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 at a specified time before an event in your calendar starts.

Triggers when a new event is created in your calendar.

Triggers when a new e-mail is received in your inbox.

Triggers when an event is updated.

Sets the categories applied to an email.

Create a copy of an email in another folder.

Creates a new contact.

Creates a draft reply for an email.

Deletes an existing contact.

Deletes an existing event.

Forwards an existing email to new recipients.

Move an email to a specific folder.

Creates a new reply to a provided email ID.

Send an email from your Office 365 account.

Updates a calendar event information.

Finds a Calendar Event in your calendar.

Finds emails based on search criteria.

Retrieves a specific email attachment using its ID.

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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 there is a new attachment.

Triggers when a new contact is added to your account

Triggers when a new e-mail is received in your inbox that matches a search.

Triggers when a new new message in folder is created.

Adds attendees to a calendar event.

Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.

Create an event in the calendar of your choice.

Creates a draft of an email that can then be reviewed and sent out.

Create a new mail folder.

Delete an email from a shared or own mailbox.

Update the follow-up flag on an email.

Update the read status of an email.

Remove one or more categories from an email.

Send a draft email that was previously created.

Update an email's importance level.

Updates a contact.

Search for a contact.

Searches for emails within a specific folder rather than across all mailboxes.

Retrieves calendar events within a specific date range for reporting and automation.