Create or update tasks in FYI for new persons in Copper
Effortlessly manage your contacts and tasks with this Copper and FYI workflow. Whenever a new person is added in Copper, a task will be created or updated in FYI, keeping your to-do list up-to-date. Stay organized and efficient without having to manually transfer information between your CRM and task management systems.
Effortlessly manage your contacts and tasks with this Copper and FYI workflow. Whenever a new person is added in Copper, a task will be created or updated in FYI, keeping your to-do list up-to-date. Stay organized and efficient without having to manually transfer information between your CRM and task management systems.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
- Free forever for core features
- 14 day trial for premium features & apps