Connect Forecast to Copper and automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate Forecast with Copper - no code necessary. See how you can get setup in minutes.
Connect Forecast and Copper to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
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Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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.
- Project id
- Title
- Description
- Billable
- Start date
- Deadline date
- Low estimate
- High estimate
- Approved
- Bug
- Blocked
- Title
- Entity TypeRequired
- Activity TypeRequired
Try It- New Person
Triggers when a new Person is created in Copper.
Try It
- Title
- Stage
- Description
- Billable
- Use_sprints
- Sprint_length
- Start date
- Project end date
- Card_levels
- Client
- Rate_card
- Title
- Stage
- Description
- Billable
- Use_sprints
- Sprint_length
- Start date
- Project end date
- Card_levels
- Client
- Rate_card
- New Company
Triggers when a new Company is created in Copper.
Try It - New Opportunity
Triggers when an Opportunity is created in Copper.
Try It
Related categories
Related categories