Integrate Copper with Yanado
Send information between Copper and Yanado automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Yanado whenever a new task is initiated in Copper
Prioritize crucial activities by automating repetitive administrative tasks. This flow will set up a new task in Yanado 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 Yanado.
Set up a new task in Yanado whenever a new task is initiated in Copper
Copper + Yanado
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Supported triggers and actions
Integrate Copper and Yanado 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
Email task created
Triggers when a new email task is created
Task created
Triggers when a new task is created
Comment created
Triggers when a new comment is created
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
Create task from email
Creates a new task from the specified email
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task using task ID
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 Yanado?
Yanado is a task and project management tool for Gmail. It lets you create tasks and turn emails into tasks within seconds.
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