Integrate Copper with Teamwork Projects
Send information between Copper and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Set up tasks in Teamwork Projects when new tasks are initiated in Copper
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Teamwork Projects whenever a new task is initiated 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 task list in Teamwork Projects.
Set up tasks in Teamwork Projects when new tasks are initiated in Copper
Copper + Teamwork Projects
Build your own integrations between Copper and Teamwork Projects
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Supported triggers and actions
Integrate Copper and Teamwork Projects 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
New task
Triggers when a new task is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New company
Triggers when a new company is created
New message
Triggers when a new message is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
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 milestone
Creates a new milestone in the selected project
Add person
Adds a new person
Create project
Creates a new project
Create message
Creates a new message in the selected project
Create time entry
Creates a new time entry in the selected project
Create company
Creates a new company
Create task
Creates a new task in the selected task list
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
Fetch project
Fetches the details of an existing project
Fetch tag
Fetches the details of a tag by ID or name
Fetch task
Fetches the details of an existing 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 Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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