Integration

Connect Copper to Chaport

When something happens in Copper, your agent does the next thing in Chaport. Describe it in plain language and the automation is built, tested on every branch and kept running.

Copper17 triggersCopper22 actionsChaport8 triggersChaport12 actions

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What do you want Copper and Chaport to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Copper and Chaport

Triggers and actions 25 triggers · 34 actions

Trigger
New Activity
Triggers when a new activity is created.
Trigger
New Company
Triggers when a new Company is created in Copper.
Trigger
New Lead
Triggers when a Lead is created in Copper.
Trigger
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
New Person
Triggers when a new Person is created in Copper.
Trigger
New Project
Triggers when a new Project is created in Copper.
Trigger
New Task
Triggers when a new Task is created in Copper.
Trigger
Updated Company
Triggers when a Person's Company is changed.
Trigger
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Updated Lead
Triggers when a Lead is changed.
Trigger
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Updated Person
Triggers when a Person is changed.
Trigger
Updated Project
Triggers when a Project is changed.
Trigger
Updated Task
Triggers when a Task is changed.
Action
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.
Action
Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create Company
Creates a new Company.
Action
Create Lead
Creates a new Lead.
Action
Create Opportunity
Creates a new Opportunity.
Action
Create Person
Creates a new Person.
Action
Create Project
Creates a new Project.
Action
Create Task
Creates a new Task.
Action
Create/Update Company
Creates or Updates a Company depending on the match criteria.
Action
Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
Action
Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
Action
Create/Update Person
Creates or Updates a Person depending on the match criteria.
Action
Create/Update Project
Creates or Updates a Project depending on the match criteria.
Action
Search for a Company
Searches for an existing company in Copper.
Action
Search for an Activity
Searches for an existing activity in Copper.
Action
Search for a Opportunity
Searches for an existing opportunity in Copper.
Action
Search for a Person
Searches for an existing person in Copper.
Action
Search for a Project
Searches for an existing project in Copper.
Action
Update Company
Updates a Company depending on the match criteria.
Action
Update Opportunity
Updates an Opportunity based off of a match criteria.
Action
Update Person
Updates a Person depending on the match criteria.
Action
Update Project
Updates a Project depending on the match criteria.
Trigger
Chat Closed (instant)
Fires when a chat is closed. Webhook event: chat.closed.
Trigger
Chat Finished
Triggers when chat is finished.
Trigger
Chat Stage Updated (instant)
Fires when a chat's stage changes. Webhook event: chat.stageUpdated.
Trigger
Message Read (instant)
Fires when a message is read. Webhook event: message.read.
Trigger
New Chat Started
Triggers when chat is started.
Trigger
New Message Sent (instant)
Fires when a new message is sent in a chat. Webhook event: message.sent.
Trigger
New Visitor (instant)
Fires when a new visitor is created. Webhook event: visitor.created.
Trigger
Visitor Updated
Triggers when visitor data is updated.
Action
Create an Operator
Adds a new operator to your Chaport account and returns the created operator.
Action
Delete a Message
Deletes one message from a Chaport chat. Identify the visitor and the message you want removed.
Action
Delete an Operator
Removes an operator from your Chaport account.
Action
List Operators
Returns every operator in your Chaport account, with each operator's name, email, role and status.
Action
List Visitors
Returns the visitors in your Chaport account, one page at a time.
Action
Retrieve an Operator
Returns one Chaport operator with their name, email, role, job title and current status.
Action
Retrieve a Visitor
Returns one Chaport visitor with their name, contact details, notes and any custom data held about them.
Action
Retrieve Last Visitor Chat
Returns a visitor's most recent Chaport chat, including its stage, operators and — when asked for — the transcript.
Action
Send a Message
Posts a message into a Chaport visitor's chat, starting a chat if there isn't one open.
Action
Update an Operator
Updates a Chaport operator's details. Anything you leave blank keeps its current value.
Action
Update a Visitor
Updates an existing Chaport visitor's contact details, notes and custom data. Only the fields you fill in are changed; blank fields are left untouched.
Action
Update Operator Status
Sets a Chaport operator's availability status, such as online or offline, optionally for a limited time.

Each app on its own

The other way round: Chaport to Copper