Integrate Copper with WOZTELL
Send information between Copper and WOZTELL automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Copper and WOZTELL 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
WhatsApp message sent
Triggers when a WhatsApp message is sent
WhatsApp message received
Triggers when a WhatsApp message is received
WhatsApp message read
Triggers when a WhatsApp message is read
WhatsApp message delivered
Triggers when a WhatsApp message is delivered
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
Send WhatsApp template message
Sends a WhatsApp template message to the specified phone numbers
Send WhatsApp session message
Sends a sessioned message via Whatsapp
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 WOZTELL?
WOZTELL is a conversational platform that lets you manage customer communications across platforms such as WhatsApp, Facebook, Instagram, and Webchat.
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.
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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.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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