Copper
Triggers
New Activity
Triggers when a new activity is created.
Zapier
Zapier
INSTANT
New Company
Triggers when a new Company is created in Copper.
Zapier
Zapier
INSTANT
New Lead
Triggers when a Lead is created in Copper.
Zapier
Zapier
INSTANT
New Opportunity
Triggers when an Opportunity is created in Copper.
Zapier
Zapier
INSTANT
New Person
Triggers when a new Person is created in Copper.
Zapier
Zapier
INSTANT
New Project
Triggers when a new Project is created in Copper.
Zapier
Zapier
INSTANT
New Task
Triggers when a new Task is created in Copper.
Zapier
Zapier
INSTANT
Updated Company
Triggers when a Person's Company is changed.
Zapier
Zapier
INSTANT
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Zapier
Zapier
INSTANT
Updated Lead
Triggers when a Lead is changed.
Zapier
Zapier
INSTANT
Updated Lead Status
Triggers when a Lead's status is changed.
Zapier
Zapier
INSTANT
Updated Opportunity
Triggers when an Opportunity is changed.
Zapier
Zapier
INSTANT
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Zapier
Zapier
INSTANT
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Zapier
Zapier
INSTANT
Updated Person
Triggers when a Person is changed.
Zapier
Zapier
INSTANT
Updated Project
Triggers when a Project is changed.
Zapier
Zapier
INSTANT
Updated Task
Triggers when a Task is changed.
Zapier
Zapier
INSTANT
New/updated record
New/updated record in Copper
Workato
Workato
Actions
API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
Zapier
Zapier
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.
Zapier
Zapier
Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Zapier
Zapier
Create Company
Creates a new Company.
Zapier
Zapier
Create Lead
Creates a new Lead.
Zapier
Zapier
Create Opportunity
Creates a new Opportunity.
Zapier
Zapier
Create Person
Creates a new Person.
Zapier
Zapier
Create Project
Creates a new Project.
Zapier
Zapier
Create Task
Creates a new Task.
Zapier
Zapier
Create/Update Company
Creates or Updates a Company depending on the match criteria.
Zapier
Zapier
Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
Zapier
Zapier
Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
Zapier
Zapier
Create/Update Person
Creates or Updates a Person depending on the match criteria.
Zapier
Zapier
Create/Update Project
Creates or Updates a Project depending on the match criteria.
Zapier
Zapier
Search for a Company (or create)
Searches an existing company in Copper.
Zapier
Zapier
Search for a Lead (or create)
Searches an existing lead in Copper.
Zapier
Zapier
Search for a Opportunity (or create)
Searches an existing opportunity in Copper.
Zapier
Zapier
Search for a Person (or create)
Searches an existing person in Copper.
Zapier
Zapier
Search for a Project (or create)
Searches an existing project in Copper.
Zapier
Zapier
Search for an Activity (or create)
Searches an existing activity in Copper.
Zapier
Zapier
Update Company
Updates a Company depending on the match criteria.
Zapier
Zapier
Update Lead
Updates a Lead depending on the match criteria.
Zapier
Zapier
Update Opportunity
Updates an Opportunity based off of a match criteria.
Zapier
Zapier
Update Opportunity by ID
Updates an Opportunity based off of Opportunity ID.
Zapier
Zapier
Update Person
Updates a Person depending on the match criteria.
Zapier
Zapier
Update Project
Updates a Project depending on the match criteria.
Zapier
Zapier
Create record
Create record in Copper
Workato
Workato
Custom action
Custom action in Copper
Workato
Workato
Delete record
Delete record in Copper
Workato
Workato
Get record details
Get details of specific record in Copper
Workato
Workato
Search records
Search for records in Copper
Workato
Workato
Update record
Update record in Copper
Workato
Workato
Upsert record
Upsert record in Copper
Workato
Workato
Searches
Search for a Company
Searches for an existing company in Copper.
Zapier
Zapier
Search for a Lead
Searches for an existing lead in Copper.
Zapier
Zapier
Search for a Opportunity
Searches for an existing opportunity in Copper.
Zapier
Zapier
Search for a Person
Searches for an existing person in Copper.
Zapier
Zapier
Search for a Project
Searches for an existing project in Copper.
Zapier
Zapier
Search for an Activity
Searches for an existing activity in Copper.
Zapier
Zapier