How to connect Copper + Google Docs + Google Drive
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Do even more with Copper + Google Docs + Google Drive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Copper, Google Docs, and Google Drive. And don’t forget that you can add more apps and actions to create complex workflows.
Entity TypeRequired
Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source TypeRequired
Project IdRequired
Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-Mail
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Name
Primary Contact
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Document
Triggers when a new document is added (inside any folder).
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Specify Document Name
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Start position (Index)Required
End position (Index)Required
Formatting Options
Font size (points)
Font family
Text color (hex)
Background color (hex)
Segment ID
Tab ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Text to insertRequired
Insert position (Index)Required
Segment ID
Tab ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Select which image to replaceRequired
New image URLRequired
Select which tab the image is in
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFileRequired
Convert to Document?
File Name
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Export FormatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Parent Folder
Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File NameRequired
File ContentRequired
Convert to Document?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File to ReplaceRequired
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
File IdRequired
Sharing PreferenceRequired
Organization Domain
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Copy
Folder
File
Name
Description
Starred
Folder Color (RGB)
Custom Properties
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve Files from Google Drive
This action sends a GET request to the Google Drive API to retrieve a list of files based on specific query parameters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Search Type
Drive
Parent Folder
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder NameRequired
Search Type
Drive
Parent Folder
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found

New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
If Person Already Exists
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Due Date
Reminder Date
Description
Priority
Tags
Related Entity Type
Related Entity Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Find textRequired
Replace text
Match case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Image URLRequired
Insert position (Index)Required
Width (points)
Height (points)
Segment ID
Tab ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document NameRequired
Document ContentRequired
Drive
Folder
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DocumentRequired
Background color (hex)
Page width (points)
Page height (points)
Top margin (points)
Bottom margin (points)
Left margin (points)
Right margin (points)
Page number start
Use different first page header and footer
Use different even page header and footer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
Document NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
Folder
Document NameRequired
Document ContentRequired
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
Folder
Include Subfolders?
Subfolder Depth Limit
Include Deleted Files?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDrive
Folder
FileRequired
Confirm deletionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
FileRequired
Email Address
Permission ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Drive NameRequired
Theme ID
Color RGB
Background Image File ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Drive
Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Folder
File to Replace
File/Folder Name
Rename Folder?
Extension Copy
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Delete File
This action will delete a file in Google Drive. You will need to provide the file ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
File or Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
Search Type
Drive
Folder
File Types
ActionThis is an event a Zap performs.SearchFind existing data in your appFilenameRequired
Search Type
Drive
Folder
File Types
FileRequired
Convert to Document?
File Name
File Extension
Idempotency Key
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Copper + Google Docs + Google Drive Integrations Work
- Step 1: Authenticate Copper, Google Docs, and Google Drive.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.











