Asana + Copper

Create Asana subtasks for new Copper companies

Efficiently manage your new clients in the Copper app by automatically creating subtasks in Asana with this seamless workflow. Whenever a new company is added in Copper, a subtask will be created in Asana, keeping your project management organized and ensuring that no important steps are missed. Streamline your onboarding process and stay on top of tasks with this time-saving automation.

Efficiently manage your new clients in the Copper app by automatically creating subtasks in Asana with this seamless workflow. Whenever a new company is added in Copper, a subtask will be created in Asana, keeping your project management organized and ensuring that no important steps are missed. Streamline your onboarding process and stay on top of tasks with this time-saving automation.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Subtask

    Adds a Subtask to an existing Task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
asana logo
asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn moreHelp

Related categories

  • Project Management

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copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Help

Related categories

  • CRM (Customer Relationship Management)

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