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.

Catch Contacts that their status changed from Priority

Catch Purchase Orders that their status changed from Priority

Create a new Job Candidate

Create new customer in Priority with the 'potential' status

Working with Facebook Lead ads, LinkedIn Leads, HubSpot, Unbounce or any other lead generating platform? Link them all to Priority to collect your leads seamlessly. This action allows the creation of a new lead from any source

This action creates a new sales order (with line item support) in Priority for a walk in customer

Having an email address find if it belongs to an existing customer in Priority mostly useful for multistep zaps

Update the status of your sales opportunity in Priority given that you know the opportunity code

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.

Catch Customer Orders that their status changed from Priority

After an order is created, update it with shipping charges information

This action creates a new sales order in Priority for an exist customer

Create a new opportunity in Priority with an option of a task based on a known customer number

If your source app provides country in a 2 letter code fashion, use this step to convert it to the country name and send to your next step in the ZAP

Assign a customer to an existing lead

Update the status of the sales order after it's creation