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Triggers and actions 22 triggers ยท 43 actions
Trigger
New ActivityTriggers when a new activity is created.
Trigger
New CompanyTriggers when a new Company is created in Copper.
Trigger
New LeadTriggers when a Lead is created in Copper.
Trigger
New OpportunityTriggers when an Opportunity is created in Copper.
Trigger
New PersonTriggers when a new Person is created in Copper.
Trigger
New ProjectTriggers when a new Project is created in Copper.
Trigger
New TaskTriggers when a new Task is created in Copper.
Trigger
Updated CompanyTriggers when a Person's Company is changed.
Trigger
Updated Contact TypeTriggers when a Person's Contact Type is changed.
Trigger
Updated LeadTriggers when a Lead is changed.
Trigger
Updated Lead StatusTriggers when a Lead's status is changed.
Trigger
Updated OpportunityTriggers when an Opportunity is changed.
Trigger
Updated Opportunity StageTriggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity StatusTriggers when an Opportunity's status is changed.
Trigger
Updated PersonTriggers when a Person is changed.
Trigger
Updated ProjectTriggers when a Project is changed.
Trigger
Updated TaskTriggers when a Task is changed.
Action
Associate to ProjectThis 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 ActivityLogs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create CompanyCreates a new Company.
Action
Create LeadCreates a new Lead.
Action
Create OpportunityCreates a new Opportunity.
Action
Create PersonCreates a new Person.
Action
Create ProjectCreates a new Project.
Action
Create TaskCreates a new Task.
Action
Create/Update CompanyCreates or Updates a Company depending on the match criteria.
Action
Create/Update LeadCreates or Updates a Lead depending on the match criteria.
Action
Create/Update OpportunityCreates or Updates an Opportunity based off of a match criteria.
Action
Create/Update PersonCreates or Updates a Person depending on the match criteria.
Action
Create/Update ProjectCreates or Updates a Project depending on the match criteria.
Action
Search for a CompanySearches for an existing company in Copper.
Action
Search for an ActivitySearches for an existing activity in Copper.
Action
Search for a OpportunitySearches for an existing opportunity in Copper.
Action
Search for a PersonSearches for an existing person in Copper.
Action
Search for a ProjectSearches for an existing project in Copper.
Action
Update CompanyUpdates a Company depending on the match criteria.
Action
Update OpportunityUpdates an Opportunity based off of a match criteria.
Action
Update PersonUpdates a Person depending on the match criteria.
Action
Update ProjectUpdates a Project depending on the match criteria.
Trigger
Comment AddedTriggers when a comment is added in any task in the selected board.
Trigger
New boardFires when a new board is created. Polls GET /v1/boards.
Trigger
Task AssignedTriggers when a task is is assigned to a user in the selected board.
Trigger
Task CreatedTriggers when a task is created in the selected board.
Trigger
Task MovedTriggers when a task is moved both within a column and between columns in the selected board.
Action
Add boardCreate a new board. Endpoint: POST /v1/boards.
Action
Add commentAdd a comment to a task. Endpoint: POST /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
Add tagCreate a new tag on a board. Endpoint: POST /v1/boards/{boardID}/tags.
Action
Create TaskCreates a task in the specified column of the specified board
Action
Delete boardDelete a board. Endpoint: DELETE /v1/boards/{boardID}.
Action
Delete tagDelete a tag from a board. Endpoint: DELETE /v1/boards/{boardID}/tags/{tagID}.
Action
Delete taskDelete a task. Endpoint: DELETE /v1/boards/{boardID}/tasks/{taskID}.
Action
Get boardRetrieve a single board by id. Endpoint: GET /v1/boards/{boardID}.
Action
Get columnRetrieve a single column on a board. Endpoint: GET /v1/boards/{boardID}/columns/{columnID}.
Action
Get taskRetrieve a single task by id. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}.
Action
List boardsList the boards visible to the connected account. Endpoint: GET /v1/boards.
Action
List board usersList the users who have access to a board. Endpoint: GET /v1/boards/{boardID}/users.
Action
List checkboxesList the checklist items on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/checkboxes.
Action
List columnsList the columns on a board. Endpoint: GET /v1/boards/{boardID}/columns.
Action
List commentsList the comments on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
List tagsList the tags defined on a board. Endpoint: GET /v1/boards/{boardID}/tags.
Action
List tasksList the tasks on a board. Endpoint: GET /v1/boards/{boardID}/tasks.
Action
Move taskMove a task to a different column or assign it to a user. Endpoint: PATCH /v1/boards/{boardID}/tasks/{taskID}.
Action
Update boardEdit a board's name or settings. Endpoint: PUT /v1/boards/{boardID}.
Action
Update columnRename a board column. Endpoint: PATCH /v1/boards/{boardID}/columns/{columnID}.
Action
Update taskEdit a task's fields. Endpoint: PUT /v1/boards/{boardID}/tasks/{taskID}.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.