Copper + Nifty Integration

Connect Copper to Nifty in 1 click

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Popular Copper + Nifty Workflows

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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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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Create Nifty task for updated Copper person

Copper + Nifty Integration

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When Person is changed in Copper > Create task in Nifty

When Person is changed in Copper then Create task in Nifty

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When Person is created in Copper > Check any condition > Create task in Nifty

Copper + Nifty Integration

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When Lead is created in Copper > Check any condition > Create task in Nifty

Copper + Nifty Integration

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When Person is created in Copper > Check any condition > Update task in Nifty

Copper + Nifty Integration

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When Lead is created in Copper > Check any condition > Update task in Nifty

Copper + Nifty Integration

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Lead is created in Copper Instant
Lead is changed in Copper Instant
Person is created in Copper Instant
Person is changed in Copper Instant
Opportunity is changed in Copper Instant
Opportunity is created in Copper Instant
Activity is created in Copper Instant
Company is changed in Copper Instant
Company is created in Copper Instant
Task is created in Copper Instant
Task is changed in Copper Instant
Project is created in Copper Instant
Project is changed in Copper Instant
Task is created in Nifty
Task is Completed in Nifty
Project is created in Nifty
Task list is created in Nifty
Portfolio is created in Nifty
Subtask is created in Nifty
Document is created in Nifty
Tag is created in Nifty
New message is sent in Nifty
File is created in Nifty
Milestone is created in Nifty

Create lead in Copper
Update lead in Copper
Search lead in Copper
Create person in Copper
Update person in Copper
Search person in Copper
Create activity in Copper
Create task in Copper
Search opportunity in Copper
Create opportunity in Copper
Update opportunity in Copper
Search company in Copper
Create company in Copper
Update company in Copper
Create project in Copper
Update project in Copper
Search project in Copper
Create task in Nifty
Get task by ID in Nifty
Update task in Nifty
Create project in Nifty
Create subtask in Nifty
Create portfolio in Nifty
Create task list/group in Nifty
Send message in Nifty
Create milestone in Nifty
Create tag in Nifty
Create document in Nifty

3x-10x Less Expensive Than Zapier

Zapier

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

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Integrate Copper & Nifty In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Copper & Nifty with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

You Can Also Integrate Copper & Nifty With 1100+ Other Apps

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.

See Copper Integrations

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.

See Nifty Integrations