Integrate Octadesk with Copper
Send information between Octadesk and Copper automatically, without writing any code, using Zoho Flow.
Build your own integrations between Octadesk and Copper
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Supported triggers and actions
Integrate Octadesk and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer added
Triggers when a new customer is added
Organization added
Triggers when a new organisation is added
Agent added
Triggers when a new agent is added
Ticket added
Triggers when a new ticket 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
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
Lead created
Triggers when a new lead is created
Opportunity created
Triggers when a new opportunity is created
Activity created
Triggers when a new activity is created
All Actions - Actions are the automated tasks
Create ticket
Creates a new ticket
Create person
Creates a new person
Create product
Creates a new product
Update ticket
Updates the details of an existing ticket
Create organization
Creates a new organization
Update organization
Updates the details of an existing organization
Update product
Updates the details of an existing product
Fetch organization
Fetches the details of an existing organization by name
Fetch requester
Fetches the details of an existing requester using email address
Fetch person
Fetches the details of an existing person using email address
Search ticket
Search for an existing ticket
Create task
Creates a new task
Add person
Adds a new person
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create opportunity
Creates a new opportunity
Create or update lead
Creates or updates the details of a lead
Create company
Creates a new company
Create project
Creates a new project
Update company
Updates the details of an existing company
Update project
Updates the details of an existing project
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Fetch project
Fetches the details of an existing project by name
Fetch person
Fetches the details of a person by email
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
What is Octadesk?
Octadesk is a customer service solution that organizes customer interactions. It helps you generate leads, close sales, support customers, and more.
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
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.
Learn more >
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 >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
