Create Copper Opportunity

What the model is told

Create a new opportunity for an existing Copper person, for example when the customer wants a quote. Confirm the opportunity name with the customer first. Find the person's ID first with Find Copper Person by Email. Returns the new opportunity.

Request

Headers

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

Body

{
  "name": "{{name}}",
  "primary_contact_id": "{{personId}}"
}

Parameters

• personId stringThe Copper ID of the person, from Find Copper Person by Email.
• name stringA short name for the opportunity.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "f858cf47-22eb-45bc-918f-950b6998eb18",
    "type": "HTTP_REQUEST",
    "label": "Create Copper Opportunity",
    "name": "create_copper_opportunity",
    "customName": false,
    "description": "Create a new opportunity for an existing Copper person, for example when the customer wants a quote. Confirm the opportunity name with the customer first. Find the person's ID first with Find Copper Person by Email. Returns the new opportunity.",
    "parameters": [
      {
        "name": "personId",
        "type": "string",
        "description": "The Copper ID of the person, from Find Copper Person by Email."
      },
      {
        "name": "name",
        "type": "string",
        "description": "A short name for the opportunity."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://api.copper.com/developer_api/v1/opportunities"
      },
      "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  \"name\": \"{{name}}\",\n  \"primary_contact_id\": \"{{personId}}\"\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.