Integrate Copper with Yournotify
Send information between Copper and Yournotify automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new contact in Yournotify when a contact is created in Copper
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will add a new contact in Yournotify for every new contact created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow creates a new contact or updates the details of an existing contact in Yournotify.
Set up a new contact in Yournotify when a contact is created in Copper
Copper + Yournotify
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Supported triggers and actions
Integrate Copper and Yournotify 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 SMS campaign
Triggers when a new SMS campaign is created
New list
Triggers when a new list is created
New contact
Triggers when a new contact is created
New email campaign
Triggers when a new email campaign is created
Updated contact
Triggers when the details of an existing contact are 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
Create or update contact
Creates a new contact or updates the details of an existing contact
Create list
Creates a new list
Create email campaign for contact list
Creates a new email campaign for the given contact list
Create SMS campaign for contact list
Creates a new SMS campaign for an existing contact list
Fetch list
Fetches the details of an existing list by list ID or list name
What is Yournotify?
Yoursnotify is a digital marketing platform that enables users to create email marketing and SMS marketing campaigns.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
