Integrate Copper with Taskworld

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

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Set up tasks in Taskworld 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 Taskworld 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 in Taskworld.
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Set up tasks in Taskworld when new tasks are initiated in Copper

Copper + Taskworld

Build your own integrations between Copper and Taskworld

Connect Copper and Taskworld 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 Taskworld 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

Project created

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 project

Creates a new project

Add task to task list

Adds a task to a task list in the specified project and workspace

Create task

Creates a new task

Create message

Creates a message in the selected workspace

Create tag

Creates a new tag

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 tag

Fetches the details of an existing tag

Fetch user

Fetches the details of an existing user

Remove tag from task

Removes an existing tag from the specified 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.

CRM

What is Taskworld?

Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.

Project Management

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.

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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 is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

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

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