Connect UniBee to Copper

Both apps 65UniBee 26Copper 39

• Trigger
  New Invoice Event

  Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed).

• Trigger
  New Payment Event

  Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure).

• Trigger
  New Refund Event

  Triggers when a refund event occurs (created, success, failure, cancelled, or reversed).

• Trigger
  New Subscription Activated

  Triggers when a subscription becomes active.

• Trigger
  New Subscription Event

  Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.).

• Trigger
  New Subscription Onetime Addon Event

  Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired).

• Trigger
  New Subscription Pending Update Event

  Triggers when a subscription pending update event occurs (create, success, or cancelled).

• Trigger
  New User Event

  Triggers when a user event occurs (created, updated, metric update, or subscription update).

• Trigger
  New User Plan Change

  Triggers when a user subscription or subscription change occurs.

• Action
  Add Discount Code

  Create a new discount/promo code. Endpoint: POST /merchant/discount/new (New Discount Code).

• Action
  Add Invoice

  Create a new invoice. Endpoint: POST /merchant/invoice/new (New Invoice).

• Action
  Add Payment

  Record/create a new payment. Endpoint: POST /merchant/payment/new (New Payment).

• Action
  Add Plan

  Create a new subscription plan. Endpoint: POST /merchant/plan/new (Create Plan).

• Action
  Add Product

  Create a new product. Endpoint: POST /merchant/product/new (Create Product).

• Action
  Add Subscription

  Create a new subscription for a user against a plan. Endpoint: POST /merchant/subscription/new (Create Subscription).

• Action
  Add User

  Create a new customer/user record in UniBee. Endpoint: POST /merchant/user/new (New User).

• Action
  Cancel Subscription

  Cancel a subscription immediately. Endpoint: POST /merchant/subscription/cancel (Cancel Subscription Immediately).

• Action
  Get Invoice

  Fetch a single invoice's detail by invoice id. Endpoint: GET /merchant/invoice/detail (Invoice Detail).

• Action
  Get Payment

  Fetch a single payment's detail by payment id. Endpoint: GET /merchant/payment/detail (Payment Detail).

• Action
  Get Plan

  Fetch a single plan's detail by plan id. Endpoint: GET /merchant/plan/detail (Plan Detail).

• Action
  Get Subscription

  Fetch a single subscription's detail by subscription id. Endpoint: GET /merchant/subscription/detail (Subscription Detail).

• Action
  Get User

  Fetch a single user's profile by user id. Endpoint: GET /merchant/user/profile (Get User Profile).

• Action
  List Discount Codes

  List discount codes with pagination/filters. Endpoint: GET /merchant/discount/list (Get Discount Code List).

• Action
  List Products

  List products with pagination/filters. Endpoint: GET /merchant/product/list (Get Product List).

• Action
  List Users

  List/search customer users with pagination. Endpoint: GET /merchant/user/list (User List).

• Action
  Update User

  Update an existing user's profile fields. Endpoint: POST /merchant/user/update_profile (Update User Profile).

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.