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 member is removed from the community.

Triggers when a flagged content is rejected

Triggers when a new space is created.

Triggers when a member subscription is cancelled.

Triggers when a member subscription becomes past due.

Triggers when a new event is created.

Triggers when a member is tagged with a member tag.

Triggers when a member completes a course.

Triggers when a member completes a section in a course.

Triggers when a new member joins the community, or when a member is added by an admin with a password set.

Triggers when a quiz is failed

Add a member to an access group.

Add a member to a space.

Creates a new contact in your community

Creates a new section in a course.

Creates a new post on a community.

Marks a course lesson as completed for a member.

Remove a member from a space group.

Remove a member from your community.

Send a direct message to a member.

Tag a community member with a member tag.

Remove a member tag from a community member.

Update community member

Verify that a member has a specific member tag assigned to them on your community.

Verify that a member belongs to a specific space group on your community.

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 flagged content is approved

Triggers when an access group is created.

Triggers when a new comment is posted.

Triggers when a new member subscription is activated. This includes trial subscriptions.

Triggers when a member charge is paid.

Triggers when a member charge is refunded.

Triggers when a member RSVPs into an event.

Triggers when a new post is created.

Triggers when a member completes a lesson in a course.

Triggers when a content is flagged for review

Triggers when a quiz attempt is submitted

Triggers when a quiz is passed

Add a new member to a space group and all its spaces.

Create a new comment.

Creates a new lesson in a course.

Create an event in your community

Invite a member to your community.

Remove a member from an access group.

Remove a member from a space.

RSVP a member into an event.

Start a group chat with multiple community members.

Remove a member's RSVP from an event

Update an existing event in the community