Create tasks in Toodledo for new Copper companies
Easily manage your new clients from Copper by creating tasks in Toodledo with this seamless workflow. When a new company is added to Copper, it automatically generates a task in Toodledo, allowing you to stay organized and ensure a smooth onboarding process. Stay on top of your client management and never miss an important task with this efficient automation.
Easily manage your new clients from Copper by creating tasks in Toodledo with this seamless workflow. When a new company is added to Copper, it automatically generates a task in Toodledo, allowing you to stay organized and ensure a smooth onboarding process. Stay on top of your client management and never miss an important task with this efficient automation.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- automatically do this!Create Task
This action will create a task with no folder assigned.
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