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Triggers and actions 27 triggers ยท 46 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.
Trigger
Completed task in projectTriggered when any task is completed in the selected project.
Trigger
New comment on taskTriggered when any new comment is made to the selected task.
Trigger
New or updated task in projectTriggered when any task is added or updated in the specified project in the specified workspace.
Trigger
New project in workspaceTriggered when a new project is added to the selected workspace.
Trigger
New story on taskTriggered when any new story is made to the selected task.
Trigger
New tag in workspaceTriggered when a new tag is added to the selected workspace.
Trigger
New task assigned to you in workspaceTriggered when a task is assigned to you in the selected workspace.
Trigger
New team in workspaceTriggered when a new team is added to the selected workspace.
Trigger
New userTriggered when a new user is created.
Trigger
New workspaceTriggered when a new workspace is created.
Action
Add attachmentUpload an attachment to a task. POST /attachments (multipart, parent=task_gid).
Action
Add tag to taskAdds an existing tag to a task.
Action
Add task to sectionMoves a task into a section of a project.
Action
Associate task to projectAssociates a newly created task to a specified project in the specified workspace.
Action
Complete taskMarks a task as completed.
Action
Create new commentCreates a new comment on the specified task.
Action
Create new projectCreates a new project in the specified workspace.
Action
Create new taskCreates a new task in a workspace or project.
Action
Create section in projectCreates a new section within a project.
Action
Create subtaskCreates a subtask under an existing parent task.
Action
Delete commentDelete a comment (story) by gid. DELETE /stories/{story_gid}.
Action
Delete projectDelete a project by gid. DELETE /projects/{project_gid}.
Action
Delete taskPermanently deletes a task.
Action
Duplicate taskCreates a copy of an existing task.
Action
Find tasks in projectReturns the tasks belonging to a project.
Action
Get projectFetch a single project by its gid. GET /projects/{project_gid}.
Action
Get task by IDReturns a single task's details by its ID.
Action
Get userFetch a single user by gid (or 'me'). GET /users/{user_gid}.
Action
List attachmentsList attachments on a task. GET /attachments?parent={task_gid}.
Action
List projectsList projects in a workspace, optionally filtered by team. GET /workspaces/{workspace_gid}/projects.
Action
List usersList users in a workspace. GET /workspaces/{workspace_gid}/users (or GET /users).
Action
Remove tag from taskRemoves a tag from a task.
Action
Update projectUpdate a project's fields (name, notes, due date, etc). PUT /projects/{project_gid}.
Action
Update taskUpdates an existing task's fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.