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Create contacts in essensys Operate for updated persons in Copper
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Copper + essensys Operate
Create new essensys Operate contacts when Copper companies are added
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Copper + essensys Operate

Create contacts in essensys Operate for updated persons in Copper

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Copper + essensys Operate

Create new essensys Operate contacts when Copper companies are added

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Copper + essensys Operate

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1. Choose trigger event

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 Account" in essensys Operate.

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Zapier seamlessly connects Copper and essensys Operate, automating your workflow.

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
New Account
Triggers when a new account is created.
Trigger
Instant
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New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
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New Charge Sheet
Triggers when a new charge sheet is created.
Trigger
Instant
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Update Charge Sheet
Triggers when a new charge sheet is updated.
Trigger
Instant
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Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Lead
Triggers when new lead is created.
Trigger
Instant
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New Licence
Triggers when a new licence is created.
Trigger
Instant
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New Product
Triggers when a new product is created.
Trigger
Instant
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- Tax
  Required
- Product
  Required
- Account Name
  Required
- Date From
  Required
- Quantity
  Required
- Date To
  Required
- Unit Price
  Required
- Reference Text
Action
Write
- Lead Name
  Required
- web Channel
- Primary Source
- Secondary Source (New)
- Secondary Source
- Lead Channel
- Email
  Required
- Location
- Broker
- Broker Contact
- User
- Region
- Lead Type
- Lead Source
- Industry
- Dead Reason
- Client Type
- Broker Updated
- Check to Receive Marketing Up
- Lead Converted
- Multi Day Booking
- LeadDADI Lead
- Tour Arranged
- Tour Reminder Sent
- Tour Requested
- Web to Lead
- Lead Converted Date
- Dead Date
- Enquiry Date
- Event End Date
- Event Start Date
- Second Event End Date
- Second Event Start Date
- Agent Email
- Agent Reference
- Lead Status
- Budget
- County
- Event Name
- Fax No
- Floor
- I Am Interested In
- Lead Status Id
- Location Required
- Mobile No
- No of Attendees
- Number of People
- 2 of Your Favourite Pastimes
- Postcode
- Quality of Space
- Registered Address Country
- Registered Address County
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Postcode
- Registered Address Town
- Size
- Space Type
- Phone No
- Term
- Test Lead WF
- Time Line
- Timing
- Town
- Website
- Win Chance
- Comments
- Start Date
- Last Name
- First Name
- Country
- Address Line 1
- Address Line 2
- Campaign
- Address Line 3
Action
Write
- Location
  Required
- Tax
  Required
- Product Group
  Required
- Product Name
  Required
- Unit Price
  Required
- Available At
  Required
- Start Date
  Required
- Cost Type
  Required
- Location Name
- Catering
- Created By
- Actual Workstations
- Creation Date
- Currency Occupier
- Current Price
- Facility
- Markup Type
- Office and Occupier
- Product Group Name
- Show in Calendar
- Tax Rate
- Update Date
- Updated By
- Frequency
- Retainer Tax
- Retainer Product
- Record Type
- Office Type
- Office Status
- Meeting Room Type
- Allow Zero Invoice
- Mandatory Square Foot Calculated
- Allow Zero Price on Invoices
- Can Book on Website
- Mandatory to Virtual Clients
- Clearance Time
- Cost Centre
- Department Number
- Description
- Desk
- Discontinued
- Hide From Invoices
- End Date
- Extract Cost From Call Logger
- Floor
- Revacc No
- Discrevacc No
- Defacc No
- Gove Code
- Hide From Point of Sale
- Dedube Imported Products
- Include Reservation Discounts
- Included in Commissions
- Item ID
- Published
- Mandatory Charge
- Markup
- Meeting Room
- Metered Charge
- Minimum Price
- Number of People
- Notes
- Time Based Plan Hours
- Office
- Office Size
- Online Alias
- Mandatory Charge Percent of All
- Mandatory Percent of Rent
- Ports
- Pricing Day Ext
- Pricing Day Highest Qualifier
- Pricing Day Int
- Pricing Day Lowest Qualifier
- Pricing Day Mins
- Pricing Half Day Ext
- Pricing Half Day Highest Qual
- Pricing Half Day Int
- Pricing Half Day Lowest Qual
- Pricing Half Day Mins
- Pricing Hourly Ext
- Pricing Hourly Highest Qualifier
- Pricing Hourly Int
- Pricing Hourly Lowest Qual
- Pricing Hourly Mins
- Can Be Bundled
- Product Cannot Be Discounted
- Product Cost
- Quality of Space
- Service
- Reference Text
- Retainer
- Service Charge Item
- SMS Item
- Time Based Plan
- Can Edit Mandatory Charge
- Virtual Service
- Withholding Tax
- Workstations
- Complimentary Items
- Mandatory Charge Type
- Related Space
- Styles
Action
Write
- Id
  Required
- Optout
- First Name
- Last Name
- Mobile Phone
- Owner
- Account
- Date of Birth
- Would Most Like
- Community Status
- Portal Access Level
- Community Profile Active
- News Letter
- Company Profile Active
- Receive Shout Out Emails
- Receive Status Update Emails
- Assistants Name
- Car Reg No
- Company Logo
- Department
- Dis Likes Tags
- Expertise Tags
- Ext
- Facebook Account
- Fax No
- Flickr Account
- Private Phone No
- Contact Image
- Important Note
- Instagram Account
- Interesting Facts
- Job Function
- Likes Tags
- Linkedin Account
- Managers Name
- Pinterest Account
- Salutation
- Social Tags
- Phone No
- Twitter Account
- Social Websites
- What Do I Do
- What I Care About
- Contact Type
- Email
- Title
- Lead Name
Action
Write
- Email
Action
Search

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
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New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
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New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
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Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
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Updated Person
Triggers when a Person is changed.
Trigger
Instant
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Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
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Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
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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
Updated Account
Triggers when an account is updated.
Trigger
Instant
Try It
Deleted Calendar Event
Triggers when a Calendar Event is deleted.
Trigger
Instant
Try It
Delete Charge Sheet
Triggers when a new charge sheet is deleted.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
Updated Lead
Triggers when new lead is updated.
Trigger
Instant
Try It
New Opportunity
Triggers when new opportunity is created.
Trigger
Instant
Try It
- Account Name
  Required
- Account Type
  Required
- End Date
- Start Date
  Required
- web Channel
- Primary Source
- Secondary Source
- Client Type
  Required
- Broker
- Broker Contact
- User
- Payment Type
- Rental Payment Type
- Standard Payment Term
- Rental Payment Term
- Meeting Package
- Location
- Lead Source
- Industry
- Group Account
- Campaign
- Agent Type
- Addressline1
- Addressline2
- Addressline3
- Country
- County
- Email
- Postcode
- Mobile No
- Sic Code
- City
- Website
- VAT No
- Phone No
- Charge VAT
- Email Invoice
- Include BFWD
- Show Call Details
- Include Itemised Bill
- Include Statement
- LeadDADI Agent
- On Account
- Online Bill
- Print Invoice
- Account Alias
- Accounts Code
- Bank Account Name
- Bank Account Number
- Bank Code
- Bill Day
- Agent Email
- Agent Reference
- Call Logger Code
- Company No
- Contact
- Copier Code
- Credit Limit
- DD Reference
- Ddi
- Department Number
- Door Number
- Fax Number
- First Name
- Forward Address Country
- Forward Address County
- Forward Address Fax
- Forward Address First Name
- Forward Address Last Name
- Forward Address Line 1
- Forward Address Line 2
- Forward Address Line 3
- Forward Address Post Code
- Forward Address Telephone
- Forward Address Town
- Free Text
- Invoice BCC Address
- Invoice Cc Address
- Invoice Email Address
- Last Name
- Bank Name
- Shopper Reference
- Override Discount (%)
- Payment Token
- Registered Address Country
- Registered Address County
- Registered Address Line 1
- Registered Address Line 2
- Registered Address Line 3
- Registered Address Post Code
- Registered Telephone
- Registered Address Town
- Registered Fax
Action
Write
- First Name
  Required
- Last Name
  Required
- Mobile Phone
  Required
- Owner
- Account
- Optout
- Date of Birth
- Would Most Like
- Community Status
- Portal Access Level
- Community Profile Active
- News Letter
- Company Profile Active
- Receive Shout Out Emails
- Receive Status Update Emails
- Assistants Name
- Car Reg No
- Company Logo
- Department
- Dis Likes Tags
- Expertise Tags
- Ext
- Facebook Account
- Fax No
- Flickr Account
- Private Phone No
- Contact Image
- Important Note
- Instagram Account
- Interesting Facts
- Job Function
- Likes Tags
- Linkedin Account
- Managers Name
- Pinterest Account
- Salutation
- Social Tags
- Phone No
- Twitter Account
- Social Websites
- What Do I Do
- What I Care About
- Contact Type
- Email
- Title
- Lead Name
Action
Write
- Name
  Required
- HubSpot Deal ID
- Lead Source
  Required
- Close Date
  Required
- Location
  Required
- Account
  Required
- Contact Name
  Required
- Stage
  Required
- Salesperson
- Client Type
- Broker
- Broker Contact
- Overturned Broker
- Overturned Broker Contact
- User
- Region
- Lost Reason
- Opportunity Type
- Lead Type
- Campaign
- Contract Type
- Agreement Signed
- Broker Updated
- Forecast
- LeadDADI Lead
- Tour Arranged
- Viewed
- Web to Lead
- Won
- Won Notification Sent
- Check in Date
- Lost Date
- Dead Date
- End Date
- Enquiry Date
- Start Date
- Amount
- Agent Fee
- Agent Email
- Agent Reference
- Broker Status
- Budget
- Term Months
- Expansion Value
- Favorite Food
- Location Required
- Other Needs
- Overturned Agent Email
- Overturned Agent Reference
- Parking Spaces
- Rate
- Size
- Term Days
- Test Opp Wf
- Timing
- Workstations
Action
Write
- Status
  Required
- Priority
  Required
- Subject
  Required
- Account Name
  Required
- Location
  Required
- Contact
  Required
- Start Date/Time
  Required
- Type
  Required
- Assigned To
- Record Type
- Opportunity Name
- Lead Name
- Comments
- Created By
- Creation Date
- Due Date/Time
- Email Address
- End Date
- End Date Time
- End Time
- Is Lead
- Mobile/Cell
- Related To
- Reminder
- Reminder Minutes
- Send Confirmation
- Send to Outlook
- Start Date
- Start Time
- Uid
- Update Date
- Updated By
Action
Write
- Id
  Required
- Name
- Lead Source
- Close Date
- Location
- Account
- Contact Name
- Stage
- Salesperson
- Client Type
- Broker
- Broker Contact
- Overturned Broker
- Overturned Broker Contact
- User
- Region
- Lost Reason
- Opportunity Type
- Lead Type
- Campaign
- Contract Type
- Agreement Signed
- Broker Updated
- Forecast
- LeadDADI Lead
- Tour Arranged
- Viewed
- Web to Lead
- Won
- Won Notification Sent
- Check in Date
- Lost Date
- Dead Date
- End Date
- Enquiry Date
- Start Date
- Amount
- Agent Fee
- Agent Email
- Agent Reference
- Broker Status
- Budget
- Term Months
- Expansion Value
- Favorite Food
- Location Required
- Other Needs
- Overturned Agent Email
- Overturned Agent Reference
- Parking Spaces
- Rate
- Size
- Term Days
- Test Opp Wf
- Timing
- Workstations
Action
Write
- Email
- Opportunity ID
Action
Search

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

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Copper and essensys Operate to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Copper on the Zapier blog

Make work flow with AI

Level up your Copper to essensys Operate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Copper

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

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About essensys Operate

essensys Operate is a workspace management platform that helps space-as-a-service operators run their workspace from lead to cash and everything in between.

HelpHelp

Related categories

Website Builders

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Zapier Interfaces

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

Connect Copper and essensys Operate to unlock the power of automation

Set up your first integration

Create contacts in essensys Operate for updated persons in Copper

Create new essensys Operate contacts when Copper companies are added

Create contacts in essensys Operate for updated persons in Copper

Create new essensys Operate contacts when Copper companies are added

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

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

Connect Copper and essensys Operate 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 essensys Operate on the world's largest no-code automation platform