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 a lead is assigned or re-assigned to someone. This trigger only works for

Triggers when the content or the title of a lead is updated. This trigger only works for

Triggers when an email is received from a lead. This trigger only works for

Triggers when a specific status of the lead is changed.

Triggers when a lead is created unassigned. This trigger only works for

Triggers when a lead is created.

Triggers when a specific status of the task is changed. This trigger only works for

Assign the lead to a user

Change the title of a lead

Change the step of a lead

Create a comment on a specific lead based on the parameters given. This action only works for

Create a new tag on a specific lead based on the parameters given. This action only works for

Set the amount and the probability of a lead

Finds a lead from an email address.

Finds a lead from an email address.

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 a lead is comment on. This trigger only works for

Triggers when a lead is deleted. This trigger only works for

Triggers when someone clicks on the lead Actions menu for a manual fire. This trigger only works for

Triggers when a specific step of the lead is changed. This trigger only works for

Triggers when a client folder is created.

Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for

Add an attachment to a lead

Call our simplified API to interact with your data

Change the status of a lead to Standby, Won, Cancelled or Lost

Log an activity on a specific lead based on the parameters given. This action only works for

Create a prospect on a specific prospecting list based on the data given. This action only works for

Creates a new lead.

Set the estimated closing date on a lead

Finds a prospecting list by searching.