Copper + thanks.io
Send postcards via thanks.io for updated companies in Copper
Keep track of updated companies in Copper and show your appreciation with a personal touch using this workflow. When a company's information is updated in Copper, a postcard will be sent to them through the thanks.io platform. This automation helps nurture relationships with clients and ensures they feel valued for their continued business.
Keep track of updated companies in Copper and show your appreciation with a personal touch using this workflow. When a company's information is updated in Copper, a postcard will be sent to them through the thanks.io platform. This automation helps nurture relationships with clients and ensures they feel valued for their continued business.
- When this happens...
Updated CompanyTriggers when a Person's Company is changed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send PostcardImmediately sends a postcard. If mailing address isn't provided but email is, we will attempt to lookup mailing address for 7c per successful response.
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 foundMailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing ListRequired
Recipient Full Name
Recipient First Name
Recipient Last Name
Recipient Company
Street or Complete Address
Address Line 2
City
State / Province
Postal Code
Country Code
Birthday
Email
Phone
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Additional Pages URL
PDF URL Only
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Image URL
Custom Background Image URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Image URL
Custom Background Image URL
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Postcard Size
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Return Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Additional Pages URL
PDF URL Only
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
QR Code URL
Sub Account
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Mailing ListRequired
Street Address
State / Province
Address Line 2
City
Postal Code
Country Code
Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record 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 foundMailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Mailing List (if not selected, trigger will apply to all recipients)
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Recipient First Name
Recipient Last Name
Recipient Full Name
Full Address
Street Address
Unit or Apt (Address Line 2)
City
Postal Code
State / Province
Country Code
Recipient Email
Recipient Phone
Recipient Company Name
Message
Message Template
Message Handwriting Style
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Image URL
Custom Background Image URL
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Giftcard Amount in Cents
Giftcard Brand
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Envelope
Additional Pages URL
PDF URL Only
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image Template
Image URL
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image Template
Image URL
Custom Background Image
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Postcard Size
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Return Postal Code
QR Code URL
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Radius Search AddressRequired
Radius Search Record CountRequired
Record Types
Include Condos
Use Property Owner
Message
Message Template
Message Handwriting Style
Image URL
Image Template
Custom Field #1
Custom Field #2
Custom Field #3
Custom Field #4
Additional Pages URL
PDF URL Only
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email AddressRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Copper
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