![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Integrate Copper with Wealthbox CRM
Send information between Copper and Wealthbox CRM automatically, without writing any code, using Zoho Flow.
![](https://www.zohowebstatic.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Copper and Wealthbox CRM
Connect Copper and Wealthbox CRM with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Copper and Wealthbox CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Lead updated
Triggers when any detail of an existing lead is updated
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Task added
Triggers when a new task is added
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Person added
Triggers when a new person is added
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Opportunity created
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Lead created
Triggers when a new lead is created
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Activity created
Triggers when a new activity is created
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Person updated
Triggers when any detail of an existing person is updated
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New workflow
Triggers when a new workflow is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New comment
Triggers when a new comment is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New note
Triggers when a new note is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New event
Triggers when a new event is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
New project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Completed task
Triggers when a task is completed
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Create activity
Creates a new activity for a person, company, opportunity, or lead
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Add person
Adds a new person
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Create company
Creates a new company
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Create or update lead
Creates or updates the details of a lead
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Create opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Update project
Updates the details of an existing project
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Update person
Updates the details of an existing person
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Update opportunity
Updates the details of an existing opportunity
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Update company
Updates the details of an existing company
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Fetch person
Fetches the details of a person by email
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Fetch project
Fetches the details of an existing project by name
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Fetch opportunity
Fetches the details of an existing opportunity by name
![](https://flow-public.nimbuspop.com/flow-apps/copper.png)
Fetch company
Fetches the details of an existing company by name
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Create note
Creates a new note
![](https://flow-public.nimbuspop.com/flow-apps/wealthbox_crm.png)
Fetch contact
Fetches a contact by email
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.
Similar apps
What is Wealthbox CRM?
Wealthbox CRM is a web-based tool for financial advisors. You can link tasks to contacts or opportunities, collaborate on projects, and manage events.
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Build comprehensive workflows using
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Learn more >Logic
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