--- title: "Connect Copper and OwnerRez - APIANT.ai" description: "When \"New Activity\" fires in Copper, your agent runs \"Add message\" in OwnerRez, or \"New inquiry\" in OwnerRez to \"Create Lead\" in Copper." canonical: "https://apiant.ai/connect/copper-to-ownerrez" --- # Connect Copper and OwnerRez When **New Activity** fires in [Copper](https://apiant.ai/connections/copper), your agent runs **Add message** in [OwnerRez](https://apiant.ai/connections/ownerrez), or **New inquiry** in OwnerRez to **Create Lead** in Copper. Describe the whole flow and it is built, tested on every scenario and kept running. Copper **17** triggers Copper **22** actions OwnerRez **2** triggers OwnerRez **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Copper and OwnerRez to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Copper and OwnerRez can do together ### From Copper to OwnerRez - When **New Activity** in Copper then **Add message** in OwnerRez - When **New Company** in Copper then **Add guest** in OwnerRez ### From OwnerRez to Copper - When **New inquiry** in OwnerRez then **Create Lead** in Copper - When **New payment** in OwnerRez 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 OwnerRez ## Triggers and actions 19 triggers · 38 actions - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Company** Triggers when a new Company is created in Copper. - Trigger **New Lead** Triggers when a Lead is created in Copper. - Trigger **New Opportunity** Triggers when an Opportunity is created in Copper. - Trigger **New Person** Triggers when a new Person is created in Copper. - Trigger **New Project** Triggers when a new Project is created in Copper. - Trigger **New Task** Triggers when a new Task is created in Copper. - Trigger **Updated Company** Triggers when a Person's Company is changed. - Trigger **Updated Contact Type** Triggers when a Person's Contact Type is changed. - Trigger **Updated Lead** Triggers when a Lead is changed. - Trigger **Updated Lead Status** Triggers when a Lead's status is changed. - Trigger **Updated Opportunity** Triggers when an Opportunity is changed. - Trigger **Updated Opportunity Stage** Triggers when an Opportunity's stage is changed. - Trigger **Updated Opportunity Status** Triggers when an Opportunity's status is changed. - Trigger **Updated Person** Triggers when a Person is changed. - Trigger **Updated Project** Triggers when a Project is changed. - Trigger **Updated Task** Triggers when a Task is changed. - Action **Associate to Project** This 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 Activity** Logs a new Activity on a Person, Company, Opportunity, or Lead. - Action **Create Company** Creates a new Company. - Action **Create Lead** Creates a new Lead. - Action **Create Opportunity** Creates a new Opportunity. - Action **Create Person** Creates a new Person. - Action **Create Project** Creates a new Project. - Action **Create Task** Creates a new Task. - Action **Create/Update Company** Creates or Updates a Company depending on the match criteria. - Action **Create/Update Lead** Creates or Updates a Lead depending on the match criteria. - Action **Create/Update Opportunity** Creates or Updates an Opportunity based off of a match criteria. - Action **Create/Update Person** Creates or Updates a Person depending on the match criteria. - Action **Create/Update Project** Creates or Updates a Project depending on the match criteria. - Action **Search for a Company** Searches for an existing company in Copper. - Action **Search for an Activity** Searches for an existing activity in Copper. - Action **Search for a Opportunity** Searches for an existing opportunity in Copper. - Action **Search for a Person** Searches for an existing person in Copper. - Action **Search for a Project** Searches for an existing project in Copper. - Action **Update Company** Updates a Company depending on the match criteria. - Action **Update Opportunity** Updates an Opportunity based off of a match criteria. - Action **Update Person** Updates a Person depending on the match criteria. - Action **Update Project** Updates a Project depending on the match criteria. - Trigger **New inquiry** Triggers when a new inquiry is received in OwnerRez. - Trigger **New payment** Triggers when a new payment is recorded on a booking in OwnerRez. - Action **Add guest** Creates a new guest in OwnerRez with their name, contact details and marketing preferences. - Action **Add message** Posts a new message to an existing OwnerRez guest message thread, optionally with an image attachment. - Action **Add quote** Creates a quote for a guest's stay at a property, with optional charge generation, date hold and guest email. - Action **Add Tag** Adds a tag to a booking, guest, property, quote, inquiry, owner or blocked-off time in OwnerRez. - Action **Booking Lookup** Returns a single OwnerRez booking by its ID, including dates, guest, property, charges, totals, tags and custom field values. - Action **Create Guest Updated Webhook Subscription** Subscribes a URL to receive a webhook whenever a guest (contact) is updated in OwnerRez. - Action **Delete guest** Removes a guest from your OwnerRez account. - Action **Guest Lookup** Finds guests matching a search term (name, email or phone), optionally narrowed by created date or stay dates. - Action **List bookings** Returns bookings matching your filters — by property, stay dates, status, or bookings changed since a given time. - Action **List inquiries** Returns the inquiries in your OwnerRez account, optionally filtered to specific properties or to inquiries created or changed since a date. - Action **List payments** Returns the payments recorded in your OwnerRez account, optionally only those for one booking or those created or changed since a given date. - Action **List properties** Returns the properties in your OwnerRez account, optionally filtered by status, availability dates or payment method. - Action **Modify Booking** Updates an existing OwnerRez booking — dates, guest counts, check-in/out times, guest, property, notes and type. Only the fields you fill in are changed. - Action **Property Lookup** Returns a single OwnerRez property by its ID, including its address, capacity, rules, tags and custom field values. - Action **Remove Tag** Removes a tag, by name, from an OwnerRez booking, guest, property or other record. - Action **Update guest** Updates an existing guest in OwnerRez, changing only the details you fill in. ## Each app on its own - [ **Copper** Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across...](https://apiant.ai/connections/copper) - [ **OwnerRez** OwnerRez is internationally recognized as a leader in the vacation rental industry for channel management...](https://apiant.ai/connections/ownerrez) Reviews ## What our customers say ## More from Copper - [ **Copper to LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connect/copper-to-leadsimple) - [ **Copper to Nvidia** API platform for deploying GPU-accelerated AI models, including inference microservices and a container...](https://apiant.ai/connect/copper-to-nvidia) - [ **Copper to WattFigure** WattFigure publishes US residential and commercial electricity rates by state together with derived...](https://apiant.ai/connect/copper-to-wattfigure) - [ **Copper to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/copper-to-hubspot) - [ **Copper to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/copper-to-salesforce) - [ **Copper to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/copper-to-google-sheets) ## More into OwnerRez - [ **HubSpot to OwnerRez** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-ownerrez) - [ **Google Sheets to OwnerRez** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-ownerrez) - [ **Gmail to OwnerRez** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-ownerrez) - [ **Google Calendar to OwnerRez** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-ownerrez) - [ **Google Drive to OwnerRez** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-ownerrez) - [ **Mailchimp to OwnerRez** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-ownerrez) Questions ## Copper and OwnerRez, 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 OwnerRez when something happens in Copper? Any of OwnerRez's 16 actions, including Create Guest Updated Webhook Subscription, Update guest, Add guest and Add message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OwnerRez to Copper? Yes. When something happens in OwnerRez, your agent can act in Copper too. This page covers both directions: OwnerRez's triggers and Copper's actions are listed here as well. ### ### Do I have to build a connector for Copper or OwnerRez? 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 OwnerRez 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.