Integrate Copper with Producteev
Send information between Copper and Producteev automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Producteev as tasks are initiated in Copper
Free up time for critical tasks by automating redundant administrative tasks. This workflow will create a new task in Producteev 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 Producteev.
Create tasks in Producteev as tasks are initiated in Copper
Copper + Producteev
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Supported triggers and actions
Integrate Copper and Producteev 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
New Task
Triggers when a new task is created
New Network
Triggers when a new network is created
New Project
Triggers when a new project 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 Task
Creates a new task
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.
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What is Producteev?
Producteev is task management software that lets you track everything that happens in a project in the activity feed. You can add tasks, reminders, and deadlines to collaborate with your team, wherever they are.
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