Create integrations between Sales Cookie and Copper to automate any workflow
Create your first workflow
Quickly automate workflows with Sales Cookie and Copper using Zapier's templates.
Our most popular template
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 your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
Plan NameRequired
Try ItEntity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
Try ItNew Lead
Triggers when a Lead is created in Copper.
Try It
Transaction DateRequired
Unique ID
Revenue
Profit
Currency
Transaction Status
Customer
Product / Service
Owner / Sold By #1
Owner / Sold By #2
Owner / Sold By #3
Team / Territory #1
Team / Territory #2
Team / Territory #3
Quantity
Cost Per Unit
Taxes
Other Text #1
Other Text #2
Other Text #3
Other Numeric #1
Other Numeric #2
Other Numeric #3
Other Date #1
Other Date #2
Other Date #3
New Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try ItNew Project
Triggers when a new Project is created in Copper.
Try It