

Integrate Aero Workflow with Copper
Send information between Aero Workflow and Copper automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create tasks in Aero Workflow as tasks are initiated in Copper
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Aero Workflow every time a new task is added in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Aero Workflow.


Create tasks in Aero Workflow as tasks are initiated in Copper
Copper + Aero Workflow

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Supported triggers and actions
Integrate Aero Workflow and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Contact created
Triggers when a new contact is created

Lead updated
Triggers when any detail of an existing lead is updated

Task added
Triggers when a new task is added

Person added
Triggers when a new person is added

Opportunity created
Triggers when a new opportunity is created

Lead created
Triggers when a new lead is created

Activity created
Triggers when a new activity is created

Person updated
Triggers when any detail of an existing person is updated
All Actions - Actions are the automated tasks

Create email
Creates a new email

Create appointment
Creates a new appointment

Create company
Creates a new company

Create task
Creates a new task

Create contact
Creates a new contact

Fetch contact
Fetches details of an existing contact by ID

Create task
Creates a new task

Create activity
Creates a new activity for a person, company, opportunity, or lead

Add person
Adds a new person

Create company
Creates a new company

Create or update lead
Creates or updates the details of a lead

Create project
Creates a new project

Create opportunity
Creates a new opportunity

Update project
Updates the details of an existing project

Update person
Updates the details of an existing person

Update opportunity
Updates the details of an existing opportunity

Update company
Updates the details of an existing company

Fetch person
Fetches the details of a person by email

Fetch project
Fetches the details of an existing project by name

Fetch opportunity
Fetches the details of an existing opportunity by name

Fetch company
Fetches the details of an existing company by name
What is Aero Workflow?
Aero Workflow is an accounting workflow management platform. You can create task templates, schedule tasks, and track work and time effectively.
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What is Copper?
Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.
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