Kopperfield Integrations
Put Kopperfield to work with AI and enterprise-grade automation
Automate smarter with Kopperfield and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
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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.
- Appointment Created
Triggers when an appointment is created.
Try ItTriggerInstant - Deposit Received
Triggers when Kopperfield received a deposit payment from the customer.
Try ItTriggerInstant - Payment Received
Triggers when Kopperfield received a payment from the customer.
Try ItTriggerInstant - Project Pairing Status Updated
Triggers when a project has either been accepted or declined by a provider. For use by Kopperfield partners.
Try ItTriggerInstant
- Bid Accepted
Triggers when a bid is accepted by the customer
Try ItTriggerInstant - Document Pushed
Triggers when someone pushes a document (load calculation, single line diagram, panel schedule, or fault current calculation) from Kopperfield. Includes the document's PDF (base64) and its job metadata, so you can forward it to systems like ServiceTitan.
Try ItTriggerInstant - Project Created
Triggers when a project is created.
Try ItTriggerInstant
For builders
Let your AI safely access Kopperfield
Go beyond Zap workflows. Install Zapier in your AI to call Kopperfield actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in Kopperfield from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose Kopperfield actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Kopperfield connection @ https://zapier.com/ja/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "kopperfield", owner: "me" });
await zapier.runAction({
app: 'kopperfield',
action: '{actionName}',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.










