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.

Creates or Updates a Company depending on the match criteria.

Updates a Person depending on the match criteria.

Creates a new Person.

Creates or Updates a Lead depending on the match criteria.

Updates an Opportunity based off of Opportunity ID.

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

Creates a new Project.

Creates or Updates a Project depending on the match criteria.

Searches for an existing activity in Copper.

Searches for an existing person in Copper.

Searches for an existing lead in Copper.

Searches an existing activity in Copper.

Searches an existing person in Copper.

Searches an existing lead in Copper.

Adds contact to the specified list. WARNING: Contacts cannot exist without any lists. If you want to move contacts between lists, first add it to the new list, then remove contact from the old one.

Attach tags to contact

Assign contact, change contact owner

Creates a new deal in the system.

Creates a new task in the system.

Change assignee of deal.

Changes forwarding number on your dedicated number.

Retrieves additional information about an email address: mailbox detection, syntax checks, DNS validation, deliverability status, and many more helpful values.

Updates contact custom field value.

Finds an existing contact by name, email, phone number, or company name.

Finds an existing contact by name, email, phone number, or company name.

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

Updates a Company depending on the match criteria.

Creates a new Company.

Creates or Updates a Person depending on the match criteria.

Updates a Lead depending on the match criteria.

Creates a new Lead.

Updates an Opportunity based off of a match criteria.

Creates a new Opportunity.

Updates a Project depending on the match criteria.

Creates a new Task.

Searches for an existing company in Copper.

Searches for an existing opportunity in Copper.

Searches for an existing project in Copper.

Searches an existing company in Copper.

Searches an existing opportunity in Copper.

Searches an existing project in Copper.

Creates a new contact (or optionally edits an existing one).

Creates a new list.

Change chat assignee.

Change assignee of task for selected board

Creates a new email campaign in Textmagic and sends it to the selected recipients.

Creates a ticket in the system.

Removes contact from the specified list. WARNING: Contacts cannot exist without any lists. If you remove a contact from all lists, it will be deleted completely from your account.

Retrieves additional information about a phone number: region-specific phone number formatting, carrier, phone type (landline/mobile) and country information.

Sends a new message.

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Finds an existing contact list by name.

Find or Create List