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Connect Claude CodeEverything your agent can do with Copper and Calendly
Triggers and actions 19 triggers · 40 actions
Trigger
New ActivityTriggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- 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.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
Trigger
Canceled scheduled event (polling)Triggers when a scheduled event is canceled.
- New scheduled event (polling)
Triggers when a new scheduled event is created.
- Cancel scheduled event
Cancels a scheduled event with a specified reason for the cancellation.
- Create single-use scheduling link
Creates a single-use booking link that allows one person to schedule an event.
- Get current user
Returns the authenticated user's profile including name, email, timezone, and scheduling URL.
- Get event type
Returns details for the specified event type.
- Get invitee
Returns details about a specific invitee for a scheduled event.
- Get invitee next scheduled event
Gets the next scheduled event for the invitee specified by their email.
- Get scheduled event
Returns details about a specific scheduled event.
- Get user availability schedule
Returns details for the specified user availability schedule.
- List event invitees
Returns the list of invitees for a scheduled event, optionally filtered by status.
- List event type availability schedules
Returns the event type's availability schedules.
- List event types
Returns your calendar's event type templates, optionally filtered by scope and active status.
- List organization memberships
Returns all members of the connected Calendly organization (paginated). One record per membership: user_email, user_uri, user_name, role.
- List scheduled events
Returns scheduled events, filterable by scope, status, date range, and invitee email.
- List user availability schedules
Returns the user's availability schedules.
- List webhook subscriptions
Returns all webhook subscriptions for your organization.
- Mark invitee as no-show
Records that an invitee did not attend their scheduled event.
- Undo invitee no-show
Removes a no-show marking from an invitee.
- Update event type availability schedule
Replaces a single host's availability schedule on a Calendly event type with explicit date rules (full overwrite). Built for CalendarConnect: push real Mindbody bookable slots into Calendly so only MBO-bookable times are offered. CRITICAL: the host is targeted by the NESTED availability_rule.user — a top-level user alone is silently ignored and Calendly replaces the OAuth token owner's schedule instead. Always verify stored_user equals the requested host before trusting the result. For round-robin events, call once per host.
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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