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.

Triggers when a new contact is created.

Creates a new company.

Creates a new person.

Creates a new deal.

Stops sequence enrollments for a given lead.

Creates a new lead.

Creates a new note for an existing lead, contact or deal.

Updates an existing product in catalog. Requires Sell Enterprise Plan or higher.

Finds a company by Company ID, name or email address.

Finds a person by Person ID, name or email address.

Finds a deal source by ID or name.

Finds a lead source by ID or name.

Finds a sequence by Sequence ID or name. Requires Reach add-on.

Finds a user by ID, email or name.

Finds a contact by Contact ID, name or email address. Optionally, create one if none are found.

Finds a lead by ID, company name, name or email address. Optionally, create one if none are found.

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.

Triggers when an existing contact is updated.

Triggers when a deal enters a new stage.

Triggers when a new note is created.

Triggers when a new task is created.

Updates an existing company.

Updates an existing person.

Updates an existing deal.

Creates a sequence enrollment for a given lead. Requires Reach add-on.

Updates an existing lead.

Creates a new product in catalog. Requires Sell Enterprise Plan or higher.

Creates a new task.

Finds a contact by Contact ID, name or email address.

Finds a deal by Deal ID or name.

Finds a lead by ID, company name, name or email address.

Finds a product by ID, name or SKU. Requires Sell Enterprise Plan or higher.

Finds a deal stage by ID or name.

Finds a company by Company ID, name or email address. Optionally, create one if none are found.

Finds a deal by Deal ID or name. Optionally, create one if none are found.