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Triggers and actions 17 triggers ยท 34 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis 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 ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
Action
Batch upload eventsSends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.
Action
Export event dataExports every event Amplitude recorded in a time window, as a zip archive of event data.
Action
Get cohortReturns one behavioral cohort's details, including its name, size and when it was last recalculated.
Action
Get event segmentationCounts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.
Action
Get funnel analysisRuns a funnel over a series of events and returns how many users reached each step and how many dropped off.
Action
Get retention analysisShows how many users came back and did something again after a starting event, over a date range.
Action
Get user propertiesLooks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.
Action
Group identifySets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.
Action
Identify userSets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.
Action
List cohortsLists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.
Action
Send eventRecords a single event in Amplitude for a user, with optional event and user properties.
Action
Upload cohortCreates a cohort in Amplitude from a list of users you supply.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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