Copper + Fathom
Copper + Fathom
Create tasks in Copper from new action items in Fathom
Improve productivity and keep your team on track with this workflow. When a new action item gets added in Fathom, it automatically creates a corresponding task in Copper, ensuring your projects stay aligned and efficient. This hassle-free process eliminates the manual work of switching between apps, keeping your focus on what truly matters - getting tasks done.
- When this happens...New Action ItemTriggers when there's a new action item from a meeting.
- automatically do this!Create TaskCreates a new Task.
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More things you can do with Fathom and Copper
Discover other triggers and actions you can use with Fathom and Copper
- New Action Item
Triggers when there's a new action item from a meeting.
Try ItTriggerInstant - New Download Video
Triggers when a meeting recording is available for download.
Try ItTriggerInstant - New Recording
Triggers when there's a new meeting recording.
Try ItTriggerInstant - Entity TypeRequired
- Activity TypeRequired
Try ItTriggerInstant
- New AI Summary
Triggers when there's a new AI summary from a meeting.
Try ItTriggerInstant - New Highlight
Triggers when there's a new highlight from a meeting.
Try ItTriggerInstant - New Transcript
Triggers when there's a new transcript from a meeting.
Try ItTriggerInstant - New Company
Triggers when a new Company is created in Copper.
Try ItTriggerInstant
