Update companies in Copper from new Enki insights
Use this template to get the latest company insights via Enki and update the company in Copper automatically.
Use this template to get the latest company insights via Enki and update the company in Copper automatically.
- When this happens...  For Multiple Reports For Multiple ReportsTriggers when your reports are created or updated. TriggerPollingZapier checks for new data every 15 min on the Free plan
- automatically do this!  Update Company Update CompanyUpdates a Company depending on the match criteria. ActionWriteCreate a new record or update an existing record in your app.
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- ReportRequired 
- Attributes 
- Sections 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- Sections 
- Company 
- Attributes 
- Target Vertical 
- Time Range (last X Days) 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
 - 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 app
- Match by TypeRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Match by TypeRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Match 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 found
- Match 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 found
- Match 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
- Company 
- Url 
- Sections 
- Time Range (last X Days) 
 Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
- 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 app
- Match by TypeRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Match by TypeRequired 
 ActionThis is an event a Zap performs.SearchFind existing data in your app
- Match 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 found
- Match 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 found
- Match 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






