name: Copper Developer API Capabilities
description: >-
  Workflow capabilities provided by the Copper Developer API for CRM
  automation, sales pipeline management, and contact data integration.
url: https://developer.copper.com/
version: '1.0'
modified: '2026-04-28'
api: Copper Developer API
baseURL: https://api.copper.com/developer_api/v1
capabilities:
  - name: Search and List CRM Records
    description: >-
      Query People, Companies, Leads, Opportunities, Tasks, and Activities
      using filter criteria with pagination, sorting, and tag filtering.
    operations:
      - searchPeople
      - searchCompanies
      - searchLeads
      - searchOpportunities
      - searchTasks
      - searchActivities
    inputs:
      - page_number
      - page_size
      - sort_by
      - tags
      - name
    outputs:
      - resource collections
  - name: Manage Contact Records
    description: >-
      Create, retrieve, update, and delete Person and Company records,
      including custom fields, tags, addresses, phone numbers, emails, and
      website associations.
    operations:
      - createPerson
      - getPerson
      - updatePerson
      - deletePerson
      - createCompany
      - getCompany
      - updateCompany
      - deleteCompany
    inputs:
      - Person
      - Company
    outputs:
      - Person
      - Company
  - name: Capture and Convert Leads
    description: >-
      Create new lead records from inbound channels, qualify them by status,
      and convert qualified leads into linked Person, Company, and
      Opportunity records.
    operations:
      - createLead
      - getLead
      - updateLead
      - deleteLead
      - searchLeads
      - convertLead
    inputs:
      - Lead
    outputs:
      - Person
      - Company
      - Opportunity
  - name: Track Sales Opportunities
    description: >-
      Create and update sales opportunities, advance them through pipeline
      stages, set close dates, win probabilities, and monetary values, and
      record won, lost, or abandoned outcomes.
    operations:
      - createOpportunity
      - getOpportunity
      - updateOpportunity
      - deleteOpportunity
      - searchOpportunities
    inputs:
      - Opportunity
    outputs:
      - Opportunity
  - name: Manage Tasks
    description: >-
      Create assignable tasks tied to any CRM resource, set due dates and
      priorities, and mark tasks complete.
    operations:
      - createTask
      - getTask
      - updateTask
      - deleteTask
      - searchTasks
    inputs:
      - Task
    outputs:
      - Task
  - name: Log Activities
    description: >-
      Record notes, emails, calls, meetings, and status change activities
      against any parent CRM resource and search the activity history.
    operations:
      - createActivity
      - searchActivities
    inputs:
      - Activity
    outputs:
      - Activity
  - name: Subscribe to Webhooks
    description: >-
      Subscribe external systems to CRM event notifications for new, update,
      and delete events on People, Companies, Leads, Opportunities, Projects,
      and Tasks.
    operations:
      - listWebhooks
      - createWebhook
      - deleteWebhook
    inputs:
      - target URL
      - event type
      - resource type
    outputs:
      - Webhook subscription
useCases:
  - name: Sync Contacts to Marketing Automation
    description: Mirror Person and Company records into a marketing automation platform to drive segmented campaigns.
    capabilities:
      - Search and List CRM Records
      - Manage Contact Records
      - Subscribe to Webhooks
  - name: Inbound Lead Capture
    description: Push leads from web forms or chatbots into Copper, qualify them, and convert into Opportunities.
    capabilities:
      - Capture and Convert Leads
      - Manage Contact Records
      - Track Sales Opportunities
  - name: Sales Pipeline Reporting
    description: Pull pipeline data on a schedule to feed BI dashboards and forecasting models.
    capabilities:
      - Search and List CRM Records
      - Track Sales Opportunities
      - Log Activities
  - name: Sales Activity Logging from Email
    description: Log emails, meetings, and calls against the right CRM record automatically.
    capabilities:
      - Log Activities
      - Search and List CRM Records
  - name: Real-time CRM Event Streaming
    description: Receive real-time notifications when records change in Copper to keep downstream systems in sync.
    capabilities:
      - Subscribe to Webhooks