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Copper

It's easy to keep track of client relationships when you're just starting out, but those Post-It notes and memory tricks can't scale with your business.

Close More Sales with Copper: 5 Teams Share Their Tips

Make sure your team is in the loop when new leads are captured. Use this automation to add new leads from a Gravity Form to Copper, then send an alert to a Slack Channel automatically so the team is in the know.

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Slack

Triggers when a new message is posted to any public channel.

New Public Message Posted Anywhere

New Channel

Triggers when a new message is posted to a specific #channel you choose.

New Message Posted to Channel

Triggers when a custom emoji has been added to a team.

New Team Custom Emoji

Triggers when a new file is uploaded to your workspace.

New File

Triggers when a username or highlight word is mentioned in a public #channel.

New Mention

Triggers when a new message is found that matches the query.

New Message From Query

Triggers when a new message is posted to a specific #private-channel or multi-dm.

New Message Posted to Private Channel

Triggers when a Message is pushed from Slack.

New Pushed Message

Triggers when a reaction (aka reactji) is added to a message in a public #channel.

New Reaction Added

New Saved Message

Triggers when a new Slack user is created / first joins your org.

New User

Finds a Slack message using the Slack Search feature.

Find Message

Finds a user by matching against their email instead of their username.

Find User by Email

Find User by ID

Finds a user by matching against their real name instead of their username.

Find User by Name

Find User by Username

Adds a reminder for yourself or a teammate, just like the `/remind` slash command.

Add Reminder

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Invite User to Channel

Posts a message to the specific #channel you choose. Message delivery can be scheduled for later.

Send Channel Message

Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

Send Direct Message

Create Channel

Post a new message to a private channel you choose. Can also schedule a message for later.

Send Private Channel Message

Set Channel Topic

Update basic profile fields such as name or title

Update Profile

Sets your Slack status to the given text and emoji.

Set Status

Invite a new User to your Slack workspace. Uses legacy tokens.

Invite New User

Custom Actions (Beta)

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

API Request (Beta)

Add new Gravity Forms submissions as leads in Copper, then alert the team in Slack

The client is ready to talk numbers and there's no time to waste. With this automation, as soon as your deal moves to the proposal stage, Zapier will automatically create a proposal and advance the deal to the next stage in Copper. Let's close that deal - automatically!

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

New Activity

Triggers when a new Company is created in Copper.

New Company

Triggers when a new Person is created in Copper.

New Person

Triggers when an Opportunity is created in Copper.

New Opportunity

Triggers when a Lead is created in Copper.

New Lead

Triggers when a new Project is created in Copper.

New Project

Triggers when a new Task is created in Copper.

New Task

Triggers when a Person's Company is changed.

Updated Company

Triggers when a Person's Contact Type is changed.

Updated Contact Type

Updated Person

Updated Opportunity

Triggers when an Opportunity's stage is changed.

Updated Opportunity Stage

Triggers when an Opportunity's status is changed.

Updated Opportunity Status

Triggers when a Lead's status is changed.

Updated Lead Status

Updated Lead

Updated Project

Updated Task

Searches for an existing activity in Copper.

Search for an Activity

Searches for an existing company in Copper.

Search for a Company

Searches for an existing person in Copper.

Search for a Person

Searches for an existing opportunity in Copper.

Search for a Opportunity

Search for a Lead

Searches for an existing project in Copper.

Search for a Project

Search for an Activity (or create)

Search for a Company (or create)

Search for a Person (or create)

Searches an existing opportunity in Copper.

Search for a Opportunity (or create)

Search for a Lead (or create)

Search for a Project (or create)

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

Create Activity

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.

Associate to Project

Updates a Company depending on the match criteria.

Update Company

Creates or Updates a Company depending on the match criteria.

Create/Update Company

Create Company

Updates a Person depending on the match criteria.

Update Person

Creates or Updates a Person depending on the match criteria.

Create/Update Person

Creates a new Person or, optionally, updates an existing Person. See the "When email address is already used for a Person" Action Field for details.

Create Person

Updates a Lead depending on the match criteria.

Update Lead

Creates or Updates a Lead depending on the match criteria.

Create/Update Lead

Create Lead

Updates an Opportunity based off of Opportunity ID.

Update Opportunity by ID

Updates an Opportunity based off of a match criteria.

Update Opportunity

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

Create/Update Opportunity

Create Opportunity

Create Project

Updates a Project depending on the match criteria.

Update Project

Creates or Updates a Project depending on the match criteria.

Create/Update Project

Create Task

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Proposify

Triggers when a client has left a comment on the client view.

Client Commented on a Proposal

Triggers when a user creates a new client.

Client Created

Proposal Created

Triggers when a Proposal is declined by a client.

Proposal Lost

Triggers when a proposal is sent or marked as sent by a user.

Proposal Sent

Triggers when a proposal is signed by a client.

Proposal Signed

Triggers when a proposal is viewed by a client.

Proposal Viewed

Triggers when a proposal is accepted by a client.

Proposal Won

Triggers when a proposal reminder is sent or marked as sent by a user.

Proposal Reminder Sent

Create Client

Create Proposal

Create new Proposify proposals when Copper deals reach a certain stage

What's the next best thing to closing a deal? Getting paid, of course! Use this automation to get your newest client set up in your accounting platform faster than you can say, show me the money. Every time a new Dropbox Sign signature is received, Zapier will update the opportunity in Copper and add the new contact to Xero.

Dropbox Sign is a brand new way to collect signatures and send important documents from an easy web interface. Just upload a PDF or Word Document and make your templates, and send them to anyone!

Dropbox Sign

Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).

Signature Request Declined

Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).

Signature Request Sent

Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).

Signature Request Signed

Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).

Signature Request Viewed

Sends a HelloSign template out for signature request.

Send Signature Request From Template

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Xero

Triggers when a new bank transaction is created.

New Bank Transaction

Triggers when you add a new bill. (Accounts Payable).

New Bill

New Contact

Triggers when a new credit note is created.

Close More Sales with Copper: 5 Teams Share Their Tips

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