Connect Copper to Uplup

Both apps 57Copper 39Uplup 18

• 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 Response

  Triggers when someone submits a response to a quiz or form in Uplup. Includes all answers, contact info, and quiz-specific data like score and result.

• Action
  Add field

  Add a new field to a form at an optional position. POST /api/v1/forms/{form_id}/fields.

• Action
  Add form

  Create a new form or quiz with optional fields, styling, and quiz settings. POST /api/v1/forms.

• Action
  Add wheel

  Create a new spinning wheel with customizable entries, settings, and appearance. POST /api/v1/wheels.

• Action
  Add wheel entries

  Append one or more entries to a wheel without replacing the existing list. POST /api/v1/wheels/{wheel_id}/entries.

• Action
  Delete field

  Remove a field from the form. DELETE /api/v1/forms/{form_id}/fields/{field_id}.

• Action
  Delete form

  Permanently delete a form and all associated data. DELETE /api/v1/forms/{form_id}.

• Action
  Delete wheel

  Permanently delete a wheel and all its associated data including spin history. DELETE /api/v1/wheels/{wheel_id}.

• Action
  Get form

  Retrieve a single form with all its fields, pages, styling, and settings. GET /api/v1/forms/{form_id}.

• Action
  Get wheel

  Retrieve detailed information about a specific wheel including all entries and settings. GET /api/v1/wheels/{wheel_id}.

• Action
  List fields

  Get all fields for a form, ordered by position. GET /api/v1/forms/{form_id}/fields.

• Action
  List forms

  Return a paginated list of all forms and quizzes in the account. GET /api/v1/forms.

• Action
  List submissions

  Get paginated submissions for a form with optional filtering (limit, since). GET /api/v1/forms/{form_id}/submissions.

• Action
  List wheels

  Retrieve a paginated list of all wheels belonging to the account. GET /api/v1/wheels.

• Action
  Spin wheel

  Programmatically spin a wheel and get a randomly selected winner; the spin is recorded to the wheel's results history. POST /api/v1/wheels/{wheel_id}/spin.

• Action
  Update field

  Update field properties; only provided fields are modified. PATCH /api/v1/forms/{form_id}/fields/{field_id}.

• Action
  Update form

  Update form properties; only provided fields are modified. PATCH /api/v1/forms/{form_id}.

• Action
  Update wheel

  Update an existing wheel's title, entries, settings, and appearance. PUT /api/v1/wheels/{wheel_id}.

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