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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Copper.

Add your action

An action happens after the trigger—such as "Create Bill" in Qoyod.

You’re connected!

Zapier seamlessly connects Copper and Qoyod, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
Try It
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
Try It
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It

Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It

Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- 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
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- 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
Action
Search or write
New Bill
Triggers when a bill is created
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created
Trigger
Polling
Try It
New Invoice
triggers when a new invoice is created
Trigger
Polling
Try It
New Product
New Product is created
Trigger
Polling
Try It
New Purchase Order
Triggers when a new Purchase Order is created
Trigger
Polling
Try It
New Receipt
Triggers when a receipt is created
Trigger
Polling
Try It
New Task
Triggers when a new task is created
Trigger
Polling
Try It
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
- Issue date
  Required
- Due date
  Required
- Customer id
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- description
- Due on
- Status
- Private
  Required
- User
Action
Write
- Reference
  Required
- Amount
  Required
- Date
  Required
- Contact ID
- Kind
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Write
- Product ID
- Product SKU
Action
Search
- Name
  Required
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Search or write
- Name
  Required
- Phone Number
- Primary Email
- Organization
- Website
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Search or write

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write
New Credit Note
Triggered when a new credit note is created
Trigger
Polling
Try It
New Debit Note
Trigger when a new debit note is created
Trigger
Polling
Try It
New Manual Journal Entry
Triggers when a Manual Journal Entry is created
Trigger
Polling
Try It
New Project
Triggers when a new project is created
Trigger
Polling
Try It
New Quotation
Triggers when a new quotation is created
Trigger
Polling
Try It
New Stock Change
Lists all recently changed products
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor is created
Trigger
Polling
Try It
- Description
- Issue date
  Required
- Due Date
  Required
- Vendor ID
  Required
- Reference
  Required
- Product Id
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
- Receipt Reference
  Required
- Receipt Amount
  Required
- Receipt Date
  Required
- Account ID
  Required
Action
Write
- Name
  Required
- Organization
- Website
- Phone Number
- Primary Email
- Tax Number
- Secondary Phone Number
- Secondary Email
- Shipping Street
- Shipping City
- Shipping State
- Shipping Zip
- Shipping Country
- Billing Street
- Billing City
- Billing State
- Billing Zip
- Billing Country
Action
Write
- Description
- Issue date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Payment Method
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
- Is Tax Inclusive?
  Required
Action
Write
- Description
  Required
- Date
  Required
- debit
  Required
- credit
  Required
- Comment
- Account id
  Required
Action
Write
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- Category
- Unit
- Description
- Barcode
- Tracked Product?
  Required
- Purchasable?
  Required
- Purchase Price
- Purchase Account ID
- Sellable?
  Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
Action
Write
- Description
- Issue Date
  Required
- Due Date
  Required
- Customer Id
  Required
- Reference
  Required
- Product ID
- Product SKU
- Unit Price
  Required
- Quantity
  Required
- Location ID
  Required
- Discount Type
- Discount (percentage or value, depending on type)
- Tax
Action
Write
- Reference
  Required
- Name
  Required
- Description
- Due on
- Status
  Required
- Private
  Required
- Priority
- User
- Project
Action
Write
- Customer Name
- Phone Number
- email
Action
Search
- Name
  Required
- Phone Number
- Email
Action
Search
- Product ID
- SKU
  Required
- Arabic Name
  Required
- English Name
  Required
- Tax
  Required
- Category
- Unit
- Description
- Barcode
- Tracked Product?
  Required
- Purchasable?
  Required
- Purchase Price
- Purchase Account ID
- Sellable?
  Required
- Is Buying Price Tax Inclusive?
- Selling Price
- Sales Account ID
- Is Selling Price Tax Inclusive?
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Copper and Qoyod to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Copper on the Zapier blog

Make work flow with AI

Level up your Copper to Qoyod integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn moreLearn moreHelpHelp

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About Qoyod

Qoyod is a platform that helps businesses manage accounting, invoicing, inventory, projects, and POS with real-time insights and automation.

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Accounting

Connect Copper and Qoyod to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Copper and Qoyod to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Copper on the Zapier blog

4 ways to automate Copper

Make work flow with AI

Connect Copper to Qoyod on the world's largest no-code automation platform