Copper + Omnicasa

Create Omnicasa contacts from new Copper persons

Easily manage your contacts across Copper and Omnicasa with this seamless workflow. When a new person is added in Copper, a contact will be created in Omnicasa, ensuring your information stays up-to-date and organized between both applications. This automation helps you save time and maintain consistency for your contact database.

Easily manage your contacts across Copper and Omnicasa with this seamless workflow. When a new person is added in Copper, a contact will be created in Omnicasa, ensuring your information stays up-to-date and organized between both applications. This automation helps you save time and maintain consistency for your contact database.

  1. When this happens...
    CopperCopper
    New Person

    Triggers when a new Person is created in Copper.

    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

Related categories

  • 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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