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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect Pixifi and Copper to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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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.
Contract Signed and Accepted
Triggers when a Contract is signed and Accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Type
Event Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Category
Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Brand
Date Is Already Booked?
Another Lead Has Same Date
Event Type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Category
Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Type
Product Status
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Questionnaire Answered
Triggers when a Questionnaire is filled out completely and submitted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Category
Assigned To
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event DateRequired
Event TypeRequired
Client's Name
Event Name
Event End Date
Event Start Time
Event End Time
Event Arrival Time
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Expense Date
Expense Amount
Expense Description
Expense Category
Expense Bank Account Name
Expense Receipt Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email Address
Phone Number
File Name
File Link/UrlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand
Project Type
Project Name
Start Date
Primary Contact(s)
Full Name (First and Last)
First Name
Last Name
Email Address
Email Address Opt-In
Alternate Email Address
Alternate Email Address Opt-In
Phone
Mobile Phone
Mobile Phone Opt-In
Contact #2 Full Name (F & L)
Contact #2 First Name
Contact #2 Last Name
Contact #2 Email Address
Contact #2 Email Address Opt-In
Contact #2 Alternate Email
Contact #2 Alt Email Opt-In
Contact #2 Phone
Contact #2 Mobile Phone
Contact #2 Mobile Phone Opt-In
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Referred By
Notes
Custom Fields (Advanced)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BrandRequired
Payment TypeRequired
Payment AmountRequired
Payment Received DateRequired
Transaction IDRequired
Due Date (optional)
Fee Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task TitleRequired
Task Due DateRequired
Task Assigned To
Task Notes/Description
Task Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email Address
ActionThis is an event a Zap performs.SearchFind existing data in your appEntity 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
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
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
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-Mail
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
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
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
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
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
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
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
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
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
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
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
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
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
Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Specific Custom TriggerRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Time Before (Unit Type)Required
Event Type
Brand
Time BeforeRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planLead Status
Event Type
Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Project Type
Project Status
Brand
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Full Name (First and Last)
First Name
Last Name
Email Address
Alternate Email Address
Phone
Mobile Phone
#2 Full Name (First and Last)
#2 First Name
#2 Last Name
#2 Email Address
#2 Alternate Email Address
#2 Phone
#2 Mobile Phone
Primary Contact(s)
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Notes
Company Name
Primary Birthday
Client Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Event IDRequired
Event Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice TypeRequired
Due DateRequired
Invoice Subject/TitleRequired
Issue Date (Created on Date)
Custom Invoice ID
PO Number (Purchase Order)
Tax Rate 1
Tax Profile (For Tax Rate 1)
Tax Rate 2
Tax Profile (For Tax Rate 2)
Tax Rate 3
Tax Profile (For Tax Rate 3)
Object Owner ID
Customer ID
Notes
Lineitem TypeRequired
Lineitem Price
Lineitem Is Taxable?
Lineitem QuantityRequired
Lineitem Description
Lineitem Longer Description
Lineitem Cost
LIneitem Image Thumbnail URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Brand
Event Name
Event Type
Event Date
Event Start Time
Event End Time
Event End Date
Primary Contact(s)
Full Name (First and Last)
First Name
Last Name
Email Address
Email Address Opt-In
Alternate Email Address
Alternate Email Address Opt-In
Phone
Mobile Phone
Mobile Phone Opt-In
Contact #2 Full Name (F & L)
Contact #2 First Name
Contact #2 Last Name
Contact #2 Email Address
Contact #2 Email Address Opt-In
Contact #2 Alternate Email
Contact #2 Alt Email Opt-In
Contact #2 Phone
Contact #2 Mobile Phone
Contact #2 Mobile Phone Opt-In
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Referred By
Notes
Custom Fields (Advanced)
Google Click Identifier (gclid)
3rd Party Lead Form Submission Idempotency Key
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.The Lead IDRequired
Lead Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project NameRequired
Project Type
Project Start Date
Project Client
Project Status
Project Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Client's IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent Type NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst Name
Last Name
Email Address
Full Name (First and Last)
First Name
Last Name
Email Address
Alternate Email Address
Phone
Mobile Phone
#2 Full Name (First and Last)
#2 First Name
#2 Last Name
#2 Email Address
#2 Alternate Email Address
#2 Phone
#2 Mobile Phone
Primary Contact(s)
Primary Mailing Address
Primary Mailing Address 1
Primary Mailing City
Primary Mailing State/Province
Primary Mailing Zip Code/Postal
Primary Mailing Country
Notes
Company Name
Primary Birthday
Client Category
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew 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
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
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
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
If Person Already Exists
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
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
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
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
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
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
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
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
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
Due Date
Reminder Date
Description
Priority
Tags
Related Entity Type
Related Entity Object
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
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
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
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
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
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
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