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  • Jobber logoJobber logo

Copper + Jobber

Add new Copper leads to Jobber clients list

Keeping your lists up-to-date helps your team move quickly. Whenever you create a new lead in Copper, check if they already exist in Jobber. If they're a new client, add them to your list of clients in Jobber.

Keeping your lists up-to-date helps your team move quickly. Whenever you create a new lead in Copper, check if they already exist in Jobber. If they're a new client, add them to your list of clients in Jobber.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    JobberJobber
    Find or Create Client

    Finds a client. This will only return one client; if the search values match more than one client, the client with the lowest ID will be returned.

    ActionSearch or write
  • Copper triggers, actions, and search
    New Activity
    Triggers when a new activity is created.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Company
    Triggers when a new Company is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Person
    Triggers when a new Person is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Opportunity
    Triggers when an Opportunity is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Lead
    Triggers when a Lead is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Project
    Triggers when a new Project is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    New Task
    Triggers when a new Task is created in Copper.
    Trigger
    Instant
  • Copper triggers, actions, and search
    Updated Company
    Triggers when a Person's Company is changed.
    Trigger
    Instant
  • 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

  • Jobber

    Triggers when a client is created.

    Instant

    Trigger

  • Jobber

    Triggers when an invoice is created.

    Instant

    Trigger

  • Jobber

    Triggers when a job completion is created.

    Instant

    Trigger

  • Jobber

    Triggers when a quote approval is created.

    Instant

    Trigger

  • Jobber

    Triggers when a quote is created.

    Instant

    Trigger

  • Jobber

    Triggers when a request is created.

    Instant

    Trigger

  • Jobber

    Creates a new client.

    Scheduled

    Action

  • Jobber

    Creates a new quote. This will create the quote for the client's first property.

    Scheduled

    Action

  • Jobber

    Creates a new request. This will create the request for the client's first property.

    Scheduled

    Action

  • Jobber

    Finds a client. This will only return one client; if the search values match more than one client, the client with the lowest ID will be returned.

    Scheduled

    Action

  • Jobber

    Finds a client. This will only return one client; if the search values match more than one client, the client with the lowest ID will be returned.

    Scheduled

    Action

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About Copper

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships
Learn more

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About Jobber

Jobber is the command centre for home service businesses. Our easy-to-use app powers sales, operations, and customer service—all in one place.

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