Copper + PHC GO
Create customers in PHC GO from updated companies in Copper
Effortlessly keep your customer information up-to-date across Copper and PHC GO with this seamless workflow. Whenever a company is updated in Copper, this automation will create a new customer in PHC GO, ensuring you always have accurate and current data across both platforms. Streamline your customer management process and save valuable time with this easy-to-implement solution.
Effortlessly keep your customer information up-to-date across Copper and PHC GO with this seamless workflow. Whenever a company is updated in Copper, this automation will create a new customer in PHC GO, ensuring you always have accurate and current data across both platforms. Streamline your customer management process and save valuable time with this easy-to-implement solution.
- When this happens...
Updated CompanyTriggers when a Person's Company is changed.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CustomerTriggers when a new customer is created or updated in the PHC GO software.
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
Insert/ Update Customer
Triggers when a new customer is created or updated in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Calendar Event
Triggers when a new calendar event is deleted in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert/ Update Calendar Event
Triggers when a new calendar event is created in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inactive Article
Triggers when a product/ article it's set to inactive in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert Article
Triggers when a new article/ service/ product is created in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert Task
Triggers when a new task is created in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Article
Triggers when a new article/ service/ product is updated in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Document Type:Required
Document Number:Required
Reason for Cancellation:Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name:Required
Number:
Country:
City:
Address:
Postal Code:
Email:
Mobile Phone:
Tax Number:
IBAN:
Observations:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Name:Required
Country:
City:
Address:
Postal Code:
E-mail:
Tax Number:
Abbreviated Name:
Document Type:Required
Document Number:
Reference:Required
Designation:
Unit Price:Required
Quantity:Required
Tax Included:
Tax Percentage:
Tax Region:
Discount 1
Discount 2
Additional field:
Additional field 2:
Warehouse:
Shipping Reference:
Shipping Designation:
Shipping Unit Price:
Shipping Quantity:
Tax included in shipping price:
Tax Percentage in Shipping Price:
Shipping Tax Region:
Shipping Fee Discount 1:
Shipping Fee Discount 2:
Shipping additional Field:
Shipping additional Field 2:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity:Required
ItemVO:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name:Required
Number:
Country:
City:
Address:
Postal Code:
Email:
Mobile Phone:
Tax Number:
IBAN:
Observations:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Description
Scheduled For:Required
Starts At:Required
Ends At:Required
Participant E-mail:Required
Location Name:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity:Required
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 foundDelete Article
Triggers when a new article/ service/ product is deleted in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Delete Customer
Triggers when a customer is deleted from the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Choose the series of Order:
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Inactive Customer
Triggers when a customer/ subscriber it's set to inactive in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert Customer
Triggers when a new customer is created in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Insert/ Update Article
Triggers when a new article/ service/ product is created or updated in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Customer
Triggers when a new customer is updated in the PHC GO software.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Resume:Required
Issue Date:Required
Due Date:
Recurrence:Required
Nº of Occurrences:
Payment Terms:
Customer Name:Required
Customer Number:
Country:
City:
Address:
Postal Code:
Mobile phone number:
E-mail:
Tax Number:
Abbreviated Name:
Reference:
Designation:
Unit Price:
Quantity:
Tax Included:
Tax Exemption Code:
Tax Percentage:
Tax Region:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name:Required
Number:
Country:
City:
Address:
Postal Code:
E-mail:
Tax Number:
Abbreviated Name:
Option:Required
E-mail Subject:
E-mail Body:
Delete wrong tax numbers?
Document type:Required
Document observations:
Invoicing address:
Invoicing address 2:
Invoicing postal code:
Invoicing locality:
Address of loading:
Address of loading 2:
Place of loading:
Postcode (loading address):
Country of loading:
Address of unloading:
Address of unloading 2:
Place of unloading:
Postcode (unloading address):
Country of unloading:
Global discount
Global Discount (%)
Reference:Required
Designation:
Unit Price:Required
Quantity:Required
Tax Included:
Tax Exemption Code:
Tax Percentage:
Tax Region:
Discount 1
Discount 2
Warehouse:
Additional field:
Additional field 2:
Shipping Reference:
Shipping Designation:
Shipping Unit Price:
Shipping Quantity:
Tax included in shipping Price:
Tax Percentage in Shipping Price:
Shipping Tax Region:
Shipping Fee Discount 1:
Shipping Fee Discount 2:
Shipping additional Field:
Shipping additional Field 2:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference:Required
Designation:Required
Unit Code:
Family:
Unit Price:
Tax included:
Unit Price 2:
Tax included 2:
Unit Price 3:
Tax included 3:
Unit Price 4:
Tax included 4:
Unit Price 5:
Tax included 5:
Agreed Price:
Tax Included Agreed Price:
Tax Exemption Code:
Tax Percentage:
Tax Region:
Is Service:
Stock:
Observations:
Component(s) reference:
Component(s) designation:
Component(s) quantity:
Component(s) fixed quantity:
Component(s) observations:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Summary:Required
Start date:Required
End date:Required
Type:
Priority:
Description:Required
Summary:
URL:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Reference:Required
Designation:
Unit Code:
Family:
Category
Brand
Model
Unit Price1:
Tax included1:
Unit Price2:
Tax included2:
Unit Price3:
Tax included3:
Unit Price4:
Tax included4:
Unit Price 5:
Tax included 5:
Agreed Price:
Tax Included Agreed Price:
Tax Exemption Code:
Tax Percentage:
Tax Region:
Is Service:
Stock:
Observations:
Component(s) reference:
Component(s) designation:
Component(s) quantity:
Component(s) fixed quantity:
Component(s) observations:
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Options:Required
Analysis id:Required
Number:
Name:
Value:
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Copper
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