Usa Copper con
Sokko.
Conecta Copper y dile a Sokko qué hacer. Ejecuta las acciones que pides y reacciona a lo que ocurre, sin workflows ni código.
Funciona con más de 1.000 herramientas · Sin código
Acciones
Todo lo que Sokko puede hacer en Copper
Cada acción de Copper que Sokko puede ejecutar. Pídela en una frase y listo.
Bulk Create Activities (Beta)
Attempt to create 1-10 user-category Copper activities and return ordered per-item successes or validation failures. Deleting these activities is a soft delete: successful cleanup may leave an activity fetchable as an is_deleted=true stub rather than make it fully disappear. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Create Companies (Beta)
Attempt to create 1-10 Copper companies and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Create Leads
Create 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes. Copper can return HTTP 500 after applying the write; treat failures as indeterminate and read records back before retrying to avoid duplicates.
Bulk Create Opportunities (Beta)
Attempt to create 1-10 Copper opportunities and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Create People (Beta)
Attempt to create 1-10 Copper people and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Update Companies (Beta)
Attempt to update 1-10 Copper companies and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
Bulk Update Leads
Update 1-10 Copper leads in one beta bulk request and return ordered per-item outcomes. Copper can return HTTP 500 after applying the write; treat failures as indeterminate and read records back before retrying.
Bulk Update People (Beta)
Attempt to update 1-10 Copper people and return ordered per-item successes or validation failures. This Copper bulk endpoint is beta, accepts 1-10 records per request, returns results in request order, and has an additional limit of 3 requests per second.
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. Custom activity types cannot be deleted; retire one with UPDATE_CUSTOM_ACTIVITY_TYPE using is_disabled=true.
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. Only the name is required; Copper can supply the default pipeline and stage, and the primary contact is optional.
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. Deleting an activity is a soft delete: successful cleanup may leave it fetchable as an is_deleted=true stub rather than make it fully disappear.
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. Opportunities require pipeline_id; other entity types do not accept it.
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 Lead, Person, or Company 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. To retire a type, disable it with is_disabled=true; custom activity types cannot be deleted.
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.
Update Person
Update selected writable fields of an existing Copper person without replacing omitted fields.
Update Project
Update selected writable fields of an existing Copper project without replacing omitted fields.
Update Task
Update selected writable fields of an existing Copper task without replacing omitted fields.
Upload Attached File
Get upload authorization from Copper, upload up to 20 MB of file bytes to Copper's fixed Amazon S3 bucket, and attach the uploaded key to one Copper lead, person, opportunity, company, or project. If a failure occurs after the S3 upload starts, the file may already be uploaded or attached; verify the record before retrying to avoid duplicate attachments.
Upsert Lead
Create or update a Copper lead by exact name, email, or custom-field match. Copper resolves matches through a search index that can lag recent writes by seconds, so upserting a just-created lead may insert a duplicate; wait and verify before retrying. Copper rejects ambiguous matches.
Conéctate
En tu Slack en dos minutos.
Sin flujos que configurar. Activa las herramientas que ya usas y tu agente se pone a trabajar.
Añadir a Slack
1
Añade Sokko a Slack
Un clic desde el marketplace de Slack. Todo tu equipo tiene Sokko de una vez.
2
Conecta tus herramientas
Sokko funciona con más de 1000 apps y cualquier servidor MCP.
Martin
9:53 AM
@Sokko
¿Qué puedes hacer con Copper?
3
Pon a Sokko a trabajar
@menciona a Sokko en cualquier canal y arranca. Minutos, no un fin de semana.
Preguntas, respondidas.
Sokko es un asistente de IA que vive en tu Slack. Conecta tus apps, pide lo que necesitas en lenguaje natural y Sokko se encarga del trabajo por ti.
Regístrate en Sokko, pídele a Sokko que se conecte a Copper y aprueba la conexión cuando se te solicite. A partir de ahí puedes pedirle a Sokko que haga cosas en Copper cuando quieras.
No. No hay nada que crear ni configurar. Le pides a Sokko en Slack igual que se lo pedirías a un colega, y Sokko se encarga del resto.
Sí. Pídelo una vez y dile a Sokko cuándo repetirlo, como cada lunes a las 9 h, y se convierte en una rutina que se ejecuta sin ti.
Leer y actuar sobre los datos de Copper, y lanzar workflows cuando algo cambia. Dile a Sokko el resultado que quieres y se encarga del resto.
Sí. Sokko se conecta a más de 1.000 apps y a cualquier servidor MCP, así que puedes pedir tareas que abarquen Copper y el resto de tu stack en una sola petición.