Copper + Zendesk Integrations

How to connect Copper + Zendesk

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Instant
New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant

New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant

Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant

Copper
Triggers when a Person's Contact Type is changed.
Instant
Trigger
Copper
Triggers when a Person is changed.
Instant
Trigger
Copper
Triggers when an Opportunity is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's stage is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's status is changed.
Instant
Trigger
Copper
Triggers when a Lead's status is changed.
Instant
Trigger
Copper
Triggers when a Lead is changed.
Instant
Trigger
Copper
Triggers when a Project is changed.
Instant
Trigger
Copper
Triggers when a Task is changed.
Instant
Trigger
Copper
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Scheduled
Action
Copper
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.
Scheduled
Action
Copper
Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates a new Company.
Scheduled
Action
Copper
Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates a new Person.
Scheduled
Action
Copper
Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates a new Lead.
Scheduled
Action
Copper
Updates an Opportunity based off of Opportunity ID.
Scheduled
Action
Copper
Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates or Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates a new Opportunity.
Scheduled
Action
Copper
Creates a new Project.
Scheduled
Action
Copper
Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates a new Task.
Scheduled
Action
Copper
Searches for an existing activity in Copper.
Scheduled
Action
Copper
Searches for an existing company in Copper.
Scheduled
Action
Copper
Searches for an existing person in Copper.
Scheduled
Action
Copper
Searches for an existing opportunity in Copper.
Scheduled
Action
Copper
Searches for an existing lead in Copper.
Scheduled
Action
Copper
Searches for an existing project in Copper.
Scheduled
Action
Copper
Searches an existing activity in Copper.
Scheduled
Action
Copper
Searches an existing company in Copper.
Scheduled
Action
Copper
Searches an existing person in Copper.
Scheduled
Action
Copper
Searches an existing opportunity in Copper.
Scheduled
Action
Copper
Searches an existing lead in Copper.
Scheduled
Action
Copper
Searches an existing project in Copper.
Scheduled
Action
Zendesk
Triggers when a new group is created.
Scheduled
Trigger
Zendesk
Triggers when a new organization is added to Zendesk.
Scheduled
Trigger
Zendesk
Triggers when a new ticket is added (Zendesk may take an hour to make tickets available via their API with this trigger).
Scheduled
Trigger
Zendesk
Triggers when there is activity (an audit) on a specific ticket. Can only watch one ticket per Zap.
Scheduled
Trigger
Zendesk
Triggers when a new ticket is added to a view.
Scheduled
Trigger
Zendesk
Triggers when a new user is created.
Scheduled
Trigger
Zendesk
Triggers when a new view is created.
Scheduled
Trigger
Zendesk
Create a new organization.
Scheduled
Action
Zendesk
Create a new ticket.
Scheduled
Action
Zendesk
Attach a file to an existing ticket.
Scheduled
Action
Zendesk
Add a comment to an existing ticket.
Scheduled
Action
Zendesk
Add one or more tags to an existing ticket.
Scheduled
Action
Zendesk
Update an existing organization.
Scheduled
Action
Zendesk
Update an existing ticket status or add comments.
Scheduled
Action
Zendesk
Update an existing user.
Scheduled
Action
Zendesk
Create a new user.
Scheduled
Action
Zendesk
Finds an existing agent.
Scheduled
Action
Zendesk
Finds an existing group.
Scheduled
Action
Zendesk
Finds an existing organization.
Scheduled
Action
Zendesk
Finds an existing ticket.
Scheduled
Action
Zendesk
Finds an existing user.
Scheduled
Action
Zendesk
Finds or creates a specific organization.
Scheduled
Action
Zendesk
Finds or creates a specific ticket.
Scheduled
Action
Zendesk
Finds or creates a specific user.
Scheduled
Action

How Copper + Zendesk Integrations Work

Step 1: Authenticate Copper and Zendesk.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.