Copper + Teamwork

Copper + Teamwork integrations

Create task lists from template in Teamwork for updated companies in Copper

Keep your team organized and focused by creating a task list in Teamwork whenever a company is updated in Copper. This workflow will automatically detect when a company's information is modified in Copper and generate a task list in Teamwork using a template, ensuring that essential tasks are assigned and completed. Stay on top of company updates and drive efficiency with this streamlined process.

When this happens...
Updated CompanyTriggers when a Person's Company is changed.
TriggerInstant
automatically do this!
Add Task List From TemplateAdds a task list from a template to the selected project.
ActionWrite

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More things you can do with Copper and Teamwork

Discover other triggers and actions you can use with Copper and Teamwork

- Entity Type
  Required
- Activity Type
  Required
Trigger
Instant
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New Person
Triggers when a new Person is created in Copper.
Trigger
Instant
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New Lead
Triggers when a Lead is created in Copper.
Trigger
Instant
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New Task
Triggers when a new Task is created in Copper.
Trigger
Instant
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Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Instant
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Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Instant
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Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Instant
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Updated Lead
Triggers when a Lead is changed.
Trigger
Instant
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Updated Task
Triggers when a Task is changed.
Trigger
Instant
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- Source Type
  Required
- Project Id
  Required
- Source Id
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Opportunity ID
  Required
- Name
- Primary Contact
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Search or write
- Match by Type
  Required
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
New Calendar Event
Triggered when you add a new calendar event.
Trigger
Instant
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New Card
Triggered when you add a new card.
Trigger
Instant
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New Comment
Triggered when you add a new comment.
Trigger
Instant
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New Expense
Triggered when you add a new expense.
Trigger
Instant
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New Invoice
Triggered when you add a new invoice.
Trigger
Instant
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New Message
Triggered when you add a new message.
Trigger
Instant
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New Milestone
Triggered when you add a new milestone.
Trigger
Instant
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New Person
Triggered when you add a new person.
Trigger
Instant
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- Trigger on
  Required
Trigger
Instant
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New Stage
Triggered when you add a new stage.
Trigger
Instant
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New Task
Triggered when you add a new task.
Trigger
Instant
Try It
- Trigger on
  Required
Trigger
Instant
Try It
- Task List Template
  Required
- Project
  Required
Action
Write
- Name
  Required
- Color
Action
Write
- Name
  Required
- Website
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Title
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Message
  Required
- Body
  Required
- Who should be notified?
- Post as Another User
Action
Write
- Project
  Required
- Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Write
- Project
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Write
- Name
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Write
- Workflow ID
  Required
- Name
  Required
- Color
Action
Write
- Project
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Name
  Required
- Description
Action
Write
- Project
- Task List
- Task
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- Who?
Action
Write
- Name
  Required
Action
Write
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Search or write
- Name
  Required
- Website
Action
Search or write
- Search For
  Required
- Project
  Required
- File Name
  Required
- File
  Required
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
Action
Search or write
- Title
  Required
- Project
  Required
- Description
- Link
  Required
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Search For
  Required
- Project
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
- Notebook
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Company
  Required
- FirstName
  Required
- LastName
  Required
- Email
  Required
- UserType
  Required
- PrivateNotes
- SendInvite
- SendInviteWithMessage
Action
Search or write
- Workflow ID
  Required
- Search For
  Required
- Color
Action
Search or write
- Search For
  Required
- Project
  Required
- Description
Action
Search or write
- Search For
  Required
Action
Search or write

New Company
Triggers when a new Company is created in Copper.
Trigger
Instant
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New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
Instant
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New Project
Triggers when a new Project is created in Copper.
Trigger
Instant
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Updated Company
Triggers when a Person's Company is changed.
Trigger
Instant
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Updated Person
Triggers when a Person is changed.
Trigger
Instant
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Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Instant
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Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Instant
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Updated Project
Triggers when a Project is changed.
Trigger
Instant
Try It
- Activity Type
  Required
- Activity Date
  Required
- Parent Type
  Required
- Parent Object
  Required
- Acting User
  Required
- Details
  Required
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Full Name
- Name Prefix
- First Name
- Middle Name
- Last Name
- Name Suffix
- E-Mail
  Required
- If Person Already Exists
- Assignee
- Title
- Company
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
- Replace or Append to Tags
Action
Write
- Full Name
- First Name
- Middle Name
- Last Name
- Name Prefix
- Name Suffix
- E-Mail
- Assignee
- Status
- Company
- Title
- Description
- Monetary Value
- Currency
- Customer Source
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Description
- Assignee
- Status
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Write
- Name
  Required
- Assignee
- Details
- Status
- Tags
- Replace or Append to Tags
Action
Write
- Name
  Required
- Assignee
- Due Date
- Reminder Date
- Description
- Priority
- Tags
- Related Entity Type
- Related Entity Object
Action
Write
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
Action
Search
- Match by Type
  Required
- Name
  Required
- Assignee
- E-Mail Domain
- Contact Type
- Description
- Phone Number
- Social Profiles
- Website
- Street
- City
- State
- Zip Code
- Country
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Primary Contact
  Required
- Assignee
- Status
- Description
- Pipeline
- Stage
- Close Date
- Monetary Value
- Currency
- Priority
- Win Probability
- Source
- Tags
Action
Search or write
- Match by Type
  Required
- Name
  Required
- Assignee
- Details
- Status
- Tags
Action
Search or write
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
Trigger
Instant
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New Column
Triggered when you add a new column.
Trigger
Instant
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New Company
Triggered when you add a new company.
Trigger
Instant
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New File
Triggered when you add a new file.
Trigger
Instant
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New Link
Triggered when you add a new link.
Trigger
Instant
Try It
New Message Reply
Triggered when you add a new message reply.
Trigger
Instant
Try It
New Notebook
Triggered when you add a new notebook.
Trigger
Instant
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New Project
Triggered when you add a new project.
Trigger
Instant
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New Risk
Triggered when you add a new risk.
Trigger
Instant
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New Status
Triggered when you add a new status.
Trigger
Instant
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New Task List
Triggered when you add a new task list.
Trigger
Instant
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New Time Entry
Triggered when you add a new time entry.
Trigger
Instant
Try It
- Title
  Required
- Description
- All Day
- Start
  Required
- End
  Required
- Where
- Attendees
- Event Type
- Privacy Type
  Required
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
Action
Write
- Project
  Required
- Name
  Required
- Color
Action
Write
- Project
  Required
- Expense
  Required
- Description
- Date
  Required
- Cost
  Required
Action
Write
- Project
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Invoice No./ID
  Required
- PO Number
- Description
- Issue Date
  Required
- Fixed Price
- Currency
  Required
Action
Write
- Project
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Task ID
  Required
Action
Write
- Project
  Required
- Title
  Required
- Body
  Required
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
Action
Write
- Project
- Milestone
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Write
- Project
  Required
- Name
  Required
- Parent Category
Action
Write
- Project
  Required
- Title
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Write
- Name
  Required
- Parent Category
Action
Write
- Project
- Add Selected Users to this Project
  Required
Action
Write
- User
  Required
- Status
  Required
- Notify Everyone in Owner Company?
- Who should be notified?
Action
Write
- Project
  Required
- Task List
  Required
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
Action
Write
- Project
  Required
- Start Date and Time
  Required
- Duration Hours
  Required
- Duration Minutes
  Required
- Description
- Who?
Action
Write
- Project
- Task List
- Content
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
- Allow Update to Completed Task
- Fire Webhooks after Update
Action
Write
- Search For
  Required
Action
Search
- Name
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Workflow ID
  Required
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
Action
Search
- Search For
  Required
- Project
  Required
- Color
Action
Search or write
- Search For
  Required
- Project
- File
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
- Link
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
  Required
- Title
  Required
- Body
  Required
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
Action
Search or write
- Search For
  Required
- Project
  Required
- Title
  Required
- Description
- When is this due?
  Required
- Who is responsible?
  Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
Action
Search or write
- Title
  Required
- Project
  Required
- Description
- Content
  Required
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
Action
Search or write
- Search For
  Required
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
Action
Search or write
- Search For
  Required
- Project
- Task List
- Task
  Required
- Add Comment
  Required
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
Action
Search or write
- Search For
  Required
- Project
  Required
- Task List
  Required
- Content
  Required
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
Action
Search or write

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Insightly

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About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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Insightly

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ActiveCollab

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Project Management

Copper + Teamwork

Copper + Teamwork

Create task lists from template in Teamwork for updated companies in Copper

More things you can do with Copper and Teamwork

Related Zap Templates

Related Zap Templates