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Copper integration

Create, update and search leads, people, companies and opportunities in Copper, and start flows when records change.

Sales and CRMProductivity11 triggers · 20 actions
Connect Copper freeSee what you can automate

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.
When “New Activity” happens in Copper, check the details with AI, then “Create Person” and tell my team in Slack.
  • Simulated before it goes live
  • Fixes proposed when something breaks
  • One credit per run

Triggers

Start a workflow when this happens
  • WHEN
    New Activity

    Triggers when a new activity is logged.

  • WHEN
    New Person

    Triggers when a new person/contact is created.

  • WHEN
    New Lead

    Triggers when a new lead is created.

  • WHEN
    New Task

    Triggers when a new task is created.

  • WHEN
    Updated Lead

    Triggers when a lead is modified.

  • WHEN
    Updated Task

    Triggers when a task is updated.

  • WHEN
    Updated Opportunity

    Triggers when an opportunity changes.

  • WHEN
    Updated Opportunity Stage

    Triggers when an opportunity stage changes.

  • WHEN
    Updated Opportunity Status

    Triggers when an opportunity's status changes.

  • WHEN
    Updated Project

    Triggers when a project is updated.

  • WHEN
    Updated Lead Status

    Triggers when the status of a lead changes.

Actions

Then Calibra can do this for you
  • DO
    Create Person

    Adds a new person/contact.

  • DO
    Update Person

    Updates a person based on matching criteria.

  • DO
    Create Lead

    Adds a new lead.

  • DO
    Update Lead

    Updates an existing lead.

  • DO
    Convert Lead

    Converts a lead into a person (optionally with company/opportunity).

  • DO
    Create Company

    Adds a new company.

  • DO
    Update Company

    Updates a company record.

  • DO
    Create Opportunity

    Adds a new opportunity.

  • DO
    Update Opportunity

    Updates an opportunity using match criteria.

  • DO
    Create Project

    Adds a new project.

  • DO
    Update Project

    Updates a project record.

  • DO
    Create Task

    Adds a new task under a person, lead, or opportunity.

  • DO
    Create Activity

    Logs an activity related to CRM entities.

  • DO
    Search for an Activity

    Find an existing activity by type/criteria.

  • DO
    Search for a Person

    Lookup a person using match criteria.

  • DO
    Search for a Lead

    Lookup a lead using match criteria.

  • DO
    Search for a Company

    Lookup a company.

  • DO
    Search for an Opportunity

    Lookup an opportunity.

  • DO
    Search for a Project

    Lookup a project.

  • DO
    Custom API Call

    Make a custom API call to a specific endpoint.

Questions

Is the Copper integration free?

Yes. Copper is available on every Calibra plan, including the free plan, which needs no card.

How is Copper usage billed?

Calibra charges one credit per workflow run, however many steps it has. Steps that read from or write to this app do not cost extra.

Can I connect Copper without writing code?

Yes. Describe the process in plain words and the AI copilot builds the workflow with Copper for you. You can also use templates or the visual editor.

Describe your first process. Watch it run today.

Free plan, no card. One credit per run, however many steps it has.

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