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How Zapier works
Zapier makes it easy to integrate CloudSpot 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 Email Capture" from CloudSpot.
Add your action
An action happens after the trigger—such as "Create Activity" in Copper.
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Zapier seamlessly connects CloudSpot 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.
- New Email Capture
Triggers when a new email was captured in web galleries.
Try ItTriggerPolling - Collection NameRequired
- Collection Tag
- Event Date
ActionWrite- Entity TypeRequired
- Activity TypeRequired
Try ItTriggerInstant- New Person
Triggers when a new Person is created in Copper.
Try ItTriggerInstant
- Fulfillment TypeRequired
Try ItTriggerPolling- Contact EmailRequired
- Contact First Name
- Contact Last Name
- Contact Phone Number
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
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