Create integrations between Zoho Billing and Copper to automate any workflow
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Quickly automate workflows with Zoho Billing and Copper using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
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.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
- Invoice IDRequired
- Payment ModeRequired
- Description
- Reference Number
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- VAT Treatment
- Display NameRequired
- First Name
- Last Name
- EmailRequired
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
- Enable Portal
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Customer NameRequired
- Invoice Number
- Invoice Date
- Due Date
- Reference Number
- Payment Terms
- NameRequired
- RateRequired
- QuantityRequired
- Description
- Line Item Discount
- Tax Rate
- Exchange Rate
- Discount
- Discount Before Tax
- Discount Type
- Notes
- Credit Note Terms
- Allow Partial Payments
- Shipping Charge
- Adjustments
- Adjustment Description
- Salesperson Name
- Tax Inclusive
- Payment Gateway
- Paypal Payment Method
- Send Quote Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Plan CodeRequired
- QuantityRequired
- Addons
- Coupon Code
- Starts At
- Customer
- EmailRequired
- Display NameRequired
- First Name
- Last Name
- Company Name
- Website
- Mobile
- Work Phone
- Currency Code
- Payment Terms
- Enable Portal
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address ZIP
- Billing Address Country
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address ZIP
- Shipping Address Country
- Shipping Address Fax
- Contact Persons
- Customer Custom Fields
- Exchange Rate
- Notes
- Reference
- Sales Person Name
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Customer IDRequired
- Display NameRequired
- First Name
- Last Name
- EmailRequired
- Company Name
- Website
- Payment Terms
- Mobile
- Work Phone
- Currency Code
- Billing Address Street
- Billing Address City
- Billing Address State
- Billing Address Country
- Billing Address ZIP
- Billing Address Fax
- Shipping Address Street
- Shipping Address City
- Shipping Address State
- Shipping Address Country
- Shipping Address ZIP
- Shipping Address Fax
- Notes
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Invoice Number
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
- 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
- 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
- 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
- Primary Contact ID or EmailRequired
- Assignee
- Status
- DetailsRequired
- PipelineRequired
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
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
- Tags
- 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
- Tags
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
- Tags
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
- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- OrganizationsRequired
- Credit Note Number
- Customer NameRequired
- Reason
- Credit Note Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Notes
- Credit Note Terms
- Shipping Charge
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Quote Number
- Customer NameRequired
- Quote Date
- Expiry Date
- NameRequired
- RateRequired
- QuantityRequired
- Discount
- Description
- Discount Type
- Discount
- Exchange Rate
- Quote Notes
- Credit Note Terms
- Shipping Charge
- Send Quote Only to Primary Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- NameRequired
- RateRequired
- Description
- SKU
- Unit
- Is Taxable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Retainer Invoice Number
- Customer NameRequired
- Retainer Invoice Date
- Description
- RateRequired
- Notes
- Credit Note Terms
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- OrganizationsRequired
- Display NameRequired
- EmailRequired
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
- 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.- Opportunity IDRequired
- NameRequired
- Primary Contact ID or EmailRequired
- DetailsRequired
- Assignee
- Status
- PipelineRequired
- Stage
- Close Date
- 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 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
- Tags
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
- Tags
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
- Tags
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
- Tags
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