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Set up your first integration
Quickly connect Copper to Motion with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Copper with Motion - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Copper.
Add your action
An action happens after the trigger—such as "Create Project" in Motion.
You’re connected!
Zapier seamlessly connects Copper and Motion, automating your workflow.
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Frequently Asked Questions about Copper + Motion integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copper and Motion
How do I set up an integration between Copper and Motion?
To set up the integration, you'll need to use our platform as an intermediary to create automated workflows called Zaps. First, authenticate your Copper and Motion accounts. Then, select a trigger from Copper, like 'New Lead' or 'Updated Opportunity,' and an action for Motion, such as 'Create Task' or 'Update Project.' Follow the prompts to customize your workflow.
What are some common triggers available in Copper for this integration?
Common triggers in Copper that you can use include 'New Lead,' 'Updated Contact,' and 'Opportunity Won.' These triggers allow you to initiate actions in Motion based on specific updates or changes in your Copper CRM system.
What type of actions can be automated in Motion when integrating with Copper?
You can automate several actions in Motion, such as creating tasks when a new opportunity is created in Copper or updating a project timeline when a contact is updated. These actions help streamline your project management activities.
Do I need any coding skills to integrate Copper with Motion using your platform?
No coding skills are required to integrate Copper with Motion using our platform. Our user-friendly interface guides you through setting up triggers and actions by simply selecting options from dropdown menus and filling out fields as needed.
Can I update existing tasks in Motion based on changes in Copper?
Yes, you can set up your integration so that updates in Copper trigger changes in existing tasks within Motion. For instance, if a lead's status changes in Copper, it could automatically update the status of a related task in Motion.
How do I handle errors during the integration process between Copper and Motion?
If errors occur during integration setup, our platform provides detailed logs that help identify issues. Common solutions include double-checking account authentications and ensuring all fields used for triggers and actions are correctly filled out.
Is it possible to use multiple triggers from Copper for a single action in Motion?
Yes, you can configure multiple triggers from different events within Copper to initiate a single action within Motion. This allows for more complex workflows where various conditions can trigger the same outcome in your project management tool.
Practical ways you can use Copper and Motion
Sync new customers with Motion.
When a new customer is created in Copper, automatically create a corresponding project in Motion. This ensures customer-related tasks and schedules are instantly aligned with ongoing team projects, boosting organization and reducing manual entry.
Business OwnerAlign marketing projects with team schedules.
When a marketing-related project is updated in Copper, Zapier can update the task in Motion. This keeps campaign tasks aligned with the schedule, enhancing visibility and team collaboration on timelines.
Marketing & Marketing OpsTurn deals into actionable tasks.
When a new opportunity is created in Copper, automatically generate a task in Motion. This helps sales teams keep track of follow-up actions and next steps without missing critical deadlines.
Sales OpsSupported 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.
- Entity TypeRequired
- Activity TypeRequired
Try ItTriggerInstant- New Person
Triggers when a new Person is created in Copper.
Try ItTriggerInstant - New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerInstant - New Task
Triggers when a new Task is created in Copper.
Try ItTriggerInstant
- New Company
Triggers when a new Company is created in Copper.
Try ItTriggerInstant - New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerInstant - New Project
Triggers when a new Project is created in Copper.
Try ItTriggerInstant - Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerInstant
