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Triggers and actions 22 triggers ยท 45 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis 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 ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
Trigger
New CommentTriggers when a new comment is created in your Notion workspace. You can filter by database or specific page.
Trigger
New Data Source ItemTriggers when a new item is created in a data source.
Trigger
Updated Content in Data Source ItemTriggers when the content in a data source item is updated.
Trigger
Updated Content in PageTriggers when the content in a page is updated.
Trigger
Updated Properties in Data Source ItemTriggers when one or more properties of a data source item are updated.
Action
Add Block to PageAdds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more.
Action
Add CommentAdds a new comment to a Page.
Action
Add Content to PageAdds Content to a Page.
Action
Archive Data Source ItemSoft deletes an item in a data source.
Action
Create Data Source ItemCreates an item in a data source.
Action
Create PageCreates a Page inside a parent page
Action
Find Data Source ItemsSearches for items in a data source by its properties.
Action
Find Page (By Title)Searches for a page by title.
Action
Get BlockRetrieves a block by ID.
Action
Get Block ChildrenRetrieves child blocks of a parent block or page with support for pagination.
Action
Get PageRetrieves a specific page or data source item from Notion using its ID.
Action
Get Page and ChildrenRetrieves a page by its ID and all of its block children.
Action
Get Page CommentsRetrieves comments from a Page.
Action
Get Page PropertyRetrieves a specific property value from a Notion page.
Action
Get User DetailsRetrieves user information by ID.
Action
Query Data Source (Advanced)Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.
Action
Restore Data Source ItemRestores a data source item which was previously archived.
Action
Retrieve DatabaseThis action retrieves a database in Notion using the ID of the database.
Action
Update DatabaseUpdates a Notion database attributes including title, parent location, inline display, icon, archive status, and lock status.
Action
Update Data Source ItemUpdates a data source item.
Action
Update Data Source SchemaUpdates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema.
Action
Upload File to Data Source ItemUploads a file to a files property in a data source item.
Action
Upload File to Page or BlockUploads a file to a page or block in Notion.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.