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Copper
Make Code

Connect Copper and Make Code

Explore ready-made Copper and Make Code templates and start automating in minutes.

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Create a custom workflow

Integrate Copper with Make Code and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Copper
Trigger: Listen for Activity Events
Make Code
Action: Select an action
1. Select a trigger

  • Receives notifications about activity creation/deletion/update.

  • Receives notifications about company creation/deletion/update.

  • Receives notifications about lead creation/deletion/update.

  • Receives notifications about opportunity creation/deletion/update.

  • Receives notifications about person creation/deletion/update.

  • Receives notifications about project creation/deletion/update.

  • Receives notifications about task creation/deletion/update.

2. Select an action

  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Copper and Make Code.

Convert Lead
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Action
Create Activity
Creates a new activity.
Action
Create Company
Creates a new company.
Action
Create Connection
Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
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
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.