Integrate the Copper API with the Formatting API

Setup the Copper API trigger to run a workflow which integrates with the Formatting API. Pipedream's integration platform allows you to integrate Copper and Formatting remarkably fast. Free for developers.

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Popular Ways to Connect Copper with Formatting#

[Data] Convert JSON to String with Formatting API on New Lead (Instant) from Copper API

Copper + Formatting

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[Data] Convert JSON to String with Formatting API on New Opportunity (Instant) from Copper API

Copper + Formatting

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[Data] Convert JSON to String with Formatting API on New Person (Instant) from Copper API

Copper + Formatting

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[Data] Parse JSON with Formatting API on New Lead (Instant) from Copper API

Copper + Formatting

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[Data] Parse JSON with Formatting API on New Opportunity (Instant) from Copper API

Copper + Formatting

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Popular Copper and Formatting Triggers#

New Lead (Instant) from the Copper API

Emit new event when a new lead is created in Copper

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New Opportunity (Instant) from the Copper API

Emit new event when a new opportunity is created in Copper

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New Person (Instant) from the Copper API

Emit new event when a person object is newly created in Copper

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Popular Copper and Formatting Actions#

Associate to Project with the Copper API

Relates an existing project with an existing CRM object. See the documentation

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[Data] Convert JSON to String with the Formatting API

Convert an object to a JSON format string

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Create or Update Person with the Copper API

Creates a new person or updates an existing one based on email address. See the documentation

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[Data] Parse JSON with the Formatting API

Parse a JSON string

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Create or Update Project with the Copper API

Creates a new project or updates an existing one based on the project name. See the documentation

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Overview of Copper#

Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.

Connect Copper#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    copper: {
      type: "app",
      app: "copper",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.prosperworks.com/developer_api/v1/account`,
      headers: {
        "X-PW-AccessToken": `${this.copper.$auth.api_key}`,
        "X-PW-Application": `developer_api`,
        "X-PW-UserEmail": `${this.copper.$auth.email}`,
        "Content-Type": `application/json`,
      },
    })
  },
})

Connect Formatting#

export default defineComponent({
  async run({ steps, $ }) {
    const text = ' Hello world! ';
    return text.trim()
  },
})

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