Copper + My Web Audit
Create audits in My Web Audit for new leads in Copper
Effortlessly stay on top of your new leads from Copper by running audits in My Web Audit instantly. This intuitive workflow initiates when a new lead is added in Copper, triggering an immediate audit in the My Web Audit app. Save time and simplify your lead management process, ensuring a seamless and efficient experience for both you and your leads.
Effortlessly stay on top of your new leads from Copper by running audits in My Web Audit instantly. This intuitive workflow initiates when a new lead is added in Copper, triggering an immediate audit in the My Web Audit app. Save time and simplify your lead management process, ensuring a seamless and efficient experience for both you and your leads.
- When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Run AuditRuns a new audit.
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
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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
Audit Email Read
Triggers when the user reads the email the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudit Report Read
Triggers when the user views the report the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudit Widget Submission
Triggers when a user submits the audit widget form on your website.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planName
Company Name
EmailRequired
Phone
Template Token
Website URLRequired
Primary Target Keyword
Enable Competitive AnalysisRequired
Competitor 1 Website URL
Competitor 2 Website URL
Automatically Run System Checks
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword
Name
Email
Phone
Primary service area (City/State/Country)
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Primary KeywordRequired
Additional Keyword 1
Additional Keyword 2
Name
Email
Phone
Primary Target AddressRequired
Distance Between Grid PointsRequired
Distance TypeRequired
Competitor Company Name 1Required
Competitor Website URL 1Required
Competitor Primary Target Address 1
Competitor Company Name 2
Competitor Website URL 2
Competitor Primary Target Address 2
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Primary Keyword
Additional Keyword 1
Additional Keyword 2
Name
Email
Phone
Primary Service AreaRequired
Distance Between Grid PointsRequired
Distance TypeRequired
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword PhraseRequired
Name
Email
Phone
Primary Service AreaRequired
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URL
Name
Email
Phone
Monthly Website VisitorsRequired
Monthly Leads GeneratedRequired
Qualified Leads (%)Required
Successful Customers (%)Required
Average Transaction Value ($)Required
Average Number of TransactionsRequired
Template TokenRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword
Name
Email
Phone
Primary service area (City/State/Country)
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
KeywordRequired
Name
Email
Phone
Primary Service Area (City/State/Country)
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Name
Email
Phone
Average Monthly Website VisitorsRequired
Monthly Sales GeneratedRequired
Average Sale Value ($)Required
Average Number of TransactionsRequired
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword
Name
Email
Phone
Primary Service Area (City/State/Country)
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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 foundAdd New Task
Triggers when a new To-Do task is added to your account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudit Email Sent
Triggers when an email has been sent for the audit the first time.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAudit Submission
Triggers when a new audit generated including the company profile.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLead Widget Submission
This trigger will be triggered when a lead widget submission occurs in your My Web Audit account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Website URLRequired
Name
Email
Phone
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Keyword Phrase
Name
Email
Phone
Primary Service Area
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Landing Page URLRequired
Name
Email
Phone
Location
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Primary Service Area
Template TokenRequired
Automatically Run System ChecksRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URL
Name
Email
Phone
Average Monthly Website VisitorsRequired
Number of Monthly Sales GeneratedRequired
Average Sale Value ($)Required
Average Number of TransactionsRequired
Template TokenRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
KeywordRequired
Name
Email
Phone
Primary Service Area
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Website URLRequired
Name
Email
Phone
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
Name
Email
Phone
Monthly Website VisitorsRequired
Monthly Leads GeneratedRequired
Qualified Leads (%)Required
Successful Customers (%)Required
Average Transaction Value ($)Required
Average Number of TransactionsRequired
Template Token
LanguageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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