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Copper + OmniFocus

Create tasks in OmniFocus for updated companies in Copper

Stay on top of company updates and manage tasks efficiently with this automation. Whenever a company is updated in Copper, it triggers the creation of a task in OmniFocus, ensuring you always have the most up-to-date tasks to work on. Streamline your workflow and never miss important updates on your company's progress.

Stay on top of company updates and manage tasks efficiently with this automation. Whenever a company is updated in Copper, it triggers the creation of a task in OmniFocus, ensuring you always have the most up-to-date tasks to work on. Streamline your workflow and never miss important updates on your company's progress.

  1. When this happens...
    CopperCopper
    Updated Company

    Triggers when a Person's Company is changed.

    TriggerInstant
  2. automatically do this!
    OmniFocusOmniFocus
    Create Task

    Creates a new task in your OmniFocus Inbox.

    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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omnifocus logo
omnifocus logo

About OmniFocus

OmniFocus is an incredible task management platform for Mac®, iPad®, and iPhone®.

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