Table of Contents

Copper

Copper

With Copper modulesThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More in Boost.spaceCentralization and synchronization platform, where you can organize and manage your data. More IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. More, you can

create, list, retrieve, and remove activities, and listen for activity events
list and retrieve usersCan use the system on a limited basis based on the rights assigned by the admin. More
create, convert, update, retrieve, list, and remove leads, listen for lead events, and list lead’s activities
create, update, retrieve, and list people, listen for person events, list a person’s activities, view opportunities related to a person, view recordsOne row in the Boost.space database. These are individual rows under spaces in each module. For example single products, but not their variants. More related to a person, relate itemsItems are rows in records (order/request/invoice/purchase...), remove opportunities from a person and remove persons
listen for company events, create, update, retrieve, and list companies, list company’s activities, and remove a company
listen for opportunity events, create, update, retrieve, list, and remove opportunities
listen for project events, create, update, retrieve, list, and remove projects
listen for tasks events, create, update, retrieve, list, and remove tasks
create connections, remove webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. subscriptions, and relate items

To get started with Copper, create an account at www.copper.com.

Connect Copper to Boost.space Integrator

To connect Copper app, you need to obtain the API key and Email from your Copper account and insert them in the Copper moduleThe module is an application or tool within the Boost.space system. The entire system is built on this concept of modularity. (module - Contacts) More scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive. More.

Log in to your Copper account.
Click Settings > Integrations > API Keys > Generate API KEY.
Copy the email address and API key to a safe place.
In your Boost.space Integrator account, insert any Copper module in to scenario and click the Add button next to the ConnectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). More field.
Optional: In the Connection name field, enter a name for the connection.
In the API Key and E-mail Address fields, enter the details copied in step 3 and click Save.

You have successfully established the connection. You can now begin editing your scenario and adding more Copper modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Activities

You can create, list, retrieve, and remove activities, and listen for activity events using the following modules.

Listen for Activity Events

Receives notifications about activity creation/deletion/update.

Note

Boost.space Integrator automatically creates a webhook in Copper once you add an instant triggerEvery scenario has a trigger, an event that starts your scenario. A scenario must have a trigger. There can only be one trigger for each scenario. When you create a new scenario, the first module you choose is your trigger for that scenario. Create a trigger by clicking on the empty module of a newly created scenario or moving the... to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Copper account.
Event	Select an activity event to listen to. For example, `new`.

Create Activity

Creates a new activity.

Connection	Establish a connection to your Copper account.
Parent Type	Select the parent type and its parent value. For example, `person`.
Activity Type	Select the activity type. For example, `meeting`.
Description	Enter the activity details.

Get Activity

Gets details for a selected activity ID.

Connection	Establish a connection to your Copper account.
Activity ID	Select or map the Activity ID whose details you want to retrieve.

List Activities

Lists all activities related to a connected account.

Connection	Establish a connection to your Copper account.
Activity Types	Select the activity types whose activities you want to list. For example, `meeting`.
Limit	Set the maximum number of activities Boost.space Integrator will return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default).. The default value is 10.

Remove Activity

Removes the activity with a given ID.

Connection	Establish a connection to your Copper account.
Activity ID	Select or map the Activity ID you want to delete.

Users

You can list and retrieve users using the following modules.

Get User

Gets details for a selected userCan use the system on a limited basis based on the rights assigned by the admin. More ID.

Connection	Establish a connection to your Copper account.
User ID	Select or map the User ID whose details you want to retrieve.

List Users

Lists all users related to a connected account.

Connection	Establish a connection to your Copper account.
Limit	Set the maximum number of users Boost.space Integrator will return during one execution cycle. The default value is 10.

Leads

You can create, convert, update, retrieve, list, and remove leads, listen for lead events, and list lead activities using the following modules.

Listen for Lead Events

Receives notifications about lead creation/deletion/update.

	Note
	Boost.space Integrator automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Copper account.
Event	Select the lead event to listen to. For example, `new`.

Create Lead

Creates a new lead.

Connection

Establish a connection to your Copper account.

For field descriptions, see the Copper Lead API reference.

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Connection	Establish a connection to your Copper account.
Lead ID	Select or map the Lead ID you want to convert.

For field descriptions, see the Copper Lead API reference.

Update Lead

Updates a selected lead.

Connection	Establish a connection to your Copper account.
Lead ID	Select or map the Lead ID whose details you want to update.

For field descriptions, see the Copper Lead API reference.

Get Lead

Gets details for a selected lead ID.

Connection	Establish a connection to your Copper account.
Lead ID	Select or map the Lead ID whose details you want to retrieve.

List Leads

Lists all leads related to a connected account.

Connection	Establish a connection to your Copper account.
Limit	Set the maximum number of leads Boost.space Integrator will return during one execution cycle. The default value is 10.

For field descriptions, see the Copper Lead API reference.

List Lead’s Activities

Lists all activities related to a connected account.

Connection	Establish a connection to your Copper account.
Lead ID	Select or map the Lead ID whose activities you want to list.
Limit	Set the maximum number of activities Boost.space Integrator will return during one execution cycle. The default value is 10.

Remove Lead

Removes the lead with a given ID.

Connection	Establish a connection to your Copper account.
Lead ID	Select or map the Lead ID you want to remove.

People

You can create, update, retrieve, and list people, listen for person events, list a person’s activities, view opportunities related to a person, view records related to a person, relate items, remove opportunities from a person and remove a person using the following modules.

Listen for Person Events

Receives notifications about person/creation/deletion/update.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Copper account.

Create Person

Creates a new person.

Connection

Establish a connection to your Copper account.

For field descriptions, see the Copper People API reference.

Update Person

Updates a selected person.

Connection	Establish a connection to your Copper account.
Person ID	Select or map the Person ID whose details you want to update.

For field descriptions, see the Copper People API reference.

Get Person

Gets details for a selected person ID.

Connection	Establish a connection to your Copper account.
Person ID	Select or map the Person ID whose details you want to retrieve.

List People

List all people related to a connected account.

Connection	Establish a connection to your Copper account.
Limit	Set the maximum number of people Boost.space Integrator will return during one execution cycle. The default value is 10.

See the Copper People API reference for entering the field values to list the people that match the specified value.

List Person’s Activities

Lists all activities of a selected person.

	Note
	Boost.space Integrator automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Connection	Establish a connection to your Copper account.
Person ID	Select or map the Person ID whose activities you want to list.
Limit	Set the maximum number of person’s activities Boost.space Integrator will return during one execution cycle. The default value is 10.

View Opportunities Related to Person

Shows all records related to the person with a selected ID.

Connection	Establish a connection to your Copper account.
Person ID	Select or map the Person ID whose opportunities you want to view.
Limit	Set the maximum number of opportunities Boost.space Integrator will return during one execution cycle. The default value is 10.

Relate Items

Relates people and opportunities from a person.

Connection	Establish a connection to your Copper account.
Person ID	Select or map the Person ID to whose opportunities you want to relate.
Opportunity ID	Select or map the Opportunity ID to relate.

Remove Opportunity from Person

Removes a related opportunity from a person.

Connection	Establish a connection to your Copper account.
Person ID	Select or map the Person ID whose opportunities you want to remove.
Opportunity ID	Select or map the Opportunity ID to remove.

Remove Person

Removes the person with a selected ID.

Connection	Establish a connection to your Copper account.
Person ID	Select or map the Person ID you want to remove.

Companies

You can listen for company events, create, update, retrieve, and list companies, list companies’ activities, and remove a company using the following modules.

Listen for Company Events

Receives notifications about company creation/deletion/update.

	Note
	Boost.space Integrator automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Copper account.
Event	Select the event you want to listen to. For example, `new`.

Create Company

Creates a new company.

Connection

Establish a connection to your Copper account.

For field descriptions, see the Copper Companies API reference.

Update Company

Updates a selected company.

Connection	Establish a connection to your Copper account.
Company ID	Select or map the Company ID whose details you want to update.

For field descriptions, see the Copper Companies API reference.

Get Company

Gets details for a selected company ID.

Connection	Establish a connection to your Copper account.
Company ID	Select or map the Company ID whose details you want to retrieve.

List Companies

List all companies related to a connected account.

Connection	Establish a connection to your Copper account.
Limit	Set the maximum number of companies Boost.space Integrator will return during one execution cycle. The default value is 10.

See the Copper Companies API reference for entering the field values to list the companies that match the specified value.

List Company’s Activities

Lists all activities for a selected company.

Connection	Establish a connection to your Copper account.
Company ID	Select or map the Company ID whose activities you want to list.
Limit	Set the maximum number of activities Boost.space Integrator will return during one execution cycle. The default value is 10.

Remove Company

Removes the company with a given ID.

Connection	Establish a connection to your Copper account.
Company ID	Select or map the Company ID you want to delete.

Opportunities

You can listen for opportunity events, and create, update, retrieve, list, and remove opportunities using the following modules.

Listen for Opportunity Events

Receives notifications about opportunity creation/deletion/update.

	Note
	Boost.space Integrator automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Copper account.
Event	Select the event to listen to. For example, `new`.

Create Opportunity

Creates a new opportunity.

Connection

Establish a connection to your Copper account.

For field descriptions, see the Copper Opportunity API reference.

Update Opportunity

Updates a selected opportunity.

Connection	Establish a connection to your Copper account.
Opportunity ID	Select or map the Opportunity ID whose details you want to update.

For field descriptions, see the Copper Opportunity API reference.

Get Opportunity

Gets details for a selected opportunity ID.

Connection	Establish a connection to your Copper account.
Opportunity ID	Select or map the Opportunity ID whose details you want to retrieve.

List Opportunities

Lists all opportunities related to a connected account.

Connection	Establish a connection to your Copper account.
Limit	Set the maximum number of opportunities Boost.space Integrator will return during one execution cycle. The default value is 10.

See the Copper Opportunities API reference for entering the field values to list the opportunities that match the specified value.

Remove Opportunity

Removes the opportunity with a given ID.

Connection	Establish a connection to your Copper account.
Opportunity ID	Select or map the Opportunity ID you want to delete.

Projects

You can listen for project events, and create, update, retrieve, list, and remove projects using the following modules.

Listen for Project Events

Receives notifications about project creation/deletion/update.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Copper account.
Event	Select the event to listen to. For example, `new`.

Create Project

Creates a new project.

Connection

Establish a connection to your Copper account.

For field descriptions, see the Copper Project API reference.

Update Project

Updates a selected project.

Connection	Establish a connection to your Copper account.
Project ID	Select or map the Project ID whose details you want to update.

For field descriptions, see the Copper Project API reference.

Get Project

Gets details for a selected project ID.

Connection	Establish a connection to your Copper account.
Project ID	Select or map the Project ID whose details you want to retrieve.

List Projects

Lists all projects related to a connected account.

Connection	Establish a connection to your Copper account.
Limit	Set the maximum number of projects Boost.space Integrator will return during one execution cycle. The default value is 10.

See the Copper Project API reference for entering the field values to list the people that match the specified value.

Remove project

Removes the project with a selected ID.

Connection	Establish a connection to your Copper account.
Project ID	Select or map the Project ID you want to remove.

Tasks

You can listen for task events, and create, update, retrieve, list, and remove tasks using the following modules.

Listen for Task Events

Receives notification about task creation/deletion/update.

	Note
	Boost.space Integrator automatically creates a webhook in Copper once you add an instant trigger to your scenario.

Webhook name	Enter a name for the webhook.
Connection	Establish a connection to your Copper account.
Event	Select the event to listen to. For example, `new`.

Create Task

Creates a new task.

Connection

Establish a connection to your Copper account.

For field descriptions, see the Copper Task API reference.

Update Task

Updates a selected task.

Connection	Establish a connection to your Copper account.
Task ID	Select or map the Task ID whose details you want to update.

For field descriptions, see the Copper Task API reference.

Get Task

Gets details for a selected task ID.

Connection	Establish a connection to your Copper account.
Task ID	Select or map the Task ID whose details you want to retrieve.

List Tasks

Lists all tasks related to a connected account.

Connection	Establish a connection to your Copper account.
Limit	Set the maximum number of tasks Boost.space Integrator will return during one execution cycle. The default value is 10.

See the Copper Task API reference for entering the field values to list the task that matches the specified value.

Remove Task

Removes the task with a selected ID.

Connection	Establish a connection to your Copper account.
Task ID	Select or map the Task ID you want to remove.

Other

You can create connections, remove webhook subscriptions, and relate items using the following modules.

Create Connection

Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people-to-people referrals, assignments, managersCan manage members and space managers, view and manage items. Can modify space settings. More, investors, and more.

Connection

Establish a connection to your Copper account.

For field descriptions, see the Copper API reference.

Remove Webhook Subscription

Removes the webhook subscription with a selected ID.

Connection	Establish a connection to your Copper account.
Webhook Subscription	Select or map the webhook subscription you want to remove.

Relate Items (Advanced)

Relates Leads, People, Companies, Opportunities, Projects, and Tasks to each other.

Connection	Establish a connection to your Copper account.
Related	Select the related itemItems are rows in records (order/request/invoice/purchase...): Person Project Opportunity
Person ID	Select or map the Person ID to relate to the opportunity.
To	Select the related item to relate to the person.
Opportunity ID	Select or map the Opportunity ID to relate it to the person.