Mailchimp + Airtable + Copper Integrations
How to connect Mailchimp + Airtable + Copper
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Do even more with Mailchimp + Airtable + Copper
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Mailchimp, Airtable, and Copper. And don’t forget that you can add more apps and actions to create complex workflows.
Audience
LinkRequired
Select a link from your campaign to track. It's not currently possible to trigger on all link clicks for a campaign with a single Zap.
Trigger on every click from a subscriber?
If no (and by default) this trigger will only fire the first time a user clicks a link in your campaign.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStoreRequired
To prevent timeout errors, please ensure the list of customers for this store does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStore
If specified, will only trigger on orders created in this store. Otherwise, will default to all orders in your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Segment or TagRequired
To prevent timeouts, please ensure the list of subscribers in the segment/tag does not exceed 3000.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber for the custom event. The email address must already be subscribed to the audience.
Custom Event NameRequired
Must be 2-30 characters in length. Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters will be ignored.
Properties
Additional properties for this event (e.g. "User Type: Premium", "Preferred Communication: Email", etc). Note: Letters, numbers, underscores, hyphens, and any spaces between are considered valid characters. Any invalid characters in the first column only will be ignored.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to unsubscribe from this audience.
Delete Member
Completely delete this contact from MailChimp? (No: just unsubscribe them)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
A Custom Value is typically used here to pass in the Campaign ID from a "Create Campaign" or "Find Campaign" step. Learn more
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
The tag to which the subscriber will be added.
Email AddressRequired
The email address of the person you want to add to this segment. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Mailchimp are located here https://mailchimp.com/developer/reference/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StoreRequired
Email AddressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBaseRequired
TableRequired
Limit to View
(Optional) Limit to records added to a specific View, and return records in the View order.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBaseRequired
Base in which to create the record.
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Pick the Airtable base containing the records you wish to update.
TableRequired
Pick the Airtable table containing the records you wish to update.
RecordRequired
Pick the Airtable record that you wish to update.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Airtable are located here https://airtable.com/api
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Base to search for a record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
You can optionally limit the search to a specific view id.
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Base in which to create the record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
You can optionally limit the search to a specific view id.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
The type of Activity to log.
Activity DateRequired
The date and time for which the Activity should be logged.
Parent TypeRequired
The type of the Copper object on which the Activity will be logged.
Parent ObjectRequired
The Copper object on which the Activity will be logged.
Acting UserRequired
The Copper User performing the Activity.
DetailsRequired
Details about the Activity to be logged.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Person's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-MailRequired
If Person Already Exists
Copper enforces uniqueness of Person email addresses, i.e. more than one Person cannot have the same email address. This setting determines how the Create/Update Person Action behaves when provided with an email address that belongs to an existing Person.
When "If Person Already Exists" is set to "Skip" (its default value), attempting to create a Person with an email address belonging to an existing Person will make no changes, and Copper will return the existing Person.
When "If Person Already Exists" is set to "Overwrite", attempting to create a Person with an email address belonging to an existing Person will update the existing Person with the specified attributes, and Copper will return the updated Person.
(This setting does not affect creating a Person with no email address, which is always valid, or creating a Person with email addresses belonging to multiple existing People, which is always invalid.).
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Monetary Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Monetary Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
Description
Assignee
The Copper User to whom the Deal will be assigned.
Status
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Monetary Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
Assignee
The Copper User to whom the Deal will be assigned.
Status
Description
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Monetary Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
The Copper User to whom the Task will be assigned.
Due Date
The due date of the Task.
Reminder Date
The date and time at which to be reminded about the Task.
Description
Priority
The priority of the Task.
Tags
A comma-separated list of tags for the Task.
Related Entity Type
The type of the Copper object on which the Task will be related to.
Related Entity Object
The Copper object on which the Task will be related to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Copper are located here https://developer.copper.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
NameRequired
Assignee
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Primary ContactRequired
The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
Assignee
The Copper User to whom the Deal will be assigned.
Status
Description
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Monetary Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Audience
Trigger on every open from a subscriber?
If no (and by default) this trigger will only fire the first time a user opens an email.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planAudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Note About Samples
When samples are pulled in the next step for this trigger, the GROUPINGS data will be static, dummy data ("Example Group Category 1"). Use the example Group values to setup your Zap, and the data should reflect appropriately when the Zap runs.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.AudienceRequired
Tag nameRequired
Examples: Conference Lead, Influencer, or Donor (Tag length is limited to 100 characters).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
TagRequired
Email AddressRequired
The email address of the person you want to remove from this tag. Note: the email address must already be subscribed to the audience, or this will fail.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AudienceRequired
Email AddressRequired
The email address of the subscriber you want to add a note to. The email address must already be subscribed to the audience.
NoteRequired
The content of the note. Note length is limited to 1,000 characters.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
The name of the Campaign to find
ActionThis is an event a Zap performs.SearchFind existing data in your appAudienceRequired
Tag nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
The name of the Campaign to find
Campaign Name
AudienceRequired
Select the audience you want to send the campaign to.
Segment or Tag
Select which segment or tag you want to send the campaign to. If no segment/tag is selected, the campaign will be sent to the entire audience selected above.
Email SubjectRequired
Preview Text
This snippet will appear in the inbox after the subject line.
From NameRequired
From Email AddressRequired
To Name
Supports
*|MERGETAGS|*for recipient name, such as*|FNAME|*,*|LNAME|*,*|FNAME|* *|LNAME|*, etc.Template
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
Email Content (HTML)
Select either a template or provide HTML email content, you cannot provide both. If both fields are left blank, the campaign draft will have no content.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearchRequired
The email address of the Subscriber you want to find.
Audience
Limit your search to this specific Audience.
AudienceRequired
Subscriber EmailRequired
The email address of the subscriber you want to subscribe to this audience. Please don't type an email address in this field, instead this should use a value from a previous step in your Zap. Learn more here.
Double Opt-In
If yes, a confirmation email will be sent to the address before they appear on the chosen audience.
Update Existing
If no, the Zap will skip/halt this step if the subscriber exists, otherwise overwrites data sent.
Replace Groups
Determines what changes to make to the subscriber's groups/interests.
- Add Only The group(s) specified below will be added to the subscriber's existing groups/interests.
- Replace All All of the subscriber's existing groups will be cleared, and replaced with the groups selected below.
- Replace Matching Clears any existing group selections only for the groups specified below. Learn more here.
Groups
Language Code
This should be a two letter language code (ISO639-1) See here for the list of language codes.
Tag(s)
The tag(s) to which the subscriber will be added. Tags will be added to any existing tags on existing subscribers.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBaseRequired
TableRequired
Help Text
You must have at least one "Last Modified Time" type column in your Table in order to use this Trigger. Learn more about those here.
Which timestamp field should this Zap use to check for updates?Required
When this column changes to a new timestamp, your Zap will trigger on the corresponding record. Note: Must be a Last Modified Time column type.
Limit to View
Filter on updates to a specific View in your Table.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBaseRequired
Base in which to create the record.
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BaseRequired
Base to search for a record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
Limit the search to a specific view. Useful for sorting results.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
ActionThis is an event a Zap performs.SearchFind existing data in your appBaseRequired
Base in which to create the record.
TableRequired
Pick an Airtable table that you want to search.
Search by Field
Pick a field from the base to match against the search value.
Search Value
The value of unique identifier for the record.
Search Formula
(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.
Limit to View
Limit the search to a specific view. Useful for sorting results.
Include file contents?
Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundEntity TypeRequired
Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source TypeRequired
Project IdRequired
Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Person's full name
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-Mail
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Person's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-MailRequired
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Name
Primary Contact
Insert the ID of the primary contact for this Opportunity. To get the ID, please create another action before this step: Copper - Create/Update Person and update the name field. Here is our guide.
Description
Assignee
The Copper User to whom the Deal will be assigned.
Status
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
Description
Assignee
The Copper User to whom the Deal will be assigned.
Status
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
Activity TypeRequired
The type of Activity to log.
Activity DateRequired
The date and time for which the Activity should be logged.
Parent TypeRequired
The type of the Copper object on which the Activity will be logged.
Parent ObjectRequired
The Copper object on which the Activity will be logged.
Acting UserRequired
The Copper User performing the Activity.
DetailsRequired
Details about the Activity to be logged.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
The Person's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-MailRequired
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Monetary Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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