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 new comment is created in a basecamp.

Triggers when a new message is created in a basecamp.

Triggers when a new project is created.

Triggers when a todo is completed/uncompleted.

Triggers when a new to-do is created in a basecamp.

Creates a Campfire message.

Creates a new message in a message board.

Adds or creates a new person to an existing project.

Creates a new project using a template.

Creates a new to-do in a to-do list.

Creates a new to-do list in a to-do set.

Uploads a new file in a folder.

Finds an existing to-do in a to-do list.

Finds a project by name.

Finds or creates a specific document.

Finds or creates a specific todo list.

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 any activity happens in a basecamp.

Triggers when a new document is created in a folder.

Triggers when a new person is available in the account.

Triggers when a new schedule entry is created in a basecamp.

Triggers when a new to-do list is created in a basecamp.

Triggers when a new upload is added.

Creates a new document in a folder.

Creates a new comment in a message.

Creates a new project.

Creates a new schedule entry in a schedule.

Creates a new comment on a todo item.

Updates an existing to-do in a to-do list.

Finds a document by name.

Finds a person by name or email.

Finds a to-do list by name.

Finds or creates a specific project.