Integration

Connect Myphoner to Copper

When something happens in Myphoner, 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.

Myphoner11 triggersMyphoner14 actionsCopper17 triggersCopper22 actions

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Everything your agent can do with Myphoner and Copper

Triggers and actions 28 triggers · 36 actions

Trigger
Archived Lead
Triggers when a lead is archived (marked 'archive').
Trigger
Call Back
Triggers when a lead is marked for 'call back'.
Trigger
Lead updated (instant)
Fires when a lead's information is updated by an agent (webhook event: lead_updated).
Trigger
Lost Lead
Triggers when a lead is lost (marked 'loser').
Trigger
New call (instant)
Fires when a new call is conducted (webhook event: new_call).
Trigger
New call recording (instant)
Fires when a new call recording becomes available (webhook event: new_recording).
Trigger
New comment (instant)
Fires when a new comment is created for a lead (webhook event: new_comment).
Trigger
New lead (instant)
Fires when a new lead is created in Myphoner (webhook event: lead_created).
Trigger
New Winner
Triggers when a lead is won.
Trigger
Text message received (instant)
Fires when a text message is received from a lead (webhook event: inbound_text).
Trigger
Text message sent (instant)
Fires when a text message is sent to a lead (webhook event: text).
Action
Archive a lead
Archives a lead in Myphoner, optionally recording a comment and archive category, or scheduling the lead to come back for a call later.
Action
Create a list
Creates a new lead list in Myphoner, optionally defining its columns.
Action
Create Lead
Creates a lead in a Myphoner list. The lead's fields are the columns defined on the chosen list.
Action
Find Lead
Searches Myphoner for a lead matching your text and returns the first match, optionally limited to certain lists.
Action
Get a lead
Returns one Myphoner lead by its ID, including every column defined on the lead's list.
Action
Get a list
Returns one Myphoner list by its ID, with its name, lead count and the categories configured for each lead state.
Action
List leads
Returns a page of leads from a Myphoner list, newest-updated first when you ask for that order.
Action
List lists
Returns every lead list in the Myphoner account, with each list's name, ID and lead count.
Action
Mark Lead as Loser
Marks a Myphoner lead as lost, optionally recording a comment and loser category or scheduling it to come back for a call later.
Action
Mark Lead as Winner
Marks a Myphoner lead as won, optionally recording a comment and winner category or scheduling it to come back for a call later.
Action
Mark Lead for Call Back
Schedules a Myphoner lead for a call back, optionally recording a comment and category and setting when the lead should come back.
Action
Move a lead to another list
Moves a Myphoner lead into a different list, optionally releasing it back to the calling queue.
Action
Search for Lead
Searches Myphoner leads for your text and returns every match, optionally limited to certain lists.
Action
Update Lead
Updates a lead in Myphoner. Only the fields you fill in are changed; the lead's fields are the columns defined on its list.
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 Myphoner