Integration

Connect Copper to Peerdom

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

Copper17 triggersCopper22 actionsPeerdom5 triggersPeerdom24 actions

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Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Copper and Peerdom

Triggers and actions 22 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 Group
Triggered when a new circle is created
Trigger
New Map
Triggers when a new map is created.
Trigger
New Peer
Triggers when a new peer is created.
Trigger
New Project
Triggers when a new project is created.
Trigger
New Role
Triggers when a new role is created.
Action
Add Goal
Create a goal on a role or circle. POST /goals
Action
Assign Role to Peer
Assigns an existing role to a peer in Peerdom.
Action
Create Group
Creates a new group in Peerdom.
Action
Create Peer
Creates a new peer in Peerdom.
Action
Create Role
Creates a new role in Peerdom.
Action
Delete Group
Delete a group by id. DELETE /groups/{id}
Action
Delete Peer
Delete a peer by id. DELETE /peers/{id}
Action
Delete Role
Delete a role by id from a live or draft map. DELETE /roles/{id}
Action
Get Group
Get a single group by id. GET /groups/{id}
Action
Get Peer
Get a single peer by id. GET /peers/{id}
Action
Get Peer by E-Mail
Get Peer by a Given E-Mail.
Action
Get Project
Get a single project by id. GET /projects/{id}
Action
Get Role
Get a single role by id from a live or draft map. GET /roles/{id}
Action
List Groups
List all groups. GET /groups
Action
List Maps
List all maps in the tenant. GET /maps
Action
List Peers
List all peers in the tenant. GET /peers
Action
List Projects
List all projects. GET /projects
Action
List Roles
List all roles. GET /roles
Action
Unassign Peer From Role
Unassign peer from a given role.
Action
Update Goal
Update a goal by id. PATCH /goals/{id}
Action
Update Group
Updates an existing group (circle, bubble, pod, etc.) in Peerdom.
Action
Update Peer
Updates an existing peer in Peerdom.
Action
Update Project
Update a project by id. PATCH /projects/{id}
Action
Update Role
Updates an existing role in Peerdom.

Each app on its own

The other way round: Peerdom to Copper