Integrate Copper with JobNimbus
Send information between Copper and JobNimbus automatically, without writing any code, using Zoho Flow.
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Create tasks in JobNimbus as tasks are initiated in Copper
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in JobNimbus when 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 JobNimbus.
Create tasks in JobNimbus as tasks are initiated in Copper
Copper + JobNimbus
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Supported triggers and actions
Integrate Copper and JobNimbus 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
Contact updated
Triggers when the details of an existing contact are updated
Contact created or updated
Triggers when a contact is created or updated
Job updated
Triggers when the details of an existing job are updated
Task created or updated
Triggers when a task is created or updated
Activity created
Triggers when a new activity is created
Job created
Triggers when a new job is created
Job created or updated
Triggers when a job is created or updated
Contact created
Triggers when a new contact is created
Activity created or updated
Triggers when an activity is created or updated
Activity updated
Triggers when the details of an existing activity are updated
Task created
Triggers when a new task is created
Task updated
Triggers when the details of an existing task are updated
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 task
Creates a new task
Create activity
Creates a new activity
Create contact
Creates a new contact
Create job
Creates a new job
Update task
Updates the details of an existing task
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update job
Updates the details of an existing job
Fetch task
Fetches the details of an existing task using ID
Fetch job
Fetches the details of an existing job using ID
Fetch activity
Fetches the details of an existing activity using ID
Fetch contact
Fetches the details of an existing contact using 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 JobNimbus?
JobNimbus is CRM and project management software that helps contractors streamline their communication and manage their teams better.
Similar apps
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.
Learn more >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
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