Add Copper Note to Person

What the model is told

Add a note to an existing Copper person, for example a summary of the conversation. Find the person's ID first with Find Copper Person by Email. Keep the note factual and brief. Returns the saved activity.

Request

Headers

• X-PW-AccessTokenYOUR_COPPER_API_KEY
• X-PW-Applicationdeveloper_api
• X-PW-UserEmailYOUR_COPPER_USER_EMAIL
• Content-Typeapplication/json

Body

{
  "parent": {
    "type": "person",
    "id": "{{personId}}"
  },
  "type": {
    "category": "user",
    "id": 0
  },
  "details": "{{details}}"
}

Parameters

• personId stringThe Copper ID of the person, from Find Copper Person by Email.
• details stringThe text of the note.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "b47154fd-9e03-48f4-9c0c-221cdf2f7d36",
    "type": "HTTP_REQUEST",
    "label": "Add Copper Note to Person",
    "name": "add_copper_note_to_person",
    "customName": false,
    "description": "Add a note to an existing Copper person, for example a summary of the conversation. Find the person's ID first with Find Copper Person by Email. Keep the note factual and brief. Returns the saved activity.",
    "parameters": [
      {
        "name": "personId",
        "type": "string",
        "description": "The Copper ID of the person, from Find Copper Person by Email."
      },
      {
        "name": "details",
        "type": "string",
        "description": "The text of the note."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://api.copper.com/developer_api/v1/activities"
      },
      "headers": [
        {
          "name": "X-PW-AccessToken",
          "value": "YOUR_COPPER_API_KEY"
        },
        {
          "name": "X-PW-Application",
          "value": "developer_api"
        },
        {
          "name": "X-PW-UserEmail",
          "value": "YOUR_COPPER_USER_EMAIL"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"parent\": {\n    \"type\": \"person\",\n    \"id\": \"{{personId}}\"\n  },\n  \"type\": {\n    \"category\": \"user\",\n    \"id\": 0\n  },\n  \"details\": \"{{details}}\"\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.