When you configure an export, import, or another type of flow step using the form view designed for the Copper connector, the following API operations are supported:
API | Operation | Export | Import |
---|---|---|---|
Leads |
Fetch a Lead by ID |
X |
|
Create a New Lead |
X |
||
Update a Lead |
X |
||
Delete a Lead | X | ||
Upsert a Lead |
X |
||
List Leads | X |
|
|
People |
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 | ||
Create or update a Person |
X | ||
List People |
X |
|
|
Companies |
Fetch a Company by ID | X |
|
Create a New Company |
X |
||
Update a Company |
X |
||
Delete a Company |
X | ||
Create or update a Company |
X | ||
List Company |
X | ||
Opportunities |
Fetch an Opportunity by ID | X | |
Create a New Opportunity |
X | ||
Update an Opportunity |
X | ||
Delete an Opportunity |
X | ||
Create or update an Opportunity |
X | ||
List Opportunities |
X | ||
List Loss Reasons |
X | ||
Projects |
Fetch a Project by ID | X |
|
Create a New Project |
X |
||
Update a Project |
X |
||
Delete a Project |
X | ||
Create or update a Project |
X | ||
List Projects |
X | ||
Tasks |
Fetch a Task by ID | X |
|
Create a New Task |
X |
||
Update a Task |
X |
||
Delete a Task |
X | ||
Create or update a Task |
X | ||
List Tasks |
X |
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