Copper is a customer relationship management platform for managing contacts, companies, leads, opportunities, projects, tasks, activities, files, and webhooks.
1Open Slashspace and go to Settings, then Connectors.
2On Discover, search for Copper and click Connect.
3Sign in to Copper in your browser. Slashspace updates when the account is connected.
Then ask for what you need in any Agent mode chat. Copper is on in every chat unless you switch it off.
What your chats can do
65 tools from Copper.
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 LeadsCreate 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 LeadsUpdate 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 LeadConvert a Copper lead into a person and optionally a company and opportunity; the original lead is removed.
Create ActivityCreate 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 CompanyCreate a Copper company with domain, contact, ownership, tag, and custom-field data.
Create Custom Activity TypeCreate 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 DefinitionCreate a Copper custom field for selected record types.
Create LeadCreate a Copper lead with contact, ownership, source, status, tag, and custom-field data.
Create OpportunityCreate a Copper opportunity. Only the name is required; Copper can supply the default pipeline and stage, and the primary contact is optional.
Create PersonCreate a Copper person with contact, company, ownership, tag, and custom-field data.
Create ProjectCreate a Copper project, optionally related to another record and assigned to a user.
Create Related LinkConnect two existing Copper records through a Connect custom field.
Create TaskCreate a Copper task with optional assignment, related record, due/reminder times, priority, tags, and custom fields.
Delete Attached FilePermanently delete one file attached to a Copper lead, person, opportunity, company, or project.
Delete Custom Field DefinitionPermanently delete one Copper custom-field definition by ID.
Delete LeadPermanently delete one Copper lead by ID.
Delete RecordDelete 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 LinkDelete one Copper Connect-field connection by related-link ID.
Get AccountReturn the connected Copper account, timezone, and feature settings; use it to preflight features such as Leads.
Get Attached File MetadataGet metadata for one file attached to a Copper lead, person, opportunity, company, or project.
Get Current UserReturn the Copper user represented by the connected account, including the user ID used for assignments.
Get Custom Activity TypeReturn one Copper custom activity type's name, icon, enabled state, interaction behavior, and ownership metadata by ID.
Get Custom Field DefinitionReturn one Copper custom field's data type, record availability, filterability, options, and currency configuration by definition ID.
Get Field LayoutReturn enabled and create/edit requiredness metadata for one Copper entity type. Opportunities require pipeline_id; other entity types do not accept it.
Get LeadReturn one Copper lead's contact, ownership, source, status, tags, and custom-field data by lead ID.
Get Person by EmailReturn the unique Copper person record matching an exact email address.
Get RecordFetch one user, person, company, opportunity, project, task, or activity by its type and ID.
List Attached FilesList all files attached to one Copper lead, person, opportunity, company, or project.
List Custom Activity TypesList 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 DefinitionsReturn Copper custom-field IDs, types, availability, and options needed to read, filter, and write custom field values.
List Lead, Person, or Company ActivitiesList selected activity types related to one Copper lead, person, or company; company results may also include activities from related people.
List Lead StatusesList Copper lead status IDs, names, display order, and default selection for use in lead writes and searches.
List PipelinesReturn all configured Copper pipelines with their stages and win probabilities for opportunity creation and updates.
List Pipeline StagesList 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 ValuesList one bounded set of Copper IDs used in write schemas: activity types, customer sources, contact types, or opportunity loss reasons.
List Related LinksList Connect-field connections for one Copper source record, optionally narrowed to one Connect field.
List Related RecordsList records related to one Copper entity, optionally restricted to a target record type.
List TagsReturn one alphabetical page of Copper tag names for filtering or assigning records.
List UsersReturn one page of Copper users for resolving assignee and owner IDs.
Relate RecordsCreate a direct relationship between two existing Copper records, preserving both record types and IDs.
Search ActivitiesSearch Copper activities globally or for one parent record by activity type and date range, returning one page.
Search CompaniesSearch Copper companies by name, domain, ownership, contact type, location, date, or custom-field criteria and return one page.
Search LeadsSearch Copper leads by identity, ownership, status, source, location, value, activity, date, tags, socials, or custom fields and return one page.
Search OpportunitiesSearch Copper opportunities by pipeline, stage, status, contact, company, value, date, ownership, or custom-field criteria and return one page.
Search PeopleSearch Copper people by contact, company, ownership, tag, date, or custom-field criteria and return one page.
Search ProjectsSearch Copper projects by name, owner, tag, status, or custom-field criteria and return one page.
Search TasksSearch Copper tasks by name, owner, tag, related project or opportunity, status, due date, or custom-field criteria and return one page.
Unrelate RecordsRemove a direct relationship between two existing Copper records without deleting either record.
Update ActivityUpdate 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 CompanyUpdate selected writable fields of an existing Copper company without replacing omitted fields.
Update Custom Activity TypeRename, 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 DefinitionUpdate one Copper custom-field definition by ID.
Update LeadUpdate selected fields of a Copper lead without replacing omitted fields.
Update OpportunityUpdate selected writable fields of an existing Copper opportunity without replacing omitted fields.
Update PersonUpdate selected writable fields of an existing Copper person without replacing omitted fields.
Update ProjectUpdate selected writable fields of an existing Copper project without replacing omitted fields.
Update TaskUpdate selected writable fields of an existing Copper task without replacing omitted fields.
Upload Attached FileGet 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 LeadCreate 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.
