Copper + Formstack Documents Integrations
How to connect Copper + Formstack Documents
Zapier lets you send info between Copper and Formstack Documents automatically—no code required.
Popular Copper + Formstack Documents workflows
Merge Copper opportunities with updated stages into WebMerge documents
Merge Copper opportunities with updated stages into WebMerge documentsPopulate documents in WebMerge for new opportunities in ProsperWorks
Populate documents in WebMerge for new opportunities in ProsperWorks
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
- Formstack Documents
Triggers when a merged/populated document is created.
Instant
Trigger
- Formstack Documents
Combine multiple files into a single PDF or DOCX.
Scheduled
Action
- Formstack Documents
Converts a given file to a PDF.
Scheduled
Action
- Formstack Documents
Send data to your Data Route URL.
Scheduled
Action
- Formstack Documents
Send data to your Merge URL.
Scheduled
Action
- Formstack Documents
Extracts the field values from the given PDF file.
Scheduled
Action
How Copper + Formstack Documents Integrations Work
- Step 1: Authenticate Copper and Formstack Documents.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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