Active Collab + Copper Integrations

How to connect Active Collab + Copper

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Supported triggers and actions

What does this mean?

New Comment
Triggers when a comment is added to an object in Active Collab.
Trigger
Instant
New Project
Triggers when new project is created.
Trigger
Instant
New Task
Triggers when a new task is created.
Trigger
Instant
Task Closed
Triggers when a task is closed in Active Collab.
Trigger
Instant
New Task List
Triggers when a new task list is created in a project in Active Collab.
Trigger
Instant
Task Moved
Triggers when a task is moved to another task list.
Trigger
Instant
Time Tracked
User has tracked time on project or task.
Trigger
Instant
Add Comment to Task
Creates a new comment in selected task.
Action
Write
Active Collab
Creates a new company.
Scheduled
Action
Active Collab
Completes a project.
Scheduled
Action
Active Collab
Completes a task.
Scheduled
Action
Active Collab
Creates a new project.
Scheduled
Action
Active Collab
Creates a task.
Scheduled
Action
Active Collab
Creates a new discussion in a project.
Scheduled
Action
Active Collab
Adds a new comment to discussion.
Scheduled
Action
Active Collab
Invites a new user to a project.
Scheduled
Action
Copper
Triggers when a new activity is created.
Instant
Trigger
Copper
Triggers when a new Company is created in Copper.
Instant
Trigger
Copper
Triggers when a new Person is created in Copper.
Instant
Trigger
Copper
Triggers when an Opportunity is created in Copper.
Instant
Trigger
Copper
Triggers when a Lead is created in Copper.
Instant
Trigger
Copper
Triggers when a new Project is created in Copper.
Instant
Trigger
Copper
Triggers when a new Task is created in Copper.
Instant
Trigger
Copper
Triggers when a Person's Company is changed.
Instant
Trigger
Copper
Triggers when a Person's Contact Type is changed.
Instant
Trigger
Copper
Triggers when a Person is changed.
Instant
Trigger
Copper
Triggers when an Opportunity is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's stage is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's status is changed.
Instant
Trigger
Copper
Triggers when a Lead's status is changed.
Instant
Trigger
Copper
Triggers when a Lead is changed.
Instant
Trigger
Copper
Triggers when a Project is changed.
Instant
Trigger
Copper
Triggers when a Task is changed.
Instant
Trigger
Copper
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Scheduled
Action
Copper
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.
Scheduled
Action
Copper
Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates a new Company.
Scheduled
Action
Copper
Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates a new Person.
Scheduled
Action
Copper
Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates a new Lead.
Scheduled
Action
Copper
Updates an Opportunity based off of Opportunity ID.
Scheduled
Action
Copper
Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates or Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates a new Opportunity.
Scheduled
Action
Copper
Creates a new Project.
Scheduled
Action
Copper
Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates a new Task.
Scheduled
Action
Copper
Searches for an existing activity in Copper.
Scheduled
Action
Copper
Searches for an existing company in Copper.
Scheduled
Action
Copper
Searches for an existing person in Copper.
Scheduled
Action
Copper
Searches for an existing opportunity in Copper.
Scheduled
Action
Copper
Searches for an existing lead in Copper.
Scheduled
Action
Copper
Searches for an existing project in Copper.
Scheduled
Action
Copper
Searches an existing activity in Copper.
Scheduled
Action
Copper
Searches an existing company in Copper.
Scheduled
Action
Copper
Searches an existing person in Copper.
Scheduled
Action
Copper
Searches an existing opportunity in Copper.
Scheduled
Action
Copper
Searches an existing lead in Copper.
Scheduled
Action
Copper
Searches an existing project in Copper.
Scheduled
Action

How Active Collab + Copper Integrations Work

Step 1: Authenticate Active Collab and Copper.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.