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Copper supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Lead created
Triggers when a new lead is created
Task added
Triggers when a new task is added
Person added
Triggers when a new person is added
Person updated
Triggers when any detail of an existing person is updated
Lead updated
Triggers when any detail of an existing lead is updated
Activity created
Triggers when a new activity is created
All Actions - Action are the automated tasks
Create company
Creates a new company
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Create activity
Creates a new activity for a person, company, opportunity, or lead
Add person
Adds a new person
Create opportunity
Creates a new opportunity
Create task
Creates a new task
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
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 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.
Categories : CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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