

Integrate Copper with Taskworld
Send information between Copper and Taskworld automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Set up tasks in Taskworld when new tasks are initiated in Copper
Focus on high-impact activities by delegating routine tasks to automated systems. This flow will add a new task to Taskworld every time a new task is added in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Taskworld.


Set up tasks in Taskworld when new tasks are initiated in Copper
Copper + Taskworld

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Supported triggers and actions
Integrate Copper and Taskworld using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks

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

Create message
Creates a message in the selected workspace

Create tag
Creates a new tag

Add task to task list
Adds a task to a task list in the specified project and workspace

Create task
Creates a new task

Create project
Creates a new project

Update task
Updates the details of an existing task

Update project
Updates the details of an existing project

Fetch task
Fetches the details of an existing task

Fetch tag
Fetches the details of an existing tag

Fetch user
Fetches the details of an existing user

Remove tag from task
Removes an existing tag from the specified task
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.
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What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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