Integrate Copper with OnceHub
Send information between Copper and OnceHub automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Copper and OnceHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
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
Booking rescheduled
Triggers when an existing booking is rescheduled
Booking marked as no-show
Triggers when an existing booking is marked as no-show
Booking canceled and reschedule requested
Triggers when a booking is canceled and reschedule requested
Booking event occurred
Triggers when the selected booking event has occurred
Booking canceled
Triggers when a booking is canceled
Booking scheduled
Triggers when a new booking is scheduled
All Actions - Actions are the automated tasks
Create opportunity
Creates a new opportunity
Create project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Create company
Creates a new company
Add person
Adds a new person
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create task
Creates a new task
Update company
Updates the details of an existing company
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Fetch project
Fetches the details of an existing project by name
Fetch person
Fetches the details of a person by email
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch booking page
Fetches the details of an existing booking page
Fetch event type
Fetches the details of an existing event type
Fetch booking
Fetches the details of an existing booking
Fetch contact
Fetches the details of an existing contact
Fetch user
Fetches the details of an existing user
What is OnceHub?
OnceHub is meeting and appointment scheduling software. You can customize bookings, share booking pages, and maintain complete control over your schedule with an approval process.
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