--- title: "Connect CRUSH and Copper - APIANT.ai" description: "When \"Receive Note\" fires in CRUSH, your agent runs \"Create Lead\" in Copper, or \"New Opportunity\" in Copper to \"Create Note\" in CRUSH." canonical: "https://apiant.ai/connect/crush-to-copper" --- # Connect CRUSH and Copper When **Receive Note** fires in [CRUSH](https://apiant.ai/connections/crush), your agent runs **Create Lead** in [Copper](https://apiant.ai/connections/copper), or **New Opportunity** in Copper to **Create Note** in CRUSH. Describe the whole flow and it is built, tested on every scenario and kept running. CRUSH **1** trigger CRUSH **1** action Copper **17** triggers Copper **22** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want CRUSH and Copper 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) CRUSH captures the thought you had right after a call; Copper is where that thought has to live if anyone else is going to act on it. Joining them means a captured note can create or update the right person, lead, opportunity or task in Copper, and changes in Copper can come back as notes in CRUSH for later review. Example flows ## What CRUSH and Copper can do together ### From CRUSH to Copper - When **Receive Note** in CRUSH then **Create Lead** in Copper - When **Receive Note** in CRUSH then **Create Task** in Copper ### From Copper to CRUSH - When **New Opportunity** in Copper then **Create Note** in CRUSH 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 CRUSH and Copper ## Triggers and actions 18 triggers · 23 actions - Trigger **Receive Note** Triggers when a new note is captured in CRUSH. Returns the note's transcript and the date it was created. - Action **Create Note** Creates a new note in CRUSH from the transcript text you provide. Returns the id of the note that was created. - 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. ## Each app on its own - [ **CRUSH** CRUSH is an AI powered second brain helping you collect a thought, organize it and take action.](https://apiant.ai/connections/crush) - [ **Copper** Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across...](https://apiant.ai/connections/copper) Reviews ## What our customers say ## More from CRUSH - [ **CRUSH to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/crush-to-vercel) - [ **CRUSH to OpenRouter** OpenRouter is a unified interface to AI models.](https://apiant.ai/connect/crush-to-openrouter) - [ **CRUSH to Tavily** Tavily AI is a web research tool optimized for LLMs and RAG, offering access to real-time, reliable online...](https://apiant.ai/connect/crush-to-tavily) - [ **CRUSH to Telegram** Telegram is a cloud-based instant messaging and voice over IP service developed by Telegram Messenger LLP.](https://apiant.ai/connect/crush-to-telegram) - [ **CRUSH to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/crush-to-hubspot) - [ **CRUSH to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/crush-to-salesforce) ## More into Copper - [ **Slack to Copper** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-copper) - [ **Gmail to Copper** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-copper) - [ **Google Calendar to Copper** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-copper) - [ **Mailchimp to Copper** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-copper) - [ **Shopify to Copper** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-copper) - [ **ActiveCampaign to Copper** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-copper) Questions ## CRUSH and Copper, answered ### ### Can a CRUSH note update a contact that already exists in Copper instead of creating a duplicate? Yes. The agent can search Copper for the person first and only update that record when a match is found, otherwise create a new one. It tests each scenario, a match and no match, before the setup goes live. ### ### What comes back into CRUSH from Copper? CRUSH takes the transcript text you give it, so the agent can build a note from fields on a new opportunity, a changed lead status or another Copper event. Every note created this way is a fresh note in CRUSH that you can read and act on later. ### ### What can start an automation from CRUSH? Any of CRUSH's 1 trigger in the catalog, including Receive Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Copper when something happens in CRUSH? Any of Copper's 22 actions, including Create Lead, Create Opportunity, Search for a Person and Create Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Copper to CRUSH? Yes. When something happens in Copper, your agent can act in CRUSH too. This page covers both directions: Copper's triggers and CRUSH's actions are listed here as well. ### ### Do I have to build a connector for CRUSH or Copper? 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 CRUSH and Copper 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.