Copper

Trigger

Create a request filter that will invoke any of the actions below when an API request matches the filter criteria.

Actions

Any of the actions listed below can be triggered when a new request matches one of your request filters. These actions can also be incorporated into multi-step workflows, enabling the development of robust logic to fulfill your business requirements.

Convert Lead

Converts a lead into a person (optionally with company/opportunity).

Create Activity

Logs an activity related to CRM entities.

Create Company

Adds a new company.

Create Lead

Adds a new lead.

Create Opportunity

Adds a new opportunity.

Create Person

Adds a new person/contact.

Create Project

Adds a new project.

Create Task

Adds a new task under a person, lead, or opportunity.

Custom API Call

Make a custom API call to a specific endpoint

Search for a Company

Lookup a company.

Search for a Lead

Lookup a lead using match criteria.

Search for a Person

Lookup a person using match criteria.

Search for a Project

Lookup a project.

Search for an Activity

Find an existing activity by type/criteria.

Search for an Opportunity

Lookup an opportunity.

Update Company

Updates a company record.

Update Lead

Updates an existing lead.

Update Opportunity

Updates an opportunity using match criteria.

Update Person

Updates a person based on matching criteria.

Update Project

Updates a project record.