Copper

Copper Help & Support

What Copper Triggers and Actions are Supported

Supported Triggers#

  • Updated Opportunity Status - Triggers when an Opportunity's status is changed.
  • Updated Task - Triggers when a Task is changed.
  • Updated Project - Triggers when a Project is changed.
  • New Person - Triggers when a new Person is created in Copper.
  • Updated Lead Status - Triggers when a Lead's status is changed.
  • Updated Opportunity Stage - Triggers when an Opportunity's stage is changed.
  • New Lead - Triggers when a Lead is created in Copper.
  • Updated Opportunity - Triggers when an Opportunity is changed.
  • New Task - Triggers when a new Task is created in Copper.
  • New Activity - Triggers when a new activity is created.
  • Updated Lead - Triggers when a Lead is changed.
  • Updated Company - Triggers when a Person's Company is changed.
  • New Project - Triggers when a new Project is created in Copper.
  • Updated Contact Type - Triggers when a Person's Contact Type is changed.
  • Updated Person - Triggers when a Person is changed.
  • New Opportunity - Triggers when an Opportunity is created in Copper.
  • New Company - Triggers when a new Company is created in Copper.

Supported Searches#

  • Search for a Person - Searches for an existing person in Copper.
  • Search for a Opportunity - Searches for an existing opportunity in Copper.
  • Search for an Activity - Searches for an existing activity in Copper.
  • Search for a Lead - Searches for an existing lead in Copper.
  • Search for a Company - Searches for an existing company in Copper.
  • Search for a Project - Searches for an existing project in Copper.

Supported Actions#

  • Create Task - Creates a new Task.
  • Update Company - Updates a Company depending on the match criteria.
  • Create Company - Creates a new Company.
  • Update Project - Updates a Project depending on the match criteria.
  • Create Person - Creates a new Person.
  • Create/Update Project - Creates or Updates a Project depending on the match criteria.
  • Create/Update Company - Creates or Updates a Company depending on the match criteria.
  • Update Person - Updates a Person depending on the match criteria.
  • Create Activity - Logs a new Activity on a Person, Company, Opportunity, or Lead.
  • Create/Update Opportunity - Creates or Updates an Opportunity based off of a match criteria.
  • Create Opportunity - Creates a new Opportunity.
  • 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 Lead - Creates or Updates a Lead depending on the match criteria.
  • Create/Update Person - Creates or Updates a Person depending on the match criteria.
  • Update Opportunity - Updates an Opportunity based off of a match criteria.
  • Update Lead - Updates a Lead depending on the match criteria.
  • Update Opportunity by ID - Updates an Opportunity based off of Opportunity ID.
  • Create Lead - Creates a new Lead.
  • Create Project - Creates a new Project.

How to Get Started with Copper on Zapier

When you start creating a Copper Zap, you will be asked to connect your Copper account.

Click to connect  Copper

When you click connect, you will then be asked to enter your Copper Email and Token.

Copper username and password

If those steps were correct, you'll get sent back to your Zap where you will now have your Copper account successfully connected!

 Copper connection successfull

Common Problems with Copper on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

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