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Integrate Copper with Roll
Send information between Copper and Roll automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Set up tasks in Roll when new tasks are initiated in Copper
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Roll whenever a new task is initiated in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Roll.
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Set up tasks in Roll when new tasks are initiated in Copper
Copper + Roll
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Create a task in Roll each time a new task is initiated in Copper
Track the time spent on each task by creating a record in your project management app. This flow will set up a task in Roll every time a 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 Roll.
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Create a task in Roll each time a new task is initiated in Copper
Copper + Roll
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Build your own integrations between Copper and Roll
Connect Copper and Roll with over 850+ 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 Roll using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Lead created
Triggers when a new lead is created
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Opportunity created
Triggers when a new opportunity is created
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Person added
Triggers when a new person is added
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Task added
Triggers when a new task is added
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Lead updated
Triggers when any detail of an existing lead is updated
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Person updated
Triggers when any detail of an existing person is updated
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Activity created
Triggers when a new activity is created
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Time record created
Triggers when a new time record is created
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Company created
Triggers when a new company is created
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Project created
Triggers when a new project is created
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Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
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Create project
Creates a new project
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Create company
Creates a new company
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Create task
Creates a new task
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Create opportunity
Creates a new opportunity
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Create or update lead
Creates or updates the details of a lead
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Add person
Adds a new person
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Create activity
Creates a new activity for a person, company, opportunity, or lead
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Update company
Updates the details of an existing company
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Update person
Updates the details of an existing person
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Update project
Updates the details of an existing project
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Update opportunity
Updates the details of an existing opportunity
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Fetch project
Fetches the details of an existing project by name
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Fetch person
Fetches the details of a person by email
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Fetch company
Fetches the details of an existing company by name
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Fetch opportunity
Fetches the details of an existing opportunity by name
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Create company
Creates a new company
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Create project
Creates a new project
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Create task
Creates a new 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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
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