--- title: "Connect Copper to Zenoti - APIANT.ai" description: "When \"New Activity\" fires in Copper, your agent runs \"Add Notes to an Opportunity\" in Zenoti." canonical: "https://apiant.ai/connect/copper-to-zenoti" --- # Connect Copper to Zenoti When **New Activity** fires in [Copper](https://apiant.ai/connections/copper), your agent runs **Add Notes to an Opportunity** in [Zenoti](https://apiant.ai/connections/zenoti). Describe the whole flow and it is built, tested on every scenario and kept running. Copper **17** triggers Copper **22** actions Zenoti **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Copper and Zenoti to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Copper can start in Zenoti - When **New Activity** in Copper then **Add Notes to an Opportunity** in Zenoti - When **New Company** in Copper then **Add booking** in Zenoti Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Copper and Zenoti ## Triggers and actions 17 triggers · 37 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. - Action **Add booking** Creates a service booking request for one or more guests at a center on a date, returning a booking id used to pick, reserve and confirm a slot. - Action **Add Employee Security Role** Assigns a security role to a Zenoti employee for a center, zone, or the organization. - Action **Add Notes to an Opportunity** Adds a note to an existing opportunity in Zenoti. - Action **Create Employee** Creates an employee profile in a Zenoti center, including personal details, job, security role and online catalog information. - Action **Create Employee Blockout** Creates a blockout time (such as a lunch break) on an employee's schedule at a center. - Action **Create Guest** Creates a guest (client profile) in a Zenoti center and returns the new guest record with its id. - Action **Delete Employee Blockout** Permanently deletes a blockout time from an employee's schedule. - Action **List appointments of a guest** Returns the appointment history of a guest, optionally filtered by date range or to upcoming/past appointments. - Action **List centers** Returns all centers (business locations) of your Zenoti organization, with their address, time zone and currency details. - Action **List employees** Returns the employees who are active in a Zenoti center on a given date. - Action **List services** Returns the services offered at a Zenoti center, with pricing (including campaign-discounted pricing when a campaign is given). - Action **Merge guests** Merges one or more duplicate guest records into a target guest in Zenoti. - Action **Search for a Guest** Searches for guests by name, email, phone, zip code, tags, username or user code, in one center or across the organization. - Action **Search Guest by ID** Returns the full profile of a Zenoti guest by their guest ID, including personal info, address, preferences, tags and referral details. - Action **Update Employee Blockout** Updates an existing blockout time (such as a lunch break) on an employee's schedule, including its time, type, notes and recurrence. ## Each app on its own - [ **Copper** Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across...](https://apiant.ai/connections/copper) - [ **Zenoti** Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.](https://apiant.ai/connections/zenoti) Reviews ## What our customers say ## More from Copper - [ **Copper to LeadSimple** LeadSimple is the CRM that property management and real estate companies use to scale and grow.](https://apiant.ai/connect/copper-to-leadsimple) - [ **Copper to Nvidia** API platform for deploying GPU-accelerated AI models, including inference microservices and a container...](https://apiant.ai/connect/copper-to-nvidia) - [ **Copper to WattFigure** WattFigure publishes US residential and commercial electricity rates by state together with derived...](https://apiant.ai/connect/copper-to-wattfigure) - [ **Copper to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/copper-to-hubspot) - [ **Copper to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/copper-to-salesforce) - [ **Copper to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/copper-to-google-sheets) ## More into Zenoti - [ **HubSpot to Zenoti** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-zenoti) - [ **Salesforce to Zenoti** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-zenoti) - [ **Slack to Zenoti** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-zenoti) - [ **Google Sheets to Zenoti** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-zenoti) - [ **Gmail to Zenoti** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-zenoti) - [ **Google Calendar to Zenoti** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-zenoti) Questions ## Copper and Zenoti, answered ### ### What can start an automation from Copper? Any of Copper's 17 triggers in the catalog, including New Activity, New Company, New Lead and New Opportunity. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Zenoti when something happens in Copper? Any of Zenoti's 15 actions, including Create Employee, Create Employee Blockout, Create Guest and Update Employee Blockout. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Zenoti to Copper? Zenoti has no triggers in the catalog today, so automations start in Copper. If you need the other direction, ask: your agent reads Zenoti's API documentation and adds it. ### ### Do I have to build a connector for Copper or Zenoti? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Copper and Zenoti without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.