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Connect Claude CodeEverything your agent can do with Copper and Botdog
Triggers and actions 17 triggers · 52 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
Add blacklistCreates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
Action
Add campaignCreates a new outreach campaign in Botdog, optionally with a start and end date.
Action
Add Contact to a CampaignAdds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
Action
Add leads to blacklistAdds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
Action
Add leads to campaignAdds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
Action
Add leads to listAdds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
Action
Add listCreates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
Action
Add snippetCreates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
Action
Archive campaignArchives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
Action
Delete campaignDeletes a Botdog campaign. It disappears immediately and is removed in the background.
Action
Delete snippetDeletes one of your own message snippets in Botdog.
Action
Get campaignReturns one Botdog campaign by id, with its name, status, owner and schedule.
Action
Get campaign sequenceReturns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
Action
Get campaign statisticsReturns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
Action
Get leadReturns one lead by id, including profile details, campaign status and the lead's full event history.
Action
Get listReturns one Botdog lead list by id, with its name and lead count.
Action
List campaign leadsReturns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
Action
List campaignsReturns the campaigns on the connected Botdog team, optionally filtered by status or owner.
Action
List leadsReturns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
Action
List leads in listReturns the leads in a Botdog lead list.
Action
List paused campaign activitiesReturns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
Action
List snippetsReturns the message snippets visible to the connected Botdog user, both personal and team-shared.
Action
Pause campaign activitiesPauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
Action
Remove leads from blacklistRemoves leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
Action
Remove leads from listRemoves leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
Action
Resume campaign activitiesResumes specific activity types on a Botdog campaign that were paused individually.
Action
Stop leadStops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
Action
Update campaignUpdates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
Action
Update leadUpdates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
Action
Update snippetUpdates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.
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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