Copper
Connect it
In Keystile Automations → Connections → New connection, choose Copper and sign in. Your AI tools and workflows then use it through Keystile; they never see the password or key.How connecting works.
Try it from your AI tool
Using Keystile, in Copper: convert lead (Converts a lead into a person (optionally with company/opportunity)).What it can do (20 actions)
| Action | What it does | Changes data |
|---|---|---|
| Convert Lead | Converts a lead into a person (optionally with company/opportunity). | |
| Create Activity | Logs an activity related to CRM entities. | |
| Create Company | Adds a new company. | |
| Create Lead | Adds a new lead. | |
| Create Opportunity | Adds a new opportunity. | |
| Create Person | Adds a new person/contact. | |
| Create Project | Adds a new project. | |
| Create Task | Adds a new task under a person, lead, or opportunity. | |
| Custom API Call | Make a custom API call to a specific endpoint | Yes |
| Search for a Company | Lookup a company. | |
| Search for a Lead | Lookup a lead using match criteria. | |
| Search for a Person | Lookup a person using match criteria. | |
| Search for a Project | Lookup a project. | |
| Search for an Activity | Find an existing activity by type/criteria. | |
| Search for an Opportunity | Lookup an opportunity. | |
| Update Company | Updates a company record. | |
| Update Lead | Updates an existing lead. | |
| Update Opportunity | Updates an opportunity using match criteria. | |
| Update Person | Updates a person based on matching criteria. | |
| Update Project | Updates a project record. |
Start a workflow when… (11 triggers)
- New Activity — Triggers when a new activity is logged
- New Person — Triggers when a new person/contact is created.
- New Lead — Triggers when a new lead is created.
- New Task — Triggers when a new task is created.
- Updated Lead — Triggers when a lead is modified.
- Updated Task — Triggers when a task is updated.
- Updated Opportunity — Triggers when an opportunity changes.
- Updated Opportunity Stage — Triggers when an opportunity stage changes
- Updated Opportunity Status — Triggers when an opportunity's status changes.
- Updated Project — Triggers when a project is updated.
- Updated Lead Status — Triggers when the status of a lead changes.
How Keystile protects it
Every Copper action is checked before it runs, whether it comes from an AI tool or a workflow. 1 of its actions change data; your rules, limits and budgets decide whether each is allowed, held for a person or stopped, and it all goes into the signed record.
Use Copper with your AI assistant — safelyClaude, Cursor or ChatGPT do the work; Keystile checks every action first.
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