Integrations & API
By Chris and 3 others4 authors46 articles
How to add a webpage or link to the Copper navigation
Mailchimp Integration
Mailchimp Field Syncing and Mapping
PandaDoc Integration
DocuSign Integration
Slack Integration
QuickBooks Integration
Dropbox Integration
Activepipe Integration
Surfe (ex-Leadjet) integration
Outfunnel Integration
Reply Integration
PersistIQ Integration
Yet Another Mail Merge (YAMM) Integration
RingCentral Integration
Zendesk Integration
VOGSY Integration
Xero Integration
Working with the Zapier Integration
Update Person records with related Company data
Capture Wufoo form submissions to create a Person or Lead
Passing through Value of an Opportunity to the Company
Adding a Person record via business card scanner
Create a custom webhook to relate a Person to an Opportunity
Create an activity for Person record with conversations in Intercom
Update an Opportunity by ID using a webhook
Create a custom webhook to get Person info by ID
Capture Google Form submissions to create a Person or Lead
How to format a date in Zapier
How to look up dropdowns and checkboxes in Zapier
Auto-create an invoice and a contact in Xero when an Opportunity moves into certain stage
Send automated emails via Zapier
Logging Zendesk tickets as activities
Pass Opportunity Metrics to a Company Record
Setting up Copper webhooks