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Triggers and actions 25 triggers · 65 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
List automationspoll for automations; new automations surface over time (trigger).
Trigger
List newsletter listspoll newsletter lists; new lists surface over time (trigger).
Trigger
List pollspoll for polls; new polls surface over time (trigger).
Trigger
List segment subscriber IDspoll subscriber IDs in a segment; new IDs surface over time (trigger).
Trigger
List segment subscriberspoll subscribers in a segment; new members surface over time (trigger).
Trigger
List tierspoll subscription tiers; new tiers surface over time (trigger).
Trigger
New subscriber to publicationPolls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.
Trigger
New unsubscriber to publicationPolls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.
Action
Add subscription tagadd a tag to a subscription.
Action
Bulk create subscriptioncreate multiple subscriptions in a single bulk request.
Action
Create custom fieldcreate a new custom field.
Action
Create newsletter listcreate a new newsletter list.
Action
Create segmentcreate a new segment.
Action
Create subscriptionCreates a new subscriber on a publication. Sets email plus optional custom fields, UTM attribution, and referral source.
Action
Delete custom fielddelete a custom field.
Action
Delete newsletter listdelete a newsletter list.
Action
Delete segmentdelete a segment.
Action
Delete subscriptionRemove a subscriber from a publication.
Action
Get aggregate statsget aggregate statistics across posts.
Action
Get authorget details for a specific author.
Action
Get custom fieldget details for a specific custom field.
Action
Get newsletter listget details for a specific newsletter list.
Action
Get newsletter list subscriptionget details for a newsletter list subscription.
Action
Get postRetrieve a single post by ID. Returns content, stats, and publish status.
Action
Get post templatesget available post templates for a publication.
Action
Get publicationget details for a specific publication.
Action
Get publication engagementsget aggregate engagement stats for a publication.
Action
Get publications by subscription emailget publications associated with a subscriber email.
Action
Get referral programget referral program details for a publication.
Action
Get segmentget details for a specific segment.
Action
Get subscription by emailRetrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.
Action
Get subscription by IDget details for a subscription by its ID.
Action
Get subscription updateget a specific bulk subscription update record.
Action
Identify userget current OAuth user info.
Action
Identify workspaceget current workspace info.
Action
List authorslist all authors for a publication.
Action
List complimentary accesslist free access grants for a publication.
Action
List condition setslist all condition sets for a publication.
Action
List custom fieldsList a publication's subscriber custom fields. Returns field names and types for mapping.
Action
List postsList posts for a publication. Returns posts with status, audience, and publish metadata.
Action
List publicationsList the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.
Action
List segmentsList segments for a publication. Returns segment ids, names, and types for audience targeting.
Action
List subscriptionsList subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.
Action
List subscription updateslist bulk subscription update records.
Action
Recalculate segmentrecalculate segment membership.
Action
Update a tierupdate an existing tier.
Action
Update custom fieldupdate an existing custom field.
Action
Update subscription by emailUpdate an existing subscriber identified by email. Changes tier, status, or custom fields.
Action
Update subscription by IDupdate a subscription by its ID.
Action
Update subscriptionsupdate multiple subscriptions at once.
Action
Update subscriptions' statusbulk update subscription status.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.