I’m trying to get files from a Copper CRM “Person” record and I have the following setup:
Trigger Step 1: Copper » Updated Person
Action Step 2. Filter « Text (exactly matches) “Move files to google drive” // i was able to get this to work just fine and the Data Out gives me all fields in Copper on that Person record, specifically the record ID
Action Step 3. Webhooks by Zapier » Custom Request » POST » URL: https://api.copper.com/developer_api/v1/files/search
» Data:
{
"parent_type": "person",
"parent_id": // here i have the ID from the Person record in Copper, and I’ve tried the dynamic way by itself and the static number by itself
}
» Headers:
X-PW-AccessToken: YOUR_API_KEY // here I’ve pasted my Zapier API access token from Copper > Settings > Integrations instead of using the API Key I have from Copper > Settings > API Keys because Copper has a specific API token for Zapier through the Settings > Integrations section in Copper CRM
X-PW-Application: developer_api
X-PW-UserEmail: your@email.com // here i have my email address for my Copper CRM profile
Content-Type: application/json
Results:
- Zapier result:
Failed to create a request in Webhooks by Zapier
The app returned "not_found".
-
Tried this through Postman and got a similar 404 not found outcome
Additional thoughts: I do have Google Drive hooked up to Copper CRM but according to Copper support, the .txt files I have attached to the test Person record (it’s a Person, not a Lead) were directly uploaded and are held on Copper’s servers. If that’s not actually true and the files are in Google Drive, it’s not my Google Drive and perhaps there’s another URL to use other than https://api.copper.com/developer_api/v1/files/search?