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AI Orchestration Platform
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Operations
Available operations for the Copper connector
(v3.0)
List customer sources DDL
Update opportunity
List lead statuses
List loss reasons DDL
List pipeline stages DDL
List pipeline stages for pipeline DDL
List pipelines DDL
List users
List users DDL
Opportunity exists?
Person exists?
Project exists?
Search activites (company wide)
Search opportunities
Search people
Search related items
Task exists?
Update company
Update lead
Update project
Activity exists?
Are leads enabled?
Company exists?
Delete person
Create activity
Create company
Create custom activity type
Create lead
Create opportunity
Create person
Create project
Create related item
Create task
Delete activity
Delete company
Delete lead
Delete opportunity
Delete project
Delete task
Find lead by phone number
Find person by email
Get account details
Get activity
Get person by phone number
Get company
Get custom activity type
Get lead
Get task
Get opportunity
Get person
Get pipeline
Get pipeline stage
Get project
Get user
Lead exists?
List Opportunity loss reasons
List Pipeline Stages
List Pipelines
List activity types
List activity types DDL
List customer sources
List companies
List companies DDL
List contact types
List contact types DDL
List custom activity types
List custom activity types DDL
List custom fields
List custom fields DDL
Search activites by resource
Search companies
Search for projects
Update person
Search for tasks
Search leads
Update task