Integrate Copper with Mobiniti
Send information between Copper and Mobiniti automatically, without writing any code, using Zoho Flow.
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Create a new contact in Mobiniti when a new contact is created in Copper
Ensure seamless accessibility by maintaining consistent contact information across all systems. This flow will create a new contact in Mobiniti for new contacts created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow creates a new contact in Mobiniti.
Create a new contact in Mobiniti when a new contact is created in Copper
Copper + Mobiniti
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Supported triggers and actions
Integrate Copper and Mobiniti 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
Contact created
Triggers when a new contact 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
Add contact to group
Adds a new contact to a group
Send SMS to contact
Sends an SMS notification to an existing contact
Create Contact
Creates a new contact
Unsubscribe contact
Unsubscribes the specified contact
Fetch contact
Fetches the details of an existing contact
Remove contact from group
Removes a contact from group
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Sales Director, Artico
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
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.
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