Integrate Copper with Clickatell
Send information between Copper and Clickatell automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in Clickatell for newly created contacts in Copper
Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in Clickatell whenever a new contact is added in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow sends a new SMS in Clickatell.
Dispatch a welcome message in Clickatell for newly created contacts in Copper
Copper + Clickatell
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Supported triggers and actions
Integrate Copper and Clickatell using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Activity created
Triggers when a new activity is created
Lead created
Triggers when a new lead 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
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create company
Creates a new company
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create or update lead
Creates or updates the details of a lead
Create opportunity
Creates a new opportunity
Add person
Adds a new person
Create project
Creates a new project
Update opportunity
Updates the details of an existing opportunity
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
Update person
Updates the details of an existing person
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Send SMS
Sends a new SMS
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 Clickatell?
Similar apps
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 has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
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Technical Engineer, Master Liveaboards
