Integrate Copper with Agiled
Send information between Copper and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Agiled when new tasks are initiated in Copper
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Agiled 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 Agiled.
Set up tasks in Agiled when new tasks are initiated in Copper
Copper + Agiled
Set up a task in Agiled every time a task is added in Copper
Efficiently manage deadlines by logging all tasks in your business management platform. This flow will create a task in Agiled as soon as a task is created in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Agiled.
Set up a task in Agiled every time a task is added in Copper
Copper + Agiled
Build your own integrations between Copper and Agiled
Connect Copper and Agiled with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Copper and Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
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
Create client
Creates a new client
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create employee
Creates a new employee
Create task
Creates a new task
Create project
Creates a new project
Create lead
Creates a new lead
Create product
Creates a new product
Create contract
Creates a new contract
Update project
Updates the details of an existing project
Update contract
Updates the details of an existing contract
Update product
Updates the details of an existing product
Update employee
Updates the details of an existing employee
Update lead
Updates the details of an existing lead
Fetch tax
Fetches the list of existing taxes
What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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