Autotask Pro + Copper
Integration + Automation

Get the specs

Autotask Pro
+
Copper

Autotask Pro and Copper Solutions

Uses

Marketing, Sales

Business professionals that want to integrate Autotask Pro with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Autotask Pro support for ensured success

The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.

David Dorman - Director of Growth and Demand Generation
Autotask Pro

Autotask Pro

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Copper

Copper

Connection Type

Service connector Tray Connector

Triggers

Webhook (advanced)

Webhook (advanced)

Operations

Activity exists?

Are leads enabled?

Company exists?

Create activity

Create company

Popular Use Cases

Copper logoSlack logo

When Copper Opportunities Are Created or Change Stage, Notify via Slack

Mailchimp logoCopper logo

Sync Subscriber Lists from MailChimp to Copper

Mailchimp logoCopper logo

Sync MailChimp Campaign Activity to Copper Activities

Copper logoAsana logo

Create Asana Projects from new Copper Opportunities

The Tray platform has connector to integrate Ring Central with your stackCopper logo

Sync RingCentral Call Logs & Texts into Copper as Activities

Copper logoCopper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

Copper logoCopper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

GoogleForms logoCopper logo

Duplicate Copper Opportunities on Form Submission

What would you like to connect?

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access