Associate to Project

This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

Create/Update Company

Creates or Updates a Company depending on the match criteria.

Update Person

Updates a Person depending on the match criteria.

Create Person

Creates a new Person.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

Update Opportunity by ID

Updates an Opportunity based off of Opportunity ID.

Create/Update Opportunity

Creates or Updates an Opportunity based off of a match criteria.

Create Project

Creates a new Project.

Create/Update Project

Creates or Updates a Project depending on the match criteria.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Search for a Company

Searches for an existing company in Copper.

Search for a Opportunity

Searches for an existing opportunity in Copper.

Search for a Project

Searches for an existing project in Copper.

Search for a Company (or create)

Searches an existing company in Copper.

Search for a Opportunity (or create)

Searches an existing opportunity in Copper.

Search for a Project (or create)

Searches an existing project in Copper.

New Incomplete Task

Triggers when you add an incomplete task to a project.

Invite User to Project

Sends an e-mail to a person, inviting them to use one of your projects. .

Move Task to Section

Move a Task to a different Section.

Add Comment to Project

Adds a new comment to a project (only available for Todoist Premium users).

Create Task

Creates a new task.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find Project

Finds a project (by name/title).

Find User

Searches for a user who is connected/shared with your account.

Find or Create project.

Find or Create project.

Company Change

Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.

Project Change

Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create/Update a Company

Creates a company.

Create a Note

Create or update a note.

Create/Update a Project

Creates or updates a project.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Create Activity

Logs a new Activity on a Person, Company, Opportunity, or Lead.

Update Company

Updates a Company depending on the match criteria.

Create Company

Creates a new Company.

Create/Update Person

Creates or Updates a Person depending on the match criteria.

Update Lead

Updates a Lead depending on the match criteria.

Create Lead

Creates a new Lead.

Update Opportunity

Updates an Opportunity based off of a match criteria.

Create Opportunity

Creates a new Opportunity.

Update Project

Updates a Project depending on the match criteria.

Create Task

Creates a new Task.

Search for an Activity

Searches for an existing activity in Copper.

Search for a Person

Searches for an existing person in Copper.

Search for a Lead

Searches for an existing lead in Copper.

Search for an Activity (or create)

Searches an existing activity in Copper.

Search for a Person (or create)

Searches an existing person in Copper.

Search for a Lead (or create)

Searches an existing lead in Copper.

New Completed Task

Mark Task as Completed

Marks a task as being completed.

Add Comment to Task

Adds a comment to a task (only available for Todoist Premium users).

Create Project

Creates a new project.

Update Task

Updates an existing task.

Find Task

Finds a task.

Find or Create project.

Find or Create project.

Find or Create Item

Find or Create Item

Person Change

Triggers when a person is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.

Create Communication

Create a new communication record (email or call).

Create Timeline Event

Creates a new timeline event e.g. "Ticket Closed" or "Invoice Sent".

Create/Update a Person

Creates or updates a person.

Create ToDo

Creates a new ToDo.