Building Integrations Using Zapier
Zapier is a third party tool that allows you to integrate with other applications. Leveraging Zapier customers can automate and perform additional actions not available out of the box with Copper. This section will give you some examples of what you can integrate with Zapier.
Building Integrations Using Zapier
- 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
- Create a custom webhook to search People records by email
- How to look up dropdowns and checkboxes in Zapier
- How to add a timestamp in Zapier
- Why is my zap not working for create/update lead in Zapier?
- Auto-create an invoice and a contact in Xero when an Opportunity moves into certain stage
- Send automated emails via Zapier
- Update Opportunities by ID
- Logging Zendesk tickets as activities
- Pass Opportunity Metrics to a Company Record
- Setting up Copper webhooks