Integration
Connect Order Desk to Copper
When something happens in Order Desk, 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.
Build it
What do you want Order Desk 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 Order Desk and Copper
Triggers and actions 19 triggers ยท 38 actions
Trigger
New Order AddedTriggered when a new order is added in Order Desk.
Trigger
Order Folder ChangedTriggered when an order moves to a different folder in Order Desk.
Action
Add Order ItemAdds a line item to an existing order in Order Desk.
Action
Add Order NoteAdds a note to an order's history in Order Desk.
Action
Add ShipmentRecords a shipment with tracking details against an order in Order Desk.
Action
Change FolderMoves an order into a different folder in Order Desk.
Action
Change TagSets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.
Action
Create Inventory ItemCreates a product in the Order Desk store's inventory.
Action
Create New OrderCreates a new order in Order Desk with its line items, addresses and totals.
Action
Delete Inventory ItemDeletes a product from the Order Desk store's inventory.
Action
Delete OrderDeletes an order from Order Desk.
Action
Delete Order ItemRemoves a line item from an order in Order Desk.
Action
Get Inventory ItemReturns one product from the Order Desk store's inventory, including its stock level and your own metadata.
Action
Get OrderReturns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.
Action
List OrdersReturns orders from Order Desk, with optional folder, source, customer and date filters.
Action
Set Order DataUpdates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.
Action
Set Order Item DataUpdates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.
Action
Update Inventory ItemUpdates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.
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.
Each app on its own
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