Copper

• Convert lead

  Convert a Copper lead into a person and optionally a company and opportunity; the original lead is removed.

• Create activity

  Create a user-category activity such as a note on an existing Copper lead, person, company, opportunity, project, or task; system activities are read-only.

• Create company

  Create a Copper company with domain, contact, ownership, tag, and custom-field data.

• Create custom activity type

  Create a named Copper custom activity type with a supported icon.

• Create custom field definition

  Create a Copper custom field for selected record types.

• Create lead

  Create a Copper lead with contact, ownership, source, status, tag, and custom-field data.

• Create opportunity

  Create a Copper opportunity.

• Create person

  Create a Copper person with contact, company, ownership, tag, and custom-field data.

• Create project

  Create a Copper project, optionally related to another record and assigned to a user.

• Create related link

  Connect two existing Copper records through a Connect custom field.

• Create task

  Create a Copper task with optional assignment, related record, due/reminder times, priority, tags, and custom fields.

• Delete attached file

  Permanently delete one file attached to a Copper lead, person, opportunity, company, or project.

• Delete custom field definition

  Permanently delete one Copper custom-field definition by ID.

• Delete lead

  Permanently delete one Copper lead by ID.

• Delete record

  Delete one Copper person, company, opportunity, project, task, or activity by type and ID.

• Delete related link

  Delete one Copper Connect-field connection by related-link ID.

• Get account

  Return the connected Copper account, timezone, and feature settings; use it to preflight features such as Leads.

• Get attached file metadata

  Get metadata for one file attached to a Copper lead, person, opportunity, company, or project.

• Get current user

  Return the Copper user represented by the connected account, including the user ID used for assignments.

• Get custom activity type

  Return one Copper custom activity type's name, icon, enabled state, interaction behavior, and ownership metadata by ID.

• Get custom field definition

  Return one Copper custom field's data type, record availability, filterability, options, and currency configuration by definition ID.

• Get field layout

  Return enabled and create/edit requiredness metadata for one Copper entity type.

• Get lead

  Return one Copper lead's contact, ownership, source, status, tags, and custom-field data by lead ID.

• Get person by email

  Return the unique Copper person record matching an exact email address.

• Get record

  Fetch one user, person, company, opportunity, project, task, or activity by its type and ID.

• List attached files

  List all files attached to one Copper lead, person, opportunity, company, or project.

• List custom activity types

  List Copper's default user-entered activity types and account-created custom activity types; system activity types and Notes are available through LIST_REFERENCE_VALUES with activity_types.

• List custom field definitions

  Return Copper custom-field IDs, types, availability, and options needed to read, filter, and write custom field values.

• List entity activities

  List selected activity types related to one Copper lead, person, or company; company results may also include activities from related people.

• List lead statuses

  List Copper lead status IDs, names, display order, and default selection for use in lead writes and searches.

• List pipelines

  Return all configured Copper pipelines with their stages and win probabilities for opportunity creation and updates.

• List pipeline stages

  List Copper opportunity stages for one pipeline, or omit pipeline_id for a flat cross-pipeline list; use LIST_PIPELINES when pipeline context and win probabilities are needed.

• List reference values

  List one bounded set of Copper IDs used in write schemas: activity types, customer sources, contact types, or opportunity loss reasons.

• List related links

  List Connect-field connections for one Copper source record, optionally narrowed to one Connect field.

• List related records

  List records related to one Copper entity, optionally restricted to a target record type.

• List tags

  Return one alphabetical page of Copper tag names for filtering or assigning records.

• List users

  Return one page of Copper users for resolving assignee and owner IDs.

• Relate records

  Create a direct relationship between two existing Copper records, preserving both record types and IDs.

• Search activities

  Search Copper activities globally or for one parent record by activity type and date range, returning one page.

• Search companies

  Search Copper companies by name, domain, ownership, contact type, location, date, or custom-field criteria and return one page.

• Search leads

  Search Copper leads by identity, ownership, status, source, location, value, activity, date, tags, socials, or custom fields and return one page.

• Search opportunities

  Search Copper opportunities by pipeline, stage, status, contact, company, value, date, ownership, or custom-field criteria and return one page.

• Search people

  Search Copper people by contact, company, ownership, tag, date, or custom-field criteria and return one page.

• Search projects

  Search Copper projects by name, owner, tag, status, or custom-field criteria and return one page.

• Search tasks

  Search Copper tasks by name, owner, tag, related project or opportunity, status, due date, or custom-field criteria and return one page.

• Unrelate records

  Remove a direct relationship between two existing Copper records without deleting either record.

• Update activity

  Update the details, date, or both for an existing user-category Copper activity; at least one change is required, and system or deleted activities cannot be modified.

• Update company

  Update selected writable fields of an existing Copper company without replacing omitted fields.

• Update custom activity type

  Rename, change the icon, or enable or disable a Copper custom activity type.

• Update custom field definition

  Update one Copper custom-field definition by ID.

• Update lead

  Update selected fields of a Copper lead without replacing omitted fields.

• Update opportunity

  Update selected writable fields of an existing Copper opportunity without replacing omitted fields.

And 5 more in Definable.