Connect Copper to OnceHub

Both apps 71Copper 39OnceHub 32

• 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
  Booking Canceled

  Triggers when a OnceHub booking is canceled by the customer or by someone on your team.

• Trigger
  Booking Cancelled and Rescheduled

  Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.

• Trigger
  Booking Completed

  Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.

• Trigger
  Booking Lifecycle Event

  Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.

• Trigger
  Booking No-Show

  Triggers when a OnceHub booking is marked as a no-show.

• Trigger
  Booking Rescheduled

  Triggers when a OnceHub booking is rescheduled to a new time.

• Trigger
  Booking Scheduled

  Triggers when a new OnceHub booking is scheduled.

• Trigger
  Contact Captured

  Triggers when a new contact is captured in OnceHub.

• Trigger
  Contact Lifecycle Event

  Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.

• Trigger
  Contact Updated

  Triggers when an existing OnceHub contact is updated.

• Trigger
  Conversation Abandoned

  Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.

• Trigger
  Conversation Closed

  Triggers when a OnceHub chatbot conversation is closed.

• Trigger
  Conversation Lifecycle Event

  Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.

• Trigger
  Conversation Started

  Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.

• Trigger
  Reassigned Booking

  Triggers when a OnceHub booking is reassigned to a different host.

• Action
  Cancel Booking

  Cancels a OnceHub booking, optionally with a reason and without emailing the customer.

• Action
  Create Contact

  Creates a new contact in OnceHub. Give at least an email address or a mobile number.

• Action
  Create One-Time Booking Link

  Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.

• Action
  Delete Contact

  Deletes a contact from OnceHub.

• Action
  Find Contact

  Finds a OnceHub contact by email address.

• Action
  Get Available Time Slots

  Returns the open meeting times on a OnceHub booking calendar for the window you choose.

• Action
  Get Booking Calendar

  Returns one OnceHub booking calendar with its host, public link and meeting length.

• Action
  Get Booking Details

  Returns one OnceHub booking with its time, customer details and booking form answers.

• Action
  Get Contact

  Returns one OnceHub contact with its details and custom fields.

• Action
  Get Contact's Future Meetings

  Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.

• Action
  List Booking Calendars

  Lists the booking calendars in your OnceHub account.

• Action
  List Bookings

  Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.

• Action
  List Contacts

  Lists the contacts in your OnceHub account, with optional email and date filters.

• Action
  Mark Booking as No-Show

  Marks a OnceHub booking as a no-show.

• Action
  Reassign Booking

  Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.

• Action
  Request Reschedule

  Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.

• Action
  Update Contact

  Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.

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