Copper Automation

Available Operations

Actions you can perform with Copper

Get Leads

Retrieve leads from Copper CRM

Create Lead

Create a new lead in Copper CRM

Update Lead

Update an existing lead in Copper CRM

Get Companies

Retrieve companies from Copper CRM

Create Company

Create a new company in Copper CRM

Get People

Retrieve people (contacts) from Copper CRM

Create Person

Create a new person (contact) in Copper CRM

Get Opportunities

Retrieve opportunities (deals) from Copper CRM

Create Opportunity

Create a new opportunity (deal) in Copper CRM

Get Tasks

Retrieve tasks from Copper CRM

Create Task

Create a new task in Copper CRM

Search Records

Search across all record types in Copper CRM

Use Cases

Real-world automations you can build today

Auto-create leads

New leads flow into Copper automatically from your other tools and workflows.

Sync data in real-time

Keep lead and company information up-to-date across all your systems instantly.

Manage opportunities

Create and update deals automatically based on triggers and conditions you set.

Task automation

Generate follow-up tasks in Copper based on lead activity and deal stage changes.

How It Works

Get started in minutes

1

Connect

Sign in with your Copper account and grant TaskAGI access to your CRM data.

2

Configure

Choose which Copper objects (leads, companies, deals) you want to automate and set your sync preferences.

3

Build

Create workflows that trigger actions like creating leads, updating opportunities, or assigning tasks.

4

Deploy

Turn on your automation and watch Copper handle the work in the background.

Frequently Asked Questions

How do I connect Copper?

Authenticate with your Copper account in TaskAGI, then select which data to sync. The connection takes under 2 minutes.

Can I sync custom fields?

Yes, TaskAGI syncs standard Copper fields plus your custom fields automatically.

What happens if a lead already exists?

You can set TaskAGI to update existing records instead of creating duplicates using match rules.

Are there API limits?

TaskAGI respects Copper's API limits, but most automations run well within them. Contact support for high-volume needs.

365+ Integrations Available

Connect Copper to all your favorite tools

View all integrations

Copper + TaskAGI