Integration

Connect NetLicensing to Copper

When something happens in NetLicensing, 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.

NetLicensing2 triggersNetLicensing12 actionsCopper17 triggersCopper22 actions

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Everything your agent can do with NetLicensing and Copper

Triggers and actions 19 triggers · 34 actions

Trigger
New Licensee
Triggers when a new licensee is created
Trigger
New Product
Triggers when a new product is created
Action
Create License
Issue a new license for a licensee. POST /core/v2/rest/license (licenseeNumber, licenseTemplateNumber, plus template-dependent params).
Action
Create Licensee
Create a new Licensee
Action
Delete License
Delete a license by licenseNumber. DELETE /core/v2/rest/license/{licenseNumber}.
Action
Delete Licensee
Delete a licensee by licenseeNumber. DELETE /core/v2/rest/licensee/{licenseeNumber}.
Action
Delete Product
Delete a product by productNumber. DELETE /core/v2/rest/product/{productNumber}.
Action
Find a License
Get a license by licenseNumber, or list all licenses. GET /core/v2/rest/license/{licenseNumber} or GET /core/v2/rest/license.
Action
Find a Licensee
Search a Licensee by its number
Action
Find a License Template
Get a license template by licenseTemplateNumber, or list all license templates. GET /core/v2/rest/licensetemplate/{licenseTemplateNumber} or GET /core/v2/rest/licensetemplate.
Action
Find a Product
Search a Product by its number
Action
Update License
Update an existing license by licenseNumber. POST /core/v2/rest/license/{licenseNumber}.
Action
Update Licensee
Update an existing licensee by licenseeNumber. POST /core/v2/rest/licensee/{licenseeNumber}.
Action
Update Product
Update an existing product by productNumber. POST /core/v2/rest/product/{productNumber}.
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 NetLicensing