How to connect Slybroadcast + Jotform + Copper
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Do even more with Slybroadcast + Jotform + 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 Slybroadcast, Jotform, and Copper. And don’t forget that you can add more apps and actions to create complex workflows.
- Start New Campaign Using an Audio FileSends a slybroadcast voice mail to a person or group of people using an audio file that has need uploaded to your slybroadcast account.Action
- Start New Campaign Using an Audio URLSends a slybroadcast voice mail to a person or a group of people using an audio file URL.Action
- New SubmissionTriggers when a new submission has been added to a specific form.Trigger
- New Signed DocumentTriggers when a signed document is received.Trigger
- Assign FormInvite assignees to complete your formAction
- Assign Prefilled FormInvite assignees to complete your pre-populated formAction
- Create SubmissionGenerate a new submission for your formAction
- New ActivityTriggers when a new activity is created.Trigger
- Copper
Triggers when a new Company is created in Copper.
Instant
Trigger
- Copper
Triggers when a new Person is created in Copper.
Instant
Trigger
- Copper
Triggers when an Opportunity is created in Copper.
Instant
Trigger
- Copper
Triggers when a Lead is created in Copper.
Instant
Trigger
- Copper
Triggers when a new Project is created in Copper.
Instant
Trigger
- Copper
Triggers when a new Task is created in Copper.
Instant
Trigger
- Copper
Triggers when a Person's Company is changed.
Instant
Trigger
- Copper
Triggers when a Person's Contact Type is changed.
Instant
Trigger
- Copper
Triggers when a Person is changed.
Instant
Trigger
- Copper
Triggers when an Opportunity is changed.
Instant
Trigger
- Copper
Triggers when an Opportunity's stage is changed.
Instant
Trigger
- Copper
Triggers when an Opportunity's status is changed.
Instant
Trigger
- Copper
Triggers when a Lead's status is changed.
Instant
Trigger
- Copper
Triggers when a Lead is changed.
Instant
Trigger
- Copper
Triggers when a Project is changed.
Instant
Trigger
- Copper
Triggers when a Task is changed.
Instant
Trigger
- Copper
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Scheduled
Action
- Copper
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.
Scheduled
Action
- Copper
Updates a Company depending on the match criteria.
Scheduled
Action
- Copper
Creates or Updates a Company depending on the match criteria.
Scheduled
Action
- Copper
Creates a new Company.
Scheduled
Action
- Copper
Updates a Person depending on the match criteria.
Scheduled
Action
- Copper
Creates or Updates a Person depending on the match criteria.
Scheduled
Action
- Copper
Creates a new Person.
Scheduled
Action
- Copper
Updates a Lead depending on the match criteria.
Scheduled
Action
- Copper
Creates or Updates a Lead depending on the match criteria.
Scheduled
Action
- Copper
Creates a new Lead.
Scheduled
Action
- Copper
Updates an Opportunity based off of Opportunity ID.
Scheduled
Action
- Copper
Updates an Opportunity based off of a match criteria.
Scheduled
Action
- Copper
Creates or Updates an Opportunity based off of a match criteria.
Scheduled
Action
- Copper
Creates a new Opportunity.
Scheduled
Action
- Copper
Creates a new Project.
Scheduled
Action
- Copper
Updates a Project depending on the match criteria.
Scheduled
Action
- Copper
Creates or Updates a Project depending on the match criteria.
Scheduled
Action
- Copper
Creates a new Task.
Scheduled
Action
- Copper
Searches for an existing activity in Copper.
Scheduled
Action
- Copper
Searches for an existing company in Copper.
Scheduled
Action
- Copper
Searches for an existing person in Copper.
Scheduled
Action
- Copper
Searches for an existing opportunity in Copper.
Scheduled
Action
- Copper
Searches for an existing lead in Copper.
Scheduled
Action
- Copper
Searches for an existing project in Copper.
Scheduled
Action
- Copper
Searches an existing activity in Copper.
Scheduled
Action
- Copper
Searches an existing company in Copper.
Scheduled
Action
- Copper
Searches an existing person in Copper.
Scheduled
Action
- Copper
Searches an existing opportunity in Copper.
Scheduled
Action
- Copper
Searches an existing lead in Copper.
Scheduled
Action
- Copper
Searches an existing project in Copper.
Scheduled
Action
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How Slybroadcast + Jotform + Copper Integrations Work
- Step 1: Authenticate Slybroadcast, Jotform, and Copper.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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