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Choose a Trigger
Choose an Action
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Copper
Copper
1. Choose trigger event
ProjectPlace
ProjectPlace
2. Choose action
1. Select the event
Setup
Test
Copper
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Copper.
Add your action
An action happens after the trigger—such as "Create Activity" in ProjectPlace.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Entity TypeRequiredActivity TypeRequiredTry ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Person
Triggers when a new Person is created in Copper.
Trigger
This is the start of your Zap
Instant
This event starts a Zap instantly.
New Lead
Triggers when a Lead is created in Copper.
Trigger
This is the start of your Zap
Instant
This event starts a Zap instantly.
New Task
Triggers when a new Task is created in Copper.
Trigger
This is the start of your Zap
Instant
This event starts a Zap instantly.
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
This is the start of your Zap
Instant
This event starts a Zap instantly.
Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
This is the start of your Zap
Instant
This event starts a Zap instantly.
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
This is the start of your Zap
Instant
This event starts a Zap instantly.
Updated Lead
Triggers when a Lead is changed.
Trigger
This is the start of your Zap
Instant
This event starts a Zap instantly.
Updated Task
Triggers when a Task is changed.
Trigger
This is the start of your Zap
Instant
This event starts a Zap instantly.
- Source TypeRequired
- Project IdRequired
- Source IdRequired
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- Opportunity IDRequired
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- NameRequired
- Assignee
- Details
- Status
- Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- Match by TypeRequired
Action
This is an event a Zap performs.
Search
Find existing data in your app
- Match by TypeRequired
Action
This is an event a Zap performs.
Search
Find existing data in your app
- Match by TypeRequired
Action
This is an event a Zap performs.
Search
Find existing data in your app
- Match by TypeRequired
- Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
- Match by TypeRequired
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
- Match by TypeRequired
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
- WorkspaceRequired
- BoardRequired
Trigger
This is the start of your Zap
Polling
Zapier checks for new data every 15 min on the Free plan
New Templates
List an account's templates for workspace.
Trigger
This is the start of your Zap
Polling
Zapier checks for new data every 15 min on the Free plan
- WorkspaceRequired
- BoardRequired
- Column
- Activity on board
- New card createdRequired
- Change of statusRequired
- Change of titleRequired
- Due date todayRequired
- Card blockedRequired
- Card unblockedRequired
- Change of descriptionRequired
- Change of due dateRequired
Trigger
This is the start of your Zap
Instant
This event starts a Zap instantly.
- WorkspaceRequired
- NameRequired
- Description
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- WorkspaceRequired
- BoardRequired
- TitleRequired
- Description
- Assignee
- Column
- Activity on board
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- WorkspaceRequired
- NameRequired
- Description
- Assignee
- PriorityRequired
- TypeRequired
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- WorkspaceRequired
- Source BoardRequired
- CardRequired
- Destination BoardRequired
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- WorkspaceRequired
- NameRequired
- Description
- Assignee
- ResponseRequired
- Description of response
- ImpactRequired
- ProbabilityRequired
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- WorkspaceRequired
- BoardRequired
- CardRequired
- Title
- Description
- Assignee
- Column
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- NameRequired
- Workspace template
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
- WorkspaceRequired
- BoardRequired
- TitleRequired
- Description
- Activity on board
- Column
- Assignee
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
- New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Match by TypeRequired
- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Match by TypeRequired
- NameRequired
- Assignee
- Details
- Status
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Card Assignments
List user assignments on cards.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New Workspaces I Am Member Of
Lists workspaces to which you have access.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Project IDRequired
- IDRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Workspaces in Enterprise Account
Lists projects in the enterprise account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- ActivityRequired
- TitleRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Name of a milestoneRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Email adresses of users to be invited to the projectRequired
- Language of the invitation
- Customised message for the invitees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Type of an artifactRequired
- IDRequired
- Time to be reportedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- CardRequired
- Activity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- Title
- Description
- Activity on board
- Column
ActionThis is an event a Zap performs.SearchFind existing data in your app
