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.

Creates or Updates a Company depending on the match criteria.

Updates a Person depending on the match criteria.

Creates a new Person.

Creates or Updates a Lead depending on the match criteria.

Updates an Opportunity based off of Opportunity ID.

Creates or Updates an Opportunity based off of a match criteria.

Creates a new Project.

Creates or Updates a Project depending on the match criteria.

Searches for an existing activity in Copper.

Searches for an existing person in Copper.

Searches for an existing lead in Copper.

Searches an existing activity in Copper.

Searches an existing person in Copper.

Searches an existing lead in Copper.

Triggers when any column's value is changed in the selected board.

Triggers when an item is moved to a group (same or different board).

Triggers when a new subitem on a specific board is created.

Triggers when a specific column's value changes in the selected board.

Triggers when a new update is posted on a board.

Archives a board

Archives an item

Change multiple column values of an item

Create a new column in board.

Create a new Item in a board

Create a new update.

Delete an item from a board

Create a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.

Updates a update subitem on your board.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds the subitems of a specific item on the board

Returns the data for a all columns in the specific board

Returns the data for a specific file column in the board

Returns the details for a specific user

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Updates a Company depending on the match criteria.

Creates a new Company.

Creates or Updates a Person depending on the match criteria.

Updates a Lead depending on the match criteria.

Creates a new Lead.

Updates an Opportunity based off of a match criteria.

Creates a new Opportunity.

Updates a Project depending on the match criteria.

Creates a new Task.

Searches for an existing company in Copper.

Searches for an existing opportunity in Copper.

Searches for an existing project in Copper.

Searches an existing company in Copper.

Searches an existing opportunity in Copper.

Searches an existing project in Copper.

Triggers when an item is created in a specific board.

Triggers when one of the specified columns' value is changed in the selected board.

Triggers when a specific column's value changes in a subitem within the selected board.

Archives a specific group in a board

Update an item's name

Creates a new board

Creates a new group in a board

Create a new subitem in a item with column values

Delete a specific group from a board

Duplicate a group with its items

Move an item to a different group

Upload File To Specific Column

Find items that match a specific value in a column

Search for a user by name using exact matching

Returns the data for a specific column in the board

Returns the group name for a specific board