  • followed · string · Optional, Filter by followed state
  • age · number · Optional, The maximum age in seconds that Lead must be.
  • page_size · number · Optional, Default 50. Max 200.
  • page_number · number · Optional
  • sort_by · string · Optional, The field on which to sort the results
  • sort_direction · string · Optional, The direction in which to sort the result
  • include_converted_leads · boolean · Optional, Specify if response should contain converted leads.
  • minimum_monetary_value · number · Optional, The minimum monetary value Leads must have.
  • maximum_monetary_value · number · Optional, The maximum monetary value Leads must have.
  • minimum_interaction_count · number · Optional, The minimum number of interactions Lead must have had.
  • maximum_interaction_count · number · Optional, The maximum number of interactions Lead must have had.
  • minimum_interaction_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date of the last interaction.
  • maximum_interaction_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date of the last interaction.
  • minimum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date Lead are created.
  • maximum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date Lead are Created.
  • minimum_modified_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date Lead are Modified.
  • maximum_modified_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date Lead are Modified.
Search for a Company · Read

Lookup a company.

search_for_acompany · Risk: low · Retry: safe

Inputs

  • name · string · Optional, Full name of the Company to search for.
  • phone_number · string · Optional, Phone Number of the Company to search for.
  • email_domains · string · Optional, Email Domain of the Company to search for.
  • contact_type_ids · array · Optional, Select contact Type
  • assignee_ids · array · Optional, select assignees
  • city · string · Optional, The city in which Company must be located.
  • state · string · Optional, The state or province in which Company must be located.
  • postal_code · string · Optional, The postal code in which Company must be located.
  • country · string · Optional, The two character country code where Company must be located.
  • tags · array · Optional, Filter Company to those that match at least one of the tags specified.
  • socials · array · Optional, Filter Company to those that match at least one of the social accounts specified.
  • followed · string · Optional, Filter by followed state
  • age · number · Optional, The maximum age in seconds that Company must be.
  • page_size · number · Optional, Default 50. Max 200.
  • page_number · number · Optional
  • sort_by · string · Optional, The field on which to sort the results
  • sort_direction · string · Optional, The direction in which to sort the result
  • minimum_interaction_count · number · Optional, The minimum number of interactions Company must have had.
  • maximum_interaction_count · number · Optional, The maximum number of interactions Company must have had.
  • minimum_interaction_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date of the last interaction.
  • maximum_interaction_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date of the last interaction.
  • minimum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date Company are created.
  • maximum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date Company are Created.
Search for an Opportunity · Read

Lookup an opportunity.

search_for_an_opportunity · Risk: low · Retry: safe

Inputs

  • name · string · Optional, Full name of the Opportunity to search for.
  • assignee_ids · array · Optional, select assignees
  • company_ids · array · Optional, select Companies
  • status_ids · array · Optional, Filter by Opportunity status
  • priorities · array · Optional
  • pipeline_ids · array · Optional, select a Pipeline
  • pipeline_stage_ids · array · Optional, Select a stage
  • primary_contact_ids · array · Optional, select primary contacts
  • customer_source_ids · array · Optional, Select customer source.
  • loss_reason_ids · array · Optional, Select loss reason.
  • tags · array · Optional, Filter People to those that match at least one of the tags specified.
  • followed · string · Optional, Filter by followed state
  • page_size · number · Optional, Default 50. Max 200.
  • page_number · number · Optional
  • sort_by · string · Optional, The field on which to sort the results
  • sort_direction · string · Optional, The direction in which to sort the result
  • minimum_monetary_value · number · Optional, The minimum monetary value Opportunities must have.
  • maximum_monetary_value · number · Optional, The maximum monetary value Opportunities must have.
  • minimum_interaction_count · number · Optional, The minimum number of interactions Opportunity must have had.
  • maximum_interaction_count · number · Optional, The maximum number of interactions Opportunity must have had.
  • minimum_close_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date close date.
  • maximum_close_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date close date.
  • minimum_interaction_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date of the last interaction.
  • maximum_interaction_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date of the last interaction.
  • minimum_stage_change_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date of a stage change.
  • maximum_stage_change_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date of a stage change.
  • minimum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date Opportunity are created.
  • maximum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date Opportunity are Created.
  • minimum_modified_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date Opportunity are Modified.
  • maximum_modified_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date Opportunity are Modified.
Search for a Project · Read

Lookup a project.

search_for_aproject · Risk: low · Retry: safe

Inputs

  • name · string · Optional, Full name of the Opportunity to search for.
  • assignee_ids · array · Optional, select assignees
  • statuses · array · Optional, Filter by Opportunity status
  • tags · array · Optional, Filter People to those that match at least one of the tags specified.
  • followed · string · Optional, Filter by followed state
  • page_size · number · Optional, Default 50. Max 200.
  • page_number · number · Optional
  • sort_by · string · Optional, The field on which to sort the results
  • sort_direction · string · Optional, The direction in which to sort the result
  • minimum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date Opportunity are created.
  • maximum_created_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date Opportunity are Created.
  • minimum_modified_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the earliest date Opportunity are Modified.
  • maximum_modified_date · string · Optional, 24-hour format, e.g. 2025-09-10 13:00. The timestamp of the latest date Opportunity are Modified.
Custom API Call · Read

Make a custom API call to a specific endpoint

custom_api_call · Risk: low · Retry: safe

Inputs

  • url · object · Required
  • method · string · Required
  • headers · object · Optional, Authorization headers are injected automatically from your connection.
  • queryParams · object · Optional, Appended to the URL as ?key=value.
  • body_type · string · Optional
  • body · object · Optional
  • response_is_binary · boolean · Optional, Enable for files like PDFs, images, etc.
  • failsafe · boolean · Optional, On a failed request, output the error instead of failing the step.
  • timeout · number · Optional, Seconds to wait for a response. Empty: up to the flow limit (10 min).
  • followRedirects · boolean · Optional, Follow 3xx redirects instead of returning them as the response.

Triggers

New Activity · Poll

Triggers when a new activity is logged

New Person · Webhook

Triggers when a new person/contact is created.

New Lead · Webhook

Triggers when a new lead is created.

New Task · Webhook

Triggers when a new task is created.

Updated Lead · Webhook

Triggers when a lead is modified.

Updated Task · Webhook

Triggers when a task is updated.

Updated Opportunity · Webhook

Triggers when an opportunity changes.

Updated Opportunity Stage · Webhook

Triggers when an opportunity stage changes

Updated Opportunity Status · Webhook

Triggers when an opportunity's status changes.

Updated Project · Webhook

Triggers when a project is updated.

Updated Lead Status · Webhook

Triggers when the status of a lead changes.

Setup

Setup

  1. Add the Copper connector to the workflow in the target Flows360 Studio instance.
  2. Create or select the tenant-specific connection required by the connector. Connection secrets remain in the Studio connection boundary and are not copied into CDK documentation.
  3. Provide the connection fields declared by the pinned package:
  • Email Address (email), required.
  • API Key (apiKey), required; stored as a sensitive connection value.
  1. Select the required action or trigger and complete its declared input fields. Required and optional inputs are defined by the exact package schema.
  2. Test the workflow in the appropriate environment before enabling production scheduling or event delivery.

Limitations

Limitations and operational notes

  • This content describes @activepieces/piece-copper@0.2.0; provider behaviour can change independently and should be revalidated when the provider or connector version changes.
  • Only the 20 actions and 11 triggers declared by this pinned package are represented here.
  • Tenant credentials and connection values are not stored in the public connector record.
  • Provider-side permissions, account entitlements, quotas and rate limits remain subject to the connected provider account and are not inferred when the package does not declare them.
  • Deterministic execution evidence is recorded for the pinned artifact, including 1 exercised action entrypoint and 0 exercised trigger entrypoints.

Troubleshooting

Why canu2019t the connector authenticate?

Check the tenant connection in Studio and confirm every required Copper connection field is present. Re-authorise OAuth-based connections if the provider token or consent has expired. Do not place credential values in CDK content or logs.

Why is an action or trigger unavailable?

Confirm that the workflow is using @activepieces/piece-copper@0.2.0 and compare the requested capability with the declared action and trigger list for this version. A capability that is not declared by the pinned package should not be presented as supported.

What should I check after a provider-side change?

Revalidate authentication, required fields, action/trigger behaviour and provider documentation before publishing refreshed connector content or moving a new package version into production.

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