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How Zapier works

Zapier makes it easy to integrate Repsly with Copper - no code necessary. See how you can get setup in minutes.

Select a trigger from Repsly

A trigger is an event that starts your Zap and runs the workflow. For example, with Repsly, a trigger could be "New Audit With Items."

A trigger is the event that kicks off your automated workflow.

Setup an action from Copper

An action is what takes place after the automation is triggered. For example, with Copper, the action could be "Create Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Repsly to Copper

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Repsly to Copper integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Repsly and Copper to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Choose an Audit
  Required
Trigger
Scheduled
Try It
New Client With Details
Triggers when a new client is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
New Schedule
Triggers when a new schedule is created.
Trigger
Scheduled
Try It
New Visit Start
Triggers when a new visit is created.
Trigger
Scheduled
Try It

New Workday End
Triggers when representative ends a workday.
Trigger
Scheduled
Try It
- Code
  Required
- Name
  Required
- Active
- Tag
- Territory
- Representative Code
- Representative Name
- Street Address
- Zip
- ZIP Ext.
- City
- State
- Country
- Email
- Phone
- Mobile
- Website
- Contact Name
- Contact Title
- Note
- Status
Action
Write

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
Try It
New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
Try It
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 Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- 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-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Details
  Required
- 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
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Opportunity ID
  Required
- Name
  Required
- Primary Contact ID or Email
  Required
- Details
  Required
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
  Required
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact ID or Email
  Required
- Assignee
- Status
- Details
  Required
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
  Required
- Status
- Tags
Action
Search or write

New Client Status Change
Triggers when a client status is updated.
Trigger
Scheduled
Try It
- Choose a Form
  Required
Trigger
Scheduled
Try It
New Item in Order
Triggers when a new order item is added to order. Returns order items with full headers.
Trigger
Scheduled
Try It
New Missed Schedule
Triggers when a new schedule is missed.
Trigger
Scheduled
Try It
New Visit End
Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
Trigger
Scheduled
Try It
New Workday Start
Triggers when representative starts a new workday.
Trigger
Scheduled
Try It
- Code
  Required
- Name
  Required
- Product Group Code
- Product Group Name
- Active
- Tag
- Unit Price
  Required
- Ean
- Note
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 Type
  Required
- Activity Date
  Required
- Entity Type
  Required
- Parent Object
  Required
- User ID
  Required
- Details
  Required
Action
Write
- Name
  Required
- 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
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Details
  Required
- 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-Mail
- 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
  Required
- Assignee
- Status
- Company
- Title
- Details
  Required
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact ID or Email
  Required
- Assignee
- Status
- Details
  Required
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Details
  Required
- Priority
- Tags
- Entity Type
  Required
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Entity Type
  Required
- Parent Object
  Required
- User ID
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
  Required
- Assignee
- Status
- Company
- Title
- Details
  Required
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write

Learn how to automate Repsly on the Zapier blog

Learn how to automate Copper on the Zapier blog

About Repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Related categories

CRM (Customer Relationship Management)

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