Integrate PartnerStack with Copper
Send information between PartnerStack and Copper automatically, without writing any code, using Zoho Flow.
Build your own integrations between PartnerStack and Copper
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Supported triggers and actions
Integrate PartnerStack and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Reward event occurred
Triggers when a reward is created, updated, restored, or declined
Deal event occurred
Triggers when a new deal is created, or when the amount, stage, or close date of a deal is updated
Partner event occurred
Triggers when a partnership is created, updated, or deleted
Lead event occurred
Triggers when a lead is created, updated, closed, approved, or declined
Customer event occurred
Triggers when a customer is created, updated, or deleted
Transaction event occurred
Triggers when a transaction is created or deleted
Offer event occurred
Triggers when an offer is created, updated, or deleted
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
All Actions - Actions are the automated tasks
Create activity
Creates an activity for a partner or customer
Create customer
Creates a new customer
Create partner
Creates a new partner
Create transaction
Creates a new transaction
Update partner
Updates the details of an existing partner
Update customer
Updates the details of an existing customer
Fetch partner
Fetches details of an existing partner by email address or key
Fetch customer
Fetches details of an existing customer by email address or key
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
What is PartnerStack?
PartnerStack is a growth automation platform that helps you automatically incentivize and reward partners like resellers, consultants, and ambassadors. You can create custom referral links and company pages, send email campaigns, and track the performance of your partners with detailed analytics.
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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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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
