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Quickly connect Copper to Simplicate with a Zapier template.

Our most popular template

Create new Simplicate companies from newly added Copper companies
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Copper + Simplicate
Create new Simplicate contacts from Copper companies
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Copper + Simplicate
Create new Simplicate companies from new Copper people
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Copper + Simplicate

Create new Simplicate companies from newly added Copper companies

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Copper + Simplicate

Create new Simplicate contacts from Copper companies

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Copper + Simplicate

Create new Simplicate companies from new Copper people

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Copper + Simplicate

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Copper with Simplicate - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

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 Company" in Simplicate.

You’re connected!

Zapier seamlessly connects Copper and Simplicate, automating your workflow.

Supported 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 Type
  Required
- Activity Type
  Required
Trigger
Instant
Try It
New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
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Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
Try It
Updated Task
Triggers when a Task is changed.
Trigger
Instant
Try It
- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- 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
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- Opportunity ID
  Required
- Name
  Required
- Primary Contact ID or Email
  Required
- Details
  Required
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
  Required
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact ID or Email
  Required
- Assignee
- Status
- Details
  Required
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
  Required
- Status
- Tags
Action
Search or write
Invoices Sent
Triggers when an invoice is sent.
Trigger
Polling
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New Contacts
Triggers when new contacts are created.
Trigger
Polling
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New Hours
Triggers when new hours are created.
Trigger
Polling
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New Sales
Triggers when new sales are created.
Trigger
Polling
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New Timeline Notes
Triggers when new timeline notes are created.
Trigger
Polling
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Sales Accepted
Triggers when sales processes are accepted.
Trigger
Polling
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New or Updated Contacts
Triggers when contacts created or are updated.
Trigger
Polling
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Updated Hours
Triggers when hours or updated.
Trigger
Polling
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New or Updated Sales
Triggers when sales are created or updated.
Trigger
Polling
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- Name
  Required
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Name
  Required
- Sales ID
  Required
- Default Service ID
  Required
- Revenue Group ID
- VAT Code ID
- Amount
- Price
- Track Hours
Action
Write
- Name
  Required
- Project Number
- Company ID
  Required
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Content
  Required
- Posted by
  Required
- Company ID
  Required
- Employee ID
- Person ID
- Sales ID
  Required
- Project ID
  Required
Action
Write
- Opportunity ID
  Required
- First Name
  Required
- Initials
- Family Name Preposition
- Family Name
  Required
- Gender
  Required
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Opportunity ID
  Required
- Subject
  Required
- Company ID
  Required
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Status
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company
Action
Search
- Email
Action
Search
- Opportunity ID
  Required
Action
Search

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
Try It
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
Try It
New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
Try It
Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
Try It
Updated Person
Triggers when a Person is changed.
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
Try It
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
Try It
Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Entity Type
  Required
- Parent Object
  Required
- User ID
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- 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
Action
Write
- 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
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
  Required
- Assignee
- Status
- Company
- Title
- Details
  Required
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
  Required
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact ID or Email
  Required
- Assignee
- Status
- Details
  Required
- Pipeline
  Required
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Customer Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Description
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Details
  Required
- Priority
- Tags
- Entity Type
  Required
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Entity Type
  Required
- Parent Object
  Required
- User ID
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Details
  Required
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
  Required
- Assignee
- Status
- Company
- Title
- Details
  Required
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
Invoices Paid
Triggers when invoices are paid.
Trigger
Polling
Try It
New Companies
Triggers when new companies are created.
Trigger
Polling
Try It
New Employees
Triggers when new employees are created.
Trigger
Polling
Try It
New Projects
Triggers when new projects are created.
Trigger
Polling
Try It
New Services
Triggers when new services are created.
Trigger
Polling
Try It
Quotes Sent
Triggers when quotes are sent in a sales process.
Trigger
Polling
Try It
New or Updated Companies
Triggers when companies are created or updated.
Trigger
Polling
Try It
New or Updated Employees
Triggers when employees are created or updated.
Trigger
Polling
Try It
New or Updated Projects
Triggers when projects are created or updated.
Trigger
Polling
Try It
Updated Services
Triggers when services or updated.
Trigger
Polling
Try It
- First Name
  Required
- Initials
- Family Name Preposition
- Family Name
  Required
- Gender
  Required
- Relation Type
- Email
- Phone
- Street and House Number
- Zip Code
- City
- Country Code
- Note
- Company ID
- Function
- Email
- Phone
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Name
  Required
- Project ID
  Required
- Amount
- Price
- Invoice from
Action
Write
- Subject
  Required
- Company ID
  Required
- Contact ID
- Expected Revenue
- Start Date
- End Date
- Source
- Chance to Score
- Responsible Employee ID
- Progress
- Organization Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Opportunity ID
  Required
- Name
  Required
- Street and House Number
- Zip Code
- City
- Country Code
- Relation Type
- KVK
- Person ID
- Function
- Email
- Phone
- Phone
- Email
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Opportunity ID
  Required
- Name
  Required
- Project Number
- Company ID
  Required
- Status
- Start Date
- End Date
- Project Manager ID
- Invoice Reference
- Company Profile ID
- Note
- Custom Field 1 - Name
- Custom Field 1 - Value
- Custom Field 2 - Name
- Custom Field 2 - Value
- Custom Field 3 - Name
- Custom Field 3 - Value
- Custom Field 4 - Name
- Custom Field 4 - Value
- Custom Field 5 - Name
- Custom Field 5 - Value
Action
Write
- Company ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search
- Opportunity ID
  Required
Action
Search

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Copper and Simplicate to integrate crucial parts of your business

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, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Copper on the Zapier blog

Make work flow with AI

Level up your Copper to Simplicate integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

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About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Connect Copper and Simplicate to unlock the power of automation

Set up your first integration

Create new Simplicate companies from newly added Copper companies

Create new Simplicate contacts from Copper companies

Create new Simplicate companies from new Copper people

Create new Simplicate companies from newly added Copper companies

Create new Simplicate contacts from Copper companies

Create new Simplicate companies from new Copper people

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Copper and Simplicate to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Copper on the Zapier blog

4 ways to automate Copper

Make work flow with AI

Connect Copper to Simplicate on the world's largest no-code automation platform