Connect Copper and DNSFilter

Both apps 72Copper 39DNSFilter 33

• Trigger
  New Activity

  Triggers when a new activity is created.

• Trigger
  New Company

  Triggers when a new Company is created in Copper.

• Trigger
  New Lead

  Triggers when a Lead is created in Copper.

• Trigger
  New Opportunity

  Triggers when an Opportunity is created in Copper.

• Trigger
  New Person

  Triggers when a new Person is created in Copper.

• Trigger
  New Project

  Triggers when a new Project is created in Copper.

• Trigger
  New Task

  Triggers when a new Task is created in Copper.

• Trigger
  Updated Company

  Triggers when a Person's Company is changed.

• Trigger
  Updated Contact Type

  Triggers when a Person's Contact Type is changed.

• Trigger
  Updated Lead

  Triggers when a Lead is changed.

• Trigger
  Updated Lead Status

  Triggers when a Lead's status is changed.

• Trigger
  Updated Opportunity

  Triggers when an Opportunity is changed.

• Trigger
  Updated Opportunity Stage

  Triggers when an Opportunity's stage is changed.

• Trigger
  Updated Opportunity Status

  Triggers when an Opportunity's status is changed.

• Trigger
  Updated Person

  Triggers when a Person is changed.

• Trigger
  Updated Project

  Triggers when a Project is changed.

• Trigger
  Updated Task

  Triggers when a Task is changed.

• Action
  Associate to Project

  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.

• Action
  Create Activity

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

• Action
  Create Company

  Creates a new Company.

• Action
  Create Lead

  Creates a new Lead.

• Action
  Create Opportunity

  Creates a new Opportunity.

• Action
  Create Person

  Creates a new Person.

• Action
  Create Project

  Creates a new Project.

• Action
  Create Task

  Creates a new Task.

• Action
  Create/Update Company

  Creates or Updates a Company depending on the match criteria.

• Action
  Create/Update Lead

  Creates or Updates a Lead depending on the match criteria.

• Action
  Create/Update Opportunity

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

• Action
  Create/Update Person

  Creates or Updates a Person depending on the match criteria.

• Action
  Create/Update Project

  Creates or Updates a Project depending on the match criteria.

• Action
  Search for a Company

  Searches for an existing company in Copper.

• Action
  Search for an Activity

  Searches for an existing activity in Copper.

• Action
  Search for a Opportunity

  Searches for an existing opportunity in Copper.

• Action
  Search for a Person

  Searches for an existing person in Copper.

• Action
  Search for a Project

  Searches for an existing project in Copper.

• Action
  Update Company

  Updates a Company depending on the match criteria.

• Action
  Update Opportunity

  Updates an Opportunity based off of a match criteria.

• Action
  Update Person

  Updates a Person depending on the match criteria.

• Action
  Update Project

  Updates a Project depending on the match criteria.

• Trigger
  Blocked Page Form Submitted

  Triggers when a user submits the form on the blocked page.

• Trigger
  Blocked Page Visited

  Triggered when someone in your DNSFilter account hits a blocked page.

• Trigger
  Invoice Available

  Triggered when a new DNSFilter invoice becomes available.

• Trigger
  Policy Changed

  Triggered when a DNSFilter policy is created or changed.

• Action
  Add IP address

  Adds an IP address to a DNSFilter site (network) so DNS traffic from that address is filtered under the site's policy.

• Action
  Add organization user

  Adds a new or existing user, by email, to a DNSFilter organization with the chosen role.

• Action
  Add policy

  Creates a new DNS filtering policy in a DNSFilter organization, with its allow/block lists, blocked categories and safe-search settings.

• Action
  Add scheduled report

  Creates a scheduled report that emails DNSFilter traffic and threat summaries for an organization on a recurring schedule.

• Action
  Add to Allow List

  Adds a single domain to a DNSFilter policy's allow list, with a note explaining why.

• Action
  Add to Block List

  Adds a single domain to a DNSFilter policy's block list, with a note explaining why.

• Action
  Allow Category in a Policy

  Allows a content category in a DNSFilter policy by taking it off that policy's blocked-category list.

• Action
  Assign Policy to a Roaming Client

  Assigns a DNSFilter policy to a roaming client, so that device filters against that policy.

• Action
  Assign Policy to a Site

  Assigns a DNSFilter policy to a site, so traffic from that site filters against that policy.

• Action
  Block Category in a Policy

  Blocks a content category in a DNSFilter policy by adding it to that policy's blocked-category list.

• Action
  Create Organization

  Creates a new organization under an MSP in DNSFilter.

• Action
  Create Site

  Creates a new site (network) in DNSFilter, optionally on a chosen policy and block page.

• Action
  Delete IP address

  Removes an IP address from your DNSFilter account.

• Action
  Delete organization user

  Removes a user from a DNSFilter organization. The user's account itself is not deleted.

• Action
  Delete policy

  Deletes a policy from your DNSFilter account.

• Action
  Delete site

  Deletes a site (network) from DNSFilter. A site with active roaming clients or LAN proxies cannot be deleted.

• Action
  Find domain by FQDN

  Returns the domain DNSFilter has on record for a fully qualified domain name, including its host, name and associated categories and applications.

• Action
  Get organization

  Returns the details of one DNSFilter organization by its ID, including its name, billing contact, feature flags and associated networks. An error occurs if the organization is not found.

• Action
  Get policy

  Returns a DNSFilter policy by ID, including its allow and block lists, blocked categories and safe search settings. An error occurs if the policy is not found.

• Action
  Get site

  Returns a DNSFilter site (network) by its ID, including its name, address, block page settings and linked policies.

• Action
  List categories

  Returns every DNSFilter content category, including internal categories, with each category's name, description and whether it is a security threat.

• Action
  List IP addresses

  Returns the IP addresses associated with your DNSFilter account, optionally narrowed by a search term.

• Action
  List organizations

  Returns all organizations your DNSFilter account can access, optionally filtered by name, type or MSP.

• Action
  List organization users

  Returns the users of a DNSFilter organization, with their contact details, role and organization access.

• Action
  List policies

  Returns every DNS filtering policy your DNSFilter account can access, with each policy's allow list, block list and settings.

• Action
  List sites

  Returns the sites (networks) in your DNSFilter account, optionally filtered by a search term or by whether a policy is assigned.

• Action
  Update organization

  Updates an organization's name, billing contact, address, plan and privacy settings, and returns the updated organization.

• Action
  Update policy

  Updates a DNSFilter policy's name, safe-search settings, allow/block lists, blocked categories, countries and applications.

• Action
  Update site

  Updates a site's name, organization, policies, block page, address, IP addresses and local DNS settings, and returns the updated site.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.