Copper + Groove

Create Groove tickets for new Copper companies to effectively manage support requests

Effortlessly manage your customer relationships by connecting Copper and Groove. With this workflow, every time a new company is added in Copper, a corresponding support ticket will be created in Groove. This seamless integration not only saves time but also ensures that every new client gets the attention and assistance they deserve.

When this happens...
New Company
Triggers when a new Company is created in Copper.
TriggerInstant
automatically do this!
Create New Ticket
Starts a new ticket for your customer.
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Supported triggers and actions

What does this mean?

- Entity TypeRequired
- Activity TypeRequired
Trigger
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New Person
Triggers when a new Person is created in Copper.
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New Lead
Triggers when a Lead is created in Copper.
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New Task
Triggers when a new Task is created in Copper.
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
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Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
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Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
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Instant
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Updated Lead
Triggers when a Lead is changed.
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Updated Task
Triggers when a Task is changed.
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- Source TypeRequired
- Project IdRequired
- Source IdRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Opportunity IDRequired
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by TypeRequired
- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by TypeRequired
- NameRequired
- Assignee
- Details
- Status
- Tags
Action
Search or write
Agent Replied
Triggers when an agent replies to a ticket.
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Customer Replied
Triggers when a customer replies to a ticket.
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- Assignee
- Assigned Group
- Priority
- Mailbox
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Ticket Deleted
Triggers when a ticket is deleted.
Trigger
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Assignee
- Assigned Group
- Customer Name
- Tag
- Mailbox
Trigger
Instant
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- Ticket NumberRequired
- AgentRequired
Action
Write
- BodyRequired
- FromRequired
- ToRequired
- Assignee
- Assigned Group
- Add as Note?
- Send Copy to Customer?
- State
- Tags
- Full Name
- About
- Twitter Handle
- Company Name
- Title
- Phone Number
- Location
- Website URL
- LinkedIn Username
- Subject
Action
Write
- Ticket NumberRequired
- StateRequired
Action
Write

New Company
Triggers when a new Company is created in Copper.
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Instant
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New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
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New Project
Triggers when a new Project is created in Copper.
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Updated Company
Triggers when a Person's Company is changed.
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Updated Person
Triggers when a Person is changed.
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Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
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Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
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Updated Project
Triggers when a Project is changed.
Trigger
Instant
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- Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
Action
Write
- 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
Action
Write
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
Action
Search or write
- Match 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
Action
Search or write
- Match 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
Action
Search or write
Agent Invited
Triggers when an agent is created.
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- Linkedin Username
- Twitter Username
- Company Name
- Email
- Website
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Note Added
Triggers when a note is added to a ticket.
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Instant
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- Priority
- Assignee
- Assigned Group
- Closed By
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- Priority
- Assignee
- Assigned Group
- Customer Name
- Mailbox
Trigger
Instant
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- State
- Assignee
- Assigned Group
- Customer Name
- Priority
- Closed By
- Mailbox
Trigger
Instant
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- Ticket NumberRequired
- MessageRequired
Action
Write
- Ticket NumberRequired
Action
Write
- Ticket NumberRequired
Action
Write

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn more Help

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About Groove

The simple helpdesk for SaaS and eCommerce businesses.

Learn more Help

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PRODUCTS

CAPABILITIES

By team

Copper + Groove

Create Groove tickets for new Copper companies to effectively manage support requests

New Activity

Activity TypeRequired

New Person

New Lead

New Task

Updated Contact Type

Updated Opportunity

Updated Opportunity Status

Updated Lead

Updated Task

Associate to Project

Source TypeRequired

Project IdRequired

Source IdRequired

Create/Update Company

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

Update Person

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

Create Person

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