Integrate Copper with Workstack
Send information between Copper and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Workstack 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 Workstack 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 the selected todo in Workstack.
Set up a new task in Workstack whenever a new task is initiated in Copper
Copper + Workstack
Build your own integrations between Copper and Workstack
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Supported triggers and actions
Integrate Copper and Workstack 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 todo list
Triggers when a new todo list is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New task
Triggers when a new task is created for the selected user
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 todo
Creates a new todo in the selected project
Create project
Creates a new project
Create meeting
Creates a new meeting
Create task
Creates a new task in the selected todo
Create todo list
Creates a new todo list in the selected project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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
We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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
