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Copper + MeisterTask

Create tasks in MeisterTask for updated Copper companies

Keep your tasks organized and up-to-date with this Copper and MeisterTask integration. Whenever a company is updated in Copper, a new task will be created in MeisterTask, ensuring that you stay on top of any changes and efficiently manage your workload. This workflow helps you save time and maintain consistency across your team's projects.

Keep your tasks organized and up-to-date with this Copper and MeisterTask integration. Whenever a company is updated in Copper, a new task will be created in MeisterTask, ensuring that you stay on top of any changes and efficiently manage your workload. This workflow helps you save time and maintain consistency across your team's projects.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    TriggerInstant
  2. automatically do this!
    MeisterTaskMeisterTask
    Create Task

    Creates a new 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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meistertask logo
meistertask logo

About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

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