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Copper + QuickBooks Online + PandaDoc Integrations

How to connect Copper + QuickBooks Online + PandaDoc

Zapier lets you send info between Copper, QuickBooks Online, and PandaDoc automatically—no code required.

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Do even more with Copper + QuickBooks Online + PandaDoc

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Copper, QuickBooks Online, and PandaDoc. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
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  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
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  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
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  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
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  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
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  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
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