Connect Copper to DialMyCalls

Both apps 62Copper 39DialMyCalls 23

• 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
  List Incoming Texts

  Triggers when a new text message comes in to your DialMyCalls number.

• Trigger
  New Contact

  Triggered when a new contact is added to your DialMyCalls address book.

• Action
  Add a Contact

  Adds a contact to your DialMyCalls account, optionally placing them in one or more groups.

• Action
  Add a Group

  Creates a new contact group in your DialMyCalls account.

• Action
  Add a Recording (From Phone Call)

  Creates a recording by having DialMyCalls call a phone number so the person can record the message over the phone.

• Action
  Add a Recording (From URL)

  Creates a recording in DialMyCalls from an MP3 or WAV sound file at a web address you supply.

• Action
  Add a Recording (Text-to-Speech)

  Creates a recording in DialMyCalls by turning text you supply into a spoken message, in the voice and language you choose.

• Action
  Delete a Contact

  Deletes a contact from your DialMyCalls account.

• Action
  Delete a Group

  Deletes a contact group from your DialMyCalls account.

• Action
  Delete a Recording

  Deletes a recording from your DialMyCalls account.

• Action
  Get a Contact

  Returns one contact from your DialMyCalls address book, including their name, phone number, email and the groups they belong to.

• Action
  Get a Group

  Returns one contact group from your DialMyCalls account, including its name and how many contacts are in it.

• Action
  Get an Incoming Text

  Returns one text message that came in to your DialMyCalls number, including who it came from and the message body.

• Action
  Get a Recording

  Returns one recording from your DialMyCalls account, including its name, length and the web address of its sound file.

• Action
  List Call Broadcasts

  Returns all the call broadcasts in your DialMyCalls account.

• Action
  List Caller IDs

  Returns all the caller IDs on your DialMyCalls account, including whether each one has been verified.

• Action
  List Contacts

  Returns all the contacts in your DialMyCalls address book, with their names, phone numbers and email addresses.

• Action
  List Groups

  Returns all the contact groups in your DialMyCalls account, with each group's name and contact count.

• Action
  List Recordings

  Returns all the recordings in your DialMyCalls account, with each recording's name, length and sound file address.

• Action
  List Text Broadcasts

  Returns all the text broadcasts in your DialMyCalls account, with each one's message, recipient count and send time.

• Action
  Update a Contact

  Updates a contact in your DialMyCalls address book. Fields you leave blank are left as they are.

• Action
  Update a Group

  Renames a contact group in your DialMyCalls account.

• Action
  Update a Recording

  Renames a recording in your DialMyCalls account.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.