How to connect Copper + Daylite
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- New ActivityTriggers when a new activity is created.Trigger
- New CompanyTriggers when a new Company is created in Copper.Trigger
- New PersonTriggers when a new Person is created in Copper.Trigger
- New OpportunityTriggers when an Opportunity is created in Copper.Trigger
- New LeadTriggers when a Lead is created in Copper.Trigger
- New ProjectTriggers when a new Project is created in Copper.Trigger
- New TaskTriggers when a new Task is created in Copper.Trigger
- Updated CompanyTriggers when a Person's Company is changed.Trigger
- Copper
Triggers when a Person's Contact Type is changed.
Instant
Trigger
- Copper
Triggers when a Person is changed.
Instant
Trigger
- Copper
Triggers when an Opportunity is changed.
Instant
Trigger
- Copper
Triggers when an Opportunity's stage is changed.
Instant
Trigger
- Copper
Triggers when an Opportunity's status is changed.
Instant
Trigger
- Copper
Triggers when a Lead's status is changed.
Instant
Trigger
- Copper
Triggers when a Lead is changed.
Instant
Trigger
- Copper
Triggers when a Project is changed.
Instant
Trigger
- Copper
Triggers when a Task is changed.
Instant
Trigger
- Copper
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Scheduled
Action
- Copper
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.
Scheduled
Action
- Copper
Updates a Company depending on the match criteria.
Scheduled
Action
- Copper
Creates or Updates a Company depending on the match criteria.
Scheduled
Action
- Copper
Creates a new Company.
Scheduled
Action
- Copper
Updates a Person depending on the match criteria.
Scheduled
Action
- Copper
Creates or Updates a Person depending on the match criteria.
Scheduled
Action
- Copper
Creates a new Person.
Scheduled
Action
- Copper
Updates a Lead depending on the match criteria.
Scheduled
Action
- Copper
Creates or Updates a Lead depending on the match criteria.
Scheduled
Action
- Copper
Creates a new Lead.
Scheduled
Action
- Copper
Updates an Opportunity based off of Opportunity ID.
Scheduled
Action
- Copper
Updates an Opportunity based off of a match criteria.
Scheduled
Action
- Copper
Creates or Updates an Opportunity based off of a match criteria.
Scheduled
Action
- Copper
Creates a new Opportunity.
Scheduled
Action
- Copper
Creates a new Project.
Scheduled
Action
- Copper
Updates a Project depending on the match criteria.
Scheduled
Action
- Copper
Creates or Updates a Project depending on the match criteria.
Scheduled
Action
- Copper
Creates a new Task.
Scheduled
Action
- Copper
Searches for an existing activity in Copper.
Scheduled
Action
- Copper
Searches for an existing company in Copper.
Scheduled
Action
- Copper
Searches for an existing person in Copper.
Scheduled
Action
- Copper
Searches for an existing opportunity in Copper.
Scheduled
Action
- Copper
Searches for an existing lead in Copper.
Scheduled
Action
- Copper
Searches for an existing project in Copper.
Scheduled
Action
- Copper
Searches an existing activity in Copper.
Scheduled
Action
- Copper
Searches an existing company in Copper.
Scheduled
Action
- Copper
Searches an existing person in Copper.
Scheduled
Action
- Copper
Searches an existing opportunity in Copper.
Scheduled
Action
- Copper
Searches an existing lead in Copper.
Scheduled
Action
- Copper
Searches an existing project in Copper.
Scheduled
Action
- Daylite
Triggers when a Daylite appointment is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite company is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite person is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite form is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite opportunity is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite project is deleted.
Instant
Trigger
- Daylite
Triggers when a Daylite task is deleted.
Instant
Trigger
- Daylite
Triggers when a new appointment is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new company is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new person is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new form is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new note is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new opportunity is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new project is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a new task is created in Daylite.
Instant
Trigger
- Daylite
Triggers when a person is sent to the Trash in Daylite.
Instant
Trigger
- Daylite
Triggers when an appointment is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a company is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a person is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a Daylite form is updated.
Instant
Trigger
- Daylite
Triggers when a note is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when an opportunity is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a project is updated in Daylite.
Instant
Trigger
- Daylite
Triggers when a task is updated in Daylite.
Instant
Trigger
- Daylite
Creates a new object.
Scheduled
Action
- Daylite
Creates a new appointment.
Scheduled
Action
- Daylite
Creates a new company.
Scheduled
Action
- Daylite
Creates a new person and optionally an associated company.
Scheduled
Action
- Daylite
Creates a new Email.
Scheduled
Action
- Daylite
Creates a new form.
Scheduled
Action
- Daylite
Creates a new Note.
Scheduled
Action
- Daylite
Creates a new Opportunity.
Scheduled
Action
- Daylite
Creates a new opportunity associated with a person or company.
Scheduled
Action
- Daylite
Creates a new Project.
Scheduled
Action
- Daylite
Creates a new task.
Scheduled
Action
- Daylite
Removes an existing Daylite person, company, opportunity, project, note, task, form, or appointment by its reference ID.
Scheduled
Action
- Daylite
Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
Scheduled
Action
- Daylite
Updates an existing object.
Scheduled
Action
- Daylite
Modifies an appointment.
Scheduled
Action
- Daylite
Modifies a company.
Scheduled
Action
- Daylite
Modifies a person.
Scheduled
Action
- Daylite
Modifies an opportunity.
Scheduled
Action
- Daylite
Modifies a project.
Scheduled
Action
- Daylite
Modifies a task.
Scheduled
Action
- Daylite
Finds an existing object.
Scheduled
Action
- Daylite
Finds an existing appointment.
Scheduled
Action
- Daylite
Finds an existing company.
Scheduled
Action
- Daylite
Finds an existing person.
Scheduled
Action
- Daylite
Finds an existing note.
Scheduled
Action
- Daylite
Finds an existing opportunity.
Scheduled
Action
- Daylite
Finds an existing project.
Scheduled
Action
- Daylite
Finds an existing task.
Scheduled
Action
- Daylite
Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.
Scheduled
Action
- Daylite
Finds an existing object.
Scheduled
Action
- Daylite
Finds an existing appointment.
Scheduled
Action
- Daylite
Find or Create Company
Scheduled
Action
- Daylite
Find or Create Company
Scheduled
Action
- Daylite
Find or Create Contact
Scheduled
Action
- Daylite
Find or Create Contact
Scheduled
Action
- Daylite
Find or Create Person
Scheduled
Action
- Daylite
Find or Create Person
Scheduled
Action
- Daylite
Find or Create Note
Scheduled
Action
- Daylite
Find or Create Note
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Opportunity
Scheduled
Action
- Daylite
Find or Create Project
Scheduled
Action
- Daylite
Find or Create Project
Scheduled
Action
- Daylite
Find or Create Task
Scheduled
Action
How Copper + Daylite Integrations Work
- Step 1: Authenticate Copper and Daylite.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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