Copper + Invoice Ninja
Create Invoice Ninja clients from new Copper companies
Effortlessly keep your Copper and Invoice Ninja apps in sync with this seamless workflow. Whenever a new company is added to your Copper account, a corresponding client will be created in Invoice Ninja. No need for manual data entry, as this automation takes care of everything, saving you valuable time and ensuring information consistency across platforms.
Effortlessly keep your Copper and Invoice Ninja apps in sync with this seamless workflow. Whenever a new company is added to your Copper account, a corresponding client will be created in Invoice Ninja. No need for manual data entry, as this automation takes care of everything, saving you valuable time and ensuring information consistency across platforms.
- When this happens...
New CompanyTriggers when a new Company is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ClientCreates a new client
ActionWriteCreate a new record or update an existing record in your app.
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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 Client
Triggers when a new client is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggers when a new invoice is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new project is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sent Invoice
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Client
Triggers when a client is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Payment
Triggers when a payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
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
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 foundNew Credit
Triggers when a new credit is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Payment
Triggers when a new payment is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Quote
Triggers when a new quote is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sent Quote
Triggers when a quote is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggers when an invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
Payment Date
Invoice
Amount
Payment Type
Transfer Reference
Private Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ClientRequired
NameRequired
Task Rate
Private Notes
Public Notes
Task Rate
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client IDRequired
Design
FrequencyRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search FieldRequired
Search ValueRequired
Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include PDF
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
Include Deleted
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch FieldRequired
Search ValueRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Download PDF
Client IDRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch FieldRequired
Search ValueRequired
Include Deleted
ClientRequired
NameRequired
Task Rate
Private Notes
Public Notes
Budgeted Hours
Due Date
Custom Field 1
Custom Field 2
Custom Field 3
Custom Field 4
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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