Create new leads in Rex from new Copper leads
Effortlessly manage your leads by connecting Copper and Rex with this seamless workflow. When a new lead is added in Copper, this automation creates a corresponding lead in Rex for efficient lead tracking and organization. Stay on top of your sales pipeline and ensure no opportunities slip through the cracks by integrating these powerful tools.
Effortlessly manage your leads by connecting Copper and Rex with this seamless workflow. When a new lead is added in Copper, this automation creates a corresponding lead in Rex for efficient lead tracking and organization. Stay on top of your sales pipeline and ensure no opportunities slip through the cracks by integrating these powerful tools.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Create Lead
Creates a Lead
ActionWriteCreate a new record or update an existing record in your app.
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Entity TypeRequired
Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source TypeRequired
Project IdRequired
Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Name
Primary Contact
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundYour Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
TagRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
TagRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to Mailing List
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
TagRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Lead IDRequired
AssigneeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Match Profile CategoryRequired
Contact IDRequired
Suburbs
Min Price
Max Price
Min Bedrooms
Max Bedrooms
Min Bathrooms
Max Bathrooms
Email Campaign Frequency
SMS Campaign Frequency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TypeRequired
Due dateRequired
RemindeeRequired
PriorityRequired
Contact ID
Listing ID
Property ID
DescriptionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Record TypeRequired
Record IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TrackRequired
Contact ID
Listing ID
Property ID
Start date
Remindee Override
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Calendar Event ID
ActionThis is an event a Zap performs.SearchFind existing data in your appYour Rex Agency AccountRequired
Search type
Search value
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Due Date
Reminder Date
Description
Priority
Tags
Related Entity Type
Related Entity Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundYour Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to Lead Types
Limit to Lead Assignees
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Limit to Mailing List
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Your Rex Agency AccountRequired
Send From
Contact ID (Recipient)
CC Contact IDs
BCC Contact IDs
Related Listing ID
Related Property ID
Mail merge template
Subject
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TypeRequired
Contact NameRequired
Contact Email
Contact Phone
Listing Address
Listing ID
Property Address
Subject
Assignee Override
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
TypeRequired
Contact IDs
Property IDs
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Send From
Contact ID (Recipient)
Related Listing ID
Related Property ID
Mail merge template
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Record TypeRequired
Record IDRequired
TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Associated record typeRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Your Rex Agency AccountRequired
Search type
Search value
ActionThis is an event a Zap performs.SearchFind existing data in your appYour Rex Agency AccountRequired
Search type
Search value
ActionThis is an event a Zap performs.SearchFind existing data in your app