Copper + Omnicasa

Update Omnicasa contacts when companies are updated in Copper

Keep your Omnicasa contacts up to date when there are changes made to a company in Copper. This workflow is activated when a company is updated in Copper and automatically creates a new contact in Omnicasa, ensuring your contact list remains current and accurate. Save time and maintain consistent information across platforms with this seamless automation.

Keep your Omnicasa contacts up to date when there are changes made to a company in Copper. This workflow is activated when a company is updated in Copper and automatically creates a new contact in Omnicasa, ensuring your contact list remains current and accurate. Save time and maintain consistent information across platforms with this seamless automation.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    TriggerInstant
  2. automatically do this!
    OmnicasaOmnicasa
    Create Contact

    Create a contact.

    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 Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Task

    Triggers when a new Task 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.
Help

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  • CRM (Customer Relationship Management)

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omnicasa logo
omnicasa logo

About Omnicasa

Omnicasa is a real estate software platform designed for real estate agents. Everything in one place: create/manage properties/projects, contacts, tasks, appointments, demand, and more.
Help

Related categories

  • CRM (Customer Relationship Management)

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