Integrate Copper with Wrike

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

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Create a new task in Wrike each time a new task is created in Copper

Facilitate better time management by automating routine task scheduling. This flow will add a new task to Wrike every time a new task is added in Copper.

How it works
  1. The flow triggers when a new task is added in Copper.
  2. Zoho Flow creates a new task under the selected folder or project in Wrike.
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Create a new task in Wrike each time a new task is created in Copper

Copper + Wrike

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Supported triggers and actions

Integrate Copper and Wrike 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

Folder or project created

Triggers when a new folder or project is created

Task event occurred

Triggers when an event has occurred in a task

Task created

Triggers when a new task is created

Folder or project event occurred

Triggers when an event has occurred in a folder or a project

Attachment added

Triggers when an attachment is added and extracts the attachment URL

Project status updated

Triggers when the status of a project is updated

Comment added for folder or project

Triggers when a new comment is added for a folder or project

Task status updated

Triggers when the status of a task is updated

Comment added for task

Triggers when a new comment is added for a task

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 comment to task

Adds a comment to the specified task

Create project

Creates a new project under the selected folder

Fetch user

Fetches the details of an existing user

Add comment to folder or project

Adds a comment to the selected folder or project

Create task

Creates a new task under the selected folder or project

Create folder

Creates a new folder under the selected parent folder

Create time log entry

Creates a new time log entry for the specified task

Update project

Updates the details of an existing project

Update task

Updates the details of an existing task

Fetch task

Fetches the details of an existing task

Fetch folder or project

Fetches the details of an existing folder or project

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 Wrike?

Wrike is a project management tool where you can plan and organize your projects, tasks, and folders. You can customize your dashboard, synchronize tasks and milestones with calendar, and be up to date with the live activity stream.

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

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

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