Cognito Forms + Copper Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Cognito Forms and Copper, with as many as 129 possible integrations. Are you ready to find your productivity superpowers?

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Connect Cognito Forms + Copper in Minutes

It's easy to connect Cognito Forms + Copper and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Entry

Triggers when someone fills out your form.

InstantNew Payment

Triggers when a payment is collected.

InstantUpdate Entry

Triggers when someone updates an entry.

Associate to Project

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.

Create/Update Company

Creates or Updates a Company depending on the match criteria.

InstantNew Order

Triggers when an order is created.

InstantNew Refund

Triggers when a refund is issued.

Create Activity

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Update Company

Updates a Company depending on the match criteria.

Create Company

Creates a new Company.

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