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

Connect Copper and vPlan with over 950+ 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 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.

CRM

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.

Project Management

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.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

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Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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

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