Integration
Connect Copper and Evoliz
When something happens in Copper or Evoliz, your agent does the next thing in the other. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Copper and Evoliz to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Copper and Evoliz can do together
From Copper to Evoliz
When New Activity in Copper
then Create Account in Evoliz
From Evoliz to 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 Evoliz
Triggers and actions 22 triggers ยท 45 actions
- New Activity
Triggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- 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.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
- New Account
Triggered when a new accounting account is created in Evoliz.
- New Article
Triggered when a new article is created in your Evoliz catalog.
- New Client
Triggered when a new client is created
- New Client Contact
Triggered when a new client contact is created.
- New Event
Triggered when a new event (a document or contact being created, updated, sent, accepted, invoiced, deleted and so on) is recorded in Evoliz.
- Create Account
Creates a new accounting account (accounting classification) in Evoliz.
- Create Article
Creates a Article
- Create Client
Creates a Client
- Create Contact Client
Creates a Contact Client
- Create Contact Prospect
Creates a new contact attached to an existing prospect in Evoliz.
- Create Expense
Creates a purchase (expense) in Evoliz for a supplier, with its total and one or more classified amount lines.
- Create Invoice
Creates a new draft invoice in Evoliz for a client. Totals, margins and VAT are calculated by Evoliz.
- Create Prospect
Creates a Prospect
- Create Quote
Creates a Quote
- Create Sale Order
Create a new draft sale order for a client in Evoliz. Totals, margins and VAT-inclusive amounts are calculated by Evoliz.
- Find Article
Finds an Article
- Find Client
Returns up to 100 clients that match the search text; the first match is also returned on its own.
- Find Contact Client
Returns up to 100 client contacts that match the specified search text, email, or client.
- Find Supplier
Finds a Supplier
- Find User
Finds users of your Evoliz company whose details match the search text.
- Get Contact Prospect
Returns one Evoliz prospect contact by its ID, with the contact's name, email, phone numbers, consent and the prospect it belongs to.
- Get Expense
Returns one Evoliz purchase (expense) by its ID, with its supplier, label, dates, totals, status and amount lines.
- Get Prospect
Returns one Evoliz prospect by its ID, with its name, type, address, phone numbers and business identifiers.
- Invoice Quote
Creates a complete invoice from an existing Evoliz quote (full invoicing of the quote).
- Invoice Sale Order
Create a new invoice from an existing Evoliz sale order.
- Send Quote
Emails a quote to one or more recipients with a link to the document (and optionally the PDF attached).
- Update Article
Updates an existing article in the Evoliz catalog. Only the fields you fill in are changed.
- Update Client
Updates an existing client. Replaces only data that is set.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Copper
Copper to LeadSimpleLeadSimple is the CRM that property management and real estate companies use to scale and grow.
Copper to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Copper to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Copper to Google SheetsGoogle Sheets
Copper to Google DriveGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Copper to StripeStripe is a payment processing platform for online businesses.
More into Evoliz
ActiveCampaign to EvolizActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to EvolizOrganize anything with Airtable, a modern database created for everyone.
Asana to EvolizAsana is a collaborative information manager for workspace.
ClickUp to EvolizClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to EvolizDiscord is an all-in-one voice and text chat for gamers.
Brevo to EvolizBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Questions
Copper and Evoliz, 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 Evoliz when something happens in Copper?
Any of Evoliz's 23 actions, including Create Account, Create Article, Create Client and Create Contact Client. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Evoliz to Copper?
Yes. When something happens in Evoliz, your agent can act in Copper too. This page covers both directions: Evoliz's triggers and Copper's actions are listed here as well.
Do I have to build a connector for Copper or Evoliz?
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.
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.