Integrate Copper with Quire

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

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Set up a new task in Quire 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 Quire 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 adds a new task into a project or a task in Quire.
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Set up a new task in Quire whenever a new task is initiated in Copper

Copper + Quire

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Supported triggers and actions

Integrate Copper and Quire 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

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 sublist

Adds a new sublist in a project

Add task

Adds a new task into a project or a task

Add comment

Adds a comment to a project or a task

Add status

Adds a new status in a project

Update sublist

Updates the details of an existing sublist

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Update status

Updates the details of an existing status by value

Fetch task

Fetches the details of an existing task under the given project by task ID or related tasks

Fetch project

Fetches the details of an existing project by ID

Fetch organisation

Fetches the details of an existing organisation by ID

Fetch status

Fetch the details of an existing status by value

Fetch task - By task OID

Fetches the details of an existing task by OID

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 Quire?

Quire is a new-generation web-based project management tool that helps people get their ideas down, organize them into goals and break them down into doable tasks that are nested in a hierarchical list.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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