Copper + Zenoti
Convert new Copper leads into Zenoti opportunities
Effortlessly manage your leads and sales process with this Copper to Zenoti automation. When a new lead is added in Copper, an opportunity will be created in Zenoti, ensuring all your potential sales are captured and tracked seamlessly. Streamline your sales pipeline and stay on top of your opportunities with this efficient workflow.
Effortlessly manage your leads and sales process with this Copper to Zenoti automation. When a new lead is added in Copper, an opportunity will be created in Zenoti, ensuring all your potential sales are captured and tracked seamlessly. Streamline your sales pipeline and stay on top of your opportunities with this efficient workflow.
- When this happens...
New LeadTriggers when a Lead is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create OpportunityCreates an opportunity.
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
Appointment Complete
Triggers when a appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Group Status
Triggers when an appointment group status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Approve
Triggers when a Class Booking is Approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Create
Triggers when a Class Booking is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking No Show
Triggers when a Class Booking is marked NoShow.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Schedule Cancel
Triggers when a Class Schedule is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Schedule Delete
Triggers when a Class Schedule is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employee Create
Triggers when an Employee is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employee Update
Triggers when an Employee is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Delete
Triggers when a Guest is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Create
Triggers when a Guest Membership is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Reinstate
Triggers when a Guest Membership is Reinstated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Merge
Triggers when multiple Guests are merged.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Closure
Triggers when an Invoice is Closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CodeRequired
CenterRequired
Is Consultant?
First NameRequired
Last NameRequired
Email IDRequired
Gender
Date Of Birth
Mobile NumberRequired
Mobile Country Code
Address1
Address 2
City
Country ID
State ID
Zip Code
User NameRequired
Job ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Center IDRequired
Opportunity TitleRequired
Opportunity Description
Opportunity Owner ID
Guest IDRequired
Employee IDRequired
Priority
Follow-Up dateRequired
expected close date
listed amount
offered amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Guest IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGuest IDRequired
Center IDRequired
User code
Username
First NameRequired
Last Name
Email ID
Nationality
Gender
Date Of Birth
Country ID
Number
Address 1
City
Country ID
State ID
Zip Code
Primary Employee
Referral Source
Receive Transactional Email
Receive Transactional Sms
Receive Marketing Email
Receive Marketing Sms
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 foundAppointment Group Create
Triggers when a appointment is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Appointment Start
Triggers when a Appointment is Started.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Cancel
Triggers when a Class Booking is Cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Delete
Triggers when a Class Booking is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Booking Reject
Triggers when a Class Booking is Rejected.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Schedule Create
Triggers when a Class Schedule is Created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Class Schedule Update
Triggers when a Class Schedule is Updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Employee Delete
Triggers when an Employee is Deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Create
Triggers when a new guest is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Cancel
Triggers when a Guest Membership is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Freeze
Triggers when a Guest Membership is Freezed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Membership Unfreeze
Triggers when a Guest Membership Unfreezes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Guest Update
Triggers when an existing guest is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List All Employee Jobs
Api to list the jobs setup at organization.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCenter IDRequired
User code
Username
First NameRequired
Last Name
Email ID
Nationality
Gender
Date Of Birth
Country ID
Number
Address 1
City
Country ID
State ID
Zip Code
Primary Employee
Referral Source
Receive Transactional Email
Receive Transactional Sms
Receive Marketing Email
Receive Marketing Sms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
phone
username
email
Guest Center ID
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst NameRequired
Last Name
phone
Username
Email ID
Guest Center ID
Center IDRequired
User code
Nationality
Gender
Date Of Birth
Country ID
Number
Address 1
City
Country ID
State ID
Zip Code
Primary Employee
Referral Source
Receive Transactional Email
Receive Transactional Sms
Receive Marketing Email
Receive Marketing Sms
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
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