Integrate Copper with Clinked
Send information between Copper and Clinked automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Clinked whenever a new task is initiated in Copper
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Clinked each time a new 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 Clinked.
Set up a new task in Clinked whenever a new task is initiated in Copper
Copper + Clinked
Build your own integrations between Copper and Clinked
Connect Copper and Clinked 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 Clinked 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
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 discussion
Creates a new discussion
Duplicate a group
Duplicates an existing group
Create task
Creates a new task
Create member
Creates a new member
Create event
Creates a new event
Create or update folder
Creates a new folder or updates an existing folder
Create group
Creates a new group
Create note
Creates a new note
Update member
Updates the details of the specified member
Fetch member
Fetches the details of an existing member by username
Fetch group
Fetches the details of an existing group by group ID
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 Clinked?
Clinked is a cloud-based client portal and collaboration tool that enables users to share files, communicate, manage projects, and more.
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
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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
