Copper

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App Description

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.

Category : CRM

Triggers

New person

Triggers when a new person is added

New task

Triggers when a new task is added

New lead

Triggers when a new lead is created

New opportunity

Triggers when a new opportunity is created

New activity

Triggers when a new activity is created

Updated lead

Triggers when the details of an existing lead are updated

Updated person

Triggers when the details of an existing person are updated

Actions

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 project

Updates the details of an existing project

Update opportunity

Updates the details of an existing opportunity

Update person

Update the details of an existing person

Update company

Updates the details of an existing company

Fetch person

Fetches the details of a person by email

Fetch project

Fetches a project by name

Fetch company

Fetches a company by name

Fetch opportunity

Fetches an opportunity by name

How Zoho Flow Works

Zoho Flow is an integration platform that lets you create smart workflows among your cloud apps. It works on the basis of a trigger that sets your workflow in motion, and a series of actions that automatically execute as a result of the trigger.