Agendor + Copper
Create or update Agendor persons when new Copper companies are added
Effortlessly maintain your contacts across Copper and Agendor with this seamless automation. Whenever a new company is added in Copper, this workflow will create or update a person in Agendor, ensuring your contact information stays up-to-date and easily accessible. No more manual data entry—simply let this efficient integration handle your contact management, so you can focus on building relationships and growing your business.
Effortlessly maintain your contacts across Copper and Agendor with this seamless automation. Whenever a new company is added in Copper, this workflow will create or update a person in Agendor, ensuring your contact information stays up-to-date and easily accessible. No more manual data entry—simply let this efficient integration handle your contact management, so you can focus on building relationships and growing your business.
- When this happens...
New CompanyTriggers when a new Company is created in Copper.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create or Update PersonCreates or updates a Person (Pessoa).
ActionWriteCreate a new record or update an existing record in your app.
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Entity TypeRequired
Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source TypeRequired
Project IdRequired
Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-Mail
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Name
Primary Contact
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Assignee
Details
Status
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Deal
Triggers when a new Deal (Negócio) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Stage Changed
Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Won
Triggers when a Deal (Negócio) is set as won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an Organization (Empresa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person (Pessoa) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Funnel (Funil)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Value (Valor)
Description (Descrição)
Start Time (Data de InÃcio)
Products (Produtos)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (PaÃs)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name (Nome)Required
EmailRequired
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (PaÃs)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title (TÃtulo)
Organization (Empresa)
Person
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Cpf
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appName (Nome)Required
CNPJ
Email
Legal Name (Razão Social)
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (PaÃs)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
E-Mail Domain
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
If Person Already Exists
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Description
Assignee
Status
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Assignee
Status
Description
Pipeline
Stage
Close Date
Monetary Value
Currency
Priority
Win Probability
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Due Date
Reminder Date
Description
Priority
Tags
Related Entity Type
Related Entity Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
Activity TypeRequired
Activity DateRequired
Parent TypeRequired
Parent ObjectRequired
Acting UserRequired
DetailsRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
Name Prefix
First Name
Middle Name
Last Name
Name Suffix
E-MailRequired
Assignee
Title
Company
Contact Type
Description
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
First Name
Middle Name
Last Name
Name Prefix
Name Suffix
E-Mail
Assignee
Status
Company
Title
Description
Monetary Value
Currency
Customer Source
Phone Number
Social Profiles
Website
Street
City
State
Zip Code
Country
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Task
Triggers when a new Task (Tarefa/Comentário) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Lost
Triggers when a Deal (Negócio) is set as lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Deal
Triggers when a Deal (Negócio) is edited.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new Organization (Empresa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new Person (Pessoa) is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Relates to (Relaciona-se a)Required
Text (Texto)Required
Author (Criador)Required
Due Date (Data de Agendamento)
Assigned Users (Usuários Responsáveis)
Finished? (Finalizada?)
Metrics (Métricas)
Type (Tipo)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Deal Status (Status do Negócio)Required
End Time (Data de Conclusão)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name (Nome)
Legal Name (Razão Social)
CNPJ
Description (Descrição)
Website
Ranking
Owner User (Usuário Responsável)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (PaÃs)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
Category (Categoria)
Sector (Setor)
Products (Produtos)
Lead Origin (Origem do Cliente)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name (Nome)Required
Role (Cargo)
CPF
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Email
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (PaÃs)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Cnpj
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appTitle (TÃtulo)Required
Organization (Empresa)
Person (Pessoa)
Deal Status (Status do Negócio)
Description (Descrição)
Products (Produtos)
Ranking
Start Time (Data de InÃcio)
End Time (Data de Conclusão)
Owner User (Usuário Responsável)
Funnel (Funil)
Value (Valor)
Author (Criador)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundName (Nome)Required
CPF
Email
Role (Cargo)
Ranking
Description (Descrição)
Birthday (Aniversário)
Owner User (Usuário Responsável)
Organization (Empresa)
Category (Categoria)
Products (Produtos)
Lead Origin (Origem do Cliente)
Author (Criador)
Work Phone (Telefone de Trabalho)
Mobile Phone (Telefone Celular)
Fax Phone
WhatsApp
Facebook
Twitter
Instagram
LinkedIn
Skype
Postal Code (CEP)
Country (PaÃs)
State (Estado)
City (Cidade)
District (Bairro)
Street (Rua)
Additional Address Info (Complemento)
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Agendor
Related categories
