Integry supports a number of triggers and actions of Copper.
Triggers
Name | Type | Description |
Company Created | Polling | Triggers when a new company is created |
Company Updated | Polling | Triggers when a new company is updated |
Company Deleted | Instant | Triggers when an existing company is deleted |
Lead Created/Updated | Polling | Triggers when a lead is created or updated |
Opportunity Deleted | Instant | Triggers when a new opportunity is deleted |
Opportunity Created | Polling | Triggers when a new opportunity is created |
Opportunity Updated | Polling | Triggers when a new opportunity is updated |
Person Created | Polling | Triggers when a person is created |
Person Created/Updated | Polling | Triggers when a person is created or updated |
Task Created | Polling | Triggers when a new task is created |
Task Updated | Polling | Triggers when a task is updated |
Task Deleted | Instant | Triggers when an existing task is deleted |
For more, please see Copper API docs. If you're not sure how triggers work in Integry, go here.
Actions
Name | Method | Description |
Delete Company | DELETE | Deletes an existing company |
Create Company | POST | Creates a new company |
Update Company | PUT | Updates an existing company |
Delete Lead | DELETE | Deletes an existing lead |
Create Lead | POST | Creates a new lead |
Update Lead | PUT | Updates an existing lead in your copper account |
Get Lead by Email | GET | Fetches details of a lead record by email |
Get Lead by ID | GET | Fetches details of a lead by ID |
Upsert Lead | PATCH | Create a new lead if it does not match the criteria, else update the lead |
Delete Task | DELETE | Deletes an existing task |
Create Task | POST | Creates a new task |
Update Task | PUT | Updates an existing task |
Delete Opportunity | DELETE | Deletes an existing opportunity |
Create Opportunity | POST | Creates a new opportunity |
Update Opportunity | PUT | Updates an existing opportunity |
Delete Person | DELETE | Deletes an existing person |
Create Person | POST | Creates a new person |
Update Person | PUT | Updates an existing person |
Get Person by Email | GET | Fetches details of a person record by email |
Get Person by ID | GET | Fetches details of a person record by ID |
For more, please see Copper API docs.
Authorization
Your users will login to Copper via OAuth 2.0 using Integry's developer app. You can replace it by setting up your own.