Integrate Copper with Neaktor
Send information between Copper and Neaktor automatically, without writing any code, using Zoho Flow.
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Set up tasks in Neaktor when new tasks are initiated in Copper
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Neaktor 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 using the specified task model in Neaktor.
Set up tasks in Neaktor when new tasks are initiated in Copper
Copper + Neaktor
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Supported triggers and actions
Integrate Copper and Neaktor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity created
Triggers when a new opportunity is created
Lead created
Triggers when a new lead is created
Task added
Triggers when a new task is added
Person added
Triggers when a new person is added
Person updated
Triggers when any detail of an existing person is updated
Lead updated
Triggers when any detail of an existing lead is updated
Activity created
Triggers when a new activity is created
Assignee changed
Triggers when the assignee is changed
Task status completed
Triggers when a task status is marked complete
Task comment added
Triggers when a new task comment is added
Task created
Triggers when a new task is created
Task deleted
Triggers when a task is deleted
Task status updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Create activity
Creates a new activity for a person, company, opportunity, or lead
Add person
Adds a new person
Create opportunity
Creates a new opportunity
Create task
Creates a new task
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
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
Add project managers
Adds project managers to the specified project
Create project
Creates a new project using the specified module
Create reminder
Creates a new reminder
Create task
Creates a new task using the specified task model
Create event
Creates a new event
Update task
Updates the details of an existing task using ID or IDx
Update event
Updates the details of an event
Update project
Updates the details of an existing project
Fetch project
Fetches the details of an existing project using ID or key
Fetch user
Fetches the details of an existing user using email address
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch task
Fetches the details of an existing project using ID or IDx
What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
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 >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
