[ Vertrieb und CRM ]

Copper Integration für eure Workflows.

Verbindet Copper einmal mit Collabase und nutzt 20 Aktionen und 11 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.

Proof of Concept starten Gespräch vereinbaren

AnmeldungEigene Zugangsdaten

KategorieVertrieb und CRM

AktualisiertOktober 2026

LizenzOpen Source (MIT)

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Copper in Collabase

Verbindet Copper einmal mit Collabase und nutzt 20 Aktionen und 11 Auslöser in euren Workflows. Ohne eine Zeile Code, betrieben in der Schweiz.

So verbindet ihr es

Öffnet in den Einstellungen des Workspace die Integrationen.
Wählt Copper und verbindet euer Konto.
Fügt im Workflow einen Auslöser oder eine Aktion hinzu.

Auslöser von Copper

Name	Beschreibung	Felder
New ActivityFragt in Intervallen ab	Triggers when a new activity is logged	0
New PersonSofort per Webhook	Triggers when a new person/contact is created.	0
New LeadSofort per Webhook	Triggers when a new lead is created.	0
New TaskSofort per Webhook	Triggers when a new task is created.	0
Updated LeadSofort per Webhook	Triggers when a lead is modified.	0
Updated TaskSofort per Webhook	Triggers when a task is updated.	0
Updated OpportunitySofort per Webhook	Triggers when an opportunity changes.	0
Updated Opportunity StageSofort per Webhook	Triggers when an opportunity stage changes	0
Updated Opportunity StatusSofort per Webhook	Triggers when an opportunity's status changes.	0
Updated ProjectSofort per Webhook	Triggers when a project is updated.	0
Updated Lead StatusSofort per Webhook	Triggers when the status of a lead changes.	0

Aktionen von Copper

Name	Beschreibung	Felder
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

[ Vertrieb und CRM ]

Fragen zu Copper

Was kann ich mit Copper in Collabase automatisieren?

Copper bringt 20 Aktionen und 11 Auslöser mit, zum Beispiel Create Person, Update Person, Create Lead, Update Lead und 16 weitere. Ihr setzt sie im Workflow ohne Code zusammen und kombiniert sie mit allen anderen Integrationen.

Wie verbinde ich Copper mit Collabase?

Ihr öffnet die Integrationen in den Einstellungen des Workspace, wählt Copper und verbindet euer Konto einmal, per eigene Zugangsdaten. Danach stehen alle Auslöser und Aktionen im Workflow bereit.

Kann Copper einen Workflow starten?

Ja. Copper stellt 11 Auslöser bereit, zum Beispiel New Activity, New Person, New Lead und 8 weitere. Der Workflow läuft, sobald das Ereignis eintritt.

Kostet die Copper Integration extra?

Nein. Alle Integrationen sind in jeder Lizenz enthalten, in der Isolated Cloud wie im Self-Hosted-Betrieb. Es gibt keinen Modulpreis.

Prüfe es an deinen eigenen Inhalten. Ein Proof of Concept steht in wenigen Tagen.

Wir setzen eine Instanz mit deinen Inhalten auf, du prüfst sie an echten Abläufen. Im Erstgespräch klären wir Umfang, Betriebsmodell und Zeitplan.

Gespräch vereinbaren Proof of Concept starten