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.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Contact
Create a contact.
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