Copper + Sage Intacct
Create new contacts in Sage Intacct for new persons in Copper
Make managing contacts seamless and efficient with this template. When you add new people to your Copper system, this workflow simultaneously creates corresponding contacts in Sage Intacct. This process provides reliable accuracy, eliminates manual data entry, and ensures cohesive financial management congruent with your customer relationship updates.
Make managing contacts seamless and efficient with this template. When you add new people to your Copper system, this workflow simultaneously creates corresponding contacts in Sage Intacct. This process provides reliable accuracy, eliminates manual data entry, and ensures cohesive financial management congruent with your customer relationship updates.
- When this happens...
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
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.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 foundSuggested Contact NameRequired
Print AsRequired
Last Name
First Name
Middle Name
Prefix
Company Name
Primary Email Address
Secondary Email Address
Primary Phone
Secondary Phone
Mobile Phone
Pager
Fax
Address Line 1
Address Line 2
Address Line 3
City
State or Territory
ZIP or Postal Code
Country
ISO Country Code
Primary URL
Secondary URL
Status
Discount
Is Taxable?
Tax ID
Show in Contact List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice DateRequired
Due DateRequired
Action
Invoice Number
Reference Number
Description
Document ID
Base Currency
Transaction Currency
Exchange Rate - Date
Exchange Rate - Rate
Exchange Rate - Type ID
Customer Message - Choose Existing Message
Customer Message - Custom Message
Contacts - Pay To
Contacts - Return To
Contacts - Return To - Tax ID
Contacts - Return To - Tax Group
Billback Template
Attachment
CustomerRequired
Customer - Delivery Options
Payment Term
Tax Solution Key
Invoice Summary
Transaction AmountRequired
GL AccountRequired
Override Offset GL Account
Memo
Allocation
Account Label
Location
Department
Employee
Project
Customer
Vendor
Item
Warehouse
Class
Task
Cost Type
Asset
Contract
Affiliate Entity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
VendorRequired
Transaction dateRequired
Date
Rate
Type ID
Payment term
Shipping method
Attachment
Tax solution
Source document
Primary contact
Ship to contact
Bill to contact
Deliver to contact
ItemRequired
UnitRequired
QuantityRequired
Unit priceRequired
Line description
Line memo
Location
Warehouse
Department
Project
Task
Class
Customer
Employee
Subtotals
History records
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
Name
Sales Representative
Customer Type
Territory
Parent Customer
Shipping Method
Payment Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Document type
Vendor invoiceRequired
Vendor
Transaction date
Date
Rate
Type ID
Payment term
Shipping method
Attachment
Tax solution
Source document
Primary contact
Ship to contact
Bill to contact
Deliver to contact
Item
Unit
Quantity
Unit price
Line description
Line memo
Location
Warehouse
Department
Project
Task
Class
Customer
Employee
Subtotals
History records
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Find Customer
Finds a customer based on search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Vendor
Finds a vendor based on a search criteria.
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
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 foundNew Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDue DateRequired
Created DateRequired
Vendor
Transaction AmountRequired
GL AccountRequired
Total Transaction Amount
Memo
Location
Department
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales Representative
Customer Type
Territory
Parent
Shipping Method
Term
Account Group
Price List
Price Schedule
Override Offset GL Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project resource
Project
Employee
Item
Labor rate
Expense rate
AP and purchasing rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillRequired
Vendor
Payment term
Tax solution
Attachment
Bill summary
Location
Bill back template
Fully paid date
Pay to contact
Return to contact
Base currency
Transaction currency
Exchange rate date
Exchange rate
Exchange rate type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Invoice Date
Due Date
Action
Invoice Number
Reference Number
Description
Document ID
Base Currency
Transaction Currency
Exchange Rate - Date
Exchange Rate - Rate
Exchange Rate - Type ID
Customer Message - Choose Existing Message
Customer Message - Custom Message
Contacts - Pay To
Contacts - Return To
Contacts - Return To - Tax ID
Contacts - Return To - Tax Group
Billback Template
Attachment
Customer
Customer - Delivery Options
Payment Term
Tax Solution Key
Invoice Summary
Line Item Key
Transaction Amount
GL Account
Override Offset GL Account
Memo
Allocation
Account Label
Location
Department
Employee
Project
Customer
Vendor
Item
Warehouse
Class
Task
Cost Type
Asset
Contract
Affiliate Entity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Bill
Finds a bill based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoice
Finds a invoice based on a search criteria.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Invoices
Finds invoices within a date range.
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Copper
Related categories
About Sage Intacct
Related categories
Related Zap Templates
- Create new Sage Intacct contacts for new people in Copper
- Create contacts in Sage Intacct from new leads in Copper
- Create new Sage Intacct contacts from new Copper leads
- Create new contacts in Sage Intacct for new persons in Copper
- Create new Sage Intacct contacts from new persons in Copper
- Create new Sage Intacct contacts from new Copper opportunities
- Create new Sage Intacct contacts from new Copper leads
- Create new Sage Intacct contacts from new Copper people
- Create contacts in Sage Intacct from new people in Copper
- Create new Sage Intacct contacts from new Copper leads
- Create new Sage Intacct contacts from new Copper opportunities
- Create new Sage Intacct contacts from new leads in Copper
- Create new contacts in Sage Intacct from updated persons in Copper
- Create contacts in Sage Intacct for new companies in Copper
- Create new Sage Intacct contacts from updated persons in Copper
- Create new contacts in Sage Intacct when new people are added in Copper
- Create new contacts in Sage Intacct from new persons in Copper