Connect Copper to Siteleaf

Both apps 60Copper 39Siteleaf 21

• 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 Collection

  Triggered when a new collection is created.

• Trigger
  New Document

  Triggered when a new document is created.

• Trigger
  New Page

  Triggered when a new page is created.

• Trigger
  New Site

  Triggered when a new site is created.

• Action
  Add Collection

  Create a new collection on a site. POST https://api.siteleaf.com/v2/sites/:site_id/collections

• Action
  Create Document

  Creates a new document.

• Action
  Create Page

  Creates a new page.

• Action
  Delete Collection

  Delete a collection. DELETE https://api.siteleaf.com/v2/sites/:site_id/collections/:path

• Action
  Delete Document

  Delete a document. DELETE https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents/:id

• Action
  Delete Page

  Delete a page. DELETE https://api.siteleaf.com/v2/sites/:site_id/pages/:id

• Action
  Get Document

  Get a single document by id. GET https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents/:id

• Action
  Get Page

  Get a single page by id. GET https://api.siteleaf.com/v2/sites/:site_id/pages/:id

• Action
  Get Site

  Get a single site by id. GET https://api.siteleaf.com/v2/sites/:site_id

• Action
  List Collections

  List collections for a site. GET https://api.siteleaf.com/v2/sites/:site_id/collections

• Action
  List Documents

  List documents in a collection, filterable by search/visibility/extensions. GET https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents

• Action
  List Pages

  List pages for a site, filterable by search/visibility/extensions. GET https://api.siteleaf.com/v2/sites/:site_id/pages

• Action
  List Sites

  List all sites for the authenticated user. GET https://api.siteleaf.com/v2/sites

• Action
  Update Collection

  Update a collection's title/path/metadata. PUT https://api.siteleaf.com/v2/sites/:site_id/collections/:path

• Action
  Update Document

  Update an existing document's title/body/tags/categories/metadata. PUT https://api.siteleaf.com/v2/sites/:site_id/collections/:path/documents/:id

• Action
  Update Page

  Update an existing page's title/body/metadata. PUT https://api.siteleaf.com/v2/sites/:site_id/pages/:id

• Action
  Update Site

  Update a site's settings. PUT https://api.siteleaf.com/v2/sites/:site_id

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