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Triggers and actions 19 triggers · 48 actions
Trigger
New ActivityTriggers when a new activity is created.
- New Company
Triggers when a new Company is created in Copper.
- New Lead
Triggers when a Lead is created in Copper.
- New Opportunity
Triggers when an Opportunity is created in Copper.
- New Person
Triggers when a new Person is created in Copper.
- New Project
Triggers when a new Project is created in Copper.
- New Task
Triggers when a new Task is created in Copper.
- Updated Company
Triggers when a Person's Company is changed.
- Updated Contact Type
Triggers when a Person's Contact Type is changed.
- Updated Lead
Triggers when a Lead is changed.
- Updated Lead Status
Triggers when a Lead's status is changed.
- Updated Opportunity
Triggers when an Opportunity is changed.
- Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
- Updated Opportunity Status
Triggers when an Opportunity's status is changed.
- Updated Person
Triggers when a Person is changed.
- Updated Project
Triggers when a Project is changed.
- Updated Task
Triggers when a Task is changed.
- 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.
- Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
- Create Company
Creates a new Company.
- Create Lead
Creates a new Lead.
- Create Opportunity
Creates a new Opportunity.
- Create Person
Creates a new Person.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Create/Update Company
Creates or Updates a Company depending on the match criteria.
- Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Create/Update Person
Creates or Updates a Person depending on the match criteria.
- Create/Update Project
Creates or Updates a Project depending on the match criteria.
- Search for a Company
Searches for an existing company in Copper.
- Search for an Activity
Searches for an existing activity in Copper.
- Search for a Opportunity
Searches for an existing opportunity in Copper.
- Search for a Person
Searches for an existing person in Copper.
- Search for a Project
Searches for an existing project in Copper.
- Update Company
Updates a Company depending on the match criteria.
- Update Opportunity
Updates an Opportunity based off of a match criteria.
- Update Person
Updates a Person depending on the match criteria.
- Update Project
Updates a Project depending on the match criteria.
Trigger
List Maintenance WindowsGets a list of maintenance windows (GET /maintenance_windows).
- New Incidents
Polls for new incidents in PagerDuty (GET /incidents, newest first).
- Add Responders
Request additional responders (a user or escalation policy) to help with an incident.
- Add Team Member
Add a user to a team with a given role.
- Create Incident
Creates an incident in PagerDuty (POST /incidents).
- Create Note on Incident
Creates a note on a given incident.
- Delete or End a Maintenance Window
Deletes a maintenance window that hasn't started yet, or ends one that is ongoing.
- Get Escalation Policy
Retrieve a single escalation policy by its ID.
- Get Incident
Retrieve a single PagerDuty incident by id.
- Get Schedule
Retrieve a single on-call schedule by its ID.
- Get Service
Retrieve a single PagerDuty service by id.
- Get Team
Retrieve a single team by its ID.
- Get User Information
Gets a user's information based on provided ID.
- List Escalation Policies
List PagerDuty escalation policies (GET /escalation_policies).
- List Incident Notes
List all notes attached to an incident.
- List Incidents
List PagerDuty incidents with filters (statuses, service_ids, urgencies, date range) (GET /incidents).
- List On-Calls
List current on-call entries — who is on call now, by escalation policy/schedule/user/time window (GET /oncalls).
- List Schedule Overrides
List overrides on a schedule within a required since/until time window.
- List Schedules
List PagerDuty on-call schedules (GET /schedules).
- List Services
List PagerDuty services (GET /services).
- List Teams
List all teams in the account.
- List Users
List PagerDuty users (GET /users).
- Manage Incidents
Bulk acknowledge or resolve multiple incidents in a single call.
- Snooze Incident
Snooze a triggered/acknowledged incident for a number of seconds so it won't re-alert until the snooze expires.
- Two-way sync add a maintenance window
Creates a maintenance window for use with two-way sync triggers (POST /maintenance_windows). Does not update. Use only with two-way sync triggers.
- Two-way sync add or update an incident
Creates or updates an incident for use with two-way sync triggers (POST /incidents; incident_key dedups). Use only with two-way sync triggers.
- Update Incident
Updates an incident in PagerDuty. Set status to acknowledged or resolved to manage the incident.
- Update Maintenance Window
Updates a maintenance window.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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