Triggers when a new time off type is created.

Triggers when a new person is added.

Triggers when a new time off is created.

Triggers when a new task is created.

Triggers when a new project is created.

Triggers when a new department is added.

Triggers when a new client is added.

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Triggers when the Lead Statuses dropdown populates its contents.

Triggers when a dynamic dropdown for Customer Sources is used.

Triggers when an Opportunity's status is changed.

Triggers when the Activity Match Types dropdown populates its contents.

Triggers when the Lead Match Types dropdown populates its contents.

Triggers when the Contact Types dropdown populates its contents.

Triggers when a Project is changed.

Triggers when the Activity Types dropdown populates its contents.

Triggers when the Contact Match Types dropdown populates its contents.

Triggers when a Lead's status is changed.

Triggers when a new lead is created.

Triggers when a new Person is created in Copper.

Triggers when an Opportunity's stage is changed.

Triggers when the Company Users dropdown populates its contents.

Triggers when a Lead is created in Copper.

Triggers when the Company Match Types dropdown populates its contents.

Triggers when an Opportunity is changed.

Triggers when the dropdown for a new Opportunity's Pipeline needs its options.

Triggers when a Person's Contact Type is changed.

Triggers when the Opportunity Statuses dropdown populates its contents.

Triggers when we need stages for a pipeline.

Triggers when a new opportunity is created.

Triggers when a dynamic dropdown for Currencies is used.

Triggers when a new Company is created in Copper.

Triggers when the Project Match Types dropdown populates its contents.

Triggers when a Person's Company is changed.

Triggers when the Opportunity Match Types dropdown populates its contents.

Triggers when we need entities of a given type.

Triggers when a Person is changed.

Triggers when an Opportunity is created in Copper.

Triggers when an Opportunity moves to a different Stage.

Triggers when a new activity is created.

Searches for an existing person in Copper.

Searches for an existing opportunity in Copper.

Searches for an existing activity in Copper.

Searches for an existing lead in Copper.

Searches for an existing company in Copper.

Searches for an existing project in Copper.

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Creates or Updates a Project depending on the match criteria.

Updates a Project depending on the match criteria.

Creates or Updates an Opportunity based off of a match criteria.

Updates a Company depending on the match criteria.

Creates or Updates a Lead depending on the match criteria.

Creates a new Person or, optionally, updates an existing Person. See the "When email address is already used for a Person" Action Field for details.

Creates or Updates a Company depending on the match criteria.

Updates a Person depending on the match criteria.

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 Person depending on the match criteria.

Updates an Opportunity based off of a match criteria.

Updates a Lead depending on the match criteria.

Updates an Opportunity based off of Opportunity ID.

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