Integrate Copper with Zoho Projects
Send information between Copper and Zoho Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Zoho Projects whenever a new task is initiated in Copper
Prioritize crucial activities by automating repetitive administrative tasks. This flow will add a new task to Zoho Projects every time a new task is added in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Zoho Projects.
Set up a new task in Zoho Projects whenever a new task is initiated in Copper
Copper + Zoho Projects
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Supported triggers and actions
Integrate Copper and Zoho 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
Project updated
Triggers when the details of an existing project are updated
Task or subtask updated
Triggers when the details of an existing task or subtask are updated in the selected portal
Milestone completed in a portal
Triggers when a milestone is completed in any project in the selected portal
Milestone created in a portal
Triggers when a new milestone is created in the selected portal
Overdue task in project
Triggers when a task in the selected project becomes overdue
Milestone created
Triggers when a new milestone is created
Bug submitted in project
Triggers when a new bug/issue is submitted in the selected project
Overdue task or subtask in portal
Triggers when a task or subtask in the selected portal becomes overdue
Task created
Triggers when a new task is created in the selected portal
Event created
Triggers when a new event is created
Project comment added
Triggers when a new comment is added in the selected project
Task created in project
Triggers when a new task is created in the selected project
Comment added
Triggers when a new comment is added to the selected task
Task list created
Triggers when a new task list is created
Bug submitted
Triggers when a new bug/issue is submitted
Task list completed
Triggers when a task list is marked as completed
Task updated in project
Triggers when the details of an existing task are updated in the selected project
Task completed
Triggers when a task is completed in the selected portal
Milestone completed
Triggers when a milestone is marked as completed
Project created
Triggers when a new project is created
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 time log for task
Creates a time log for the selected task
Create task
Creates a new task
Create issue time log
Creates a time log for the selected issue
Add comment
Adds a comment to the selected task
Create subtask
Creates a new subtask in the selected task
Add comment to bug
Adds a new comment to the selected bug
Submit bug
Submits a new bug/issue
Add client to project
Adds a client to the selected project
Add user to project
Adds a user to the selected project
Create project
Creates a new project
Create comment in project
Creates a new comment in the selected project
Create task list
Creates a new task list
Create event
Creates a new event
Create milestone
Creates a new milestone
Add client company
Creates a new client company
Create general time log
Creates a general time log for the selected project
Add followers to task
Adds the specified users as followers to an existing task
Add existing client company to a project
Adds an existing client company to a project
Complete milestone
Completes an existing milestone
Update task list
Updates the details of a task list using its ID
Update general time log
Updates the details of an existing general time log
Update task or subtask
Updates the task or subtask details for the specified ID
Update project
Updates the details of an existing project
Update issue time log
Updates the details of an existing issue time log
Update bug
Updates the details of an existing bug/issue
Update client company
Updates the details of an existing client company
Update task time log
Updates the details of an existing task time log
Fetch milestone
Fetch the details of an existing milestone by search term
Fetch user
Fetches the details of an existing user by email address or user ID
Fetch project - By ID
Fetches the details of an existing project by ID
Fetch CRM deals
Fetch the CRM deals associated with the selected project
Fetch task list
Fetches the details of an existing task list by name
Fetch task
Fetches the details of an existing task by name
Fetch milestone by ID
Fetches the details of an existing milestone by ID
Fetch project - By search term
Fetches the details of an existing project by search term
Fetch task status
Fetches the status of an existing task by task name
Fetch task in project
Fetches the details of an existing task by ID, name, owner, or status in the selected project
Fetch time log
Fetches the details of an existing time log by bill status and owner
Fetch bug in project
Fetches the details of an existing bug/task in the selected project
Fetch project status
Fetches the status of a project by name
Fetch clients in a project
Fetches the clients associated with the selected project
Fetch tag
Fetches the specified tag using name
Fetch user in portal
Fetches the details of a user in the selected portal using email address
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 Zoho Projects?
Zoho Projects is online project management software that helps you efficiently collaborate with your teams. You can create projects and tasks, set milestones, file issues, and keep track of everything from one place.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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