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Select a trigger from TotalBrokerage
Setup an action from Copper
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Connect TotalBrokerage 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.
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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.
- Account Created
Triggers when a new account is created in your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Account Updated
Triggers when an account in your brokerage is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Action Plan Task Completed
Triggers when an account completes a task in an Action Plan for a contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Created
Triggers when a new contact is created for your brokerage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contacts Imported
Triggers when contacts are mass imported into the CRM.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity Added to TransactionTry ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Transaction Commissions Unlocked
Triggers when commissions are unlocked for a transaction. When commissions are unlocked, information in the Commission tab can be modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Date Added
Triggers when a new date is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Date Removed
Triggers when a date is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Document Share Viewed
Triggers when the recipient of shared documents for a transaction reviews the documents.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Earnest Money Updated
Triggers when an existing earnest money entry in a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Email Received for Transaction
Triggers when an email is received for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction General Information Updated
Triggers when the information in the General Tab for a Transaction has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Person Updated
Triggers when the person at a specific slot in a transaction's People tab is cleared or updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Property Updated
Triggers when the property information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Status Updated
Triggers when the status of a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction IDRequired
- Activity TypeRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone Number
- Contact Capture Email Address
- OfficesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Mobile Phone Number
- OfficesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- First NameRequired
- Last NameRequired
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- TagsRequired
- Notes
- Owner
- Office
- Lead Route
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- First Name Criteria
- Last NameRequired
- Last Name Criteria
- Company
- Company Criteria
- Email Address
- Email Criteria
- Phone
- Phone Criteria
- Lead Type
- Lead Type Criteria
- Lead Status
- Lead Status Criteria
- Lead Source
- Lead Source Criteria
- Language
- Language Criteria
- Owner
- Office
- TagsRequired
- Tags Criteria
- Include Trashed Contacts?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
- DetailsRequired
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- TagsRequired
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.- Opportunity IDRequired
- NameRequired
- Primary Contact ID or EmailRequired
- DetailsRequired
- Assignee
- Status
- PipelineRequired
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- TagsRequired
- 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
- PipelineRequired
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer 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
- DetailsRequired
- Status
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- Description
- 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 app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
- NameRequired
- Assignee
- E-Mail Domain
- Contact Type
- DetailsRequired
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- TagsRequired
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- Match by TypeRequired
- NameRequired
- Primary Contact ID or EmailRequired
- Assignee
- Status
- DetailsRequired
- PipelineRequired
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- TagsRequired
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- Match by TypeRequired
- NameRequired
- Assignee
- DetailsRequired
- Status
- TagsRequired
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
- Account Enabled/Disabled
Triggers when an account in your brokerage is enabled or disabled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Action Plan Activity
Triggers when one of the following occurs: 1) An Action Plan is added to a Contact. 2) An Action Plan is paused or resumed for a Contact. 3) An Action Plan is completed for a Contact.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Activity Added to ContactTry ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
- Contact General Information Updated
Triggers when the information in the General Tab for a Contact has been updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Trashed/Untrashed
Triggers when a contact is added to or removed from the trash.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Commissions Locked
Triggers when commissions are locked for a transaction. When commissions are locked, the Commission tab is no longer editable.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Created
Triggers when a new transaction is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Date Updated
Triggers when an existing date on a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Documents Shared for Transaction
Triggers when documents are shared for a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Earnest Money Added
Triggers when a new earnest money entry is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Earnest Money Removed
Triggers when an earnest money entry is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Transaction Financials Updated
Triggers when the financial information for a transaction is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Added to Transaction
Triggers when a new person or slot is added to a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Person Removed From Transaction
Triggers when a person or slot is removed from a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Signature Request Updates
Triggers when signatures are requested for a transaction, when documents in a signature request are viewed or signed by the signer, and when a signature request is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact IDRequired
- Activity TypeRequired
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last NameRequired
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Notes
- Email Address
- Type
- Phone Number
- Type
- TagsRequired
- Owner
- Office
- Duplicate Check Option
- Send Notification
- Lead Route Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
- EnabledRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact IDRequired
- First NameRequired
- Last NameRequired
- Nickname
- Company
- Lead Type
- Lead Status
- Lead Source
- Language
- Email Address
- Type
- Phone Number
- Type
- TagsRequired
- Notes
- Owner
- Office
- Lead Route
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Transaction IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Vendor IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- 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
- Entity TypeRequired
- Parent ObjectRequired
- User IDRequired
- 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
- DetailsRequired
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- TagsRequired
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
- 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-MailRequired
- Assignee
- Status
- Company
- Title
- DetailsRequired
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- TagsRequired
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
- PipelineRequired
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer 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 Contact ID or EmailRequired
- Assignee
- Status
- DetailsRequired
- PipelineRequired
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Assignee
- Description
- 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
- DetailsRequired
- Priority
- TagsRequired
- Entity TypeRequired
- 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 app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Match by TypeRequired
- Activity TypeRequired
- Activity DateRequired
- Entity TypeRequired
- Parent ObjectRequired
- User IDRequired
- 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 found- Match by TypeRequired
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-MailRequired
- Assignee
- Title
- Company
- Contact Type
- DetailsRequired
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- TagsRequired
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- Match by TypeRequired
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-MailRequired
- Assignee
- Status
- Company
- Title
- DetailsRequired
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- TagsRequired
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