Integration

Connect Copper to Harvest

When something happens in Copper, your agent does the next thing in Harvest. Describe it in plain language and the automation is built, tested on every branch and kept running.

Copper17 triggersCopper22 actionsHarvest16 triggersHarvest12 actions

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What do you want Copper and Harvest to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Copper and Harvest

Triggers and actions 33 triggers · 34 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
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
New Client
Triggers when a new client is added.
Trigger
New Contact
Triggers when new contact is added.
Trigger
New Expense
Triggers when a new expense is added.
Trigger
New Invoice
Triggers when an invoice is created.
Trigger
New Project
Triggers when a project is created.
Trigger
New Task
Triggers when a new task is added.
Trigger
New Time Entry
Triggers when a time entry is created.
Trigger
New User
Triggers when a new User is added.
Trigger
New User Assignment
Triggers when a user is assigned to a project.
Trigger
Timer Started
Triggers when a timer is started.
Trigger
Timer Stopped
Triggers when a timer is stopped.
Trigger
Updated Client
Triggers when a client is updated.
Trigger
Updated Invoice
Triggers when an invoice is updated.
Trigger
Updated Time Entry
Triggers when a time entry is updated.
Action
Create Client
Creates a Client
Action
Create Contact
Creates a Contact
Action
Create Project
Creates a Project
Action
Create Task
Creates a Task and optionally assigns it to a project
Action
Create Time Entry
Creates a Time Entry with duration
Action
Create Time Entry (Start & End Times)
Creates a Time Entry with start and end times
Action
Find Client
Finds a client by name or ID
Action
Find Invoice
Finds an invoice by ID
Action
Find Project
Finds a project by name
Action
Find Task
Finds a task by name
Action
Start Timer
Creates and starts a timer for a given date
Action
Stop Timer
Stops any running timers

Each app on its own

The other way round: Harvest to Copper