Connect Copper to 2Chat

Both apps 53Copper 392Chat 14

• Trigger
  New Activity

  Triggers when a new activity is created.

• Trigger
  New Company

  Triggers when a new Company is created in Copper.

• Trigger
  New Lead

  Triggers when a Lead is created in Copper.

• Trigger
  New Opportunity

  Triggers when an Opportunity is created in Copper.

• Trigger
  New Person

  Triggers when a new Person is created in Copper.

• Trigger
  New Project

  Triggers when a new Project is created in Copper.

• Trigger
  New Task

  Triggers when a new Task is created in Copper.

• Trigger
  Updated Company

  Triggers when a Person's Company is changed.

• Trigger
  Updated Contact Type

  Triggers when a Person's Contact Type is changed.

• Trigger
  Updated Lead

  Triggers when a Lead is changed.

• Trigger
  Updated Lead Status

  Triggers when a Lead's status is changed.

• Trigger
  Updated Opportunity

  Triggers when an Opportunity is changed.

• Trigger
  Updated Opportunity Stage

  Triggers when an Opportunity's stage is changed.

• Trigger
  Updated Opportunity Status

  Triggers when an Opportunity's status is changed.

• Trigger
  Updated Person

  Triggers when a Person is changed.

• Trigger
  Updated Project

  Triggers when a Project is changed.

• Trigger
  Updated Task

  Triggers when a Task is changed.

• Action
  Associate to Project

  This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

• Action
  Create Activity

  Logs a new Activity on a Person, Company, Opportunity, or Lead.

• Action
  Create Company

  Creates a new Company.

• Action
  Create Lead

  Creates a new Lead.

• Action
  Create Opportunity

  Creates a new Opportunity.

• Action
  Create Person

  Creates a new Person.

• Action
  Create Project

  Creates a new Project.

• Action
  Create Task

  Creates a new Task.

• Action
  Create/Update Company

  Creates or Updates a Company depending on the match criteria.

• Action
  Create/Update Lead

  Creates or Updates a Lead depending on the match criteria.

• Action
  Create/Update Opportunity

  Creates or Updates an Opportunity based off of a match criteria.

• Action
  Create/Update Person

  Creates or Updates a Person depending on the match criteria.

• Action
  Create/Update Project

  Creates or Updates a Project depending on the match criteria.

• Action
  Search for a Company

  Searches for an existing company in Copper.

• Action
  Search for an Activity

  Searches for an existing activity in Copper.

• Action
  Search for a Opportunity

  Searches for an existing opportunity in Copper.

• Action
  Search for a Person

  Searches for an existing person in Copper.

• Action
  Search for a Project

  Searches for an existing project in Copper.

• Action
  Update Company

  Updates a Company depending on the match criteria.

• Action
  Update Opportunity

  Updates an Opportunity based off of a match criteria.

• Action
  Update Person

  Updates a Person depending on the match criteria.

• Action
  Update Project

  Updates a Project depending on the match criteria.

• Trigger
  Call Status Update

  Triggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc.

• Trigger
  Incoming Call Completed

  Triggers when an incoming phone call is completed (answered or missed).

• Trigger
  New WhatsApp Conversation

  Triggers when a new WhatsApp conversation is started on your 2Chat connected number.

• Trigger
  New WhatsApp Message

  Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.

• Trigger
  Outgoing Call Completed

  Triggers when an outgoing phone call is completed (answered or canceled).

• Trigger
  Participant Joined a WhatsApp Group

  Triggers when someone joins a WhatsApp Group

• Trigger
  Participant Left a WhatsApp Group

  Triggers when someone leaves a WhatsApp Group

• Trigger
  Participant Was Removed From a WhatsApp Group

  Triggers when someone is removed from a WhatsApp Group

• Trigger
  WhatsApp Audio Message Transcribed

  Triggers when a new WhatsApp audio message is transcribed to text.

• Trigger
  WhatsApp Call Made

  Triggers when a new WhatsApp call is made from your connected number.

• Trigger
  WhatsApp Call Received

  Triggers when a new WhatsApp call is received on your connected number.

• Trigger
  WhatsApp Group Message Received

  Triggers when a new WhatsApp Group Message is received

• Trigger
  WhatsApp Order Received

  Triggers when a WhatsApp Order is received on your 2Chat connected number.

• Action
  Create Contact

  Creates a Contact in 2Chat

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.