Copper
Triggers
(11)New Activity
Triggers when a new activity is logged
New Person
Triggers when a new person/contact is created.
New Lead
Triggers when a new lead is created.
New Task
Triggers when a new task is created.
Updated Lead
Triggers when a lead is modified.
Updated Task
Triggers when a task is updated.
Updated Opportunity
Triggers when an opportunity changes.
Updated Opportunity Stage
Triggers when an opportunity stage changes
Updated Opportunity Status
Triggers when an opportunity's status changes.
Updated Project
Triggers when a project is updated.
Updated Lead Status
Triggers when the status of a lead changes.
Actions
(20)Create Person
Adds a new person/contact.
Update Person
Updates a person based on matching criteria.
Create Lead
Adds a new lead.
Update Lead
Updates an existing lead.
Convert Lead
Converts a lead into a person (optionally with company/opportunity).
Create Company
Adds a new company.
Update Company
Updates a company record.
Create Opportunity
Adds a new opportunity.
Update Opportunity
Updates an opportunity using match criteria.
Create Project
Adds a new project.
Update Project
Updates a project record.
Create Task
Adds a new task under a person, lead, or opportunity.
Create Activity
Logs an activity related to CRM entities.
Search for an Activity
Find an existing activity by type/criteria.
Search for a Person
Lookup a person using match criteria.
Search for a Lead
Lookup a lead using match criteria.
Search for a Company
Lookup a company.
Search for an Opportunity
Lookup an opportunity.
Search for a Project
Lookup a project.
Custom API Call
Make a custom API call to a specific endpoint
Example automation
Trigger
Event received
from Copper
Action
Create Module Record
in Coherence
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