Integration

Connect Copper to Roam

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

Copper17 triggersCopper22 actionsRoam6 triggersRoam6 actions

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What do you want Copper and Roam to do together?

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 Roam

Triggers and actions 23 triggers · 28 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
Lobby Booked
Triggers when a lobby is booked.
Trigger
New Recording
Triggers when a new meeting recording is saved in your Roam.
Trigger
New Transcript
Triggers when a new transcript is saved in your Roam.
Trigger
On-Air: Event Created
Triggers when a new On-Air event is created.
Trigger
On-Air: Guest Added
Triggers when a guest is added to an On-Air event.
Trigger
On-Air: Guest RSVP Changed
Triggers when a guest changes their RSVP status on an On-Air event.
Action
Create Meeting Link
Creates a new Roam meeting link and returns its ID and shareable URL. Optionally set the host's email and the meeting's start and end times.
Action
Find User by Email
Looks up a member of your Roam organization by their email address and returns their profile, including user ID, name, photo and admin status.
Action
On-Air: Add Guest
Adds a guest to a Roam On-Air event by email, optionally setting their name, phone and RSVP status, and returns the created guest.
Action
On-Air: Find Event
Returns the On-Air events whose title contains the text you search for, taken from your most recent events. Returns an empty list when nothing matches.
Action
Send Channel Message
Posts a message to a Roam channel and returns the message's timestamp, which you can reuse to reply in the same thread.
Action
Send Direct Message
Sends a direct message to one person in Roam and returns the conversation ID plus the message's timestamp, which you can reuse to reply in the same thread.

Each app on its own

The other way round: Roam to Copper