Integrate Copper with Favro
Send information between Copper and Favro automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Favro as tasks are initiated in Copper
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Favro 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 a card in Favro.
Create tasks in Favro as tasks are initiated in Copper
Copper + Favro
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Supported triggers and actions
Integrate Copper and Favro 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
Card committed
Triggers when a card is committed to another widget
Card updated
Triggers when any field (except comments) of a card is changed
Card created
Triggers when a card is created
Task created
Triggers when a new task is created in a card
Card moved
Triggers when a card is moved on a widget
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 task
Creates a new task in a card
Create card
Creates a new card
Create task list
Create a new task list in card
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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What is Favro?
Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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