Copper + Notion
Create database items in Notion for new leads in Copper
Keep your lead management effective and streamlined with this Copper to Notion workflow. Each time a new lead is identified in Copper, this workflow will promptly transfer their details into a Notion database. This efficiency improvement saves you from tedious manual input, enabling easy tracking, analysis, and follow-up of leads. Enhance your productivity, reduce lead management stress and ensure a seamless data transfer with this workflow.
Keep your lead management effective and streamlined with this Copper to Notion workflow. Each time a new lead is identified in Copper, this workflow will promptly transfer their details into a Notion database. This efficiency improvement saves you from tedious manual input, enabling easy tracking, analysis, and follow-up of leads. Enhance your productivity, reduce lead management stress and ensure a seamless data transfer with this workflow.
- When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create Database ItemCreates an item in a database.
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.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 foundDatabaseRequired
Filter by Creation Time
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPageRequired
Block TypeRequired
Content
Programming Language
Checked
Icon (Emoji)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PageRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent PageRequired
Title
Content
Icon
Cover
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PageRequired
ContentRequired
Content Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DatabaseRequired
ItemRequired
Content
Content Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PageRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBlock IDRequired
Page Size
Start Cursor
ActionThis is an event a Zap performs.SearchFind existing data in your appPage or Database Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPageRequired
PropertyRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUserRequired
ActionThis is an event a Zap performs.SearchFind existing data 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
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 foundDatabaseRequired
ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DatabaseRequired
Content
Content Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Page IDRequired
New Parent IDRequired
New Parent Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Database IDRequired
Database Title
Database Description
Icon (Emoji)
Property Updates (JSON)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Database
This action retrieves a database in Notion using the ID of the database.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Block IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPage IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTitleRequired
Exact MatchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabase IDRequired
Advanced Query (JSON)
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabaseRequired
Content
Content Format
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
Related categories
About Notion
Related categories
Related Zap Templates
- Create Notion database items for new Copper opportunities
- Create api requests in Notion for new people added in Copper
- Create Notion api requests for new Copper companies
- Create Notion pages for new Copper companies
- Create Notion database items for updated Copper persons
- Create Notion pages for new persons in Copper
- Create database items in Notion for new persons added in Copper
- Create Copper leads from new Notion database items
- Create new items in Notion for new persons in Copper
- Create new persons in Copper for every new database item in Notion
- Create opportunities in Copper for new database items in Notion
- Create new Copper companies from new Notion database items
- Create database items in Notion for new companies in Copper
- Update Notion schemas when new tasks are created in Copper