Do everything in one place
Customize your Apttus and Copper integration with the following
triggers and actions.
Triggers
When this happens…
Apttus
- Object createdObject created in Apttus
- Daily object reviewDaily Object review in Apttus
- Object created/updatedObject created/updated in Apttus
Any other trigger you can think up
Copper
- New/updated recordNew/updated record in Copper
Any other trigger you can think up
Actions
Do this…
Apttus
- Custom actionCustom action in Apttus (Custom)
- Create objectCreate object in Apttus
- Get related objects BatchGet related object list in Apttus
- Search objects BatchSearch for objects in Apttus
- Update objectUpdate object in Apttus
Any other action you can think up
Copper
- Create recordCreate record in Copper
- Custom actionCustom action in Copper
- Delete recordDelete record in Copper
- Get record detailsGet details of specific record in Copper
- Search recordsSearch for records in Copper
- Update recordUpdate record in Copper
- Upsert recordUpsert record in Copper
Any other action you can think up
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