

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


Set up tasks in Yodiz when new tasks are initiated in Copper
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Yodiz when a new 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 the selected user story in Yodiz.


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

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Supported triggers and actions
Integrate Copper and Yodiz 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

Epic created
Triggers when a new epic is created

Issue created
Triggers when a new issue is created

Task created
Triggers when a new task is created in a user story

User story created
Triggers when a new user story 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 user story
Creates a new user story

Update epic
Updates the details of an existing epic

Create task
Creates a new task in the selected user story

Update user story
Updates the details of an existing user story

Create issue
Creates a new issue

Create epic
Creates a new epic

Update issue
Updates the details of an existing issue

Update task
Updates the details of an existing task
What is Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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