Integrate Copper with ClickUp

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

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Create a new task in ClickUp each time a new task is created in Copper

Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to ClickUp 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 creates a new task under the selected list in ClickUp.
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Create a new task in ClickUp each time a new task is created in Copper

Copper + ClickUp

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Supported triggers and actions

Integrate Copper and ClickUp 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

List created

Triggers when a new list is created

Task status updated

Triggers when the status of a task in the selected space is updated

Task moved

Triggers when a task is moved in the selected space

Time entry created

Triggers when a new time entry is created

List updated

Triggers when any detail of an existing list is updated

Task created

Triggers when a new task is created

Folder created

Triggers when a new folder is created

Task updated

Triggers when any detail of a task in the selected space is updated

Folder updated

Triggers when any detail of an existing folder is updated

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 task

Creates a new task under the selected list

Create task using template

Creates a new task using an existing template

Add comment

Adds a comment to the specified task

Create list

Creates a new list

Create subtask

Creates a new subtask under the specified task

Create checklist

Creates a checklist for the specified task

Create folder

Creates a new folder

Update task custom field

Updates the details of an existing task custom field

Update task

Updates the details of the specified task

Update list

Updates the details of the specified list

Fetch task

Fetches the details of an existing task by ID and custom fields

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 ClickUp?

ClickUp is project management software with natural language processing. You can set recurring tasks, manage comments, and stay updated with the activity stream.

Project Management

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Custom functions

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