How to connect Active Collab + Copper
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- New CommentTriggers when a comment is added to an object in Active Collab.Trigger
- New ProjectTriggers when new project is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task ClosedTriggers when a task is closed in Active Collab.Trigger
- New Task ListTriggers when a new task list is created in a project in Active Collab.Trigger
- Task MovedTriggers when a task is moved to another task list.Trigger
- Time TrackedUser has tracked time on project or task.Trigger
- Add Comment to TaskCreates a new comment in selected task.Action
- 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.
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