Integrate Copper with Agiled
Send information between Copper and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Agiled when new tasks are initiated in Copper
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Agiled 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 Agiled.
Set up tasks in Agiled when new tasks are initiated in Copper
Copper + Agiled
Set up a task in Agiled every time a task is added in Copper
Efficiently manage deadlines by logging all tasks in your business management platform. This flow will create a task in Agiled as soon as a task is created in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Agiled.
Set up a task in Agiled every time a task is added in Copper
Copper + Agiled
Build your own integrations between Copper and Agiled
Connect Copper and Agiled with over 850+ 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 Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
Activity created
Triggers when a new activity is created
Person added
Triggers when a new person is added
Lead created
Triggers when a new lead is created
Task created
Triggers when a new task is created
Employee created
Triggers when a new employee is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Lead created
Triggers when a new lead is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Add person
Adds a new person
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 project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Update company
Updates the details of an existing company
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
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 contract
Creates a new contract
Create project
Creates a new project
Create employee
Creates a new employee
Create expense
Creates a new expense
Create product
Creates a new product
Create lead
Creates a new lead
Create ticket
Creates a new ticket
Create task
Creates a new task
Create client
Creates a new client
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update contract
Updates the details of an existing contract
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Fetch tax
Fetches the list of existing taxes
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 Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
