Copper + Nifty Integration

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Copper + Nifty Integration

Create Nifty task for new Copper person

Copper and Nifty are both powerful tools that, when used correctly, can help you become more productive.

When you create a person in Copper, do you also create a task in Nifty? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Copper + Nifty Integration

Create Nifty task for new Copper task

Copper provides a great way to track and manage task, but sometimes it's nice to have an extra layer of task management that is separate from Copper. Nifty is a great tool for this.

All you need to do is - integrate Nifty with Copper to create task in Nifty automatically when certain task occur in Copper. This can save you time by not having to manually create tasks in both systems.
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Copper + Nifty Integration
1.
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
  • Nifty
    Task is created in Nifty
  • Nifty
    Task is Completed in Nifty
  • Nifty
    Project is created in Nifty
  • Nifty
    Task list is created in Nifty
  • Nifty
    Portfolio is created in Nifty
  • Nifty
    Subtask is created in Nifty
  • Nifty
    Document is created in Nifty
  • Nifty
    Tag is created in Nifty
  • Nifty
    New message is sent in Nifty
  • Nifty
    File is created in Nifty
  • Nifty
    Milestone is created in Nifty
2.
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
  • Nifty
    Create task in Nifty
  • Nifty
    Get task by ID in Nifty
  • Nifty
    Update task in Nifty
  • Nifty
    Create project in Nifty
  • Nifty
    Create subtask in Nifty
  • Nifty
    Create portfolio in Nifty
  • Nifty
    Create task list/group in Nifty
  • Nifty
    Send message in Nifty
  • Nifty
    Create milestone in Nifty
  • Nifty
    Create tag in Nifty
  • Nifty
    Create document in Nifty
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You Can Also Connect Copper or Nifty With 1200+ Other Apps

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Copper is a CRM that helps you turn relationships into revenue, and it does this by automating all the busywork in your sales pipeline so you can focus on what matters: building relationships with customers.

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Nifty is a cloud-based solution that helps you communicate and manage your projects in one place. The intuitive interface allows everyone on your team to see what's happening, stay engaged throughout the project lifecycle, and collaborate easily.

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