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Salesforce

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Microsoft Dynamics 365

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Asana

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Google Sheets

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Monday

ConnectWise - Icon

ConnectWise

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Airtable

Pipedrive - Icon

Pipedrive

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Streak

Smartsheet

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Mindbody

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SugarCRM

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Workfront

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Zoho CRM

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Trello

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Pipeliner

Freshsale

Freshsales

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Virtuous CRM

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Agile CRM

Wrike

Delete contact

Get order

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Delete deal

Delete lead

Delete product

List deal associated contacts

Create call

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete call

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get user

List call outcomes

List call outcomes DDL

List calls

Return all static and custom fields for the Contact resource.

List contact fields

List contact fields DDL

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Return all static and custom fields for the Lead resource.

List lead fields

List lead fields DDL

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

List users

List users DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Search resources

Update call

Update contact

Update deal

Update lead

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

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Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

List pipeline stages DDL

List pipeline stages for pipeline DDL

List pipelines DDL

Update an opportunity in your Copper account.

Update opportunity

Updates a person record in your Copper account, using their unique ID.

Update person

Create an opportunity in your Copper account.

Create opportunity

Create a person record in your Copper account.

Create person

Delete opportunity

Search leads

Search opportunities

Search people

Delete person

Check to see if a company exists, using its unique ID.

Company exists?

Check to see if an activity exists, using its unique ID.

Activity exists?

Checks to see if leads are enabled in your Copper account.

Are leads enabled?

Create activity

Create company

Create custom activity type

Create project

Link a "resource" to a "parent" object. For example, you could link one or more companies to an opportunity.

Create related item

Creates a task in your Copper account, linked to a "resource", such as a person, opportunity, or company.

Create task

Delete activity

Delete company

Delete project

Delete a task from your Copper account, from its unique ID.

Delete task

Find the lead who has a given phone number. If multiple leads have the same phone number, the most recently updated will be returned.

Find lead by phone number

Find person by email

Get details about the account that you've connected to Tray.

Get account details

Get details about a pipeline stage, using its unique ID.

Get pipeline stage

Get project

Get activity

Get company

Get a custom activity type by its unique ID.

Get custom activity type

Get pipeline

Get opportunity

Get person

Find the person who has a given phone number. If multiple people have the same phone number, the most recently updated will be returned.

Get person by phone number

Get a task from your Copper account, using its unique ID.

Get task

Check to see if an lead exists, using its unique ID.

Lead exists?

Get a list of all of the loss reasons in your Copper account.

List Opportunity loss reasons

List contact types DDL

Get a list of all of the activity types in your Copper account.

List custom activity types

Get a list of all of the stages in a given pipeline in your Copper account.

List Pipeline Stages

Get a list of all of the pipelines in your Copper account.

List Pipelines

Get a list of all of the custom activity types in your Copper account.

List activity types

List activity types DDL

Get a list of all the companies in your Copper account.

List companies

List companies DDL

Get a list of all of the contact types in your Copper account.

List contact types

List custom activity types DDL

Get a list of all of the custom fields in your Copper account.

List custom fields

List loss reasons DDL

List custom fields DDL

Get a list of all of the customer sources in your Copper account.

List customer sources

List customer sources DDL

Get a list of all of the lead statuses in your Copper account.

Zendesk Sell and Copper integration + automation

Popular Zendesk Sell and Copper integrations

Zendesk Sell and Copper Connector Details

Zendesk Sell

Copper

Tray is the leading AI ready integration and automation platform

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