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I use Copper CRM. I’d like to search for any associated opportunities (there may be a few) where the primary contact of the opportunity has a specific email address.

Does anyone have any suggestions on how to configure a Zap to do this?

 

Kind regards, 

Jim

Hi ​@jmoraitis83 

That would likely involve using the Copper API: https://developer.copper.com/opportunities/list-opportunities-search.html

 

Zap action: Copper - API Request

OR

Try using AI to help you create a Custom Action for Copper.

https://help.zapier.com/hc/en-us/articles/16277139110157-Create-a-custom-action

 

If you need help, you can hire help via the directory of Certified Zapier Experts: https://zapier.com/experts

Hi ​@jmoraitis83,
 
We just wanted to see how everything is going with your Zap. Did Troy's recommendation get the job done? Feel free to reach out if you need further assistance with your Zap. We're glad to address any concerns and assist you.
 
We're looking forward to your response.

Reply


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