Copper + NationBuilder

Copper + NationBuilder integrations

Update NationBuilder persons when Copper companies are updated

Effortlessly keep your Copper companies and NationBuilder people up-to-date with this automation. Whenever a company is updated in Copper, this workflow will create or update the corresponding person in NationBuilder, ensuring your data is consistently in sync. Save time, reduce manual work, and maintain accurate records across both platforms.

When this happens...
Updated CompanyTriggers when a Person's Company is changed.
TriggerInstant
automatically do this!
Create/Update PersonCreates a new person or organization in NationBuilder. If the person already exists, it will update the existing person.
ActionWrite

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More things you can do with Copper and NationBuilder

Discover other triggers and actions you can use with Copper and NationBuilder

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
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New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It

Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It

Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- 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
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- 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
Action
Search or write
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Site ID
- Event Page ID
- Include Event Page Details
- Include Signup Details
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Tag Usage Description
- Tag Name
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Site ID
- Page ID
- Page Type
- Sideloaded Objects
Trigger
Polling
Try It
- Person ID
  Required
- Path ID
  Required
- Current Step ID
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
Action
Write
- Person ID
  Required
- Automation Description
- Automation
  Required
- Campaign URL
- Campaign Source
Action
Write
- Site ID
  Required
- Calendar Page ID
- Page Name
  Required
- Slug
  Required
- Status
  Required
- Title
  Required
- Headline
  Required
- Excerpt
- Event Description
- Start At
  Required
- End At
  Required
- Time Zone
- Capacity Count
- Venue Name
  Required
- Venue Address Line 1
- Venue Address Line 2
- Venue Address Line 3
- Venue City
- Venue State
- Venue ZIP Code
- Venue County
- Venue Country Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
- Contact Email Private
- Contact Phone Private
- Accept RSVPs
- Additional RSVPs Count
- Allow Guests
- Show Guests
- Gather Volunteers
- Sends Auto Response
- Private Event
- Event Form Address
- Event Form Phone
- Ticket Currency
- Ticket Price (ex. 10)
- Ticket Purchase URL
- Uses Shifts
- Uses Tickets
- Donation Tracking Code ID
- External ID
- Point Person ID
Action
Write
- Person ID
  Required
- Sender ID
  Required
- Broadcaster ID
- Contact Status
  Required
- Contact Method
  Required
- Note
- Created At
- Social Capital Amount Cost
Action
Write
- Petition ID
  Required
- Person ID
  Required
- Recruiter ID
- Is Private
- Comment
- Trigger Autoresponses
Action
Write
- Email
  Required
- First Name
- Last Name
- Type
  Required
- Phone Number
- Mobile Number
- Email Opt-In
- Unsubscribed At Date
- Mobile Opt-In
- Note
- Volunteer
- Date of Birth
- Employer
- Occupation
- Sex
- Party
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
- Home Latitude
- Home Longitude
- Tags
- Bio
- Website
- Additional Fields Description
- Additional Fields
Action
Write
- Person ID
  Required
- Tag ID
  Required
Action
Write
- Person ID
  Required
- Path ID
  Required
- Current Step ID
- Path Status
- Current Step Due Date
- Point Person ID
- Current Step Point Person ID
- Description
- Due Date
- Path Value Amount
Action
Write
- List ID
- List Name
Action
Search
- Email
- External ID
- Signup ID
- Sideloaded Objects
- Additional Fields
Action
Search

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write
- Site ID
- Calendar Page
- Include Page Details
Trigger
Polling
Try It
- Site ID
- Page Type
Trigger
Polling
Try It
- Website
- Suggestion Page
Trigger
Polling
Try It
- Site ID
- Event ID
- Page ID
- Event Name
Trigger
Polling
Try It
- Path ID
  Required
Trigger
Polling
Try It
- List ID
  Required
- Person ID
  Required
Action
Write
- Person ID
  Required
- Awarded Amount
  Required
Action
Write
- Person ID
- Email
- First Name
  Required
- Middle Name
- Last Name
  Required
- Private Donation
  Required
- Payment Type Name
  Required
- Send Donor Receipt
  Required
- Amount
  Required
- Succeeded At
- Donation Tracking Code ID
- Billing Address 1
  Required
- Billing Address 2
- Billing City
  Required
- Billing State
  Required
- Billing ZIP Code
  Required
- Billing Country Code
  Required
- Billing Latitude
- Billing Longitude
- Note
- Page ID
- Membership Type ID
- Membership Expiration Date
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Activity Author ID
Action
Write
- Event Page ID
  Required
- Email
  Required
- Email Opt-in
- First Name
  Required
- Last Name
  Required
- Attendee
  Required
- Canceled
- Amount in Cents
- Guests Count
- Prepaid
- Private
- Volunteer
- Phone Number
- Mobile Number
- Mobile Opt-in
- Home Address Line 1
- Home Address Line 2
- Home City
- Home State
- Home ZIP Code
- Home Country Code
Action
Write
- Membership Type ID
  Required
- Expires On
- Person ID
  Required
- Started At
  Required
- Status
  Required
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
Action
Write
- Person ID
  Required
- Author ID
  Required
- Note Content
  Required
Action
Write
- Signup ID
  Required
- Existing Tag Name
- New Tag Name
Action
Write
- Membership ID
  Required
- Membership Type ID
- Expires On
- Started At
- Status
- Status Reason
- Activity Author ID
- Grace Period Number of Time Periods
- Grace Period Time Period Type
- Trigger Autoresponses
Action
Write
- Site ID
- Event ID
- Page ID
- Event Name
Action
Search
- How to use with Zapier Looping
- Path ID
  Required
Action
Search
- Signup ID
- Tag ID
Action
Search

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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About NationBuilder

NationBuilder is designed to power your organizations, movements, and campaigns.

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