Create integrations between Xero and Copper to automate any workflow
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
Quickly automate workflows with Xero and Copper using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Payment_type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Transaction_typeRequired
- ContactRequired
- Bank AccountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact NameRequired
- Account_number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Type
- ContactRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Contact_account_number
- Primary Person - First Name
- Primary Person - Last Name
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Contact_address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Contact_tax_number
- Bank Account Number
- Contact_number
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Reference
- Sent_to_contact
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Discount %
- Discount Amount
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Repeated Invoice Schedule
- Invoice Creation: Frequency TypeRequired
- Invoice Creation: Frequency (Period)Required
- Due Date Type: Payment TermsRequired
- Set Due Dates (Days)Required
- Start Date:Required
- End Date
- Status
- Currency
- Branding_theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line_items_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Contact NameRequired
- Account_number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Secondary Person - First Name
- Secondary Person - Last Name
- Secondary Person - Email
- Include secondary person in emails sent to contact?
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address__type_of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax_number
- Bank Account Number
- Groups
- Contact_number
- Company_number
- Payment Terms - Invoice Due (days)
- Payment Terms - Type for Sales Invoices
- Payment Terms - Bill Due (days)
- Payment Terms - Type for Purchase Invoices
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Entity TypeRequired
- Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Source TypeRequired
- Project IdRequired
- Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- Assignee
- Title
- Company
- Contact Type
- DetailsRequired
- Phone Number
- Social Profiles
- Website
- Street
- Address - City/Town
- State
- Address - Postal/Zip Code
- Address - Country
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity IDRequired
- Contact NameRequired
- Primary Contact ID or EmailRequired
- DetailsRequired
- Assignee
- Status
- PipelineRequired
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- PipelineRequired
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Assignee
- DetailsRequired
- Status
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- Url
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
- Contact NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- DetailsRequired
- Phone Number
- Social Profiles
- Website
- Street
- Address - City/Town
- State
- Address - Postal/Zip Code
- Address - Country
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Match by TypeRequired
- Contact NameRequired
- Primary Contact ID or EmailRequired
- Assignee
- Status
- DetailsRequired
- PipelineRequired
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Match by TypeRequired
- Contact NameRequired
- Assignee
- DetailsRequired
- Status
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- OrganizationRequired
- Status
- Type
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- OrganizationRequired
- Credit Note IDRequired
- Invoice IDRequired
- AmountRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Contact_nameRequired
- Primary Person - Email
- Status
- Date
- Due_date
- Currency
- Url
- Attachment
- Branding_theme
- Number
- Line_items_type
- Item Code
- Line_descriptionRequired
- Line_quantityRequired
- Line_unit_amountRequired
- Line_account_code
- Line_tax_type
- Line_tracking
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Invoice_type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency_rate
- AmountRequired
- Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- ContactRequired
- Date
- Delivery_date
- Order Number
- Reference
- Branding_theme
- Currency
- Tax_type
- Delivery_address
- Attention
- Telephone
- Delivery_instructions
- Attachments
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- OrganizationRequired
- Invoice IDRequired
- ContactRequired
- Status
- Date
- Due_date
- Expected_payment_date
- Reference
- Branding_theme
- Url
- Currency
- Sent_to_contact
- Attachments
- Document ID or NumberRequired
- Amounts Are
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- OrganizationRequired
- Search_byRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity TypeRequired
- Activity DateRequired
- Entity TypeRequired
- Parent ObjectRequired
- User IDRequired
- DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- DetailsRequired
- Phone Number
- Social Profiles
- Website
- Street
- Address - City/Town
- State
- Address - Postal/Zip Code
- Address - Country
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-MailRequired
- Assignee
- Status
- Company
- Title
- DetailsRequired
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- Address - City/Town
- State
- Address - Postal/Zip Code
- Address - Country
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- PipelineRequired
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Primary Contact ID or EmailRequired
- Assignee
- Status
- DetailsRequired
- PipelineRequired
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Assignee
- Due_date
- Reminder Date
- DetailsRequired
- Priority
- Tags
- Entity TypeRequired
- Related Entity Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
- Activity TypeRequired
- Activity DateRequired
- Entity TypeRequired
- Parent ObjectRequired
- User IDRequired
- DetailsRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Match by TypeRequired
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- Assignee
- Title
- Company
- Contact Type
- DetailsRequired
- Phone Number
- Social Profiles
- Website
- Street
- Address - City/Town
- State
- Address - Postal/Zip Code
- Address - Country
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Match by TypeRequired
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-MailRequired
- Assignee
- Status
- Company
- Title
- DetailsRequired
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- Address - City/Town
- State
- Address - Postal/Zip Code
- Address - Country
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found