Integrate Copper with Apptio Targetprocess

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

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Set up a new task in Apptio Targetprocess whenever a new task is initiated in Copper

Focus on high-impact activities by delegating routine tasks to automated systems. This flow will create a new task in Apptio Targetprocess when a new task is created in Copper.

How it works
  1. The flow triggers when a new task is added in Copper.
  2. Zoho Flow creates a new task in Apptio Targetprocess.
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Set up a new task in Apptio Targetprocess whenever a new task is initiated in Copper

Copper + Apptio Targetprocess

Build your own integrations between Copper and Apptio Targetprocess

Connect Copper and Apptio Targetprocess with over 800+ 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 Apptio Targetprocess using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

Activity created

Triggers when a new activity is created

New task

Triggers when a new task is created

New iteration

Triggers when a new iteration is added

New project

Triggers when a new project is created

New comment

Triggers when a new comment is added

New release

Triggers when a new release is created

New feature

Triggers when new feature is created

New team iteration

Triggers when a new team iteration is added

New build

Triggers when a new build is created

New time record

Triggers when a new time record is created

New request

Triggers when a new request is created

New bug

Triggers when a new bug is created

New user story

Triggers when a new user story is created

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create company

Creates a new company

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Create or update lead

Creates or updates the details of a lead

Add person

Adds a new person

Create activity

Creates a new activity for a person, company, opportunity, or lead

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

Update opportunity

Updates the details of an existing opportunity

Fetch project

Fetches the details of an existing project by name

Fetch person

Fetches the details of a person by email

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Create bug

Creates a new bug

Create request

Creates a new request

Add comment

Adds a new comment to an existing entity

Create build

Creates a new build

Create time record

Creates a new time record

Create user story

Creates a new user story

Create feature

Creates a new feature

Create task

Creates a new task

Add requester to request

Creates a new requester and adds them to an existing request

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 Apptio Targetprocess?

Targetprocess is a project management tool that lets you track activities, share boards, and build custom reports.

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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