Copper

Triggers when a new activity is created.

Triggers when a new Company is created in Copper.

Triggers when a Lead is created in Copper.

Triggers when an Opportunity is created in Copper.

Triggers when a new Person is created in Copper.

Triggers when a new Project is created in Copper.

Triggers when a new Task is created in Copper.

Triggers when a Person's Company is changed.

Triggers when a Person's Contact Type is changed.

Triggers when a Lead is changed.

Triggers when a Lead's status is changed.

Triggers when an Opportunity is changed.

Triggers when an Opportunity's stage is changed.

Triggers when an Opportunity's status is changed.

Triggers when a Person is changed.

Triggers when a Project is changed.

Triggers when a Task is changed.

Receives notifications about activity creation/deletion/update.

Receives notifications about company creation/deletion/update.

Receives notifications about lead creation/deletion/update.

Receives notifications about opportunity creation/deletion/update.

Receives notifications about person creation/deletion/update.

Receives notifications about project creation/deletion/update.

Receives notifications about task creation/deletion/update.

New/updated record in Copper

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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.

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Creates a new Company.

Creates a new Lead.

Creates a new Opportunity.

Creates a new Person.

Creates a new Project.

Creates a new Task.

Creates or Updates a Company depending on the match criteria.

Creates or Updates a Lead depending on the match criteria.

Creates or Updates an Opportunity based off of a match criteria.

Creates or Updates a Person depending on the match criteria.

Creates or Updates a Project depending on the match criteria.

Searches an existing company in Copper.

Searches an existing lead in Copper.

Searches an existing opportunity in Copper.

Searches an existing person in Copper.

Searches an existing project in Copper.

Searches an existing activity in Copper.

Updates a Company depending on the match criteria.

Updates a Lead depending on the match criteria.

Updates an Opportunity based off of a match criteria.

Updates an Opportunity based off of Opportunity ID.

Updates a Person depending on the match criteria.

Updates a Project depending on the match criteria.

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Creates a new activity.

Creates a new company.

Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.

Creates a new lead.

Creates a new opportunity.

Creates a new person.

Creates a new project.

Creates a new task.

Gets details for a selected activity ID.

Gets details for a selected company ID.

Gets details for a selected lead ID.

Gets details for a selected opportunity ID.

Gets details for a selected person ID.

Gets details for a selected project ID.

Gets details for a selected task ID.

Gets details for a selected user ID.

Relates People and Opportunities to each other.

Relates Leads, People, Companies, Opportunities, Projects, and Tasks to each other.

Removes the activity with a given ID.

Removes the company with a given ID.

Removes the lead with a given ID.

Removes the opportunity with a given ID.

Removes a related opportunity from a person.

Removes the person with a selected ID.

Removes the project with a selected ID.

Removes the task with a selected ID.

Removes the webhook subscription with a selected ID.

Updates a selected company.

Updates a selected lead.

Updates a selected opportunity.

Updates a selected person.

Updates a selected project.

Updates a selected task.

Create record in Copper

Custom action in Copper

Delete record in Copper

Get details of specific record in Copper

Search for records in Copper

Update record in Copper

Upsert record in Copper

Searches for an existing company in Copper.

Searches for an existing lead in Copper.

Searches for an existing opportunity in Copper.

Searches for an existing person in Copper.

Searches for an existing project in Copper.

Searches for an existing activity in Copper.

Lists all activities related to a connected account.

Lists all companies related to a connected account.

Lists all activities for a selected company.

Lists all activities related to a connected account.

Lists all leads related to a connected account.

Lists all opportunities related to a connected account.

Lists all people related to a connected account.

Lists all activities of a selected person.

Lists all projects related to a connected account.

Lists all tasks related to a connected account.

Lists all users related to a connected account.

Shows all opportunities related to the person with a selected ID.

Shows all records related to the person with a selected ID.