Copper integration
CRM Software Solutions Company.
What your agents can do with Copper
7 pre-built Copper tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (4)
Get Object
Retrieves an existing CRM object.
Create or Update Project
Creates a new project or updates an existing one based on the project name.
Create or Update Person
Creates a new person or updates an existing one based on email address.
Associate to Project
Relates an existing project with an existing CRM object.
Triggers (3)
New Person (Instant)
Emit new event when a person object is newly created in Copper.
New Opportunity (Instant)
Emit new event when a new opportunity is created in Copper.
New Lead (Instant)
Emit new event when a new lead is created in Copper.
Set up Copper in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Copper account
In Relevance AI, open Integrations and add Copper, then paste your API key. You will find it in your Copper account settings.
Use Copper in an agent
Create a tool, add a Copper tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Copper to work in your agents
Connect Copper alongside 1,800+ other integrations and let your agents run the busywork.