Copper + Livespace
Update Livespace person notes when Copper persons are updated
Keep your Livespace CRM updated with the latest information from Copper by using this efficient workflow. Whenever a person is updated in Copper, this automation will add a new note to the corresponding person in Livespace CRM, ensuring that your team stays informed about the latest changes. Stay organized and maintain up-to-date records across both platforms with this seamless integration.
Keep your Livespace CRM updated with the latest information from Copper by using this efficient workflow. Whenever a person is updated in Copper, this automation will add a new note to the corresponding person in Livespace CRM, ensuring that your team stays informed about the latest changes. Stay organized and maintain up-to-date records across both platforms with this seamless integration.
- When this happens...
Updated PersonTriggers when a Person is changed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add Person NoteAdds a note to existing person.
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.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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 found
New Person
Triggers when a new person is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChange in Deal Stage
Triggers when deal stage is changed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Cost IDRequired
Discount percent
Description
Amount
Price
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Product IDRequired
Discount percent
Description
Amount
Price
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company
Company nameRequired
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Company additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person
Person firstname and lastnameRequired
Person emails
Person phones
Company name
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Person additional fields
Company additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company name
Company tax number
Company email
Company phone
Company id
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson first name
Person last name
Person emails
Person phones
Company name
Contact id
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal nameRequired
Status
Deal id
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
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
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 foundNew Company
Triggers when a new company is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planChange in Deal Status
Triggers when deal status is changed.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompany nameRequired
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new company
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal nameRequired
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
NoteRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person firstname and lastnameRequired
Person emails
Person phones
Company name
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new person
Person additional fields
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task nameRequired
Date from
Date to
Description
Company
Person
Deal
Responsible user ID
Type ID
Status ID
Is done
Is private
Priority
Additional fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal nameRequired
Company
Person
Closing date
Sales process ID
Description
Source
Owner user id
File
File description
Deal additional fields
Tags to add
Visibility
Tags to remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal name
Status
Deal id
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany nameRequired
Company tax number
Company email
Company phone
Company id
Tax ID
Company emails
Company phones
Description
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new company
Company additional fields
Tags to add
Visibility
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson first name
Person last name
Person emails
Person phones
Company name
Contact id
Person firstname and lastnameRequired
Person emails
Person phones
Description
Position
Source
Website
Owner user id
Street
City
Post code
Province code
Country
File
File description
Force adding new person
Person additional fields
Company additional fields
Tags to add
Visibility
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
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.
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