Start process in Metatask for updated persons in Copper
Effortlessly streamline your task management process with this Copper and Metatask integration. When a person is updated in Copper, this workflow will initiate the start of a process in Metatask. Save valuable time and ensure consistent processes by letting this automation keep your tasks up-to-date with the latest information from your CRM.
Effortlessly streamline your task management process with this Copper and Metatask integration. When a person is updated in Copper, this workflow will initiate the start of a process in Metatask. Save valuable time and ensure consistent processes by letting this automation keep your tasks up-to-date with the latest information from your CRM.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Start Process
Starts a new process from a template (with line item support).
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