Copper + Reply Integrations

How to connect Copper + Reply

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Instant
New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant

New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant

Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant

Copper
Triggers when a Person's Contact Type is changed.
Instant
Trigger
Copper
Triggers when a Person is changed.
Instant
Trigger
Copper
Triggers when an Opportunity is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's stage is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's status is changed.
Instant
Trigger
Copper
Triggers when a Lead's status is changed.
Instant
Trigger
Copper
Triggers when a Lead is changed.
Instant
Trigger
Copper
Triggers when a Project is changed.
Instant
Trigger
Copper
Triggers when a Task is changed.
Instant
Trigger
Copper
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Scheduled
Action
Copper
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
Copper
Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates a new Company.
Scheduled
Action
Copper
Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates a new Person.
Scheduled
Action
Copper
Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates a new Lead.
Scheduled
Action
Copper
Updates an Opportunity based off of Opportunity ID.
Scheduled
Action
Copper
Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates or Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates a new Opportunity.
Scheduled
Action
Copper
Creates a new Project.
Scheduled
Action
Copper
Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates a new Task.
Scheduled
Action
Copper
Searches for an existing activity in Copper.
Scheduled
Action
Copper
Searches for an existing company in Copper.
Scheduled
Action
Copper
Searches for an existing person in Copper.
Scheduled
Action
Copper
Searches for an existing opportunity in Copper.
Scheduled
Action
Copper
Searches for an existing lead in Copper.
Scheduled
Action
Copper
Searches for an existing project in Copper.
Scheduled
Action
Copper
Searches an existing activity in Copper.
Scheduled
Action
Copper
Searches an existing company in Copper.
Scheduled
Action
Copper
Searches an existing person in Copper.
Scheduled
Action
Copper
Searches an existing opportunity in Copper.
Scheduled
Action
Copper
Searches an existing lead in Copper.
Scheduled
Action
Copper
Searches an existing project in Copper.
Scheduled
Action
Reply
Triggers when reply marked with a new inbox category.
Instant
Trigger
Reply
Triggers when an email address bounce (soft & hard).
Instant
Trigger
Reply
Triggers when a person clicks your link in email.
Instant
Trigger
Reply
Triggers when new email sent (first step or follow-up).
Instant
Trigger
Reply
Triggers when a person opens your email.
Instant
Trigger
Reply
Triggers when a person clicks opt out link.
Instant
Trigger
Reply
Triggers when a person replied.
Instant
Trigger
Reply
Triggers when a prospect finishes in terms of campaign.
Instant
Trigger
Reply
Triggers when new contacts are created manually or existing contacts are updated manually.
Instant
Trigger
Reply
Triggers when a Sequence's Zapier step is launched
Instant
Trigger
Reply
Create/Update a person and push it to campaign.
Scheduled
Action
Reply
Creates\Updates a person.
Scheduled
Action
Reply
Mark as Finished a person in the campaign
Scheduled
Action
Reply
Marks prospects as replied in some campaign.
Scheduled
Action
Reply
Move a person to the next step in sequence from Zapier step
Scheduled
Action
Reply
Remove person from concrete campaign
Scheduled
Action

How Copper + Reply Integrations Work

Step 1: Authenticate Copper and Reply.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.