Integrate Copper with Flow
Send information between Copper and Flow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Flow when new tasks are initiated in Copper
Prioritize crucial activities by automating repetitive administrative tasks. This workflow will create a new task in Flow 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 workspace in Flow.
Set up tasks in Flow when new tasks are initiated in Copper
Copper + Flow
Build your own integrations between Copper and Flow
Connect Copper and Flow with over 650+ 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 Flow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
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
Lead created
Triggers when a new lead is created
Team created
Triggers when a new team is created
Project created
Triggers when a new project is created
Task updated
Triggers when the selected task is updated
Task created
Triggers when a new task is created
Project updated
Triggers when the details of an existing project are updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create task
Creates a new task
Create project
Creates a new project
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create or update lead
Creates or updates the details of a lead
Create opportunity
Creates a new opportunity
Add person
Adds a new person
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Update company
Updates the details of an existing company
Update project
Updates the details of an existing project
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
Create task
Creates a new task in the selected workspace
Post comment
Posts a comment in the selected task
What is Flow?
Flow is project and task management software. You can track resources, collaborate with your team, and organize tasks with custom views.
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 >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
