Integrate Copper with vPlan
Send information between Copper and vPlan automatically, without writing any code, using Zoho Flow.
Build your own integrations between Copper and vPlan
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Supported triggers and actions
Integrate Copper and vPlan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Lead created
Triggers when a new lead is created
Comment updated
Triggers when the details of an existing comment is updated
Detached label on card
Triggers when a label is detached from card
Attached resource on card
Triggers when a resource is attached to a card
Collection updated
Triggers when the details of an existing collection is updated
Collection created
Triggers when a new collection is created
Time tracking created
Triggers when new time tracking is created
Card updated
Triggers when the details of an existing card is updated
Detached resource on card
Triggers when a resource is detached from a card
Card created
Triggers when a new card is created
Attached label on card
Triggers when a label is attached to a card
Comment added
Triggers when a new comment is added
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Add person
Adds a new person
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 company
Creates a new company
Create task
Creates a new task
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 card on board
Creates a new card on board
Create time tracking
Creates new time tracking
Create activity
Creates a new activity
Create resource
Creates a new resource
Add comment
Adds a comment to the specified collection
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 vPlan?
vPlan is a planning software that allows you to create a visual overview of data in different formats, helping you organize, manage, and communicate your plans efficiently.
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