Copper + TotalBrokerage
Create new TotalBrokerage contacts from updated Copper companies
Effortlessly maintain up-to-date contact information between Copper and TotalBrokerage with this streamlined workflow. When a company is updated in Copper, this automation ensures the corresponding company in TotalBrokerage is also updated. Save valuable time and keep your records organized by integrating this process seamlessly.
Effortlessly maintain up-to-date contact information between Copper and TotalBrokerage with this streamlined workflow. When a company is updated in Copper, this automation ensures the corresponding company in TotalBrokerage is also updated. Save valuable time and keep your records organized by integrating this process seamlessly.
- When this happens...
Updated CompanyTriggers when a Person's Company is changed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreate a contact in your TotalBrokerage CRM.
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 found
Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Added to Contact
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Created
Triggers when a new transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact IDRequired
Activity TypeRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Nickname
Company
Lead Type
Lead Status
Lead Source
Language
Notes
Email Address
Type
Phone Number
Type
Tags
Owner
Office
Duplicate Check Option
Send Notification
Lead Route Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
EnabledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Nickname
Company
Lead Type
Lead Status
Lead Source
Language
Email Address
Type
Phone Number
Type
Tags
Notes
Owner
Office
Lead Route ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVendor IDRequired
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 foundAccount Created
Triggers when a new account is created in your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account Updated
Triggers when an account in your brokerage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Created
Triggers when a new contact is created for your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contacts Imported
Triggers when contacts are mass imported into the CRM.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity Added to Transaction
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Added
Triggers when a new date is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Date Removed
Triggers when a date is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email Received for Transaction
Triggers when an email is received for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Property Updated
Triggers when the property information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Status Updated
Triggers when the status of a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction IDRequired
Activity TypeRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First NameRequired
Last NameRequired
Email AddressRequired
Mobile Phone Number
Contact Capture Email Address
OfficesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
First NameRequired
Last NameRequired
Email AddressRequired
Mobile Phone Number
OfficesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Nickname
Company
Lead Type
Lead Status
Lead Source
Language
Email Address
Type
Phone Number
Type
Tags
Notes
OwnerRequired
OfficeRequired
Lead Route
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
First Name Criteria
Last Name
Last Name Criteria
Company
Company Criteria
Email
Email Criteria
Phone
Phone Criteria
Lead Type
Lead Type Criteria
Lead Status
Lead Status Criteria
Lead Source
Lead Source Criteria
Language
Language Criteria
Owner
Office
Tags
Tags Criteria
Include Trashed Contacts?
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTransaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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