Integrate Copper with Toky

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

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Create a new contact in Toky 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 Toky whenever a new contact is added in Copper.

How it works
  1. The flow triggers when a new person is added in Copper.
  2. Zoho Flow creates a new contact in Toky phone directory in Toky.
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Create a new contact in Toky when a new contact is created in Copper

Copper + Toky

Build your own integrations between Copper and Toky

Connect Copper and Toky 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 Toky 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

Call made or received

Trigger when there is an inbound or outbound call in Toky

New voicemail

Trigger when there is a new voicemail in Toky.

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 contact

Creates a new contact in Toky phone directory

Fetch voicemail

Fetches the details of a voicemail recording URL based on voicemail ID

Find contact

Finds an existing contact in Toky by phone number

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 Toky?

Toky is a full-featured business phone system that allows customers and teams to communicate seamlessly using the internet.

Phone/SMS

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

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.

Julien Granjean

CEO, iDAYit

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