Integrate Copper with Teamwork Projects

Send information between Copper and Teamwork Projects automatically, without writing any code, using Zoho Flow.

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Set up tasks in Teamwork Projects when new tasks are initiated in Copper

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Teamwork Projects whenever a new task is initiated in Copper.

How it works
  1. The flow triggers when a new task is added in Copper.
  2. Zoho Flow creates a new task in the selected task list in Teamwork Projects.
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Set up tasks in Teamwork Projects when new tasks are initiated in Copper

Copper + Teamwork Projects

Build your own integrations between Copper and Teamwork Projects

Connect Copper and Teamwork Projects with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Copper and Teamwork Projects 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

New person in project

Triggers when a new person is added in the selected project

New message

Triggers when a new message is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

New task

Triggers when a new task is created in the selected project

New company

Triggers when a new company is created

New task list

Triggers when a new task list is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

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 message

Creates a new message in the selected project

Create project

Creates a new project

Create time entry

Creates a new time entry in the selected project

Create task

Creates a new task in the selected task list

Create company

Creates a new company

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Fetch tag

Fetches the details of a tag by ID or name

Fetch project

Fetches the details of an existing project

Fetch person

Fetches the details of a person by person ID or email address

Fetch task

Fetches the details of an existing task

Fetch company

Fetches the details of an existing company

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.

CRM

What is Teamwork Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

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