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Set up your first integration

Quickly connect Copper to Invoice Ninja with a Zapier template.

Our most popular template

Create Invoice Ninja clients from new Copper companies
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Copper + Invoice Ninja

Create Invoice Ninja clients from new Copper companies

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Copper + Invoice Ninja

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Copper.

Add your action

An action happens after the trigger—such as "Create Client" in Invoice Ninja.

You’re connected!

Zapier seamlessly connects Copper and Invoice Ninja, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
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Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
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Updated Task
Triggers when a Task is changed.
Trigger
Instant
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- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- 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-Mail
  Required
- 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 ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- 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
New Client
Triggers when a new client is added.
Trigger
Instant
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New Invoice
Triggers when a new invoice is added.
Trigger
Instant
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New Project
Triggers when a new project is added.
Trigger
Instant
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Sent Invoice
Triggers when an invoice is sent.
Trigger
Instant
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Update Client
Triggers when a client is updated.
Trigger
Instant
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Update Payment
Triggers when a payment is updated.
Trigger
Instant
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- Client Name
- Group
- First Name
- Last Name
- Email
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Phone
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Write
- Invoice ID
  Required
Action
Write
- Client ID
  Required
- Design
- Send Email
- Email Template
- Auto-Bill Invoice
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Write
- Product Key
- Notes
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Write
- Client ID
  Required
- Design
- Send Email
- Email Template
- Download PDF
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Valid Until
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Write
- Client
- Project
- Description
- Rate
- Start Date/Time
- End Date/Time
- Duration (Hours)
- Duration (Minutes)
- Duration (Seconds)
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Write
- Search Field
  Required
- Search Value
  Required
- Include PDF
Action
Search
- Search Field
  Required
- Search Value
  Required
Action
Search
- Search Field
  Required
- Search Value
  Required
- Include PDF
Action
Search
- Search Field
  Required
- Search Value
  Required
- Download PDF
- Client ID
  Required
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Search or write
- Search Field
  Required
- Search Value
  Required
- Product Key
- Notes
- Price
- Quantity
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Search or write
- Search Field
  Required
- Search Value
  Required
- Download PDF
- Client ID
  Required
- Design
- Send Email
- Email Template
- Mark Sent
- Number
- Discount
- PO Number
- Date
- Valid Until
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Search or write

New Company
Triggers when a new Company is created in Copper.
Trigger
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.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
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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
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- 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
- Name
  Required
- 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-Mail
  Required
- 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
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- 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 Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write
New Credit
Triggers when a new credit is added.
Trigger
Instant
Try It
New Payment
Triggers when a new payment is added.
Trigger
Instant
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New Quote
Triggers when a new quote is added.
Trigger
Instant
Try It
Sent Quote
Triggers when a quote is sent.
Trigger
Instant
Try It
Update Invoice
Triggers when an invoice is updated.
Trigger
Instant
Try It
Update Quote
Triggers when a quote is updated.
Trigger
Instant
Try It
- Client ID
  Required
- Design
- Send Email
- Email Template
- Auto-Bill Credit
- Download PDF
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Write
- Quote ID
  Required
Action
Write
- Client
  Required
- Payment Date
- Invoice
- Amount
- Payment Type
- Transfer Reference
- Private Notes
Action
Write
- Client
  Required
- Name
  Required
- Task Rate
- Private Notes
- Public Notes
- Task Rate
- Budgeted Hours
- Due Date
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
Action
Write
- Client ID
  Required
- Design
- Frequency
  Required
- Due Date
- Start Date
- Remaining Cycles
- Mark Ready
- Auto-Bill
- Discount
- PO Number
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Write
- Search Field
  Required
- Search Value
  Required
- Include Deleted
Action
Search
- Search Field
  Required
- Search Value
  Required
- Include PDF
Action
Search
- Search Field
  Required
- Search Value
  Required
- Include Deleted
Action
Search
- Search Field
  Required
- Search Value
  Required
- Include Deleted
- Client Name
- Group
- First Name
- Last Name
- Email
- Phone
- Language Code
- Currency Code
- Id Number
- VAT Number
- Street Address
- Apt/Suite
- City
- State/Province
- Postal Code
- Country Code
- Shipping Street Address
- Shipping Apt/Suite
- Shipping City
- Shipping State/Province
- Shipping Postal Code
- Shipping Country Code
- Private Notes
- Public Notes
- Website
- Custom Value 1
- Custom Value 2
- Custom Value 3
- Custom Value 4
Action
Search or write
- Search Field
  Required
- Search Value
  Required
- Download PDF
- Client ID
  Required
- Design
- Send Email
- Email Template
- Auto-Bill Invoice
- Mark Sent
- Paid
- Amount Paid
- Number
- Discount
- PO Number
- Date
- Due Date
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom Surcharge 1
- Custom Surcharge 2
- Custom Surcharge 3
- Custom Surcharge 4
- Is Amount Discount
- Partial/Deposit
- Partial Due Date
- Cost
- Quantity
- Product
- Discount
- Description
- Tax Rate 1
- Tax Name 1
- Tax Rate 2
- Tax Name 2
- Tax Rate 3
- Tax Name 3
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Product Cost
- Public Notes
- Private Notes
- Terms
- footer
Action
Search or write
- Search Field
  Required
- Search Value
  Required
- Include Deleted
- Client
  Required
- Name
  Required
- Task Rate
- Private Notes
- Public Notes
- Budgeted Hours
- Due Date
- Custom Field 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
Action
Search or write

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Copper and Invoice Ninja to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Copper on the Zapier blog

Make work flow with AI

Level up your Copper to Invoice Ninja integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Copper

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About Invoice Ninja

Create. Send. Get Paid. Invoice Ninja is a free, code-available suite of apps to invoice clients, accept payments, track expenses & time billable-tasks. Designed for freelancers and small to medium-sized businesses to increase efficiency, Invoice Ninja will help you get paid!

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

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Connect Copper and Invoice Ninja to unlock the power of automation

Set up your first integration

Create Invoice Ninja clients from new Copper companies

Create Invoice Ninja clients from new Copper companies

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Copper and Invoice Ninja to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Copper on the Zapier blog

4 ways to automate Copper

Make work flow with AI

Connect Copper to Invoice Ninja on the world's largest no-code automation platform