Integrate LessAccounting with Copper
Send information between LessAccounting and Copper automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate LessAccounting and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is added
Contact created
Triggers when you add a new contact
Expense created
Triggers when a new expense is added
Business created
Triggers when you add a new business
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
All Actions - Actions are the automated tasks
Create expense
Adds a new expense
Add line item
Adds a new line item in the specified proposal or invoice
Create contact
Adds a new contact
Create invoice
Adds a new invoice
Update contact
Updates the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch expense
Fetches the details of an existing expense
Fetch contact
Fetches the details of an existing contact
Fetch payment
Fetches the details of an existing payment
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
What is LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
Similar apps
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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