Integrating Copper CRM with Podio by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Copper CRM and Podio
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Award Winning App Integration Platform
Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.
About Podio
Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Integrations for PodioIt's easy to connect Copper CRM + Podio without coding knowledge. Start creating your own business flow.
- Triggers
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New CompanyTriggers when a new company is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Person
Triggers when a new person is created.
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New Project
Triggers when a new project is created.
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New Task
Triggers when a new task is created.
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Updated Company
Triggers when a existing company is updated.
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Updated Opportunity
Triggers when a existing opportunity is updated.
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Updated Person
Triggers when a existing person is updated.
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Updated Project
Triggers when a existing project is updated.
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Updated Task
Triggers when an existing task is updated.
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Application UpdatedTriggers when the application is updated.
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Comment Deleted
Triggers when a comment is deleted.
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File Change
Triggers when an attachment on an item change.
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Item Deleted
Triggers when you delete an item.
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Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
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New Application
Triggers when a new Application is created.
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New Comment
Triggers when a new comment is created.
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New Organizations
Triggers when a new organization is created.
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New Task
Triggers when a new task is created.
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New View
Triggers when a new view is created.
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New Workspace
Triggers when a new workspace is created in the organization.
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Task Delete
Triggers when a task is deleted.
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Task Updated
Triggers when you update a task.
- Actions
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Associate to Project
Relate an existing project to a Copper CRM object.
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Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
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Create Company
Creates a new company.
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Create Opportunity
Creates a new Opportunity.
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Create Person
Creates a Person
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Create Project
Creates a new project.
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Create Task
Creates a task.
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Create Update Company
Creates or Updates a company based on matching criteria.
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Create Update Opportunity
Creates or updates an opportunity depending on matching criteria.
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Create Update Person
Creates or Updates person depending on match criteria.
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Create Update Project
Creates or Updates Project depending on match criteria.
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Update Company
Updates a company depending on the matching criteria.
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Update Opportunity
Updates an opportunity depending on the match criteria.
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Update Person
Updates a person depending on the match criteria.
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Update Project
Updates a project depending on the match criteria.
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Create Status
Add a status update to a workspace stream.
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Create Task
Create a new task.
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Create a Item
Create a new item, record or entry inside an app (standard or custom).
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Update Item
Update Item.
How Copper CRM & Podio Integrations Work
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Step 1: Choose Copper CRM as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Podio as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Copper CRM to Podio.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.