Connect Copper to One Tap

Both apps 62Copper 39One Tap 23

• 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 Participant Check-in

  Triggered when a participant is checked in on a One Tap list.

• Trigger
  New Profile

  Triggered when a new person profile is created in One Tap.

• Action
  Add Punch Pass

  Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.

• Action
  Check in participant

  Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.

• Action
  Check out participant

  Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.

• Action
  Create List

  Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.

• Action
  Create Participant

  Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.

• Action
  Create Profile

  Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.

• Action
  Delete List

  Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.

• Action
  Delete Pass

  Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.

• Action
  Delete Profile

  Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.

• Action
  Get List

  Returns a single One Tap list (event) with its schedule, check-in settings and survey data.

• Action
  Get Lists

  Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.

• Action
  Get Participants on List

  Returns the participants on a One Tap list, with their check-in and check-out details.

• Action
  Get Passes

  Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.

• Action
  Get Profile

  Returns a single person's profile from One Tap, including the account's custom fields.

• Action
  Get Profile Passes

  Returns the passes belonging to one person's profile in One Tap.

• Action
  Get Profiles

  Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.

• Action
  Redeem Punch Pass

  Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.

• Action
  Remove Participant

  Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.

• Action
  Update List

  Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.

• Action
  Update Participant

  Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.

• Action
  Update Profile

  Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.

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