Integration

Connect Copper to MOCO

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

Copper17 triggersCopper22 actionsMOCO26 triggersMOCO24 actions

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Everything your agent can do with Copper and MOCO

Triggers and actions 43 triggers · 46 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
New Client
Triggers when a new client is created.
Trigger
New Company
Triggers when a new company is created.
Trigger
New Expense
Triggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)
Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming Payment
Triggers when a new incoming payment is created.
Trigger
New Invoice
Triggers when a new invoice is created.
Trigger
New Invoice Status
Triggers when the status of an invoice is changed.
Trigger
New Offer
Triggers when a new offer is created.
Trigger
New Outgoing Payment
Triggers when a new outgoing payment is created.
Trigger
New Planning Entry
Triggers when a new Planning Entry is created.
Trigger
New Presence
Triggers when a new Presence is created.
Trigger
New Project Assignment
Triggers when a person is assigned to a project.
Trigger
New Purchase
Triggers when a new purchase is created.
Trigger
New Recurred Expense
Triggers when an expense is recurred.
Trigger
New Task
Triggers when a new task is created.
Trigger
New Time Entry
Triggers when a new time entry is created.
Trigger
Unarchived Project
Triggers when a project is made active again.
Trigger
Updated Company
Triggers when a company was updated.
Trigger
Updated Expense
Triggers when an expense was updated.
Trigger
Updated Invoice
Triggers when an invoice was updated.
Trigger
Updated Lead
Triggers when a lead was updated.
Trigger
Updated Planning Entry
Triggers when a Planning Entry was updated.
Trigger
Updated Presence
Triggers when a Presence was updated.
Trigger
Updated Project
Triggers when a project was updated.
Trigger
Updated Purchase
Triggers when a purchase was updated.
Trigger
Updated Time Entry
Triggers when a time entry was updated.
Action
Create Comment
Creates a new Comment.
Action
Create Company
Creates a new company (customer only).
Action
Create Contact
Creates a new contact person.
Action
Create Expense
Creates a new Expense.
Action
Create Incoming Payment
Creates a new incoming payment.
Action
Create Lead
Creates a new lead.
Action
Create Outgoing Payment
Creates a new outgoing payment.
Action
Create Project
Creates a new Project.
Action
Create Purchase
Creates a new Purchase.
Action
Create Task
Creates a new project task.
Action
Create Time Entry
Create a new time entry.
Action
Find Company
Finds an existing Company.
Action
Find Contact
Finds an existing Contact.
Action
Find Expense
Finds an existing Expense.
Action
Find Invoice
Finds an existing Invoice.
Action
Find Lead
Finds an existing lead.
Action
Find Offer
Finds an existing Offer.
Action
Find Planning Entry
Finds an existing Planning Entry.
Action
Find Project
Finds an existing project.
Action
Find Purchase
Finds an existing Purchase.
Action
Find Task
Finds an active Task for a Project.
Action
Find Time Entry
Finds an existing Time Entry.
Action
Find User
Finds an existing active user.
Action
Record Presence
Record a new presence.

Each app on its own

The other way round: MOCO to Copper