Nooks
AI Dialer / Live Coaching
Copper CRM
Google Workspace Native
Copper CRM + Nooks Integration
Connect Nooks to Copper CRM — 2 trigger events, 2 CRM actions, full field mapping and real-time sync. Custom-built, production-grade. Live in 5–10 business days.
Automation Builder — Real Triggers & Actions
Click any event to select
Nooks Triggers
E01
call_ended
Call completed with metadata
webhook
E06
ai_summary_generated
AI call summary available post-call
webhook
Copper CRM Actions
A01
Create Person
Creates a new person/contact
action
A08
Create Activity
Logs an activity on a record
action
Field Mapping
Dialer
→
CRM
contact_phone
→
Contact.Phone / Lead.Phone
contact_name
→
Contact.Name / Lead.Name
contact_email
→
Contact.Email / Lead.Email
call_direction
→
Activity.Type (Inbound/Outbound)
call_duration
→
Activity.Duration
disposition
→
Contact.Lead_Status / Deal.Stage
notes
→
Activity.Notes / Call.Description
recording_url
→
Activity.Recording / Custom Field
agent_name
→
Activity.Owner / Task.Assigned_To
timestamp
→
Activity.Date / Call.Date
voicemail_url
→
Activity.Voicemail / Custom Field
campaign_name
→
Lead.Source / Contact.Campaign
ai_summary
→
Activity.Notes / Custom Field
Nooks Triggers
E01
webhookcall_ended
Call completed with metadata
E06
webhookai_summary_generated
AI call summary available post-call
Copper CRM Triggers
T03
pollingNew Opportunity
New opportunity created
Nooks Actions
A01
Native Salesforce sync
Bidirectional sync with Salesforce
A02
Native HubSpot sync
Bidirectional sync with HubSpot
Copper CRM Actions
A01
Create Person
Creates a new person/contact
A08
Create Activity
Logs an activity on a record
Nooks API
POST
/webhook/call_ended
Receive call data on end
GET
/api/ai_summary/{call_id}
Get AI-generated summary
Copper CRM API
POST
/v1/people
Create person
POST
/v1/opportunities
Create opportunity
When an agent sets a call disposition in Nooks, the automation maps it to the correct Copper CRM action:
| Disposition | CRM Stage / Action | Stage |
|---|---|---|
| Interested | Move deal stage → Qualified | SQL / Qualified |
| Booked / Meeting Set | Create calendar event + stage update | Meeting Scheduled |
| Not Interested | Update contact status → Disqualified | Disqualified |
| No Answer | Re-queue + follow-up task or SMS | Attempted (retry) |
| Voicemail Left | Set contact status → Attempted | Attempted |
| Callback Requested | Create CRM task → Schedule Callback | Callback Scheduled |
| Wrong Number | Flag phone field as invalid | Invalid |
| DNC Requested | Set opt-out flag + suppress contact | Opted Out |
| Busy | Re-queue with delay timer | Re-queue |
All fields passed on every Nooks call event — mapped to Copper CRM fields. Highlighted fields are critical for automation:
call_id
prospect_name
prospect_phone
rep_name
call_outcome
ai_summary
transcript_url
recording_url
call_duration
timestamp