Create Copper Task for Person

What the model is told

Create a follow-up task linked to an existing Copper person, such as a call-back the customer has asked for. Confirm the task name with the customer first. Find the person's ID first with Find Copper Person by Email. Returns the new task.

Request

Headers

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

Body

{
  "name": "{{name}}",
  "details": "{{details}}",
  "related_resource": {
    "id": "{{personId}}",
    "type": "person"
  }
}

Parameters

• personId stringThe Copper ID of the person, from Find Copper Person by Email.
• name stringA short name for the task.
• details stringExtra detail for the person who will do the task.

{
  "source": "VOICE_AI",
  "tool": {
    "id": "3e2eff41-96e3-4b9f-a3ca-1728c921be9d",
    "type": "HTTP_REQUEST",
    "label": "Create Copper Task for Person",
    "name": "create_copper_task_for_person",
    "customName": false,
    "description": "Create a follow-up task linked to an existing Copper person, such as a call-back the customer has asked for. Confirm the task name with the customer first. Find the person's ID first with Find Copper Person by Email. Returns the new task.",
    "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 task."
      },
      {
        "name": "details",
        "type": "string",
        "description": "Extra detail for the person who will do the task."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://api.copper.com/developer_api/v1/tasks"
      },
      "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  \"details\": \"{{details}}\",\n  \"related_resource\": {\n    \"id\": \"{{personId}}\",\n    \"type\": \"person\"\n  }\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.