Copper + Daftra
Create new Daftra clients from new Copper companies
Effortlessly keep your client information up-to-date with this Copper and Daftra workflow. When a new company is added in Copper, this automation will instantly create a new client in Daftra, saving you time and ensuring accuracy across your systems. Stay organized and maintain consistent records between your CRM and accounting platforms.
Effortlessly keep your client information up-to-date with this Copper and Daftra workflow. When a new company is added in Copper, this automation will instantly create a new client in Daftra, saving you time and ensuring accuracy across your systems. Stay organized and maintain consistent records between your CRM and accounting platforms.
- When this happens...
New CompanyTriggers when a new Company is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Add ClientCreates a new client
ActionWriteCreate a new record or update an existing record in your app.
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Entity 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.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
Credit Note Created
Triggers when a new Credit Note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Created
Trigger When New Purchase Order is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Credit Note Deleted
Triggers when a Credit Note is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Invoice
Triggers when an Invoice is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Journal Deleted
Triggers when a Journal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Receipt Deleted
Triggers when a Refund Receipt is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Credit Note Updated
Triggers when a Credit Note is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Updated
Triggers when a Invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Journal Updated
Triggers when a Journal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Receipt Updated
Triggers when a Refund Receipt was updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Deleted
Triggers when an Estimate is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Created
Triggers when there's a new Invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense Created
Triggers when a new Expense is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Journal Created
Triggers when a new Journal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Deleted
Triggers when a Product is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Created
Triggers when a new supplier is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Updated
Triggers when Supplier is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Invoice
Creates a new Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Product
Creates a new Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Refund Receipt
Creates a new Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Expense
Creates a new Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Supplier
Creates a new supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Estimate IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Refund Receipt IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Client
Edits a Client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Expense
Edits an Expense
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Invoice Payment
Edits an Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Product
Edits a Product
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Refund Receipt
Edits a Refund Receipt
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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
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
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 foundRefund Receipt Created
Triggers when a new Refund Receipt is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Deleted
Triggers when a Client is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Deleted
Triggers when an Expense is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Deleted
Triggers when an invoice Payment is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Deleted
Triggers when Purchase Order Deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Updated
Triggers when a Client is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Expense Updated
Triggers when an Expense is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Updated
Triggers when an Invoice Payment is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Updated
Triggers when Purchase Order was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Created
Triggers when a new Estimate is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Estimate Updated
Triggers when an Estimate is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Payment Created
Triggers when a new Invoice Payment is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when there's a new product.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Updated
Triggers when a Product is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Supplier Deleted
Triggers when supplier is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Add Estimate
Creates a new Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Invoice Payment
Creates a new Invoice Payment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Purchase Order
Creates a new Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Client
Creates a new client
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Add Journal
Creates a new Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Estimate
Edits an Estimate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Invoice
Edits an Invoice
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Journal
Edits a Journal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Purchase Order
Edits a Purchase Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Supplier
Edits a Supplier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
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