Create Checkvist list items for new Copper companies
Efficiently manage your new clients with this Copper and Checkvist integration. When a new company is added in Copper, a corresponding list item will be created in Checkvist, helping you stay organized and on top of your client relationships. Streamline your workflow and never miss a beat with this time-saving automation.
Efficiently manage your new clients with this Copper and Checkvist integration. When a new company is added in Copper, a corresponding list item will be created in Checkvist, helping you stay organized and on top of your client relationships. Streamline your workflow and never miss a beat with this time-saving automation.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create List Item
Creates a new item in a selected list.
- Free forever for core features
- 14 day trial for premium features & apps