Integration
Connect Copper and Expiration Reminder
When New Activity fires in Copper, your agent runs Create Contact in Expiration Reminder, or New Contact in Expiration Reminder to Create Lead in Copper. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Copper and Expiration Reminder to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Copper and Expiration Reminder can do together
From Copper to Expiration Reminder
When New Activity in Copper
then Create Contact in Expiration Reminder
When New Company in Copper
then Create Expiration Item for Contact in Expiration Reminder
From Expiration Reminder to Copper
When New Contact in Expiration Reminder
then Create Lead in Copper
When New Expiration Item in Expiration Reminder
then Create Task in Copper
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Copper and Expiration Reminder
Triggers and actions 20 triggers · 37 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
Trigger
New ContactTriggered when a new contact is added to your Expiration Reminder account.
Trigger
New Expiration ItemTriggered when a new expiration item is added to your Expiration Reminder account.
Trigger
Status Changed Expiration ItemTriggered when an expiration item's status changes in Expiration Reminder — for example when it moves from active to expiring or expired.
Action
Add LocationCreates a location in Expiration Reminder, optionally nested under a parent location and assigned to a team. Any custom fields defined on locations in your account can be set too. Returns the created location.
Action
Create ContactCreates a contact in Expiration Reminder with their email, contact details, type, location and team, plus any custom fields defined on contacts in your account. Returns the created contact.
Action
Create Expiration ItemCreates an expiration item in Expiration Reminder with its name and expiration date, optionally attaching contacts, locations, tags, a category and an assignee, plus any custom fields defined in your account. Returns the created item.
Action
Create Expiration Item for ContactCreates an expiration item in Expiration Reminder and attaches it to a specific contact, with its name, expiration date and category, plus any custom fields defined in your account. Returns the created item.
Action
Delete ContactDeletes a contact from Expiration Reminder. Returns the contact record that was deleted.
Action
Delete Expiration ItemDeletes an expiration item from Expiration Reminder. Returns the item record after deletion.
Action
Find ContactReturns the Expiration Reminder contacts matching a search term or an exact email address, with the total number of matches.
Action
Find ExpirationReturns the Expiration Reminder expiration items matching a search term and status, with the total number of matches.
Action
Get ContactReturns a single Expiration Reminder contact by its id, including their contact details, assignment, location and every custom field stored on them.
Action
Get Expiration ItemReturns a single Expiration Reminder expiration item by its id, including its category, contacts, locations, tags, attachments and every custom field stored on it.
Action
List ContactsReturns the contacts in your Expiration Reminder account, with the total number of contacts.
Action
List Expiration ItemsReturns the expiration items in your Expiration Reminder account, optionally limited to one status, with the total number of items.
Action
List LocationsReturns the locations in your Expiration Reminder account, with the total number of locations.
Action
Renew ExpirationRenews an Expiration Reminder expiration item by moving it to a new expiration date. Returns the renewed item.
Action
Update Expiration ItemUpdates an existing Expiration Reminder expiration item. Fields you leave blank are left unchanged; custom fields defined in your account can be set too. Returns the updated item.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
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Questions
Copper and Expiration Reminder, answered
What can start an automation from Copper?
Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Expiration Reminder when something happens in Copper?
Any of Expiration Reminder's 15 actions, including Create Contact, Create Expiration Item, Create Expiration Item for Contact and Update Expiration Item. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Expiration Reminder to Copper?
Yes. When something happens in Expiration Reminder, your agent can act in Copper too. This page covers both directions: Expiration Reminder's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or Expiration Reminder?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Copper and Expiration Reminder without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.