

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


Set up tasks in Agiled 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 Agiled 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 Agiled.


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


Set up a task in Agiled every time a task is added in Copper
Efficiently manage deadlines by logging all tasks in your business management platform. This flow will create a task in Agiled as soon as a task is created in Copper.
How it works
- The flow triggers when a new task is added in Copper.
- Zoho Flow creates a new task in Agiled.


Set up a task in Agiled every time a task is added in Copper
Copper + Agiled

Build your own integrations between Copper and Agiled
Connect Copper and Agiled with over 700+ 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 Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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

Lead created
Triggers when a new lead is created

Lead created
Triggers when a new lead is created

Client created
Triggers when a new client is created

Task created
Triggers when a new task is created

Product created
Triggers when a new product is created

Contract created
Triggers when a new contract is created

Employee created
Triggers when a new employee is created
All Actions - Actions are the automated tasks

Create company
Creates a new company

Create task
Creates a new task

Create project
Creates a new project

Create activity
Creates a new activity for a person, company, opportunity, or lead

Create or update lead
Creates or updates the details of a lead

Create opportunity
Creates a new opportunity

Add person
Adds a new person

Update opportunity
Updates the details of an existing opportunity

Update person
Updates the details of an existing person

Update company
Updates the details of an existing company

Update project
Updates the details of an existing project

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 project
Creates a new project

Create employee
Creates a new employee

Create task
Creates a new task

Create product
Creates a new product

Create contract
Creates a new contract

Create expense
Creates a new expense

Create ticket
Creates a new ticket

Create lead
Creates a new lead

Create client
Creates a new client

Update project
Updates the details of an existing project

Update contract
Updates the details of an existing contract

Update employee
Updates the details of an existing employee

Update lead
Updates the details of an existing lead

Update product
Updates the details of an existing product

Fetch tax
Fetches the list of existing taxes
What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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