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ActionCopperUpdated May 2026

How do I add a person to Copper?

Short answer: Drop the "CopperCreate Person" action anywhere in your workflow, map the inputs from upstream nodes, and publish.

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

FieldTypeRequiredDescription
Full Name
name
stringRequiredFull Name. Example: John Doe
Email
email
stringOptionalEmail. e.g. "john@example.com"
Phone
phone_number
stringOptionalPhone. e.g. "+15551234567"
Company
company_name
stringOptionalCompany. Example: Acme Inc
Sample request
{
"name": "e.g. John Doe",
"email": "john@example.com",
"phone_number": "+15551234567",
"company_name": "e.g. Acme Inc"
}
Returns
{
"id": 123,
"name": "John Doe",
"emails": [
{
"email": "john@example.com"
}
]
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Create Person.

Any of these apps can fire this action as part of a workflow.

FAQ

Questions about Create Person.

What does the Create Person action do in Copper?
Inserts a new person with email, name, phone, optional company link, custom fields. Copper dedupes on primary email; existing emails error rather than upserting (wrap in search-first if uncertain).
What inputs does Create Person require?
Required: Full Name. Every input accepts a static value or a variable from any upstream node in your workflow.
Can I use dynamic inputs from earlier workflow nodes?
Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.
What happens if Copper returns an error?
The workflow pauses on the failed node, the error message is captured in the run log, and you can retry the run with one click. Auto-retry policies are configurable per workflow with exponential backoff up to 5 attempts.
Does Create Person support batch operations?
Yes. Run Create Person inside a Loop node to process arrays. Tiny Command handles Copper's rate limits automatically so you don't have to throttle manually.
More actions

Other Copper actions.

Send create person from your workflows.

Triggered by anything in the catalog. Free tier available. No credit card.