--- title: "Connect Copper and DoiT - APIANT.ai" description: "When \"New Activity\" fires in Copper, your agent runs \"Add support ticket\" in DoiT, or \"New Alert Notification\" in DoiT to \"Create Lead\" in Copper." canonical: "https://apiant.ai/connect/copper-to-doit" --- # Connect Copper and DoiT When **New Activity** fires in [Copper](https://apiant.ai/connections/copper), your agent runs **Add support ticket** in [DoiT](https://apiant.ai/connections/doit), or **New Alert Notification** in DoiT to **Create Lead** in Copper. Describe the whole flow and it is built, tested on every scenario and kept running. Copper **17** triggers Copper **22** actions DoiT **7** triggers DoiT **27** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Copper and DoiT to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Copper and DoiT can do together ### From Copper to DoiT - When **New Activity** in Copper then **Add support ticket** in DoiT - When **New Company** in Copper then **Add comment** in DoiT ### From DoiT to Copper - When **New Alert Notification** in DoiT then **Create Lead** in Copper - When **New Cloud Incident** in DoiT then **Create Task** in Copper Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Copper and DoiT ## Triggers and actions 24 triggers ยท 49 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 **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. ## Each app on its own - [ **Copper** Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across...](https://apiant.ai/connections/copper) - [ **DoiT** DoiT ensures your cloud spend generates value for your business and eliminates wasted time for your teams.](https://apiant.ai/connections/doit) Reviews ## What our customers say ## More from Copper - [ **Copper to LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connect/copper-to-leadsimple) - [ **Copper to Nvidia** API platform for deploying GPU-accelerated AI models, including inference microservices and a container...](https://apiant.ai/connect/copper-to-nvidia) - [ **Copper to WattFigure** WattFigure publishes US residential and commercial electricity rates by state together with derived...](https://apiant.ai/connect/copper-to-wattfigure) - [ **Copper to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/copper-to-hubspot) - [ **Copper to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/copper-to-salesforce) - [ **Copper to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/copper-to-google-sheets) ## More into DoiT - [ **ActiveCampaign to DoiT** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-doit) - [ **Airtable to DoiT** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-doit) - [ **Asana to DoiT** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-doit) - [ **ClickUp to DoiT** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-doit) - [ **Discord to DoiT** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-doit) - [ **Brevo to DoiT** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-doit) Questions ## Copper and DoiT, answered ### ### What can start an automation from Copper? Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in DoiT when something happens in Copper? Any of DoiT's 27 actions, including Update alert, Update budget, Add alert and Add allocation. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from DoiT to Copper? Yes. When something happens in DoiT, your agent can act in Copper too. This page covers both directions: DoiT's triggers and Copper's actions are listed here as well. ### ### Do I have to build a connector for Copper or DoiT? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Copper and DoiT without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.