BuyerAssist + Copper
Add new Copper leads to BuyerAssist as companies
Streamline your sales process and effortlessly manage leads with this Copper to BuyerAssist automation. When a new lead appears in Copper, a company is created within BuyerAssist, allowing for efficient tracking of engagements and a strengthened sales pipeline. Save time and maintain organized data by automating this crucial step in your sales process.
Streamline your sales process and effortlessly manage leads with this Copper to BuyerAssist automation. When a new lead appears in Copper, a company is created within BuyerAssist, allowing for efficient tracking of engagements and a strengthened sales pipeline. Save time and maintain organized data by automating this crucial step in your sales process.
- When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CompanyCreates a new Company in BuyerAssist
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
New Contact (Relationship Map)
Triggers when a new contact is created on Relationship map.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Mutual Success Plan
Triggered when a new Mutual Success Plan is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered when a new task is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Methodology Details in BuyerAssist
Triggered when a Methodology Details is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.MSP IDRequired
Notes IDRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Email
First Name
Last Name
Title
Source ID
Source SystemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Template ID
Company Id
Company nameRequired
Display nameRequired
Opportunity/Deal Id
Mutual Success Plan NameRequired
Mutual Success Plan Start DateRequired
Mutual Success Plan Close DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Milestone IDRequired
Task NameRequired
Task Due DateRequired
Task DescriptionRequired
Is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Company Name
Display Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Opportunity NameRequired
Account ID
Amount
Description
Stage Name
Close Date
Source System
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
MSP IDRequired
Task StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Milestone NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOPP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOpportunity IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
Company NameRequired
Source ID
Source SystemRequired
External ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMSP IDRequired
Milestone NameRequired
Milestone Template ID
Milestone Start DateRequired
Milestone End DateRequired
is InternalRequired
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 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 foundNew Assignee
Triggered when User Add or Update Task assignee.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggered when a new opportunity is created in Mutual Success Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggered when a new contact is created in BuyerAssist.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task in Mutual Success Plan
Triggered when a task in Mutual Success Plans is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
Source ID
Source SystemRequired
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Milestone Template ID
Milestone NameRequired
Milestone Start DateRequired
Milestone End DateRequired
is InternalRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity NameRequired
Account IDRequired
Stage Name
Amount
Description
Close Date
Source SystemRequired
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
EmailRequired
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Company ID
Email
First Name
Last Name
Title
Source ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.MSP IDRequired
Task IDRequired
Task Name
Task Due Date
Task Description
is Internal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Email
First Name
Last Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Milestone IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appExternal Opportunity ID Required
ActionThis is an event a Zap performs.SearchFind existing data in your appMSP IDRequired
Task IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch property nameRequired
Search property Value
Company IDRequired
Email
First Name
Last Name
Title
Source ID
Source SystemRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch property nameRequired
Search property Value
Opportunity NameRequired
Account IDRequired
Stage Name
Amount
Description
Close Date
Source SystemRequired
External Opportunity ID
External Account ID
External Opportunity Owner ID
Fiscal
Forecast Category
Forecast Category Name
Is Closed
Is Won
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
About BuyerAssist
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