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Create or update CRM in Cloud leads when new Copper leads are detected
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Copper + CRM in Cloud

Create or update CRM in Cloud leads when new Copper leads are detected

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Copper + CRM in Cloud

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2. Choose action

1. Select the event

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity" from Copper.

Add your action

An action happens after the trigger—such as "Create or Update Activity" in CRM in Cloud.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
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New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
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Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
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Updated Task
Triggers when a Task is changed.
Trigger
Instant
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- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- 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
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- 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
Action
Search or write
- Action
Trigger
Instant
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- Action
Trigger
Instant
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- Action
Trigger
Instant
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- Action
Trigger
Instant
Try It
- The unique id of the Activity
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Start date
- Status (Enum property)
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
Action
Write
- Company Unique Id
- Company name
- Natural person
- Surname
- Name
- Address
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Company description
- Country
- Currency
- Customer discount
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Indicate if Anagraphic is soft deleted
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source
- Source Description
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- the photo of the contact
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
Action
Write
- The Unique id
- Name
- Surname
- Company
- Address
- Anagraphic Industry Id Description
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- Country
- Currency
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Indicate if Anagraphic is soft deleted
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priority
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Source
- Source Description
- State/Province
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Title
- VAT number
- Website
- Zip code
Action
Write
- The unique id of the Quote
- Quote subject
- Date
- Quote number
- Requested by
- Amount (currency)
- Approval User Note
- Area manager
- Billing address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- Cross Name
- Currency
- Customer Changed
- Customer reference
- Date of last stage change
- Delivery
- Delivery date
- Document Guid
- Driver
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Language
- Notes
- only Company, Contact, or Lead (Enum property)
- Opportunity
- Our reference
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- Pricelist
- Protocol number
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Supporting bank
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Validity date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
Action
Write
- List ID
  Required
- Anagraphic Type
  Required
- Anagraphic ID
- Email type
- Anagraphic email
- Anagraphic name
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Catalog
- Product code
- Product name
- Active product
- Availability
- Barcode
- Category
- Cost
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Quantity
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- the photo of the contact
- The Volume of the product
- Unit of measure
- Unit price
- Validity date
- VAT
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The Unique id of the Contact
- Name
- Surname
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- Country
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Indicate if Anagraphic is soft deleted
- Job title
- Language
- Last contact date
- Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Source
- Source Description
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Title
- VAT number
- Website
- Zip code
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Opportunity
- Name
- Amount
- Approval User Note
- Category
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status (Enum property)
- tags (CSV list with ";" separator)
- The type of anagraphic on the opportunity (Enum property)
Action
Search or write

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write
- List ID
  Required
- Anagraphic Type
  Required
- Email type
  Required
Trigger
Polling
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- The unique id of the Catalog
- Product code
- Product name
- Active product
- Availability
- Barcode
- Category
- Cost
- Customs code
- Description
- Editable price quote (Enum property)
- Exclude List
- External Reference
- HTML Description
- Maximum discount
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Print long description in quotes
- Quantity
- Quantity per box
- Source place
- Supplier
- Supplier code
- tags (CSV list with ";" separator)
- the photo of the contact
- The Volume of the product
- Unit of measure
- Unit price
- Validity date
- VAT
Action
Write
- The Unique id of the Contact
- Name
- Surname
- Address
- Area
- Area
- Assistant
- Assistant phone
- Birthdate
- Birthplace
- Business roles (CSV list with ";" separator)
- Categories (CSV list with ";" separator)
- City
- Code
- Commercial agent (CSV list with ";" separator)
- Company
- Contact Commercial Zone
- Country
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- External Reference
- Gender (Enum property)
- Global Or Personal
- Indicate if Anagraphic is soft deleted
- Job title
- Language
- Last contact date
- Lead
- Mailing list consent
- Mobile phone 2
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phone 2
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Region
- Skype
- Source
- Source Description
- State/Province
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Title
- VAT number
- Website
- Zip code
Action
Write
- The unique id of the Opportunity
- Name
- Amount
- Approval User Note
- Category
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- crossName
- Customer
- Description
- External Reference
- Goal
- Has Default Data Loaded
- If TRUE sets the linked activities campaign id to the current campaign id
- If TRUE adds the current CrossId to a new list on the current campaign
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase
- Phase expiration date
- Probability (%)
- Reason for closure
- Status (Enum property)
- tags (CSV list with ";" separator)
- The type of anagraphic on the opportunity (Enum property)
Action
Write
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
Action
Search
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Activity
- Subject
- Company
- Contact
- Lead
- Accompanied by
- All day
- Classification
- Close Date
- Commercial agent
- Control Type
- Description
- Document Path
- Done/To do/Cancelled (Enum property)
- Elapsed time
- End date
- External Reference
- Fixed Charge
- Have Cost
- If TRUE adds the current CrossId to a new list on the current campaign
- If TRUE sets the linked opporunity's campaign id to the current campaign id
- Incoming
- Internal note
- Is Auto Change Ticket Status On First Activity
- Job Price
- Km
- Lock slots
- Opportunity
- Order
- Order Date
- Others
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Previous activity
- Price Km
- Priority (Enum property)
- Protocol
- Quote
- Recall End Hour
- Source (Enum property)
- Start date
- Status (Enum property)
- Subject code
- tags (CSV list with ";" separator)
- Technical
- To invoice
- Travel Price
- Trip
- Type under activities
- Types (Enum property)
- Update Appointment
- Various Price
- Visible in Portal
- Work
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- Company Unique Id
- Company name
- Natural person
- Surname
- Name
- Address
- Anagraphic Company Type Id
- Anagraphic Company Type Id Description
- Anagraphic Industry Id
- Anagraphic Industry Id Description
- Area
- Area
- Bank
- Carrier
- Categories (CSV list with ";" separator)
- City
- Code
- Code
- Commercial agent (CSV list with ";" separator)
- Company description
- Country
- Currency
- Customer discount
- Customer from
- Default pricelist
- Default pricelist
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Employees
- External Reference
- From Lead
- IBAN
- Indicate if Anagraphic is soft deleted
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Payment condition
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Rating
- Region
- Revenue class
- Score
- Skip Create Sub Address
- Source
- Source Description
- State/Province
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- The paymentCode for the company
- the photo of the contact
- Transport (Enum property)
- VAT number
- Website
- Withholding tax
- Zip code
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The Unique id
- Name
- Surname
- Company
- Address
- Anagraphic Industry Id Description
- Area
- Area
- Birthdate
- Birthplace
- Brought to attention by
- Business roles (CSV list with ";" separator)
- Campaign
- Categories (CSV list with ";" separator)
- City
- Closing date
- Code
- Commercial agent (CSV list with ";" separator)
- Conversion Date
- Country
- Currency
- Customer from
- Do not contact
- Email Certified Others
- Email Certified Primary
- Email Group Others
- Email Group Primary
- Email Invoice Others
- Email Invoice Primary
- Email Mailing List Others
- Email Mailing List Primary
- Email Others
- Email Primary
- Email Ticket Others
- Email Ticket Primary
- Expected revenue
- External Reference
- Indicate if Anagraphic is soft deleted
- Job title
- Language
- Last Activity
- Last contact date
- Mailing list consent
- Next contact date
- Notes
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Phase expiration date
- Phone Assistant Others
- Phone Assistant Primary
- Phone Fax Others
- Phone Fax Primary
- Phone Mobile Phone 2 Others
- Phone Mobile Phone 2 Primary
- Phone Mobile Phone Others
- Phone Mobile Phone Primary
- Phone Others
- Phone Phone 2 Others
- Phone Phone 2 Primary
- Phone Primary
- Priority
- Priority Description
- Product Interest
- Product Interest Description
- Rating
- Rating Description
- Region
- Related company
- Related contact
- Source
- Source Description
- State/Province
- Status
- Status Description
- Sync Mobile
- Sync Properties
- tags (CSV list with ";" separator)
- Tax code
- the object lock reason
- the photo of the contact
- Title
- VAT number
- Website
- Zip code
Action
Search or write
- Field
  Required
- Operator
  Required
- Filter value
  Required
- The unique id of the Quote
- Quote subject
- Date
- Quote number
- Requested by
- Amount (currency)
- Approval User Note
- Area manager
- Billing address
- Brought to attention by
- Carrier
- Collection charges (currency)
- Collection charges (including VAT)
- Commercial agent
- Cross Name
- Currency
- Customer Changed
- Customer reference
- Date of last stage change
- Delivery
- Delivery date
- Document Guid
- Driver
- Exchange rate
- Exclude Approval Validation
- Expedition VAT (type)
- External Reference
- Freight
- if include pdf documents in the quote print
- Invoice type (Enum property)
- Is Copy
- Language
- Notes
- only Company, Contact, or Lead (Enum property)
- Opportunity
- Our reference
- Owner Id
- Owner Id Friendly Name
- Owner Id User Account
- Package appearance
- Payment
- Payment amount (currency)
- Payment amount (currency)
- Payment method
- Pricelist
- Protocol number
- Quote status (Enum property)
- Referee person
- Revision by:
- Revision of quote number
- Shipping address
- Shipping charges (currency)
- Shipping charges (including VAT)
- Shipping TAX (value)
- SplitPayment
- Supporting bank
- tags (CSV list with ";" separator)
- Taxable amount
- Taxable amount (currency)
- the document name
- The External PDF Document
- the Partner
- the reduction of the quote
- the simble of the currency
- the type of the quote
- the type of the rows (all must be same) (Enum property)
- Total
- Total payment discount
- Total payment discount
- Unconditional discount
- Use Progressive
- Validity date
- VAT amount
- VAT amount (currency)
- Vat Code for Document quotes
- VAT collection costs (type)
- VAT collection expenses (value)
Action
Search or write

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About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

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About CRM in Cloud

CRM in Cloud offers contact management, marketing automation, quote generation, analytics, telephony integration, sales force management with a modern and easy to use interface.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Copper and CRM in Cloud to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Copper on the Zapier blog

4 ways to automate Copper

Make work flow with AI

Connect Copper to CRM in Cloud on the world's largest no-code automation platform