Integration
Connect monday.com to Copper
When something happens in monday.com, 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.
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What do you want monday.com and Copper to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with monday.com and Copper
Triggers and actions 27 triggers · 49 actions
Trigger
Any Column Value Changed in BoardTriggers when any column's value is changed in the selected board.
Trigger
Item Moved to Group (Same or Different Board)Triggers when an item is moved to a group (same or different board).
Trigger
New BoardTriggers when a new board is created.
Trigger
New Item in BoardTriggers when an item is created in a specific board.
Trigger
New Subitem on BoardTriggers when a new subitem on a specific board is created.
Trigger
New Update in BoardTriggers when a new update is posted on a board.
Trigger
New UserTriggers when a new user joins your monday.com account.
Trigger
Specific Columns Values Changed in BoardTriggers when one of the specified columns' value is changed in the selected board.
Trigger
Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
Trigger
Specific Subitem Column Value Changed in BoardTriggers when a specific column's value changes in a subitem within the selected board.
Action
Archive BoardArchives a board
Action
Archive GroupArchives a specific group in a board
Action
Archive ItemArchives an item
Action
Create BoardCreates a new board
Action
Create ColumnCreate a new column in board.
Action
Create GroupCreates a new group in a board
Action
Create ItemCreate a new Item in a board
Action
Create SubitemCreate a new subitem in a item with column values
Action
Create UpdateCreate a new update.
Action
Delete GroupDelete a specific group from a board
Action
Delete ItemDelete an item from a board
Action
Duplicate ItemCreate a duplicate of an existing item (including subitems). Note: this action takes a few minutes to complete the subitem duplication.
Action
Find ItemsFind items that match a specific value in a column
Action
Find SubitemsFinds the subitems of a specific item on the board
Action
Find User by NameSearch for a user by name using exact matching
Action
Get Board ValuesReturns the data for a all columns in the specific board
Action
Get Column ValuesReturns the data for a specific column in the board
Action
Get File Column ValuesReturns the data for a specific file column in the board
Action
Get Group DetailsReturns the group name for a specific board
Action
Get User DetailsReturns the details for a specific user
Action
Group PositionDuplicate a group with its items
Action
List BoardsReturns a list of your active boards ordered by creation date. Optionally specify a maximum number to return (default 25).
Action
Move Item to GroupMove an item to a different group
Action
Update ItemChange multiple column values of an item
Action
Update Item NameUpdate an item's name
Action
Update SubitemUpdates a update subitem on your board.
Action
Upload File to Specific ColumnUpload File To Specific Column
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.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.