Integrate Copper with MeisterTask
Send information between Copper and MeisterTask automatically, without writing any code, using Zoho Flow.
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Set up a new task in MeisterTask whenever a new task is initiated in Copper
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to MeisterTask 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 the selected section in MeisterTask.
Set up a new task in MeisterTask whenever a new task is initiated in Copper
Copper + MeisterTask
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Supported triggers and actions
Integrate Copper and MeisterTask 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
New project
Triggers when a new project is created
New task in section
Triggers when a new task is added in the selected section
New person
Triggers when a new person is added to a project
New section
Triggers when a new section is created
New task
Triggers when a new task is created
Task completed
Triggers when a task is completed
New task in project
Triggers when a new task is created in the selected project
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 tag
Creates a new tag in the selected project
Create task
Creates a new task in the selected section
Create comment
Creates a new comment in a specific task
Create section
Creates a new section in the selected project
Add tag to task
Creates a new tag in the selected task
Create project
Creates a new project
Update task
Update task by specific task id.
Update project
Updates the details of an existing project
Update section
Update section by specific section id.
Fetch project
Fetches the details of an existing project using project ID
Fetch section
Fetches the details of an existing section using section ID
Fetch person
Fetches the details of an existing person using unique ID
Fetch task
Fetches the details of an existing task using task ID
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 MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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