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Copper + Flow

Create tasks in Flow for new Copper companies

Stay organized and on top of your tasks with this Copper and Flow automation. When a new company is added in Copper, a task will be created in Flow to help you track your work. This seamless workflow ensures that your task management stays efficient and up-to-date with your growing customer base.

Stay organized and on top of your tasks with this Copper and Flow automation. When a new company is added in Copper, a task will be created in Flow to help you track your work. This seamless workflow ensures that your task management stays efficient and up-to-date with your growing customer base.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    FlowFlow
    Create Task

    Creates a new Flow 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 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
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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flow logo
flow logo

About Flow

Flow is a task management solution that offers an online web application, iOS mobile app, and a native Mac OS X application for users.

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