Integration

Connect Cryptlex to Copper

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

Cryptlex3 triggersCryptlex10 actionsCopper17 triggersCopper22 actions

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Everything your agent can do with Cryptlex and Copper

Triggers and actions 20 triggers · 32 actions

Trigger
New Activation
Triggers when a new activation is created.
Trigger
New License
Triggers when a new license is created.
Trigger
New Trial Activation
Triggers when a new trial activation is created.
Action
Create Organization
Creates a new organization in Cryptlex with a notification email and a cap on how many users it may create. Returns the created organization, including its id and login alias.
Action
Create User
Creates a new user in Cryptlex, optionally placing them in an organization and granting customer portal access. Returns the created user, including its id.
Action
Delete User
Permanently deletes a user in Cryptlex. This cannot be undone.
Action
Find Licenses by key
Returns the licenses in Cryptlex that match the license key given, with optional extra filters such as product, user or expiry.
Action
Get User
Returns a single user in Cryptlex, including their name, email, role, company, tags and metadata.
Action
List Activations
Returns the license activations in Cryptlex, optionally narrowed to a licence, product, user, operating system or date range.
Action
List Licenses
Returns the licenses in a Cryptlex account, optionally narrowed by product, user, organization, status or date range.
Action
List Products
Returns the products in a Cryptlex account, with their names, license templates and license counts.
Action
List Users
Returns the users in a Cryptlex account, optionally narrowed by organization, company, role, tags or last-seen date.
Action
Update User
Updates a user in Cryptlex. Only the values supplied are changed; anything left blank is untouched. Returns the updated user.
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.

Each app on its own

The other way round: Copper to Cryptlex