Autotask + Copper

Create contacts in Autotask for updated companies in Copper

Efficiently manage your customer data with this Copper to Autotask automation. Whenever a company is updated in Copper, a new contact will be created in Autotask, keeping your client information up-to-date across both platforms. Save time and never miss important information updates with this streamlined workflow.

Efficiently manage your customer data with this Copper to Autotask automation. Whenever a company is updated in Copper, a new contact will be created in Autotask, keeping your client information up-to-date across both platforms. Save time and never miss important information updates with this streamlined workflow.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    TriggerInstant
  2. automatically do this!
    AutotaskAutotask
    Create Contact

    Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.

    ActionWrite
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Supported triggers and actions

What does this mean?
autotask logo
autotask logo

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.
Help

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  • CRM (Customer Relationship 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

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  • CRM (Customer Relationship Management)

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