Use Zoho Flow to integrate Zoho Mail with Copper, in atleast 130 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

Send an email via Zoho Mail for new Copper opportunities

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All Triggers - A trigger kickstarts the flow

Email tagged

Triggers when an email is tagged

Email received

Triggers when a new email is received

Email received from particular sender

Triggers when a new email is received from a particular email address

Email matching search received

Triggers when a new email that matches the given conditions is received

Lead updated

Triggers when any detail of an existing lead is updated

Task added

Triggers when a new task is added

Person added

Triggers when a new person is added

Opportunity created

Triggers when a new opportunity is created

Lead created

Triggers when a new lead is created

Activity created

Triggers when a new activity is created

Person updated

Triggers when any detail of an existing person is updated

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All Actions - Action are the automated tasks

Add user to organization

Adds a new user to an existing organization

Create folder

Creates a new folder

Send email

Creates and sends a new email

Create task

Creates a new task

Create note

Creates a new personal note or a group note

Create draft

Creates a new email and stores it in the draft folder

Apply tag on email

Applies a tag on the selected email by message ID

Add member to group

Adds a new member to an existing organization

Move email to folder

Moves an email to the selected folder

Fetch email

Fetches an email by its unique message ID

Create task

Creates a new task

Create activity

Creates a new activity for a person, company, opportunity, or lead

Add person

Adds a new person

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 opportunity

Creates a new opportunity

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

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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.

Testimonial

Louis CastellanoCEO, Lakeside CNC Group

“Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations.” Know more

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