Triggers when a Person's Contact Type is changed.

Instant

Trigger

Triggers when a Person is changed.

Instant

Trigger

Triggers when an Opportunity is changed.

Instant

Trigger

Triggers when an Opportunity's stage is changed.

Instant

Trigger

Triggers when an Opportunity's status is changed.

Instant

Trigger

Triggers when a Lead's status is changed.

Instant

Trigger

Triggers when a Lead is changed.

Instant

Trigger

Triggers when a Project is changed.

Instant

Trigger

Triggers when a Task is changed.

Instant

Trigger

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

Scheduled

Action

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.

Scheduled

Action

Updates a Company depending on the match criteria.

Scheduled

Action

Creates or Updates a Company depending on the match criteria.

Scheduled

Action

Creates a new Company.

Scheduled

Action

Updates a Person depending on the match criteria.

Scheduled

Action

Creates or Updates a Person depending on the match criteria.

Scheduled

Action

Creates a new Person.

Scheduled

Action

Updates a Lead depending on the match criteria.

Scheduled

Action

Creates or Updates a Lead depending on the match criteria.

Scheduled

Action

Creates a new Lead.

Scheduled

Action

Updates an Opportunity based off of Opportunity ID.

Scheduled

Action

Updates an Opportunity based off of a match criteria.

Scheduled

Action

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

Scheduled

Action

Creates a new Opportunity.

Scheduled

Action

Creates a new Project.

Scheduled

Action

Updates a Project depending on the match criteria.

Scheduled

Action

Creates or Updates a Project depending on the match criteria.

Scheduled

Action

Creates a new Task.

Scheduled

Action

Searches for an existing activity in Copper.

Scheduled

Action

Searches for an existing company in Copper.

Scheduled

Action

Searches for an existing person in Copper.

Scheduled

Action

Searches for an existing opportunity in Copper.

Scheduled

Action

Searches for an existing lead in Copper.

Scheduled

Action

Searches for an existing project in Copper.

Scheduled

Action

Searches an existing activity in Copper.

Scheduled

Action

Searches an existing company in Copper.

Scheduled

Action

Searches an existing person in Copper.

Scheduled

Action

Searches an existing opportunity in Copper.

Scheduled

Action

Searches an existing lead in Copper.

Scheduled

Action

Searches an existing project in Copper.

Scheduled

Action

Triggered when you add a new account.

Scheduled

Trigger

Triggers when a new bill is added.

Scheduled

Trigger

Triggered when you add a new customer.

Scheduled

Trigger

Triggered when you add a new estimate.

Scheduled

Trigger

Triggers when a new expense is added.

Scheduled

Trigger

Triggered when you add a new invoice.

Scheduled

Trigger

Triggered when you add a new invoice (with line item support).

Scheduled

Trigger

Triggered when a new sales receipt is added (with line item support).

Scheduled

Trigger

Triggered when a payment is received (with line item support).

Scheduled

Trigger

Triggers when a new purchase order is added.

Scheduled

Trigger

Triggered when a new sales receipt is added.

Scheduled

Trigger

Triggered when an existing customer is updated.

Scheduled

Trigger

Triggered when a new vendor is added.

Scheduled

Trigger

Create a new bill, optionally tied to a customer.

Scheduled

Action

Create a new bill, optionally tied to a customer (with line item support).

Scheduled

Action

Create a new bill, optionally tied to a customer (with line item support).

Scheduled

Action

Creates a new credit memo.

Scheduled

Action

Adds a new customer.

Scheduled

Action

Create a new estimate (with line item support).

Scheduled

Action

Creates a new expense using check, cash, or credit card.

Scheduled

Action

Creates a new product or service.

Scheduled

Action

Creates a new journal entry.

Scheduled

Action

Adds a new invoice (with line item support).

Scheduled

Action

Adds a new sales receipt (with line item support).

Scheduled

Action

Creates a new payment, optionally linked to an invoice.

Scheduled

Action

Creates a new purchase order.

Scheduled

Action

Creates a new refund receipt.

Scheduled

Action

Send an existing invoice.

Scheduled

Action

Send an existing sales receipt.

Scheduled

Action

Creates a new single time activity.

Scheduled

Action

Updates an existing customer.

Scheduled

Action

Updates an existing invoice (with line item support).

Scheduled

Action

Adds a new vendor.

Scheduled

Action

Find an account by name.

Scheduled

Action

Find a customer by name or email address.

Scheduled

Action

Find an invoice by number.

Scheduled

Action

Find a product by name (with line item support)

Scheduled

Action

Find a vendor by name.

Scheduled

Action

Finds or creates a specific customer v2.

Scheduled

Action

Finds or creates a specific vendor.

Scheduled

Action