Try AppyPie Automate Free for 7 Days
Unlock premium automation
risk-free—cancel anytime.
Did you know? Our team creates automation at no extra cost and provides support at any stage.
Get Started FreeTriggers when you have a new pinned file.
Triggers when a new company is created.
Triggers when a new opportunity is created.
Triggers when a new person is created.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a existing company is updated.
Triggers when a existing opportunity is updated.
Triggers when a existing person is updated.
Triggers when a existing project is updated.
Triggers when an existing task is updated.
Pins a file to Pinata
Takes arbitrary JSON payload and pins it to IPFS using Pinata's IPFS nodes.
Relate an existing project to a Copper CRM object.
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Creates a new company.
Creates a new Opportunity.
Creates a Person
Creates a new project.
Creates a task.
Creates or Updates a company based on matching criteria.
Creates or updates an opportunity depending on matching criteria.
Creates or Updates person depending on match criteria.
Creates or Updates Project depending on match criteria.
Updates a company depending on the matching criteria.
Updates an opportunity depending on the match criteria.
Updates a person depending on the match criteria.
Updates a project depending on the match criteria.
Triggers when you have a new pinned file.
Triggers when a new company is created.
Triggers when a new opportunity is created.
Triggers when a new person is created.
Triggers when a new project is created.
Triggers when a new task is created.
Triggers when a existing company is updated.
Triggers when a existing opportunity is updated.
Triggers when a existing person is updated.
Triggers when a existing project is updated.
Triggers when an existing task is updated.
Pins a file to Pinata
Takes arbitrary JSON payload and pins it to IPFS using Pinata's IPFS nodes.
Relate an existing project to a Copper CRM object.
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Creates a new company.
Creates a new Opportunity.
Creates a Person
Creates a new project.
Creates a task.
Creates or Updates a company based on matching criteria.
Creates or updates an opportunity depending on matching criteria.
Creates or Updates person depending on match criteria.
Creates or Updates Project depending on match criteria.
Updates a company depending on the matching criteria.
Updates an opportunity depending on the match criteria.
Updates a person depending on the match criteria.
Updates a project depending on the match criteria.
Choose Pinata as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Copper CRM as the action app from the list.
Connect your Copper CRM account & authenticate it.
Select the data you want to send from Pinata to Copper CRM & your AI Agent is ready!
New Pin
Associate to Project
New Pin
Create Activity
New Pin
Create Company
New Pin
Create Opportunity
New Pin
Create Person
Pinata is the simplest way to upload and manage files on IPFS.
Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.
The integration between Pinata and Copper CRM is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Pinata with Copper CRM, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Pinata-Copper CRM integration:
Use the most powerful applications integration platform
Get Started Free