Copper + Docparser Integration

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Copper + Docparser Integration
1.
  • Copper
    Lead is created in Copper

    Triggers the automation when a new lead is created

    Instant
  • Copper
    Lead is changed in Copper

    Triggers the automation when a lead is updated

    Instant
  • Copper
    Person is created in Copper

    Triggers the automation when a new person is created

    Instant
  • Copper
    Person is updated in Copper

    Triggers the automation when a person's details are changed

    Instant
  • Copper
    Opportunity is updated in Copper

    Triggers the automation when any opportunity is updated

    Instant
  • Copper
    Opportunity is created in Copper

    Triggers the automation when any opportunity is updated

    Instant
  • Copper
    Activity is created in Copper

    Triggers the automation when a new activity is created

    Instant
  • Copper
    Company is updated in Copper

    Triggers the automation when the company's profile is updated

    Instant
  • Copper
    Company is created in Copper

    Triggers the automation when a new company is created

    Instant
  • Copper
    Task is created in Copper

    Triggers the automation when a new task is created

    Instant
  • Copper
    Task is updated in Copper

    Triggers the automation when any task is modified

    Instant
  • Copper
    Project is created in Copper

    Triggers the automation when a new project is created

    Instant
  • Copper
    Project is updated in Copper

    Triggers the automation when any project is changed

    Instant
  • Docparser
    Parsed document data is available in Docparser

    Triggers the automation when a document is parsed

  • Docparser
    Parsed table is available in Docparser

    Triggers the automation when a table is parsed

2.
  • Copper
    Create lead in Copper

    Generates new leads for potential customers

  • Copper
    Update lead in Copper

    Updates the lead information

  • Copper
    Search lead in Copper

    Retrieves information for a particular lead

  • Copper
    Create person in Copper

    Generates a new person

  • Copper
    Update person in Copper

    Updates the information of a person

  • Copper
    Search person in Copper

    Retrieves information about a person

  • Copper
    Create activity in Copper

    Generates a new activity or task

  • Copper
    Create task in Copper

    Creates a new task

  • Copper
    Search opportunity in Copper

    Searches for a opportunity

  • Copper
    Create opportunity in Copper

    Creates a new instance of the support system

  • Copper
    Update opportunity in Copper

    Updates the opportunity details as needed

  • Copper
    Search company in Copper

    Finds information about a company

  • Copper
    Create company in Copper

    Generates a new company profile with given details

  • Copper
    Update company in Copper

    Updates company information

  • Copper
    Create project in Copper

    Creates a new project

  • Copper
    Update project in Copper

    Updates project information

  • Copper
    Search project in Copper

    Searches for a project

  • Docparser
    Upload document in Docparser

    Uploads a document to the system

  • Docparser
    Fetch document from URL in Docparser

    Retrieves a document from a particular url

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