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Triggers and actions 24 triggers ยท 44 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
New Forum MessageTriggers when a new Message is created on a Forum Post.
Trigger
New Forum PostTriggers when a new Post is created on a Forum.
Trigger
New MentionTriggers when a User or Role is mentioned.
Trigger
New Message Posted to ChannelTriggers when a new message is posted to a specific text channel.
Trigger
New Reaction on MessageTriggers when a new Reaction is added to a Message.
Trigger
New User AddedTriggers when a new user joins the Discord Server.
Trigger
Role Assigned to UserTriggers when a role is assigned to a user.
Action
Add Reaction to MessageReact to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger (PUT /channels/{channel_id}/messages/{message_id}/reactions/{emoji_name}/@me).
Action
Add Roleassign a role to a user
Action
Create ChannelCreate a new channel in a server (POST /guilds/{guild_id}/channels).
Action
Create new Forum PostCreate a new Post on a Forum Channel.
Action
Create RoleCreate a new role in a server (POST /guilds/{guild_id}/roles).
Action
Delete ChannelDelete or close a channel (DELETE /channels/{channel_id}).
Action
Delete MessageDelete a message from a channel (DELETE /channels/{channel_id}/messages/{message_id}).
Action
Find ChannelFind an existing channel by name.
Action
Find UserFind an existing user by name.
Action
Get MessageRetrieve a specific message from a channel by id (GET /channels/{channel_id}/messages/{message_id}).
Action
Get Server MemberGet one member of a Discord server, including the roles they currently hold.
Action
List Active ThreadsList the threads and forum posts currently active in a Discord server.
Action
List MessagesList the most recent messages in a Discord channel, newest first.
Action
List ReactionsList the people who reacted to a message with a given emoji.
Action
List RolesList every role defined in a Discord server, so you can pick the Role ID an operation needs.
Action
List ServersList the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for.
Action
Remove User RoleRemove a chosen role from the specified user.
Action
Rename ChannelRename a channel to a specific name you choose.
Action
Send Channel MessagePost a new message to a specific #channel you choose.
Action
Send Direct MessageSend a direct message to a specific user.
Action
Send message in Forum PostSend a new message in a specific Forum Post.
Action
Update MessageEdit the content of a previously sent message (PATCH /channels/{channel_id}/messages/{message_id}).
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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