Connect Convo to Copper and automate any workflow
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Quickly connect Convo to Copper with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Create Post
Creates a new post in Convo.
- Entity TypeRequired
- Activity TypeRequired
Try It- New Person
Triggers when a new Person is created in Copper.
Try It - New Lead
Triggers when a Lead is created in Copper.
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- Create Template Post
Creates a new post in Convo. This action should ideally be used through Guided Zaps and should not be made directly.
- New Company
Triggers when a new Company is created in Copper.
Try It - New Opportunity
Triggers when an Opportunity is created in Copper.
Try It - New Project
Triggers when a new Project is created in Copper.
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