Copper, Stripe Integrations

Copper
Stripe
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Triggers

Copper

Listen for Company Events INSTANT

Receives notifications about company creation/deletion/update.

Copper

Listen for Lead Events INSTANT

Receives notifications about lead creation/deletion/update.

Copper

Listen for Opportunity Events INSTANT

Receives notifications about opportunity creation/deletion/update.

Copper

Listen for Person Events INSTANT

Receives notifications about person creation/deletion/update.

Copper

Listen for Project Events INSTANT

Receives notifications about project creation/deletion/update.

Copper

Listen for Task Events INSTANT

Receives notifications about task creation/deletion/update.

Stripe

Watch Events INSTANT

Triggers when a given event occurs.

Actions

Copper

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Copper

Create Activity

Creates a new activity.

Copper

Create Company

Creates a new company.

Copper

Create Lead

Creates a new lead.

Copper

Create Opportunity

Creates a new opportunity.

Copper

Create Person

Creates a new person.

Copper

Create Project

Creates a new project.

Copper

Create Task

Creates a new task.

Copper

Get Activity

Gets details for a selected activity ID.

Copper

Get Company

Gets details for a selected company ID.

Copper

Get Lead

Gets details for a selected lead ID.

Copper

Get Opportunity

Gets details for a selected opportunity ID.

Copper

Get Person

Gets details for a selected person ID.

Copper

Get Project

Gets details for a selected project ID.

Copper

Get Task

Gets details for a selected task ID.

Copper

Get User

Gets details for a selected user ID.

Copper

Relate Opportunity to Person

Relates an existing opportunity to an existing person in the system.

Copper

Remove Activity

Removes the activity with a given ID.

Copper

Remove Company

Removes the company with a given ID.

Copper

Remove Lead

Removes the lead with a given ID.

Copper

Remove Opportunity

Removes the opportunity with a given ID.

Copper

Remove Opportunity from Person

Removes a related opportunity from a person.

Copper

Remove Person

Removes the person with a selected ID.

Copper

Remove Project

Removes the project with a selected ID.

Copper

Remove Task

Removes the task with a selected ID.

Copper

Remove Webhook Subscription

Removes the webhook subscription with a selected ID.

Copper

Update Company

Updates a selected company.

Copper

Update Lead

Updates a selected lead.

Copper

Update Opportunity

Updates a selected opportunity.

Copper

Update Person

Updates a selected person.

Copper

Update Project

Updates a selected project.

Copper

Update Task

Updates a selected task.

Stripe

Cancel a Payment Intent

Cancels a payment intent by its ID. For payment intents with status ’requires_capture’, the remaining capturable amount will automatically be refunded.

Stripe

Cancel a Payout

Cancels a previously created payout.

Stripe

Capture a Payment Intent

Captures an existing uncaptured payment intent by its ID.

Stripe

Confirm a Payment Intent

Confirms a payment intent by its ID. Upon confirmation, the payment intent will attempt to initiate a payment.

Stripe

Create a Customer

Creates a new customer object.

Stripe

Create an Invoice

Creates a new invoice by the customer ID.

Stripe

Create an Invoice Item

Creates a new invoice item to be added to a draft invoice.

Stripe

Create a Payment Intent

Creates a Payment Intent.

Stripe

Create a Payout

To send funds to your own bank account, you create a new payout object.

Stripe

Create a Refund

Creates a new refund.

Stripe

Delete a Customer

Permanently deletes a customer. It cannot be undone.

Stripe

Delete a Draft Invoice

Permanently deletes a draft invoice. Use "Void an Invoice" module for finalized invoice.

Stripe

Delete an Invoice Item

Permanently deletes an invoice item which is not attached to invoices, or if it’s attached to a draft invoice.

Stripe

Finalize a Draft Invoice

Finalizes a draft invoice by its ID.

Stripe

Make an API Call

Performs an arbitrary authorized API call.

Stripe

Retrieve a Balance Transaction

Retrieves the balance transaction with the given ID.

Stripe

Retrieve a Customer

Retrieves the details of an existing customer.

Stripe

Retrieve an Invoice

Retrieves the details of an existing invoice with the given ID.

Stripe

Retrieve an Invoice Item

Retrieves the details of an existing invoice item with the given ID.

Stripe

Retrieve a Payment Intent

Retrieves the details of a Payment Intent that has previously been created.

Stripe

Retrieve a Payout

Retrieves the details of an existing payout.

Stripe

Retrieve a Refund

Retrieves the details of an existing refund.

Stripe

Retrieve Balance

Retrieves the current account balance.

Stripe

Update a Customer

Updates the specified customer by setting the values of the parameters passed.

Stripe

Update an Invoice

Updates the specified invoice by setting the values of the parameters passed.

Stripe

Update an Invoice Item

Updates the specified invoice item by setting the values of the parameters passed.

Stripe

Update a Payment Intent

Updates the specified payment intent by setting the values of the parameters passed.

Stripe

Update a Payout

Updates the specified payout by setting the values of the parameters passed.

Stripe

Update a Refund

Updates the specified refund by setting the values of the parameters passed.

Stripe

Void an Invoice

Voids a finalized invoice with the given ID. This cannot be undone.

Searches

Copper

List Activities

Lists all activities related to a connected account.

Copper

List Companies

Lists all companies related to a connected account.

Copper

List Company's Activities

Lists all activities for a selected company.

Copper

List Leads

Lists all leads related to a connected account.

Copper

List Lead's Activities

Lists all activities related to a connected account.

Copper

List Opportunities

Lists all opportunities related to a connected account.

Copper

List People

Lists all people related to a connected account.

Copper

List Person's Activities

Lists all activities of a selected person.

Copper

List Projects

Lists all projects related to a connected account.

Copper

List Tasks

Lists all tasks related to a connected account.

Copper

List Users

Lists all users related to a connected account.

Copper

View Opportunities Related to Person

Shows all opportunities related to the person with a selected ID.

Copper

View Records Related to Person

Shows all records related to the person with a selected ID.

Stripe

List All Balance History

Returns a list of transactions that have contributed to the Stripe account balance.

Stripe

List All Customers

Retrieves a list of customers.

Stripe

List All Invoice Line Items

Retrieves a list of invoice line items by the invoice ID.

Stripe

List All Payouts

Returns a list of existing payouts sent to third-party bank accounts or that Stripe has sent you.

Stripe

List All Refunds

Returns a list of all refunds you’ve previously created.

Stripe

List Payment Intents

Retrieves a list of payment intents or filters by customer ID.

Stripe

Search Customers

Retrieves a list of customers filtered by criteria.

Stripe

Search Invoice Items

Retrieves a list of invoice items filtered by criteria.

Stripe

Search Invoices

Retrieves a list of invoices filtered by criteria.

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