Copper + Zendesk + Gravity Forms Integrations

How to connect Copper + Zendesk + Gravity Forms

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Do even more with Copper + Zendesk + Gravity Forms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Copper, Zendesk, and Gravity Forms. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Entity TypeRequired
- Activity TypeRequired
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
Try It

Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
Try It

Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source TypeRequired
- Project IdRequired
- Source IdRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- Opportunity IDRequired
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by TypeRequired
- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by TypeRequired
- NameRequired
- Assignee
- Details
- Status
- Tags
Action
Search or write
- ViewRequired
Trigger
Scheduled
Try It
- Tags
Trigger
Instant
Try It
- Ticket (Required for non-admins)
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External Id
- Group Id
- Shared Tickets
- Shared Comments
Action
Write
- SubjectRequired
- Assignee
- Collaborators
- Collaborator Emails
- Group
- Requester Name
- Requester Email
- First Comment/Description format
- First Comment/DescriptionRequired
- Should the first Comment be public?
- Tags
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External ID
- Email CC
- Attachment
Action
Write
- TicketRequired
- Comment body
- Comment format
- Should the Comment be public?
Action
Write
- OrganizationRequired
- Name
- Details
- Notes
- Tags
- Domain Names
- External Id
- Shared Tickets
- Shared Comments
Action
Write
- UserRequired
- Name
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Type
Action
Search
- Ticket IdRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
- NameRequired
- Details
- Notes
- Tags
- Domain Names
- External Id
- Group Id
- Shared Tickets
- Shared Comments
Action
Search or write
- FormRequired
- Use Admin Field Labels?
Trigger
Instant
Try It
- FormRequired
Action
Write

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
Action
Write
- 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
Action
Write
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- 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
Action
Write
- 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
Action
Write
- NameRequired
- Primary ContactRequired
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Primary ContactRequired
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- NameRequired
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- NameRequired
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
Action
Search
- Match by TypeRequired
- Activity TypeRequired
- Activity DateRequired
- Parent TypeRequired
- Parent ObjectRequired
- Acting UserRequired
- DetailsRequired
Action
Search or write
- Match 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
Action
Search or write
- Match 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
Action
Search or write
New Group
Triggers when a new group is created.
Trigger
Scheduled
Try It
- Organization
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
- Organization
Trigger
Scheduled
Try It
New View
Triggers when a new view is created.
Trigger
Scheduled
Try It
- TicketRequired
- TagsRequired
Action
Write
- TicketRequired
- CommentRequired
- Should the comment be public?
- FileRequired
Action
Write
- TicketRequired
- TagsRequired
Action
Write
- TicketRequired
- Subject
- Assignee
- Group
- New status
- New Comment to add to the Ticket
- New Comment format
- Should the new Comment be public?
- Tags
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External ID
- Requester
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- NameRequired
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Write
- QueryRequired
Action
Search
- QueryRequired
Action
Search
- QueryRequired
Action
Search
- Info
- Type
- SubjectRequired
- Assignee
- Collaborators
- Collaborator Emails
- Group
- Requester Name
- Requester Email
- First Comment/Description format
- First Comment/DescriptionRequired
- Should the first Comment be public?
- Tags
- Status
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External ID
- Email CC
- Attachment
Action
Search or write
- QueryRequired
- NameRequired
- Email
- Details
- Notes
- Phone
- Tags
- Role
- Organization
- External Id
- Verified
Action
Search or write
- FormRequired
Action
Write

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How Copper + Zendesk + Gravity Forms Integrations Work

Step 1: Authenticate Copper, Zendesk, and Gravity Forms.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.