Connect Copper to Grist

Both apps 64Copper 39Grist 25

• 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
  New or Updated Record

  Triggered when a row in a Grist table is created or updated.

• Trigger
  New or Updated Record (Instant)

  Triggers when a Record is updated, or a new Record is added.

• Trigger
  New Record

  Triggered when a new row is added to a Grist table.

• Trigger
  New Record (Instant)

  Triggers when a new Record is created

• Action
  Add Column

  Adds a column to a table in a Grist document.

• Action
  Add Table

  Creates a new table in a Grist document, optionally with a starting set of columns.

• Action
  Create Document

  Creates a new document in a Grist workspace and returns its document ID.

• Action
  Create or Update Record

  Adds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.

• Action
  Create Record

  Adds a new row to a Grist table and returns its row ID.

• Action
  Create Workspace

  Creates a new workspace in a Grist organization and returns its ID.

• Action
  Delete Document

  Deletes a Grist document permanently.

• Action
  Delete Records

  Deletes one or more rows from a Grist table by row ID.

• Action
  Delete Workspace

  Deletes a Grist workspace along with every document inside it.

• Action
  Find Record

  Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values.

• Action
  Get Document

  Returns the details of one Grist document — its name, web address, workspace, and organization.

• Action
  Get Org

  Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.

• Action
  Get Workspace

  Returns the details of one Grist workspace, including the documents it contains.

• Action
  List Columns

  Returns the columns of a Grist table, with each column's ID, label, and type.

• Action
  List Orgs

  Returns every Grist organization (team site) this connection can reach.

• Action
  List Tables

  Returns the tables in a Grist document.

• Action
  List Workspaces

  Returns the workspaces in a Grist organization, each with the documents it contains.

• Action
  Run SQL Query

  Runs a read-only SELECT statement against a Grist document and returns the rows.

• Action
  Update Document

  Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is.

• Action
  Update Record

  Changes the column values of one row in a Grist table. Columns left blank keep their current values.

• Action
  Update Workspace

  Renames a Grist workspace.

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