Connect Copper and DoiT

Both apps 73Copper 39DoiT 34

• 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
  Budget Threshold Surpassed

  Triggered when a budget's current spend passes one of its alert thresholds. Fires once per threshold in each budget period.

• Trigger
  New Alert Notification

  Triggers when a DoiT cost alert sends a notification (its last-alerted time advances).

• Trigger
  New Cloud Incident

  Triggered when a new cloud incident is reported for Google Cloud, Amazon Web Services or Microsoft Azure.

• Trigger
  New Cost Anomaly

  Triggers when DoiT detects a new cloud cost anomaly, newest first, optionally narrowed by service, billing account, platform or severity.

• Trigger
  New Invoice

  Triggered when a new invoice is created in your DoiT organization.

• Trigger
  New Service

  Triggers when a new cloud service (support product) becomes available in DoiT, optionally for one platform.

• Trigger
  New Service (For Doers)

  Triggers when a new support product (service) becomes available in DoiT, optionally limited to one cloud platform.

• Action
  Add alert

  Creates a cost or usage alert in DoiT Cloud Analytics that notifies email or Slack recipients when a metric crosses the threshold you set.

• Action
  Add allocation

  Creates a new DoiT allocation, either a single allocation defined by one rule or a group allocation made of several rules.

• Action
  Add annotation

  Creates a new annotation on a date in DoiT Cloud Analytics, optionally linked to reports and labels.

• Action
  Add budget

  Creates a new DoiT budget that tracks cloud spend for the selected scope against a fixed or recurring amount.

• Action
  Add comment

  Adds a comment to an existing DoiT support request and returns the new comment.

• Action
  Add label

  Creates a new label in DoiT Cloud Analytics with a name and color, ready to assign to reports, budgets and other objects.

• Action
  Add support ticket

  Creates a new DoiT support request and returns its id, status and a link to view it in the DoiT console.

• Action
  Delete alert

  Deletes an alert from your DoiT account.

• Action
  Get alert

  Returns a Cloud Analytics alert by its ID, including its name, recipients, timestamps and evaluation configuration.

• Action
  Get anomaly

  Returns one cost anomaly, including its cost impact, severity, affected service, contributing SKUs and resources, and review status.

• Action
  Get budget

  Returns a budget's configuration and its current and forecasted utilization. An error occurs if the budget is not found.

• Action
  Get invoice

  Returns the full details of an invoice by its invoice number, including status, amounts, due date and line items. A cancelled invoice or credit memo is returned with status CANCELED.

• Action
  List alerts

  Returns the alerts your DoiT account has access to, optionally filtered by owner or name and sorted.

• Action
  List allocations

  Returns the cost allocations your DoiT account has access to, optionally filtered by type, owner, name or folder.

• Action
  List annotations

  Returns the Cloud Analytics annotations your DoiT account has access to, with their content, date, associated reports and labels.

• Action
  List anomalies

  Returns the cloud cost anomalies DoiT detected, optionally filtered by time window, service, billing account, platform or severity.

• Action
  List assets

  Returns the customer's assets in DoiT, such as Google Cloud billing accounts, Workspace subscriptions and AWS accounts, optionally filtered by a filter expression.

• Action
  List budgets

  Returns the budgets your DoiT account can access, each with its amount, utilization and risk status.

• Action
  List CloudFlows

  Returns the CloudFlows in the DoiT account, with each flow's name, published state, trigger type and last run status.

• Action
  List invoices

  Returns the current and historical invoices for your organization, newest first, optionally filtered by platform, due date, status or creation time.

• Action
  List labels

  Returns the Cloud Analytics labels your DoiT account can access, optionally filtered by name or type and sorted.

• Action
  List reports

  Returns the Cloud Analytics reports your DoiT account can access, newest first, with optional filtering by name, owner, type, folder or creation time.

• Action
  Query Cloud Analytics

  Runs a one-off Cloud Analytics query with the configuration you supply and returns the result columns and rows, without saving a report.

• Action
  Run CloudFlow

  Starts a run of a published CloudFlow and returns the new run, which begins in pending status.

• Action
  Run Report

  Runs a saved Cloud Analytics report and returns its results: the column schema and the result rows, plus the report's name, owner and labels.

• Action
  Update alert

  Updates an existing DoiT alert's name, threshold settings or notification recipients. Only the values you fill in are changed.

• Action
  Update budget

  Updates an existing DoiT budget. Only the values you supply are changed; everything else on the budget is kept.

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