What do you want to automate

with Google Cloud Document AI and Copper?

Prompt, edit and deploy AI agents that connect to Google Cloud Document AI, Copper and 2,500+ other apps in seconds.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

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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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Associate to Project with the Copper API

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

 
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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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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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Get Object with the Copper API

Retrieves an existing CRM object. See the documentation

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

Connect Google Cloud Document AI

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import { DocumentProcessorServiceClient } from '@google-cloud/documentai/build/src/v1/index.js';
import { promises as fs } from 'fs';
import { get } from 'https';
import { writeFile } from 'fs/promises';
import { join } from 'path';

export default defineComponent({
  props: {
    google_cloud_document_ai: {
      type: "app",
      app: "google_cloud_document_ai",
    }
  },
  async run({ steps, $ }) {
    //Sample pdf file to process by Google Document AI API
    const url = 'https://www.learningcontainer.com/wp-content/uploads/2019/09/sample-pdf-file.pdf';
    const filePath = join('/tmp', 'my_document.pdf');

    const downloadFile = async () => {
      const res = await new Promise((resolve) => get(url, resolve));
      const chunks = [];

      for await (const chunk of res) {
        chunks.push(chunk);
      }

      await writeFile(filePath, Buffer.concat(chunks));
      console.log(`File downloaded successfully to ${filePath}`);
    };

    await downloadFile();

    const projectId = this.google_cloud_document_ai.$auth.project_id;
    const location = this.google_cloud_document_ai.$auth.location;
    const processorId = this.google_cloud_document_ai.$auth.processor_id;

    // Instantiates a client
    // apiEndpoint regions available: eu-documentai.googleapis.com, us-documentai.googleapis.com (Required if using eu based processor)
    // const client = new DocumentProcessorServiceClient({apiEndpoint: 'eu-documentai.googleapis.com'});
    const client = new DocumentProcessorServiceClient();

    async function testRequest() {
      // The full resource name of the processor, e.g.:
      // projects/project-id/locations/location/processor/processor-id
      // You must create new processors in the Cloud Console first
      const name = `projects/${projectId}/locations/${location}/processors/${processorId}`;

      // Read the file into memory.		
      const imageFile = await fs.readFile(filePath);

      // Convert the image data to a Buffer and base64 encode it.
      const encodedImage = Buffer.from(imageFile).toString('base64');

      const request = {
        name,
        rawDocument: {
          content: encodedImage,
          mimeType: 'application/pdf',
        },
      };

      // Recognizes text entities in the PDF document
      const [result] = await client.processDocument(request);
      const { document } = result;

      // Get all of the document text as one big string
      const { text } = document;

      // Extract shards from the text field
      const getText = textAnchor => {
        if (!textAnchor.textSegments || textAnchor.textSegments.length === 0) {
          return '';
        }

        // First shard in document doesn't have startIndex property
        const startIndex = textAnchor.textSegments[0].startIndex || 0;
        const endIndex = textAnchor.textSegments[0].endIndex;

        return text.substring(startIndex, endIndex);
      };

      // Read the text recognition output from the processor
      const [page1] = document.pages;
      const { paragraphs } = page1;
      let concatenatedText = "";
      for (const paragraph of paragraphs) {
        const paragraphText = getText(paragraph.layout.textAnchor);
        concatenatedText += paragraphText;
      }
      return concatenatedText;
    }

    return await testRequest();
  }
})

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

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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`,
      },
    })
  },
})

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo
Adyen logo
Appcues logo
Bandwidth logo
Checkr logo
ChartMogul logo
Dataminr logo
Gopuff logo
Gorgias logo
LinkedIn logo
Logitech logo
Replicated logo
Rudderstack logo
SAS logo
Scale AI logo
Webflow logo
Warner Bros. logo