Use Zoho Flow to integrate Zoho Mail with Copper, in atleast 116 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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Send an email via Zoho Mail for new Copper opportunities
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All Triggers - A trigger kickstarts the flow
Email received from particular sender
Triggers when a new email is received from a particular email address
Email tagged
Triggers when an email is tagged
Email matching search received
Triggers when a new email that matches the given conditions is received
Email received
Triggers when a new email 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
All Actions - Action are the automated tasks
Create note
Creates a new personal note or a group note
Create draft
Creates a new email and stores it in the draft folder
Send email
Creates and sends a new email
Create folder
Creates a new folder
Create task
Creates a new task
Move email to folder
Moves an email to the selected folder
Apply tag on email
Applies a tag on the selected email by message ID
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
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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