Connect Copper and Yardi Kube to power AI-driven automation

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Copper.

Add your action

An action happens after the trigger—such as "Archive Company" in Yardi Kube.

You’re connected!

Zapier seamlessly connects Copper and Yardi Kube, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
Try It
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
Try It
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It

Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It

Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- 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
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- 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
Action
Search or write
Activity Is Created in Yardi Kube
Triggers when an activity is created in Yardi Kube.
Trigger
Instant
Try It
Booking Is Archived in Yardi Kube
Triggers when a booking is archived in Yardi Kube.
Trigger
Instant
Try It
Booking Is Updated in Yardi Kube
Triggers when a booking is updated in Yardi Kube.
Trigger
Instant
Try It
Company Is Created in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
Try It
Event Is Created in Yardi Kube
Triggers when an event is created in Yardi Kube.
Trigger
Instant
Try It
Lead Is Archived in Yardi Kube
Triggers when a lead is archived in Yardi Kube.
Trigger
Instant
Try It
Lead Is Updated in Yardi Kube
Triggers when a lead is updated in Yardi Kube.
Trigger
Instant
Try It
Member Is Created in Yardi Kube
Triggers when a member is created in Yardi Kube.
Trigger
Instant
Try It
Note Is Created in Yardi Kube
Triggers when a note is created in Yardi Kube.
Trigger
Instant
Try It
Tour Is Archived in Yardi Kube
Triggers when a tour is archived in Yardi Kube.
Trigger
Instant
Try It
Tour Is Updated in Yardi Kube
Triggers when a tour is updated in Yardi Kube.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Title
  Required
- Start Date time
  Required
- End Date Time
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Id
  Required
- Primary Contact Id
  Required
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
Action
Write
- Id
  Required
- Comment
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write
Activity Is Updated in Yardi Kube
Triggers when an activity is updated in Yardi Kube.
Trigger
Instant
Try It
Booking Is Created in Yardi Kube
Triggers when a booking is created in Yardi Kube.
Trigger
Instant
Try It
Company Is Archived in Yardi Kube
Triggers when a company is archived in Yardi Kube.
Trigger
Instant
Try It
Company Is Updated in Yardi Kube
Triggers when a company is created in Yardi Kube.
Trigger
Instant
Try It
Event Is Updated in Yardi Kube
Triggers when an event is updated in Yardi Kube.
Trigger
Instant
Try It
Lead Is Created in Yardi Kube
Triggers when a new lead is created in Yardi Kube.
Trigger
Instant
Try It
Member Is Archived in Yardi Kube
Triggers when a member is archived in Yardi Kube.
Trigger
Instant
Try It
Member Is Updated in Yardi Kube
Triggers when a member is updated in Yardi Kube.
Trigger
Instant
Try It
Note Is Updated in Yardi Kube
Triggers when a note is updated in Yardi Kube.
Trigger
Instant
Try It
Tour Is Created in Yardi Kube
Triggers when a tour is created in Yardi Kube.
Trigger
Instant
Try It
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Type
  Required
- Title
  Required
- Completed Date
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Name
  Required
- Company Type Id
  Required
- Primary Property Id
  Required
- Assigned Internal User Id
  Required
- Created From
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Company Name
  Required
- Assigned Internal User ID
  Required
- Property ID
  Required
- User Type ID
  Required
- Email Type
- Email
- Phone Type
- Phone
- Source Major Id
- Source Minor Id
- Opt out of Marketing
- Custom FIeld 1
- Custom Field 2
- Custom Field 3
- Custom Field 4
- Custom FIeld 5
- Custom Field 6
- Custom Field 7
- Custom Field 8
- Custom Field 9
- Custom Field 10
- Custom Field 11
- Custom Field 12
- Custom Field 13
- Custom Field 14
- Custom Field 15
- Custom Field 16
- Custom Field 17
- Custom Field 18
- Custom Field 19
- Custom Field 20
Action
Write
- Property
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
Action
Write
- Company Id
  Required
- User Type Id
  Required
- Property Id
  Required
- Mailing State
  Required
- Other State
  Required
- First Name
  Required
- Last Name
  Required
- Email1
  Required
- Culture
  Required
Action
Write
- Id
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Title
  Required
- Member Id
  Required
- Company Id
  Required
- Property Id
  Required
- Space Id
  Required
- Type
  Required
- Number Of Attendees
  Required
Action
Write
- Id
  Required
- Title
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
Action
Write
- Id
  Required
- Company Id
  Required
- First Name
  Required
- Last Name
  Required
- User Type Id
  Required
- Email
  Required
- Property Id
  Required
- Culture
  Required
Action
Write
- Property
  Required
- Assign To
  Required
- Object Id
  Required
- Object Type
  Required
- Start Date Time
  Required
- End Date Time
  Required
- Id
  Required
Action
Write

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Connect Copper and Yardi Kube to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Copper on the Zapier blog

Make work flow with AI

Level up your Copper to Yardi Kube integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn moreLearn moreHelpHelp

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About Yardi Kube

Yardi Kube is an all-in-one coworking management platform.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Copper and Yardi Kube to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Copper and Yardi Kube to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Copper on the Zapier blog

4 ways to automate Copper

Make work flow with AI

Connect Copper to Yardi Kube on the world's largest no-code automation platform