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Copper + Runrun.it

Create tasks in Runrun.it for new Copper companies

Easily manage tasks for new clients with this Copper and Runrun.it workflow. When a new company is added in Copper, a task will be created in Runrun.it, ensuring all necessary actions are taken for a seamless onboarding process. Streamline your client management and be more efficient with this simple automation.

Easily manage tasks for new clients with this Copper and Runrun.it workflow. When a new company is added in Copper, a task will be created in Runrun.it, ensuring all necessary actions are taken for a seamless onboarding process. Streamline your client management and be more efficient with this simple automation.

  1. When this happens...
    CopperCopper
    New Company

    Triggers when a new Company is created in Copper.

    TriggerInstant
  2. automatically do this!
    Runrun.itRunrun.it
    Create Task

    Creates a new task.

    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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runrunit logo
runrunit logo

About Runrun.it

Runrun.it is a solution for task, time, and performance management. Simple, powerful and tightly integrated.

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