nerve
Copper + Nerve
Connect Copper to your Agents and workflows.
What Nerve can do with Copper
Look things up 7
Convert Lead
Convert Lead. Converts a lead into a person (optionally with company/opportunity)
Search for an Activity
Search for an Activity. Find an existing activity by type/criteria
Search for a Person
Search for a Person. Lookup a person using match criteria
Search for a Lead
Search for a Lead. Lookup a lead using match criteria
Search for a Company
Search for a Company. Lookup a company
Search for an Opportunity
Search for an Opportunity. Lookup an opportunity
Search for a Project
Search for a Project. Lookup a project
Make changes 13
Create Person
Create Person. Adds a new person/contact
Update Person
Update Person. Updates a person based on matching criteria
Create Lead
Create Lead. Adds a new lead
Update Lead
Update Lead. Updates an existing lead
Create Company
Create Company. Adds a new company
Start a workflow when something happens in Copper
- New Activity
- New Person
- New Lead
- New Task
- Updated Lead
- Updated Task
- Updated Opportunity
- Updated Opportunity Stage
- Updated Opportunity Status
- Updated Project
- Updated Lead Status
Works with
- Agents. An Agent can use Copper when you grant it the capability.
- Workflows. Copper can be a step in a workflow that runs the same way every time.
- Approvals. Actions that matter can wait for a person before Copper is touched.
You connect with: account details.
How it can work
- 1
Something happens
- 2
An Agent or workflow decides what to do
- 3
A person approves, if it matters
- 4
Copper: create person
Connected is not unrestricted
Connecting Copper does not give every Agent unrestricted access to it. Each Agent needs the capability granted, the identity it acts as must be allowed, and consequential actions can wait for a person to approve them.
How Nerve controls actionsRelated integrations
- WedofContent and filesAutomatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)45 actions
- VillageProductivityThe Social Capital API40 actions
- Acuity SchedulingProductivityConnect Acuity Scheduling to your Agents and workflows.8 actions · 2 events
- monday.comProductivityWork operating system for businesses98 actions · 2 events
Deploy your first Nerve Agent
Start with one conversation your team handles every day. Give the Agent what it needs to know, connect the tools it should use, and decide where a person steps in.
