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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
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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.
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Set up a new task in Workstack whenever a new task is initiated in Copper
Copper + Workstack
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Build your own integrations between Copper and Workstack
Connect Copper and Workstack 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 Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Opportunity created
Triggers when a new opportunity is created
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Task added
Triggers when a new task is added
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Lead updated
Triggers when any detail of an existing lead is updated
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Person updated
Triggers when any detail of an existing person is updated
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Activity created
Triggers when a new activity is created
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Person added
Triggers when a new person is added
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Lead created
Triggers when a new lead is created
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New todo list
Triggers when a new todo list is created in the selected project
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New meeting
Triggers when a new meeting is created for the selected user
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New todo
Triggers when a new todo is created in the selected project
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New task
Triggers when a new task is created for the selected user
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New project
Triggers when a new project is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Add person
Adds a new person
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Create opportunity
Creates a new opportunity
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Create activity
Creates a new activity for a person, company, opportunity, or lead
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Create task
Creates a new task
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Create project
Creates a new project
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Create or update lead
Creates or updates the details of a lead
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Update company
Updates the details of an existing company
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Update opportunity
Updates the details of an existing opportunity
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Update person
Updates the details of an existing person
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Update project
Updates the details of an existing project
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Fetch project
Fetches the details of an existing project by name
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Fetch person
Fetches the details of a person by email
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Fetch company
Fetches the details of an existing company by name
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Fetch opportunity
Fetches the details of an existing opportunity by name
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Create todo
Creates a new todo in the selected project
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Create project
Creates a new project
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Create meeting
Creates a new meeting
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Create task
Creates a new task in the selected todo
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Create todo list
Creates a new todo list in the selected project
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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