Copper + Offorte Proposals
Create Offorte Proposals companies from new Copper companies
Easily connect your Copper and Offorte Proposals apps with this efficient workflow. Whenever a new company is added in Copper, it will instantly create a corresponding company in Offorte Proposals. Save time and streamline your data management between the two platforms, making it easier to keep track of clients and proposals.
Easily connect your Copper and Offorte Proposals apps with this efficient workflow. Whenever a new company is added in Copper, it will instantly create a corresponding company in Offorte Proposals. Save time and streamline your data management between the two platforms, making it easier to keep track of clients and proposals.
- When this happens...
New CompanyTriggers when a new Company is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create ContactCreates a new contact.
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
Contact Created
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Person Updated
Triggers when a contact person is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Created
Triggers when a product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Created
Triggers when a product directory is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Product Directory Updated
Triggers when a product directory is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Closed
Triggers when a proposal is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Created
Triggers when a proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Updated
Triggers when a proposal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.NameRequired
TypeRequired
Email
Street
Zipcode
City
State
Country
Phone
Fax
Internet
Linkedin
Facebook
Twitter
Instagram
Coc Number
Vat Number
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
Product NameRequired
Short Description
SKU
Price
VAT ID
Recurring
Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Type PluralRequired
Contact IdRequired
Contact PeopleRequired
Proposal Template IdRequired
Design Template IdRequired
Text Template IdRequired
Account User IdRequired
NameRequired
Price Total
Status
Tags
Custom Fields
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Name
Street
Zipcode
City
State
Country
Phone
Fax
Email
Internet
Linkedin
Facebook
Twitter
Instagram
Coc Number
Vat Number
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
Product NameRequired
PriceRequired
VAT IDRequired
Short Description
Product Directory
SKU
Recurring
Selectable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Proposal IdRequired
Contact Id
Contact People
Design Template Id
Text Template Id
Account User Id
Name
Price Total
Status
Tags
Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
Search TermRequired
ActionThis is an event a Zap performs.SearchFind existing data 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 foundContact Person Created
Triggers when a contact person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
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.Product Directory Deleted
Triggers when a product directory is deleted.
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.Proposal Comment
Triggers when a customer comment on a proposal is received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Send
Triggers when a proposal has been send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Won
Triggers when a proposal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Type PluralRequired
Contact IdRequired
EmailRequired
FullnameRequired
Firstname
Lastname
Salutation
Street
Zipcode
City
State
Country
Phone
Mobile
Internet
Linkedin
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Proposal IdRequired
Send Message IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
Contact Person IdRequired
Email
Fullname
Firstname
Lastname
Salutation
Street
Zipcode
City
State
Country
Phone
Mobile
Internet
Linkedin
Facebook
Twitter
Instagram
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product DirectoryRequired
New Directory NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SearchRequired
Contact Type PluralRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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