LiquidPlanner

LiquidPlanner + Copper Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect LiquidPlanner and Copper, with as many as 658 possible integrations. Are you ready to find your productivity superpowers?

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Connect LiquidPlanner + Copper in Minutes

It's easy to connect LiquidPlanner + Copper and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew or Changed Client

This trigger will fire when a task is created or updated in your workspace.

InstantNew or Changed Document

A document has been created or updated in your workspace.

InstantNew or Changed Project

A project has been created or updated in your workspace.

Create Activity

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

Update Company

Updates a Company depending on the match criteria.

InstantNew or Changed Comment

A comment has been created or updated in your workspace.

InstantNew or Changed Package

Triggered when a package is created or updated in LP.

InstantNew or Changed Task

A new task has been created in your workspace!

Associate to Project

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.

Create/Update Company

Creates or Updates a Company depending on the match criteria.

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