What Deixic does with Copper CRM.

How Deixic helps with Copper CRM.

Read information

Review accounts, audit events and policies from Copper CRM as evidence and to check state.

Read only

Use the information to prepare a decision. Deixic changes nothing in Copper CRM through this connection.

Example workflow

Review accounts in Copper CRM

Review accounts in the Copper CRM account I specify. Return the relevant identifiers, what you found, and any information still needed to answer my question.

1. Confirm the account and the question to answer. Read accounts and keep the relevant identifiers with the result.
2. Use the information to prepare a decision. This connection is read only; a person or another authorized tool makes any change in Copper CRM.
3. Check the returned information against the question. Refresh Copper CRM when the decision needs current facts, and record what is still missing.

Use your existing agent with Deixic. Calls you route through Deixic follow your access and approval policy.

Provider access

Supported Copper CRM reads and actions.

Choose the reads and actions your task needs. Your connection’s permissions and your agent’s access determine what it can use.

Permissions

Choose the access for Copper CRM.

Use a token issued for the account the agent should work in, check its owner, expiry, and resource access, and remember that replacing an expired token does not change the account’s permissions.

Find Copper CRM in the appManage connected accounts

Connection

Bearer token

Supported operations

Read only

Reads

5

Actions

0

Provider permissions

Grant only the permissions needed for the task.

What you need to connect

• API base URL
• Bearer token

Deixic checks calls routed through its gateway and requests approval when your policy requires it.

Reference and troubleshooting

Copper CRM operation reference, troubleshooting, and questions

Connectors for related work