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Integrate Copper with Workstack
Send information between Copper and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up a new task in Workstack whenever a new task is initiated in Copper
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Workstack each time a new task is created 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 todo in Workstack.
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Set up a new task in Workstack whenever a new task is initiated in Copper
Copper + Workstack
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Build your own integrations between Copper and Workstack
Connect Copper and Workstack 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 Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Lead updated
Triggers when any detail of an existing lead is updated
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Task added
Triggers when a new task is added
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Person added
Triggers when a new person is added
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Opportunity created
Triggers when a new opportunity is created
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Lead created
Triggers when a new lead is created
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Activity created
Triggers when a new activity is created
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Person updated
Triggers when any detail of an existing person is updated
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New project
Triggers when a new project is created
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New meeting
Triggers when a new meeting is created for the selected user
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New todo list
Triggers when a new todo list is created in the selected project
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New task
Triggers when a new task is created for the selected user
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New todo
Triggers when a new todo is created in the selected project
All Actions - Actions are the automated tasks
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Create task
Creates a new task
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Create activity
Creates a new activity for a person, company, opportunity, or lead
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Add person
Adds a new person
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Create company
Creates a new company
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Create or update lead
Creates or updates the details of a lead
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Create project
Creates a new project
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Create opportunity
Creates a new opportunity
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Update project
Updates the details of an existing project
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Update person
Updates the details of an existing person
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Update opportunity
Updates the details of an existing opportunity
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Update company
Updates the details of an existing company
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Fetch person
Fetches the details of a person by email
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Fetch project
Fetches the details of an existing project by name
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Fetch opportunity
Fetches the details of an existing opportunity by name
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Fetch company
Fetches the details of an existing company by name
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Create todo
Creates a new todo in the selected project
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Create task
Creates a new task in the selected todo
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Create meeting
Creates a new meeting
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Create todo list
Creates a new todo list in the selected project
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Create project
Creates a new project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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