BoondManager + Copper
Create new BoondManager companies from Copper leads
Effortlessly manage your leads and boost efficiency with this Copper and BoondManager workflow. Whenever a new lead is added in Copper, a company will be instantly created in BoondManager, keeping your contacts organized and up-to-date across both platforms. Spend less time manually transferring data and more time focusing on nurturing valuable leads.
Effortlessly manage your leads and boost efficiency with this Copper and BoondManager workflow. Whenever a new lead is added in Copper, a company will be instantly created in BoondManager, keeping your contacts organized and up-to-date across both platforms. Spend less time manually transferring data and more time focusing on nurturing valuable leads.
- When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create a CompanyCreates a Company
ActionWriteCreate a new record or update an existing record in your app.
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Entity TypeRequired
Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source TypeRequired
Project IdRequired
Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-Mail
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Name
Primary Contact
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
ADMIN ONLY: Triggers when a new project is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Updated
ADMIN ONLY: Triggers when a project is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Candidate idRequired
Action typeOfRequired
Action text
Start dateRequired
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Origine TypeOf
Origin detail
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Information comments
Facebook URL
Viadeo URL
Linkedin URL
Twitter URL
Main manager id
HR manager id
Agency id
Contract typeOf
Employee category
Classification
Contract start date
Contract end date
Contract probation end date
Contract renewal probation end date
Monthly salary
Average Daily Cost
Contract information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate IdRequired
First name
Last name
Civility
State
Email1
Phone1
Address
Postcode
City
Country
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact idRequired
Company id
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource idRequired
Civility
First nameRequired
Last nameRequired
Type of
Title
State
Email1Required
Email2
Email3
Phone1
Phone2
Phone3
Address
Postcode
Town
Country
Date of birth
Mobility areas
Average daily price excluding tax
Availability
Date of availability
Information comments
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company id
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLog idRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCandidate email
First nameRequired
Last nameRequired
Civility
State
Email
Phone
Address
Postcode
City
Country
Origine TypeOf
Origin detail
Title
Skills
Availability
Date of availability
Date of birth
Place of birth
Nationality
Current salary
Desired salary - Low range
Desired salary - High range
Desired contract type
Experience
Education
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContact Email
Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
If Person Already Exists
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Due Date
Reminder Date
Description
Priority
Tags
Related Entity Type
Related Entity Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Company
ADMIN ONLY: Triggers when a new company is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company Updated
ADMIN ONLY: Triggers when a company is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
ADMIN ONLY: Triggers when a new contact is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Resource
ADMIN ONLY: Triggers when a new resource is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact idRequired
Action typeOf
Action textRequired
Start date
Id responsable action
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin typeOf
Origin detail
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact id
Contact Company id
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent IDRequired
Parent typeRequired
File URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.company idRequired
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin typeOfRequired
Origin detailRequired
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Staff
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity idRequired
TitleRequired
Description
Criteria
Reference
State
Type of
Origin typeOf
Origin detail
Expertise area
Activity Areas
Place
Duration
Estimated Budget
Turnover Estimated Excluding Tax
Weighting
Start Date
Dictionary Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Candidate email
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Email
ActionThis is an event a Zap performs.SearchFind existing data in your appResource email
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany id
Company Name
NameRequired
State
Website
Phone1
Fax
Address
Postcode
town
Country
Number
Origin typeOf
Origin detail
Expertise area
Information comments
Vat Number
Registration number
Legal status
Registered office
APE code
Social Network - Facebook URL
Social Network - viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Staff
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundContacts email array
Company idRequired
Civility
First NameRequired
Last NameRequired
State
Email1
Phone1
Fax
Address
Postcode
Town
Country
Origine TypeOf
Origin detail
Activity areas
Information comments
Tools
Department
Function
Social Network - Facebook URL
Social Network - Viadeo URL
Social Network - Linkedin URL
Social Network - Twitter URL
Dictionary Language
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About BoondManager
BoondManager is an ERP made for Consultancy and Services company. It helps you manage your recruitment, HR, CRM, Projects, Timesheets, Expenses, Leaves Balance and Billing!
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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