Integrate Formstack with Copper
Send information between Formstack and Copper automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Copper when a form is submitted through Formstack
Streamline your contact management by integrating forms with your retail marketing software to capture details directly This flow will generate a new person in Copper using the form responses obtained from Formstack.
How it works
- The flow triggers when a new submission is added to the selected form in Formstack.
- Zoho Flow adds a new person in Copper.
Create a new person in Copper when a form is submitted through Formstack
Formstack + Copper
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Supported triggers and actions
Integrate Formstack and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Form
Triggers when a new form is created
New Submission
Triggers when a new submission is added to the selected form
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
All Actions - Actions are the automated tasks
Create Submission
Creates a submission in the selected form
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
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.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
