When you configure an export, import, other type of flow step using the prebuilt Copper connector, you can select any of the API operations listed below, organized by API type.
Note
If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the Copper API documentation. You can also create a composite endpoint for this application in HTTP mode.
| Resource | API endpoint | Export | Import |
|---|---|---|---|
| Companies | List companies (search) | X | |
| Fetch a company by ID | X | ||
| Create a new company | X | ||
| Update a company | X | ||
| Delete a company | X | ||
| Leads | List leads (search) | X | |
| Fetch a lead by ID | X | ||
| Create a new lead | X | ||
| Update a lead | X | ||
| Upsert a lead | X | ||
| Delete a lead | X | ||
| Opportunities | List opportunities (search) | X | |
| List loss reasons | X | ||
| Fetch an opportunity by ID | X | ||
| Create a new opportunity | X | ||
| Update an opportunity | X | ||
| Delete an opportunity | X | ||
| People | List people (search) | X | |
| Fetch a person by ID | X | ||
| Fetch a person by email | X | ||
| Create a new person | X | ||
| Update a person | X | ||
| Delete a person | X | ||
| Projects | List projects (search) | X | |
| Fetch a project by ID | X | ||
| Create a new project | X | ||
| Update a project | X | ||
| Delete a project | X | ||
| Tasks | List tasks (search) | X | |
| Fetch a task by ID | X | ||
| Create a new task | X | ||
| Update a task | X | ||
| Delete a task | X |