Copper + Outseta

Associate to Project

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.

Create/Update Company

Creates or Updates a Company depending on the match criteria.

Update Person

Updates a Person depending on the match criteria.

Create Person

Creates a new Person.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

Update Opportunity by ID

Updates an Opportunity based off of Opportunity ID.

Create/Update Opportunity

Creates or Updates an Opportunity based off of a match criteria.

Create Project

Creates a new Project.

Create/Update Project

Creates or Updates a Project depending on the match criteria.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for a Company

Searches for an existing company in Copper.

Search for a Opportunity

Searches for an existing opportunity in Copper.

Search for a Project

Searches for an existing project in Copper.

Search for a Company (or create)

Searches an existing company in Copper.

Search for a Opportunity (or create)

Searches an existing opportunity in Copper.

Search for a Project (or create)

Searches an existing project in Copper.

Add Custom Activity

Add Person

This action creates a person in the Outseta CRM.

Retrieve Account

Retrieves an account record using its UID as the lookup

Update Account

This action updates an account in the Outseta CRM.

Update Person

This action updates a person in the Outseta CRM.

Find or Add Person

Retrieves a person record using an email address as the lookup

Create Activity

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Update Company

Updates a Company depending on the match criteria.

Create Company

Creates a new Company.

Create/Update Person

Creates or Updates a Person depending on the match criteria.

Update Lead

Updates a Lead depending on the match criteria.

Create Lead

Creates a new Lead.

Update Opportunity

Updates an Opportunity based off of a match criteria.

Create Opportunity

Creates a new Opportunity.

Update Project

Updates a Project depending on the match criteria.

Create Task

Creates a new Task.

Search for an Activity

Searches for an existing activity in Copper.

Search for a Person

Searches for an existing person in Copper.

Search for a Lead

Searches for an existing lead in Copper.

Search for an Activity (or create)

Searches an existing activity in Copper.

Search for a Person (or create)

Searches an existing person in Copper.

Search for a Lead (or create)

Searches an existing lead in Copper.

Add Account

Allows you to create an account with an existing or new user. You can also specify a subscription.

Add Deal

Allows you to create a deal and optionally associate it with an account or a person.

Cancel Subscription

This action cancels the current subscription on an account in the Outseta CRM. By default, accounts with canceled subscriptions become expired at the end of their current terms. It is also possible to cancel the subscription immediately.

Subscribe to Email List

Adds a person's email address to a mailing list

Update Deal

This action updates a deal

Retrieve Person

Retrieves a person record using an email address as the lookup