Create tasks in AgencyZoom for new persons in Copper
Streamline your task management process by connecting Copper and AgencyZoom with this efficient workflow. Whenever a new person is added in Copper, a corresponding task will be created in AgencyZoom, ensuring that important information is easily accessible and up-to-date across your team. Save time and stay organized with this seamless automation.
Streamline your task management process by connecting Copper and AgencyZoom with this efficient workflow. Whenever a new person is added in Copper, a corresponding task will be created in AgencyZoom, ensuring that important information is easily accessible and up-to-date across your team. Save time and stay organized with this seamless automation.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Task
Create a task in Agencyzoom.
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