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.

Creates or Updates a Company depending on the match criteria.

Updates a Person depending on the match criteria.

Creates a new Person.

Creates or Updates a Lead depending on the match criteria.

Updates an Opportunity based off of Opportunity ID.

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

Creates a new Project.

Creates or Updates a Project depending on the match criteria.

Searches for an existing activity in Copper.

Searches for an existing person in Copper.

Searches for an existing lead in Copper.

Searches an existing activity in Copper.

Searches an existing person in Copper.

Searches an existing lead in Copper.

Triggers when a record, such as a person, company or deal, is added to a list.

Triggers when an attribute on a list entry is updated.

Triggers when a record, such as a person, company or deal, is deleted.

Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.

Creates a new note on a given record.

Connects a folder from a file provider (eg. Dropbox) to a record.

Deletes an existing entry from a specified list.

Update values on a person, company or other record.

Finds entries in a list by list attributes. This will return the entries and their parent record data if 1 or more matches exist. If no matches are found, this will return an empty array.

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

Updates a Company depending on the match criteria.

Creates a new Company.

Creates or Updates a Person depending on the match criteria.

Updates a Lead depending on the match criteria.

Creates a new Lead.

Updates an Opportunity based off of a match criteria.

Creates a new Opportunity.

Updates a Project depending on the match criteria.

Creates a new Task.

Searches for an existing company in Copper.

Searches for an existing opportunity in Copper.

Searches for an existing project in Copper.

Searches an existing company in Copper.

Searches an existing opportunity in Copper.

Searches an existing project in Copper.

Triggers when a record is removed a list.

Triggers when a record, such as a person, company or deal, is created.

Triggers when values on a record, such as a person, company or deal, are updated.

Creates or updates a list entry by parent record. If an entry for the parent record already exists, it will be updated. Otherwise, it will be created. If multiple entries for the record exist in the list, an error will occur.

Add a record to a specified list and set values for the new entry.

Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.

Creates a new task.

Updates values on an existing entry in a specified list.

Updates an existing task.

Finds records using one or more attributes.