Integrate Copper with Worksnaps
Send information between Copper and Worksnaps automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Worksnaps each time a new task is initiated in Copper
Track the time spent on each task by creating a record in your time tracking service. This flow will create a task in Worksnaps each time a new task is initiated in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Worksnaps.
Create a task in Worksnaps each time a new task is initiated in Copper
Copper + Worksnaps
Build your own integrations between Copper and Worksnaps
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Supported triggers and actions
Integrate Copper and Worksnaps 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
Activity created
Triggers when a new activity is created
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
User created
Triggers when a new user is created
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create task
Creates a new task
Create company
Creates a new company
Add person
Adds a new person
Create project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Create opportunity
Creates a new opportunity
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
Update opportunity
Updates the details of an existing opportunity
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
Create time entry
Creates a new offline time entry for the specified user
Create task assignment
Creates a new task assignment
Create task
Creates a new task
Update task
Updates the details of an existing task
Update time entry
Updates the details of an existing time entry
Update project
Updates the details of an existing project
Fetch time entry
Fetches the details of an existing time entry using ID
Fetch task
Fetches the details of an existing task using ID
Fetch user
Fetches the details of an existing user using ID
Fetch project
Fetches the details of an existing project using ID
Fetch task assignment
Fetches the details of an existing task assignment using ID
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 Worksnaps?
Worksnaps is a remote time-tracking service that tracks user time and activity with visual proof.
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Learn more >Zoho Flow has been a game changer for us, providing instant and accurate data that keeps us on top. It's like a coach for our agents, quickly briefing them on their goals—and that's turbocharged our sales by 50%. It doesn't sweat dealing with 60,000+ daily triggers from Upya and 5,000+ Mobile Money transactions.
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CTO, Yellow Africa
Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
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Operations Manager, Package Mate
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Ferdinando Ploschberger
Business Controller & Process Transformation Manager, QPayPro
