Integrate Copper with Favro
Send information between Copper and Favro automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Favro as tasks are initiated in Copper
Facilitate better time management by automating routine task scheduling. This flow will add a new task to Favro every time a new 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 a card in Favro.
Create tasks in Favro as tasks are initiated in Copper
Copper + Favro
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Supported triggers and actions
Integrate Copper and Favro using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Lead created
Triggers when a new lead is created
Person updated
Triggers when any detail of an existing person is updated
Activity created
Triggers when a new activity is created
Card committed
Triggers when a card is committed to another widget
Card moved
Triggers when a card is moved on a widget
Card updated
Triggers when any field (except comments) of a card is changed
Task created
Triggers when a new task is created in a card
Card created
Triggers when a card is created
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create task
Creates a new task
Create company
Creates a new company
Add person
Adds a new person
Create project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
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 card
Creates a new card
Create task
Creates a new task in a card
Create task list
Create a new task list in card
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 Favro?
Favro is a planning and collaboration app for organizational flow. It provides multiple views on planning with Kanban flows, spreadsheet-style, work scheduled on a timeline and more.
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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
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
Toto
Technical Engineer, Master Liveaboards
