Integration

Connect Shade to Copper

When something happens in Shade, 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.

Shade7 triggersShade7 actionsCopper17 triggersCopper22 actions

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What do you want Shade 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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Everything your agent can do with Shade and Copper

Triggers and actions 24 triggers · 29 actions

Trigger
Asset Updated
Triggers when an asset in the Shade drive and folder you select is added or changed.
Trigger
New Asset
Triggers when a new asset appears in the Shade drive and folder you select.
Trigger
New Collection
Triggers when a new collection is created in the Shade drive you select.
Trigger
New Drive
Triggers when a new drive is created in the Shade workspace you select.
Trigger
New Public Share Link
Triggers when a new public share link is created in the Shade drive you select.
Trigger
New Transcription
Triggers when an asset in the Shade drive and folder you select finishes transcription.
Trigger
Public Share Link Updated
Triggers when a public share link in the Shade drive you select is created or changed.
Action
Copy a File
Copies a file or folder to another location within the same Shade drive.
Action
Create Folder
Creates a folder at the path you supply in a Shade drive.
Action
Find an Asset
Returns the assets in a Shade drive that match the text you search for, optionally narrowed by precision filters.
Action
Get Public Links for a File or Folder
Returns the public share links that exist for a file or folder in a Shade drive.
Action
Search Asset Chunks
Search a Shade drive and get back matching assets together with the specific chunks (subclips, document passages, image regions) that matched, with a relevance floor you control per media type.
Action
Search for an Asset by Description
Searches a Shade drive with a plain-language description and returns the assets that match, using Shade's AI index.
Action
Share File or Folder
Shares a file or folder in a Shade drive with the people you list, at the role you choose. Each person is emailed an invitation.
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 Shade