[ Sales and CRM ]

Copper integration for your workflows.

Connect Copper to Collabase once and use 20 actions and 11 triggers in your workflows. No code needed, hosted in Switzerland.

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CategorySales and CRM

UpdatedOctober 2026

LicenceOpen source (MIT)

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Copper in Collabase

Connect Copper to Collabase once and use 20 actions and 11 triggers in your workflows. No code needed, hosted in Switzerland.

How to connect it

Open the integrations in the workspace settings.
Choose Copper and connect your account.
Add a trigger or an action to the workflow.

Copper triggers

Name	Description	Fields
New ActivityChecks at intervals	Triggers when a new activity is logged	0
New PersonInstant via webhook	Triggers when a new person/contact is created.	0
New LeadInstant via webhook	Triggers when a new lead is created.	0
New TaskInstant via webhook	Triggers when a new task is created.	0
Updated LeadInstant via webhook	Triggers when a lead is modified.	0
Updated TaskInstant via webhook	Triggers when a task is updated.	0
Updated OpportunityInstant via webhook	Triggers when an opportunity changes.	0
Updated Opportunity StageInstant via webhook	Triggers when an opportunity stage changes	0
Updated Opportunity StatusInstant via webhook	Triggers when an opportunity's status changes.	0
Updated ProjectInstant via webhook	Triggers when a project is updated.	0
Updated Lead StatusInstant via webhook	Triggers when the status of a lead changes.	0

Copper actions

Name	Description	Fields
Create Person	Adds a new person/contact.	Full Name Emails Phone Numbers Street City State/Region + 2 Postal Code Country
Update Person	Updates a person based on matching criteria.	Person
Create Lead	Adds a new lead.	Full Name Email Category of the email address (e.g., work, personal) Phone Numbers Street City + 3 State/Region Postal Code Country
Update Lead	Updates an existing lead.	Lead
Convert Lead	Converts a lead into a person (optionally with company/opportunity).	Lead Company Opportunity
Create Company	Adds a new company.	Full Name Email Domain Details Phone Numbers Street City + 4 State/Region Postal Code Country Primary Contact
Update Company	Updates a company record.	Company Primary Contact
Create Opportunity	Adds a new opportunity.	Name Pipeline Pipeline Stage Primary Contact
Update Opportunity	Updates an opportunity using match criteria.	Opportunity Pipeline Pipeline Stage Primary Contact
Create Project	Adds a new project.	Name Details
Update Project	Updates a project record.	Project
Create Task	Adds a new task under a person, lead, or opportunity.	Task Name Details Activity Type Assignee Related Record Type Related Record + 4 Due Date/Time Reminder Date/Time Priority Tags
Create Activity	Logs an activity related to CRM entities.	Parent Entity Parent Entity Resource Details Activity Type
Search for an Activity	Find an existing activity by type/criteria.	Parent Entity Parent Entity Resource Activity Type Page Size Page Number Minimum Activity Date + 2 Maximum Activity Date Full Result
Search for a Person	Lookup a person using match criteria.	Name Phone Number Emails Contact Type Assignee Company + 19 Opportunity City State Postal Code Country Tags Socials Followed Age Page Size Page Number Sort By Sort Direction Minimum Interaction Count Maximum Interaction Count Minimum Interaction Date Maximum Interaction Date Minimum Created Date Maximum Created Date
Search for a Lead	Lookup a lead using match criteria.	Name Phone Number Emails Assignee Lead Status Customer Source + 23 City State Postal Code Country Tags Socials Followed Age Page Size Page Number Sort By Sort Direction Include Converted Leads Minimum Monetary Value Maximum Monetary Value Minimum Interaction Count Maximum Interaction Count Minimum Interaction Date Maximum Interaction Date Minimum Created Date Maximum Created Date Minimum Modified Date Maximum Modified Date
Search for a Company	Lookup a company.	Name Phone Number Email Domain Contact Type Assignee City + 17 State Postal Code Country Tags Socials Followed Age Page Size Page Number Sort By Sort Direction Minimum Interaction Count Maximum Interaction Count Minimum Interaction Date Maximum Interaction Date Minimum Created Date Maximum Created Date
Search for an Opportunity	Lookup an opportunity.	Name Assignee Company Status Priority Pipeline + 24 Pipeline Stage Primary Contacts Customer Source Loss Reason Tags Followed Page Size Page Number Sort By Sort Direction Minimum Monetary Value Maximum Monetary Value Minimum Interaction Count Maximum Interaction Count Minimum Interaction Date Maximum Interaction Date Minimum Interaction Date Maximum Interaction Date Minimum Stage Change Date Maximum Stage Change Date Minimum Created Date Maximum Created Date Minimum Modified Date Maximum Modified Date
Search for a Project	Lookup a project.	Name Assignee Status Tags Followed Page Size + 7 Page Number Sort By Sort Direction Minimum Created Date Maximum Created Date Minimum Modified Date Maximum Modified Date
Custom API Call	Make a custom API call to a specific endpoint	Method Headers Query Parameters Body Type Body Response is Binary + 3 Return Error as Output Timeout Follow redirects

[ Sales and CRM ]

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Questions about Copper

What can I automate with Copper in Collabase?

Copper brings 20 actions and 11 triggers, for example Create Person, Update Person, Create Lead, Update Lead and 16 more. You combine them in a workflow without code and mix them with every other integration.

How do I connect Copper to Collabase?

You open the integrations in the workspace settings, choose Copper and connect your account once, using custom credentials. After that all triggers and actions are available in the workflow.

Can Copper start a workflow?

Yes. Copper provides 11 triggers, for example New Activity, New Person, New Lead and 8 more. The workflow runs as soon as the event happens.

Does the Copper integration cost extra?

No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.

Test it against your own content. A proof of concept is ready within days.

We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.

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