Integrate Copper with Neaktor

Send information between Copper and Neaktor automatically, without writing any code, using Zoho Flow.

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Set up tasks in Neaktor when new tasks are initiated in Copper

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Neaktor every time a new task is added in Copper.

How it works
  1. The flow triggers when a new task is added in Copper.
  2. Zoho Flow creates a new task using the specified task model in Neaktor.
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Set up tasks in Neaktor when new tasks are initiated in Copper

Copper + Neaktor

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Connect Copper and Neaktor with over 1000+ 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 Neaktor 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

Task deleted

Triggers when a task is deleted

Task created

Triggers when a new task is created

Task status updated

Triggers when the details of an existing task is updated

Assignee changed

Triggers when the assignee is changed

Task comment added

Triggers when a new task comment is added

Task status completed

Triggers when a task status is marked complete

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

Add project managers

Adds project managers to the specified project

Create task

Creates a new task using the specified task model

Create reminder

Creates a new reminder

Create event

Creates a new event

Create project

Creates a new project using the specified module

Update project

Updates the details of an existing project

Update event

Updates the details of an event

Update task

Updates the details of an existing task using ID or IDx

Fetch event or reminder

Fetches the details of an existing event or a reminder using ID

Fetch user

Fetches the details of an existing user using email address

Fetch task

Fetches the details of an existing project using ID or IDx

Fetch project

Fetches the details of an existing project using ID or key

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.

CRM

What is Neaktor?

Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.

Project Management

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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