Twilio + ActiveCampaign + Copper Integrations
How to connect Twilio + ActiveCampaign + Copper
Zapier lets you send info between Twilio, ActiveCampaign, and Copper automatically—no code required.
Do even more with Twilio + ActiveCampaign + 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 Twilio, ActiveCampaign, and Copper. And don’t forget that you can add more apps and actions to create complex workflows.
New Phone Number
Triggered when you add a new phone number.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Recording
Triggered when a new recording is available on your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Transcription
Triggered when a new transcription is available on your account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFrom NumberRequired
Alphanumeric Sender ID
Enter up to 11 characters using A-Z, a-z, 0-9 and spaces. You must enable with Twilio first and can only send to supported countries.
To NumberRequired
Include country code. Everything but numbers will be removed and leading
+wil be added. Separate multiple numbers with commas. Example:15554443333,44111222333.MessageRequired
Media Url
Must be a URL that Twilio can download (so private URLs or files may not work!)
Send Large Messages?
If
yes, we'll send a message up to 1600 characters in length. This is priced as multiple messages, and you can read more about it here. Ifno, we'll only send a single message, truncated at 160 characters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Select the object you want to trigger this Zap
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New or Updated Account
Triggers when a new account is added or an existing account's details are updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign bounce is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign open is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign unsubscribe is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task type
Leave blank to trigger for all task types, begin typing to filter, or use the Custom tab for text/input entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Task
Triggers when a new deal task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the subscriber is added to.
Importer Note
Adding contacts to lists via the CSV importer will not cause this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
List the subscriber is added or updated in. Leave blank if you wish this trigger to run on all contact adds or updates.
Skip Unsubscribe Events
Choose "Yes" to stop unsubscribe events from triggering the zap.
Importer Note
Creating contacts via the CSV importer will not cause this trigger to fire.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
Website
Suggested Format:
https://www.example.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.List
ID
ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
Email Address
Email of the contact, once created it cannot be updated via this action. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE.
First Name
Last Name
Full Name
Only use this if you can't obtain the first and last name fields separately.
Phone Number
Can be used with our SMS feature.
Tags
Separate multiple tags with a comma (IE: "tag1, tag2, etc").
Organization Name
Job Title
Job Title will be available when there is an Account associated.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
Subscriber EmailRequired
The contact email address (to add into the automation).
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email MessageRequired
The email message (previously created). No HTML/text values accepted here. To generate a new email message, create a new campaign and set up the email message on the template step. Save it, then come back into Zapier and choose that message from the dropdown here.
ListRequired
Campaign NameRequired
This is internal name of the campaign, not the subject.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Enter the contact ID.
List IDRequired
Enter the List ID or enter zero for all lists.
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Insert the task ID to be updated. Leave blank if creating a new task
Title
The title to be assigned to the task.
Contact IDRequired
Insert the ID of the Contact to be assigned this task.
Note
The content describing the task.
Due DateRequired
Due date of the task ex. 2021-02-25T12:00:00-06:00.
End Date
End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
Task TypeRequired
The type of the task based on the available Task Types in your account.
Assignee
The id of the user this task will be assigned to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Deal IDRequired
Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Value
In cents. Example: $350.00 would be 35000.
Currency
Example: usd.
Owner
Pipeline
Stage
Account ID
Contact ID
Status
Description
Deal's description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event KeyRequired
Found under the Settings > Tracking > Event Tracking section of ActiveCampaign.
Event Account IDRequired
Found under the Settings > Tracking > Event Tracking API section of ActiveCampaign.
Event NameRequired
Event Value
Contact Email Address
If not supplied the event will still be saved.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ActiveCampaign ID of the contact. NOTE: IF THIS IS NOT PROVIDED, 'email' MUST BE
Email Address
Email of the contact. NOTE: IF THIS IS NOT PROVIDED, 'id' MUST BE
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Title
Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
Contact Email
Use either Deal Title or Contact Email to search for a deal. If both are filled out, both the title and email must match on a deal to get a result.
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal Task TitleRequired
The deal task title
Deal ID
The related deal ID
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
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.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
New Call
Triggered when a call is finished on your Twilio number.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.To NumberRequired
Choose the phone number in your Twilio account you want to watch for new SMS.
Apply US Prefix
Automatically add 1 to 10 digits US based numbers.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFrom NumberRequired
To NumberRequired
Include country code. Everything but numbers will be removed and leading
+wil be added. Separate multiple numbers with commas. Example:15554443333,44111222333.MessageRequired
Voice
Language
Send Digits
A string of keys to dial after connecting to the number. Can be 0-9, #, *, or w (to wait 1/2 sec). Does not dial a new number for forwarding - for responding to a phone menu.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
Select the object you want to trigger this Zap
Trigger EventsRequired
Select which events should trigger this Zap
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Type (Optional)
The type of the task based on the available Task Types in your account
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the campaign link click is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the Campaign is sent to.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List
List that the contact note is associated with.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Note
Triggers when a new deal note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ListRequired
List the subscriber is updated in.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.EventRequired
Tag
Leave blank to trigger for all Tags, begin typing to filter, or use the Custom tab for text/input entry
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Account IDRequired
Name
Website
Suggested Format:
https://www.example.com
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
In dollars. Example: 350.00.
Owner
The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value (or invalid value) is supplied, it will default to the connected ActiveCampaign account user.
CurrencyRequired
Example: usd.
PipelineRequired
StageRequired
Account
Contact Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.AutomationRequired
The contact will be removed from this automation.
Automation RunRequired
The automation run(s) that the contact will be removed from.
Contact IDRequired
ActiveCampaign ID of the contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Contact that will get added to the account.
Account IDRequired
Choose an account.
Job Title
Set a job title for the related contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
The ID of the Contact where the tag will be added or removed
ActionRequired
Add or remove tag from AC Contact
Existing Tags
Choose from list or enter/insert tag data below
Tags
Enter/insert tag data or use the drop down list above, separate tags with a comma
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Custom ObjectRequired
The object that you want to create a record for in ActiveCampaign
Record ID
To update an existing record, provide the record ID or external ID
External ID
To update an existing record, provide the record ID or external ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ValueRequired
In cents. Example: $350.00 would be 35000.
Owner
The "Auto" option only works if your chosen pipeline has "Automatic Deal Assignment" configured. If no value is supplied, it will default to the connected ActiveCampaign account user.
CurrencyRequired
Example: usd.
PipelineRequired
StageRequired
Account ID
An Account or Contact is required to create a deal.
Contact ID
An Account or Contact is required to create a deal. The Contact selected will be made the Primary Contact.
Description
Deal's description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Insert the task ID to be updated. Leave blank if creating a new task.
Title
The title to be assigned to the task.
Deal IDRequired
Insert the ID of the Deal to be assigned this task.
Note
The content describing the task.
Due DateRequired
Due date of the task ex. 2021-02-25T12:00:00-06:00.
End Date
End Date (i.e. duration) of the task ex. 2021-02-25T12:15:00-06:00. Must be later than Due Date.
Task TypeRequired
The type of the task based on the available Task Types in your account.
Assignee
The id of the user this task will be assigned to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActionRequired
Subscribing will not update lists the Contact already belongs to with any status. Unsubscribing requires the contact already belongs to the list in some status.
List IDRequired
List from which you'd like to your Contact to be Subscribed/Unsubscribed
Contact ID
ActiveCampaign ID of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Email Address' MUST BE
Email Address
Email of the Contact. NOTE: IF THIS IS NOT PROVIDED, 'Contact ID' MUST BE
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Task TitleRequired
The contact task title
Contact ID
The related contact ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle
The title of the Deal
Contact Email
The email of a Contact on the Deal
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Email of the user being searched
ActionThis is an event a Zap performs.SearchFind existing data in your appNew 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.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
Top companies trust Zapier to automate work and free up time
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
How Twilio + ActiveCampaign + Copper Integrations Work
- Step 1: Authenticate Twilio, ActiveCampaign, 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.