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How Zapier works
Zapier makes it easy to integrate B1G1 with Copper - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Engagement Impact Submission" from B1G1.
Add your action
An action happens after the trigger—such as "Create Activity" in Copper.
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Zapier seamlessly connects B1G1 and Copper, automating your workflow.
Supported triggers and actions
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.
- Engagement
Try ItTriggerPolling- Recurring ImpactRequired
- QuantityRequired
ActionWrite- New Company
Triggers when a new Company is created in Copper.
Try ItTriggerInstant - New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerInstant
- Favourite ProjectRequired
- Impact LevelRequired
- QuantityRequired
ActionWrite- Entity TypeRequired
- Activity TypeRequired
Try ItTriggerInstant- New Person
Triggers when a new Person is created in Copper.
Try ItTriggerInstant - New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerInstant
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