Integrate Copper with Taskworld
Send information between Copper and Taskworld automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Taskworld 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 Taskworld 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 Taskworld.
Set up tasks in Taskworld when new tasks are initiated in Copper
Copper + Taskworld
Build your own integrations between Copper and Taskworld
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Supported triggers and actions
Integrate Copper and Taskworld 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
Project created
Triggers when a new project 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 message
Creates a message in the selected workspace
Create tag
Creates a new tag
Add task to task list
Adds a task to a task list in the specified project and workspace
Create task
Creates a new task
Create project
Creates a new project
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch task
Fetches the details of an existing task
Fetch tag
Fetches the details of an existing tag
Fetch user
Fetches the details of an existing user
Remove tag from task
Removes an existing tag from the specified task
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.
Similar apps
What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
Similar apps
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
