Zapier is an awesome tool that lets you build automations. These are if/then statements that cause one action to trigger another action. You might want to set up an automation in Copper, or one that allows Copper and a third-party app to collaborate. Our documents have you covered!
Get Started with Zapier
Check out our article on the Zapier integration essentials to get started:
Zapier recipes for Copper
Want to create an automation within Copper? Check out our Zapier recipes for common workflows:
Zapier recipes for Copper and a third-party app
Want to create an automation that allows Copper to trigger an action in a third-party app? Check out our recipes for common workflows: